From: owner-canslim-digest@lists.xmission.com (canslim-digest) To: canslim-digest@lists.xmission.com Subject: canslim-digest V2 #1513 Reply-To: canslim Sender: owner-canslim-digest@lists.xmission.com Errors-To: owner-canslim-digest@lists.xmission.com Precedence: bulk Content-Transfer-Encoding: quoted-printable X-No-Archive: yes canslim-digest Tuesday, June 19 2001 Volume 02 : Number 1513 In this issue: Re: [CANSLIM] Specific Industry Group Rankings & list Re: [CANSLIM] Specific Industry Group Rankings & list Re: [CANSLIM] new to group [CANSLIM] CANSLIM holding period Re: [CANSLIM] Shorting [CANSLIM] Buying in a base RE: [CANSLIM] PSTA Re: [CANSLIM] Specific Industry Group Rankings & list Re: [CANSLIM] CANSLIM holding period ---------------------------------------------------------------------- Date: Tue, 19 Jun 2001 11:32:25 -0400 From: "Tom Worley" Subject: Re: [CANSLIM] Specific Industry Group Rankings & list Hi E, Funny you should ask, I have been working on that very question on RECN this morning, but my system keeps crashing ( a 486 Compaq with only 24K RAM just doesn't fare too well these days, will be glad when I get my new PC). I still haven't been able to access or find any news stories on the unblocking of those shares. I did check the SEC site and did not find a registration statement. DGO does not show management owning them, they only show management owning 16% of the 20.5 million share issue. And normally, the regulators will not unblock true management ("insiders") holdings earlier than the two year requirement. Even after insiders holdings are eligible for sale, they are still limited by a quantity measure, I think 1% of the average daily volume over the prior 90 days or some such formula. Maybe someone still in the business can clarify the current rules? My best guess of the source of these shares recently registered is that they are not management owned, but rather from one of three likelihood's: original owners of a company acquired by RECN and paid in stock, but no longer now a part of the management team shares issued as part of the bridge financing done six months or so prior going public institutional investors who got the shares in a private placement In all three cases, an early unblocking is permitted, as the blocking is simply a term of the contract whereby they got the shares. It is not a regulatory issue, nor is the volume of selling limited by regulation. A fourth possibility, but unlikely due the quantity of shares being registered, is someone who once was part of the management team but is no longer considered an "insider". And as you already pointed out, these shares are being registered, but that doesn't mean they will also be immediately sold (altho that is a likely occurrence for at least a substantial portion). It should also be noted that these shares are already being counted in earnings per share calculations, so the only true change is in the active float, should they be sold. I also don't think the timing is an issue, purely coincidence. With earnings coming out every three months, along with other news, it is difficult to impossible to file a registration that is not somewhere near some other news event. RECN now has six consecutive quarters of earnings growth. Even without "insider" knowledge of how well they did this quarter, it would seem a good time to get your shares ready for sale. And if the shares were issued as either payment for an acquisition, or as part of a bridge financing, or from a private placement, the terms of that deal likely specified that the company had to register the shares by a set deadline. So again, timing is likely not significant. Tom Worley stkguru@netside.net AIM: TexWorley - ----- Original Message ----- From: ernieh To: Sent: Tuesday, June 19, 2001 11:09 AM Subject: Re: [CANSLIM] Specific Industry Group Rankings & list Tom, Thanks for the response. Point well taken. I for one have learned something I did not know about the inner workings of the industy from you already. Along this subject line, what is your take on the early unlocking of management stock just weeks before an earnings announcement ie. RECN - ---------- Original Message ---------------------------------- From: "Tom Worley" Reply-To: canslim@lists.xmission.com Date: Tue, 19 Jun 2001 10:33:45 -0400 >E, > >I am just a member, but one with a lot of tenure, and experience >in the securities industry. I enjoy sharing what I have learned >about investing over the past 40+ years, and the securities >industry from an "insider's" perspective over the past 10+ years. > >My only interest in "limiting content" is to ensure that this >group continues on for another 5 years as a CANSLIM group. We do >deviate periodically, and that's usually ok so long as we can get >back to the topic at hand. But now that we have a functional >technical indicators group combining TI with CANSLIM, it makes >more sense to get those topics over there and out of this group. >I am a member of that group as well, so it doesn't reduce my >reading volume, just divides it into discrete arenas. > >I am not obligated to either read, or respond, to any post. I >read every one out of interest in other member's perceptions and >observations, including their read on "M". I respond to those >where I feel I can contribute something, or see something stated >that I believe is inaccurate. I have a depth of knowledge about >both the US securities industry, as well as global trading, >foreign currency exchange and trading, and economics, and share >this knowledge freely (sometimes too freely). I have also been >using CANSLIM for nearly a decade, as well as having past direct >access to WON's picks and his staff's knowledge, which I also >share. > >Tom Worley >stkguru@netside.net >AIM: TexWorley > >----- Original Message ----- >From: ernieh >To: >Sent: Tuesday, June 19, 2001 9:37 AM >Subject: Re: [CANSLIM] Specific Industry Group Rankings & list > > >Tom, > >Please do not take offense, because I am new to the group and do >not know whats what here. > >Are you the moderator for the group? If not why do you feel >obligated to read and or respond to every post. If you are not >the moderator, give yourself a break. We will understand if you >cannot read all of the posts every night. > >If you are the moderator then I understand your desire to limit >some of the content on this board. > >E >---------- Original Message ---------------------------------- >From: "Tom Worley" >Reply-To: canslim@lists.xmission.com >Date: Tue, 19 Jun 2001 08:09:17 -0400 > >>I would much prefer any surveys be done using a different >address >>/ site. Coming home after a 14 hour workday and having 75-80 >>emails waiting is already enough, thank you. I don't need to add >>survey responses to that. >> >>I am also not sure what more we can learn from a simple survey >>than what we already can glean from member's posts and >>discussions. >> >>Tom Worley >>stkguru@netside.net >>AIM: TexWorley >> >>----- Original Message ----- >>From: Dan Forant >>To: >>Sent: Tuesday, June 19, 2001 7:31 AM >>Subject: Re: [CANSLIM] Specific Industry Group Rankings & list >> >> >>Change, yes change is something some do not take easily. But I >>believe not >>changing or adapting to situations breeds shortsightedness and >>losses in the >>market. This is a bear market and money can be made by changing >>tactics >>some. Like shorting and daytrading taking advantage of the >>CANSLIM gospel. A >>sentiment survey sounds good. This group doesn't get that much >>mail where it >>would interfere with it's prime purpose. >> >>DanF >> >>----- Original Message ----- >>From: "Kent Norman" >>To: >>Sent: Tuesday, June 19, 2001 4:51 AM >>Subject: Re: [CANSLIM] Specific Industry Group Rankings & list >> >> >>> I wonder if this could be an indication of >>> capitulation? Instead of throwing in the towel, this >>> group changes tactics? >>> >>> Perhaps we should start running a weekly group >>> sentiment survey and post the results during the >>> weekend. This group is already cluttered enough, so I >>> would not consider having everyone post survey >>> submissions. Does anyone have a quick and dirty >>> suggestion on collecting many submissions? >>> >>> I am thinking of creating a email account exclusively >>> for this purpose and just having everyone send a brief >>> email perhaps with "bull", "bear", "neutral". >>> >>> Opinions are welcome. >>> >>> Kent Norman >>> >>> >>> It seemed from all the comments that most members of >>> this group were either licking their wounds, or >>> shifting to swing or day trading. >>> >>> >>> > > > >- >-To subscribe/unsubscribe, email "majordomo@xmission.com" >-In the email body, write "subscribe canslim" or >-"unsubscribe canslim". Do not use quotes in your email. > - - - -To subscribe/unsubscribe, email "majordomo@xmission.com" - -In the email body, write "subscribe canslim" or - -"unsubscribe canslim". Do not use quotes in your email. - - - -To subscribe/unsubscribe, email "majordomo@xmission.com" - -In the email body, write "subscribe canslim" or - -"unsubscribe canslim". Do not use quotes in your email. ------------------------------ Date: Tue, 19 Jun 2001 08:57:56 -0700 From: "Ian" Subject: Re: [CANSLIM] Specific Industry Group Rankings & list I totally agree with Tom here. I use traditional CANSLIM pivot points to pyramid to an already winning position, but if I am following the stock, I want to buy it when it is 'flat-lining' in the base, and volume is drying up (after an earlier increase in volume). I choose the stocks based