CANSLIM - COAST TO COAST Message Board

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Strategies & Market Trends : CANSLIM - COAST TO COAST

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To: James Wright who wrote (5741)	12/14/1999 1:46:00 PM
From: John Morrison	Read Replies (1) of 6445

Perhaps someone could repeat the highlites of Canslim. My book is loaned out so I can't. One of my favorite near-Canslims is Semtech (SMTC). They make power control parts for laptops, Palmtops, Cell Phones, and all sorts of small electronic devices. They have regularly introduced new products over the past year and a number of them are proprietary, thus higher margins. Margins are in the 50% area. Earnings are doubling from the same periods a year ago. Revenue is also increasing rapidly. Institutions own a lot as they do most everything now days. I think it is a very good buy, as it has pulled back from a high of 57 to 43 today. Level 2 shows buying today. Next earnings report will be about the 25th of February - I think it will double the same period a year ago.

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