From: owner-canslim-digest@lists.xmission.com (canslim-digest) To: canslim-digest@lists.xmission.com Subject: canslim-digest V2 #1744 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 Friday, October 19 2001 Volume 02 : Number 1744 In this issue: Re: [CANSLIM] Market musing ... Re: [CANSLIM] Market musing ... [CANSLIM] ADVP RE: [CANSLIM] Market musing ... Re: [CANSLIM] MARKET [CANSLIM] EPIQ Re: [CANSLIM] EPIQ [CANSLIM] EPIQ Re: [CANSLIM] EPIQ RE: [CANSLIM] Market musing ... Re: [CANSLIM] EPIQ Re: [CANSLIM] MGAM Re: [CANSLIM] EPD RE: [CANSLIM] EPIQ Re: [CANSLIM] EPIQ RE: [CANSLIM] EPIQ RE: [CANSLIM] EPIQ [CANSLIM] USPH RE: [CANSLIM] USPH--EPIQ ---------------------------------------------------------------------- Date: Thu, 18 Oct 2001 11:48:33 EDT From: Spencer48@aol.com Subject: Re: [CANSLIM] Market musing ... In a message dated 10/18/2001 11:23:11 AM Eastern Daylight Time, tim@orerockon.com writes: << ...The only trouble spot I see is the prescription benefits managers like ADVP and ESRX which for some reason I cannot fathom are tanking instead of rising on the anthrax news. >> Tim: The way I see it, ADVP and ESRX's customers paid up front to receive health presciption benefits. If this is correct then the Anthrax-scare would jepordize their profit margin. Perhaps, sales of the benefit plan would indeed rise (as more people would be afraid of having to pay for an anti-biotic), but the companie's expenses would rise also (as more of its customers would ask, demand or need Cipro or some other anti-biotic.) jans - - - -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: Thu, 18 Oct 2001 15:54:44 GMT From: "Boyd" Subject: Re: [CANSLIM] Market musing ... I remember reading somewhere that advp lost a large client. Norm Spencer48@aol.com writes: > In a message dated 10/18/2001 11:23:11 AM Eastern Daylight Time, > tim@orerockon.com writes: > > << ...The only > trouble spot I see is the prescription benefits managers like ADVP and > ESRX which for some reason I cannot fathom are tanking instead of rising > on the anthrax news. >> > > Tim: > > The way I see it, ADVP and ESRX's customers paid up front to receive > health presciption benefits. > > If this is correct then the Anthrax-scare would jepordize their profit > margin. Perhaps, sales of the benefit plan would indeed rise (as more people > would be afraid of having to pay for an anti-biotic), but the companie's > expenses would rise also (as more of its customers would ask, demand or need > Cipro or some other anti-biotic.) > > jans > > > - > -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: Thu, 18 Oct 2001 10:34:53 -0600 From: DougC Subject: [CANSLIM] ADVP ADVP is not a stock I've been following myself but I know a few of you have and was curious also if there was any news concerning possible reasons for the breakout failure and falloff of the stock price. This is from yesterday. AdvancePCS Confirms Outlook IRVING, Texas, Oct 17, 2001 (BW HealthWire) -- AdvancePCS (Nasdaq:ADVP), the nation's leading health improvement company, Wednesday announced that is comfortable with Wall Street analyst consensus earnings estimates of $0.59 per diluted share for the quarter ended Sept. 30, 2001, as well as estimates of $2.43 for the company's fiscal year ended March 31, 2002. The company also stated that it is not aware of any information that would cause the recent decline in its stock price. "We see no fundamental change in our industry's dynamics and continue to be optimistic about our future opportunities and financial results. Since our acquisition of PCS, we have renewed our key customer contracts that were out for bid and won new business ahead of our initial expectations," said David D. Halbert, AdvancePCS chairman and chief executive officer. - - - -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: Thu, 18 Oct 2001 10:04:51 -0700 From: "Tim Fisher" Subject: RE: [CANSLIM] Market musing ... Knew that, they said it wouldn't effect their bottom line, but the selloff was vicious nonetheless. And ESRX basically said the same thing today, but did sayt heir growth on was going to be at the low end of the projection. Guess the news came out on YHOO well after the traders all knew. Tim Fisher OreRockOn - Oregon Rockhounds Online Tim@OreRockOn.com http://OreRockOn.com - -----Original Message----- From: owner-canslim@lists.xmission.com [mailto:owner-canslim@lists.xmission.com] On Behalf Of Boyd Sent: Thursday, October 18, 2001 8:55 AM To: canslim@lists.xmission.com Subject: Re: [CANSLIM] Market musing ... I remember reading somewhere that advp lost a large client. Norm Spencer48@aol.com writes: > In a message dated 10/18/2001 11:23:11 AM Eastern Daylight Time, > tim@orerockon.com writes: > > << ...The only > trouble spot I see is the prescription benefits managers like ADVP > and ESRX which for some reason I cannot fathom are tanking instead of > rising on the anthrax news. >> > > Tim: > > The way I see it, ADVP and ESRX's customers paid up front to > receive > health presciption benefits. > > If this is correct then the Anthrax-scare would jepordize their > profit > margin. Perhaps, sales