on recent revenue and EPS growth, and forward outlook. I also care about valuation and will not consider high P/S stocks (I don't mind high P/E when the E are about to explode due to growth/margin efficiencies). Therefore I feel fairly comfortable buying in a base based on volume history/action. It makes it easier to take the violent pullbacks of this manic market. I suspect that if we were in a super-bull, I would wait exclusively for pivot-points, as I wouldn't want capital tied up. A good recent example of this was ACLNF, where it traded just 6,100 shares on May 1 (at a near-term low) - that was the trigger to start buying, while it went straight up for 2 weeks after that. The 75,000 share day on April 12 was my trigger that interest was building, and I knew the CANSLIM fundamentals were as good as they can get. ICLR had a similar pattern recently where there was unusually high volume in early May that I regarded as accumulation. That was followed by some ultra low volume days. I saw the same thing in SCOT with very high volume on June 7 and June 11, dropping off completely on the 12th. As I was familiar with the CANSLIM fundamentals, I figured it was a trigger day, although I didn't buy any. My mistake. Ian - ----- Original Message ----- From: Tom Worley To: Sent: Tuesday, June 19, 2001 8:14 AM Subject: Re: [CANSLIM] Specific Industry Group Rankings & list > Hi Dave, > > A lot of CANSLIMers, including WON, place great importance on > Group Strength. They use this often as a primary criteria for > screening. I am the opposite, I prefer individual stock > performance, and earnings growth, and only casually consider its > GRS. Many (most?) of the stocks I actually buy, and much of those > on my watch list, are often in a very weak group. But I have also > found that those groups eventually moved up into leadership > positions, by which time I was making good returns. > > I recall an observation by WON that by the time a group made it > into the top 40 (of about 199 groups), it had only made one third > of its overall move. I used to watch for groups moving up > strongly and just entering the top 40 as one method of screening > (back when I was also hooked on group strength as a primary > screening tool). > > I tend to buy stocks while still basing, rather than abiding by > the rules and waiting for the actual breakout, because I cannot > depend on being able to watch them religiously during the trading > day. I get real busy at work most days, and my ability to check > quotes and volume is sporadic. I have also seen far too many that > I wanted to own that didn't wait around for a 5, 6, or 7 week > base to form. I have found that my downside risk on a stock that > is basing well, and esp where volume is already drying up, is > usually limited to the transaction costs. And my upside if it > breaks out without all the proper warnings and signals can be > significant. This is also a function of my dealing only in small > cap stocks, most of which have very small floats and are thinly > traded until they are "discovered". If I wait for discovery to > occur, I will have to pay a premium, and possibly chase the > stock. If I buy it while still basing, I can set my price for > entry, and try to be patient. > > Tom Worley > stkguru@netside.net > AIM: TexWorley > > ----- Original Message ----- > From: Dave Wulf > To: > Sent: Tuesday, June 19, 2001 10:45 AM > Subject: RE: [CANSLIM] Specific Industry Group Rankings & list > > > Tom, ...thanks. Here's a canslim question..How do we square the > industry > strenght rating with my observations (admittedly limited) in the > IBD that > those with top ratings now and with some of the best returns in > the last 6 > mnths are the groups that have increased from very weak rel. > strenght > groups. Not all, of course, but would seem some inconsistencies > here. The > opposite can also be observed (ie. strong groups moving to weak > and > comparable lesser returns). Some groups tend to stay > strong...how does one > discern difference? > You have mentioned and alerted ( "don't try this at home") that > you > enter somewhat early in the base...and oftimes with smaller > stocks than > typically qualify under WON...why? > Regards, DWulf > > > ---------- > > From: Tom Worley[SMTP:stkguru@netside.net] > > Reply To: canslim@lists.xmission.com > > Sent: Tuesday, June 19, 2001 9:20 AM > > To: dwulf@n-p-s-inc.com; tbates@wbmnet.com > > Subject: Re: [CANSLIM] Specific Industry Group Rankings & list > > > > Dave, > > > > >From my past experience in this group while still a licensed > > broker, and reviewing what NASD says on posting, I would > suggest > > adding a simple disclaimer in your signature block that you are > a > > Registered Investment Advisor. > > > > I have seen no evidence from you of touting or recruiting, so a > > simple disclosure should cover you with the regulators. > > > > The more we learn, the more we learn just how much we don't > know. > > > > Tom Worley > > stkguru@netside.net > > AIM: TexWorley > > > > ----- Original Message ----- > > From: Dave Wulf > > To: > > Sent: Tuesday, June 19, 2001 9:25 AM > > Subject: RE: [CANSLIM] Specific Industry Group Rankings & list > > > > > > Confession time... I too am a investment professional. Started > > Wulf, Bates, > > & Murphy, Inc. a Registered Investment Advisor, in 1986. 4 > year > > stints with > > Merrill Lynch and Shearson Lehman Bros. prior each. We > specialize > > in bonds & > > stuff. > > I'm here to learn and help. Hope to contribute. I'm somewhat > > intimidated by what I can and cannot say from a regulatory > > standpoint. I am > > continually amazed at what I do not know. Regards, DWulf. > > > > > ---------- > > > From: Tom Worley[SMTP:stkguru@netside.net] > > > Reply To: canslim@lists.xmission.com > > > Sent: Monday, June 18, 2001 7:30 PM > > > To: dwulf@n-p-s-inc.com; tbates@wbmnet.com > > > Subject: Re: [CANSLIM] Specific Industry Group Rankings & > list > > > > > > Not a problem, Kent and all the others. It seemed from all > the > > > comments that most members of this group were either licking > > > their wounds, or shifting to swing or day trading. But seems > > > there is enough interest in keeping the powder dry, and > getting > > > ready for the next rally, that posting my review is still > > > beneficial. > > > > > > Tom Worley > > > stkguru@netside.net > > > AIM: TexWorley > > > > > > ----- Original Message ----- > > > From: Kent Norman > > > To: > > > Sent: Monday, June 18, 2001 7:44 PM > > > Subject: RE: [CANSLIM] Specific Industry Group Rankings & > list > > > > > > > > > me too, please keep it coming. > > > > > > Thanks > > > Kent Norman > > > --- Dave Wulf wrote: > > > > Tom, > > > > I read your list, Thanks. Regards, DWulf > > > > > > > > > ---------- > > > > > From: Dan Forant[SMTP:dforant1@nycap.rr.com] > > > > > Reply To: canslim@lists.xmission.com > > > > > Sent: Monday, June 18, 2001 9:54 AM > > > > > To: dwulf@n-p-s-inc.com; tbates@wbmnet.com > > > > > Subject: Re: [CANSLIM] Specific Industry Group > > > > Rankings & list > > > > > > > > > > Only part of the file came through. Just the > > > > stocks. > > > > > > > > > > DanF > > > > > > > > > > ----- Original Message ----- > > > > > From: Dempsey, Chris > > > > > To: canslim@lists.xmission.com > > > > > Sent: Monday, June 18, 2001 8:08 AM > > > > > Subject: [CANSLIM] Specific Industry Group > > > > Rankings & list > > > > > > > > > > > > > > > I haven't had a chance to post this for a while. > > > > The attached file > > > > > has the industry group rankings from the first > > > > (ex. 6/01) and 16th (6i/01) > > > > > of each month taken straight from the IBD > > > > newspaper. Also a list of the > > > > > groups that I will focus on for the next 1/2 > > > > month. The file also includes > > > > > all stocks on my current watch list and a screened > > > > list of my current > > > > > watch list for the industry groups to focus on for > > > > the next 1/2 month. I > > > > > hope this is still helpful to some members of the > > > > group. > > > > > > > > > > <> > > > > > > > > > > > > > > > > > > - > > > > -To subscribe/unsubscribe, email > > > > "majordomo@xmission.com" > > > > -In the email body, write "subscribe canslim" or > > > > -"unsubscribe canslim". Do not use quotes in your > > > email. > > > > > > > > > __________________________________________________ > > > Do You Yahoo!? > > > Spot the hottest trends in music, movies, and more. > > > http://buzz.yahoo.com/ > > > > > > - > > > -To subscribe/unsubscribe, email "majordomo@xmission.com" > > > -In the email body, write "subscribe canslim" or > > > -"unsubscribe canslim". Do not use quotes in your email. > > > > > > > > > > > > - > > > -To subscribe/unsubscribe, email "majordomo@xmission.com" > > > -In the email body, write "subscribe canslim" or > > > -"unsubscribe canslim". Do not use quotes in your email. > > > > > > > - > > -To subscribe/unsubscribe, email "majordomo@xmission.com" > > -In the email body, write "subscribe canslim" or > > -"unsubscribe canslim". Do not use quotes in your email. > > > > > > > > - > > -To subscribe/unsubscribe, email "majordomo@xmission.com" > > -In the email body, write "subscribe canslim" or > > -"unsubscribe canslim". Do not use quotes in your email. > > > > - > -To subscribe/unsubscribe, email "majordomo@xmission.com" > -In the email body, write "subscribe canslim" or > -"unsubscribe canslim". Do not use quotes in your email. > > > > - > -To subscribe/unsubscribe, email "majordomo@xmission.com" > -In the email body, write "subscribe canslim" or > -"unsubscribe canslim". Do not use quotes in your email. - - - -To subscribe/unsubscribe, email "majordomo@xmission.com" - -In the email body, write "subscribe canslim" or - -"unsubscribe canslim". Do not use quotes in your email. ------------------------------ Date: Tue, 19 Jun 2001 08:38:44 -0700 From: Neal Frankle Subject: Re: [CANSLIM] new to group Thanks Tom. Neal Tom Worley wrote: > Hi Neal, and welcome to the group. I am always glad to see a > financial professional here in the group so I have some company > understanding, and explaining, some of the mechanics of how the > system really works. > > Now, group, don't bash him. He's admitted he's a professional, > and also told you he also is not having a great year. But he's > here as a real person, so treat him accordingly, much as all of > you have treated me over the years. > > Tom Worley > stkguru@netside.net > AIM: TexWorley > > ----- Original Message ----- > From: Neal Frankle > To: > Sent: Monday, June 18, 2001 10:45 AM > Subject: [CANSLIM] new to group > > Hello. My name is Neal and I am new to the group. I have been > following > WON for 3 years and investing using the system since 1/2000. > > I broke even in 2000 and in 2001 I am up 9% for the year. I was > feeling > very much like a looser having seen lots of profits slip away > over the > past weeks but being here gives me some perspective. THANKS! I > feel > better. > > To be frank, I am a professional money manger but I am NOT > soliciting > business. I want to sharpen my IBD skills, learn and contribute > when > possible. > > Regards and Thanks! > > Neal > > - > -To subscribe/unsubscribe, email "majordomo@xmission.com" > -In the email body, write "subscribe canslim" or > -"unsubscribe canslim". Do not use quotes in your email. - - - -To subscribe/unsubscribe, email "majordomo@xmission.com" - -In the email body, write "subscribe canslim" or - -"unsubscribe canslim". Do not use quotes in your email. ------------------------------ Date: Tue, 19 Jun 2001 08:58:24 -0700 From: Neal Subject: [CANSLIM] CANSLIM holding period First, thanks for the warm welcome. I appreciate it very much. Again, being rather new using CANSLIM I wonder what others experience in terms = of holding period. It may be a function of the market, but this system has = turned me into a day trader of sorts - holding stocks many times for only a few = days. I bought a few great stocks in mid April (ppdi,skx, feic) and had big = gains. In accordance with WON's laws, since I had more than 20% gains in a few = weeks, I was planning to hold for 8 weeks but the market started to kill my = stocks so I started selling to hold on to some modest gains. I bought more = stocks as the market got weaker and quickly was stopped out. SO my trading = activity went out of sight and I don't want to trade that much if possible. = That was the reason I became interested in CANSLIM in the first place. Can anyone help? Thanks, Neal - - - -To subscribe/unsubscribe, email "majordomo@xmission.com" - -In the email body, write "subscribe canslim" or - -"unsubscribe canslim". Do not use quotes in your email. ------------------------------ Date: Tue, 19 Jun 2001 09:08:02 -0700 From: "Robert Seiden" Subject: Re: [CANSLIM] Shorting Does anyone have any experience with the Indigo software system.They make seemingly extravagant claims about "hypothetical" results? Currently they are pushing selling stocks short.They advertise quite heavily in IBD. Their product is very expensive.They are not CANSLIM. But they do sell short. Are they for real? - ----- Original Message ----- From: "DougC" To: Sent: Saturday, June 16, 2001 3:03 PM Subject: Re: [CANSLIM] Shorting > There's different approaches to shorting. Depends on your time frame and > selection criteria. Also some use fundamentals first then buy depending on > the chart. Others don't look at fundamentals at all. Check out the writers > on Trading Markets.com. They all discuss shorting when market conditions > warrant it and they are a perfect representation of the different ways to > short. Mark Boucher's techniques follow canslim loosely and he pretty much > reverses the long fundie requirements for shorts. And the charts he buys > off of are upside down C&H and bases on stocks in downtrends. Mark has a 10 > week course on the TM site and a lesson specific to shorting. Also check > out Dave Landry for swing trade shorting. They both have excellent books out. > > > > At 01:45 PM 6/16/01 -0700, you wrote: > >Who can recommend some good books on shorting, or investment books that > >deal with shorting? I have enough technical analysis books that deal with > >this...I'm looking for something that deals more with fundamentals, in > >considerably more detail than WON does in "How to Make Money..." > > > >John > > > > > >- > >-To subscribe/unsubscribe, email "majordomo@xmission.com" > >-In the email body, write "subscribe canslim" or > >-"unsubscribe canslim". Do not use quotes in your email. > > > - > -To subscribe/unsubscribe, email "majordomo@xmission.com" > -In the email body, write "subscribe canslim" or > -"unsubscribe canslim". Do not use quotes in your email. > - - - -To subscribe/unsubscribe, email "majordomo@xmission.com" - -In the email body, write "subscribe canslim" or - -"unsubscribe canslim". Do not use quotes in your email. ------------------------------ Date: Tue, 19 Jun 2001 09:18:34 -0700 (PDT) From: Dave Cameron Subject: [CANSLIM] Buying in a base As a follow-up to Tom and Ian, there's nothing wrong with buying in a base - but I feel a need to point out that it is not what O'Neil espouses in HTMMIS. He's not against it - but he states that you could be waiting for quite a while. He believes that waiting to buy on a breakout on strong volume increases your chances of superior returns. ===== Dave Cameron dfcameron@yahoo.com __________________________________________________ Do You Yahoo!? Spot the hottest trends in music, movies, and more. http://buzz.yahoo.com/ - - - -To subscribe/unsubscribe, email "majordomo@xmission.com" - -In the email body, write "subscribe canslim" or - -"unsubscribe canslim". Do not use quotes in your email. ------------------------------ Date: Tue, 19 Jun 2001 09:22:08 -0700 From: "DiFabio, Nancy" Subject: RE: [CANSLIM] PSTA This message is in MIME format. Since your mail reader does not understand this format, some or all of this message may not be legible. - ------_=_NextPart_001_01C0F8DB.E98D4610 Content-Type: text/plain; charset=iso-8859-1 Content-Transfer-Encoding: 7bit Pasta is not just pasta. 100% durum semolina Italian pasta like Barilla or Del Verde will cook al dente and not turn into glue. Different types of pastas correspond with different recipes, hence diverse wines. ie. Linguine with fresh garlic sauteed in 100% extra virgin oil (white Trebbiano d'Abruzzo [my region]), penne with peas and tomato sauce.( Chianti or Valpolicella), etc. What's the matter with you guys? Nancy - -----Original Message----- From: Tom Worley [mailto:stkguru@netside.net] Sent: Monday, June 18, 2001 5:57 PM To: canslim@lists.xmission.com Subject: Re: [CANSLIM] PSTA Well said, Gene. Guess I can get excited about a hot KK glazed right off the rack, where pasta is still pasta to me. Maybe reality sets in a little faster for me with pasta. Tom Worley stkguru@netside.net AIM: TexWorley - ----- Original Message ----- From: Gene Ricci To: canslim@lists.xmission.com Sent: Monday, June 18, 2001 8:45 PM Subject: Re: [CANSLIM] PSTA kinda like Krispy Kreme.... dough with sugar on it is still dough with sugar on it....... - ----- Original Message ----- From: Tom Worley To: canslim@lists.xmission.com Sent: Monday, June 18, 2001 7:42 PM Subject: Re: [CANSLIM] PSTA It keeps popping up on my small cap radar screen, but just can't get that excited about pasta. It's not a brand I buy, or even see in the grocery store. And as a non-discerning eater of pasta, I go to the stock market to buy technology, I go to the grocery store to buy whatever pasta is best priced (usually Muellers). I never understood all the hoopla about pasta, pasta is pasta, like coffee is still colored and flavored water you rent. Tom Worley stkguru@netside.net AIM: TexWorley - ----- Original Message ----- From: Hotmail-Canslim To: canslim@lists.xmission.com Sent: Monday, June 18, 2001 3:14 PM Subject: [CANSLIM] PSTA Hello all, What does anyone think of PSTA? Thanks, SL "WorldSecure " made the following annotations on 06/19/01 09:20:16 - ------------------------------------------------------------------------------ PLEASE NOTE: This message, including any attachments, may include privileged, confidential and/or inside information. Any distribution or use of this communication by anyone other than the intended recipient(s) is strictly prohibited and may be unlawful. If you are not the intended recipient, please notify the sender by replying to this message and then delete it from your system. Thank you. ============================================================================== - ------_=_NextPart_001_01C0F8DB.E98D4610 Content-Type: text/html; charset=iso-8859-1 Content-Transfer-Encoding: 7bit
Pasta is not just pasta.  100% durum semolina Italian pasta like Barilla or Del Verde will cook al dente and not turn into glue.  Different types of pastas correspond with different recipes, hence diverse wines. ie.  Linguine with fresh garlic sauteed in 100% extra virgin oil (white Trebbiano d'Abruzzo [my region]), penne with peas and tomato sauce.( Chianti or Valpolicella), etc.
 
What's the matter with you guys?
 
Nancy
 
 
-----Original Message-----
From: Tom Worley [mailto:stkguru@netside.net]
Sent: Monday, June 18, 2001 5:57 PM
To: canslim@lists.xmission.com
Subject: Re: [CANSLIM] PSTA

Well said, Gene. Guess I can get excited about a hot KK glazed right off the rack, where pasta is still pasta to me.
 
Maybe reality sets in a little faster for me with pasta.
 
Tom Worley
stkguru@netside.net
AIM: TexWorley
----- Original Message -----
From: Gene Ricci
Sent: Monday, June 18, 2001 8:45 PM
Subject: Re: [CANSLIM] PSTA

kinda like Krispy Kreme.... dough with sugar on it is still dough with sugar on it.......
----- Original Message -----
From: Tom Worley
Sent: Monday, June 18, 2001 7:42 PM
Subject: Re: [CANSLIM] PSTA

It keeps popping up on my small cap radar screen, but just can't get that excited about pasta. It's not a brand I buy, or even see in the grocery store. And as a non-discerning eater of pasta, I go to the stock market to buy technology, I go to the grocery store to buy whatever pasta is best priced (usually Muellers).
 
I never understood all the hoopla about pasta, pasta is pasta, like coffee is still colored and flavored water you rent.
 
Tom Worley
stkguru@netside.net
AIM: TexWorley
----- Original Message -----
Sent: Monday, June 18, 2001 3:14 PM
Subject: [CANSLIM] PSTA

Hello all,
 
What does anyone think of PSTA?
 
Thanks,
 
SL

"WorldSecure <irell.com>" made the following
annotations on 06/19/01 09:20:16
- ------------------------------------------------------------------------------
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- ------_=_NextPart_001_01C0F8DB.E98D4610-- - - - -To subscribe/unsubscribe, email "majordomo@xmission.com" - -In the email body, write "subscribe canslim" or - -"unsubscribe canslim". Do not use quotes in your email. ------------------------------ Date: Tue, 19 Jun 2001 12:21:04 -0400 From: "Dan Forant" Subject: Re: [CANSLIM] Specific Industry Group Rankings & list I agree, been here a little over a year and the reason my portfolio is up is this group. Keep the group focused on CANSLIM. It's simple enough for anyone to start another CANSLIM cousin group. I follow CANSLIM TI group, but don't know what the hell their talking about. I keep it as simple as possible. DanF > E, > > I am just a member, but one with a lot of tenure, and experience > in the securities industry. I enjoy sharing what I have learned > about investing over the past 40+ years, and the securities > industry from an "insider's" perspective over the past 10+ years. > > My only interest in "limiting content" is to ensure that this > group continues on for another 5 years as a CANSLIM group. We do > deviate periodically, and that's usually ok so long as we can get > back to the topic at hand. But now that we have a functional > technical indicators group combining TI with CANSLIM, it makes > more sense to get those topics over there and out of this group. > I am a member of that group as well, so it doesn't reduce my > reading volume, just divides it into discrete arenas. > > I am not obligated to either read, or respond, to any post. I > read every one out of interest in other member's perceptions and > observations, including their read on "M". I respond to those > where I feel I can contribute something, or see something stated > that I believe is inaccurate. I have a depth of knowledge about > both the US securities industry, as well as global trading, > foreign currency exchange and trading, and economics, and share > this knowledge freely (sometimes too freely). I have also been > using CANSLIM for nearly a decade, as well as having past direct > access to WON's picks and his staff's knowledge, which I also > share. > > Tom Worley > stkguru@netside.net > AIM: TexWorley > > ----- Original Message ----- > From: ernieh > To: > Sent: Tuesday, June 19, 2001 9:37 AM > Subject: Re: [CANSLIM] Specific Industry Group Rankings & list > > > Tom, > > Please do not take offense, because I am new to the group and do > not know whats what here. > > Are you the moderator for the group? If not why do you feel > obligated to read and or respond to every post. If you are not > the moderator, give yourself a break. We will understand if you > cannot read all of the posts every night. > > If you are the moderator then I understand your desire to limit > some of the content on this board. > > E - - - -To subscribe/unsubscribe, email "majordomo@xmission.com" - -In the email body, write "subscribe canslim" or - -"unsubscribe canslim". Do not use quotes in your email. ------------------------------ Date: Tue, 19 Jun 2001 09:20:05 -0700 (PDT) From: Dave Cameron Subject: Re: [CANSLIM] CANSLIM holding period Neal, For my best successes, my average holding period has been 6 mos. Lately I've had no real successes. I agree with your comments that it is market dependent. I try not to think about the holding period up front, and let the price and volume action determine it for me. My biggest mistakes have been in trying to hold for a longer term. Just one man's experience, Dave - --- Neal wrote: > First, thanks for the warm welcome. I appreciate it very much. > > Again, being rather new using CANSLIM I wonder what others > experience in terms of holding period. ===== Dave Cameron dfcameron@yahoo.com __________________________________________________ Do You Yahoo!? Spot the hottest trends in music, movies, and more. http://buzz.yahoo.com/ - - - -To subscribe/unsubscribe, email "majordomo@xmission.com" - -In the email body, write "subscribe canslim" or - -"unsubscribe canslim". Do not use quotes in your email. ------------------------------ End of canslim-digest V2 #1513 ****************************** To unsubscribe to canslim-digest, send an email to "majordomo@xmission.com" with "unsubscribe canslim-digest" in the body of the message. For information on digests or retrieving files and old messages send "help" to the same address. Do not use quotes in your message.