of the benefit plan would indeed rise (as more people > would be afraid of having to pay for an anti-biotic), but the companie's > expenses would rise also (as more of its customers would ask, demand or need > Cipro or some other anti-biotic.) > > jans > > > - > -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: Thu, 18 Oct 2001 12:21:42 -0500 From: "walter nusbaum" Subject: Re: [CANSLIM] MARKET - ----- Original Message ----- From: To: Sent: Thursday, October 18, 2001 10:34 AM Subject: Re: [CANSLIM] MARKET > In a message dated 10/18/2001 3:30:52 AM Eastern Daylight Time, > judgejimmy@web.de writes: > > << Wednesday's Stocks: > > The losses on heavier volume than the prior day showed big investors > unequivocally dumping stocks for the first time in 3 1/2 weeks > > That means to IDBs interpretation, yesterday was the first day of > distribution ... >> > > Andreas: > > As far as I can judge (I'm looking at the Big Picture in IBD), a week > ago last Tuesday was also a distribution day. What puzzles me (even though > IBD does say what you say it says. Moreover, IBD adds that "...it takes more > than one day of distribution to topple a confirmed rally) is that there was > an obvious heavier volume down day 10 days ago in the NASDAQ. The only thing > I can figure is that it wasn't included as a distribution day because, > perhaps, NASDAQ fell less than 2%. > > jans > Andreas & Jans, IBD seems to be muddying the waters(again). Their characterization of yesterday's down day as "unequivocally" indicative of the action of big investors does not dismiss the previous down day(on all three indices) as a non-event, since it meets the basic criteria of a distribution day. For me, this is the second DD, and counting. Best wishes, Walt - - - -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: Thu, 18 Oct 2001 13:52:43 -0400 From: "Mark Clayton" Subject: [CANSLIM] EPIQ Wondering if anyone has thoughts on EPIQ's distribution today: off $3.50+ currently on heavy volume. Thanks - - - -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: Thu, 18 Oct 2001 14:18:02 EDT From: BIKEAR@aol.com Subject: Re: [CANSLIM] EPIQ - --part1_111.6fd5075.290076da_boundary Content-Type: text/plain; charset="US-ASCII" Content-Transfer-Encoding: 7bit I got stopped out today......I think that something much be going on with this and it is on it'w way down - --part1_111.6fd5075.290076da_boundary Content-Type: text/html; charset="US-ASCII" Content-Transfer-Encoding: 7bit I got stopped out today......I think that something much be going on with this and it is on it'w way down - --part1_111.6fd5075.290076da_boundary-- - - - -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: Thu, 18 Oct 2001 15:00:52 -0400 From: "Mark Clayton" Subject: [CANSLIM] EPIQ Wonder if Tom Worley has any clues on why the big drop today?-- volume surge right off the bat this am, then again this afternoon. I have not run across any news today which I can attribute the drop to, other than the general observation that EPIQ has gone nearly vertical since it's September lows; maybe it needs to catch it's breath for a few days. - - - -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: Thu, 18 Oct 2001 15:32:20 EDT From: BIKEAR@aol.com Subject: Re: [CANSLIM] EPIQ - --part1_53.cfc95ec.29008844_boundary Content-Type: text/plain; charset="US-ASCII" Content-Transfer-Encoding: 7bit I took a 35% gain..I started trailing up from my entry........On another stock I had a 100% and did not trail up so now I put a 7% stop in or I trail up to save my gains... - --part1_53.cfc95ec.29008844_boundary Content-Type: text/html; charset="US-ASCII" Content-Transfer-Encoding: 7bit I took a 35% gain..I started trailing up from my entry........On another stock I had a 100% and did not trail up so now I put a 7% stop in or I trail up to save my gains... - --part1_53.cfc95ec.29008844_boundary-- - - - -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: Thu, 18 Oct 2001 12:39:04 -0700 (PDT) From: John Kruger Subject: RE: [CANSLIM] Market musing ... The claim of the talking heads is that the weakness of ADVP is due to fear of a price war (flowing from the Wellpoint buyout). It is interesting to me that thomsonfn.com shows institutional buying rather than selling. John - --- Tim Fisher wrote: > Knew that, they said it wouldn't effect their bottom line, but the > selloff was vicious nonetheless. And ESRX basically said the same > thing > today, but did sayt heir growth on was going to be at the low end of > the > projection. Guess the news came out on YHOO well after the traders > all > knew. > > Tim Fisher > OreRockOn - Oregon Rockhounds Online > Tim@OreRockOn.com > http://OreRockOn.com > > > -----Original Message----- > From: owner-canslim@lists.xmission.com > [mailto:owner-canslim@lists.xmission.com] On Behalf Of Boyd > Sent: Thursday, October 18, 2001 8:55 AM > To: canslim@lists.xmission.com > Subject: Re: [CANSLIM] Market musing ... > > > I remember reading somewhere that advp lost a large client. > > Norm > > > > Spencer48@aol.com writes: > > > In a message dated 10/18/2001 11:23:11 AM Eastern Daylight Time, > > tim@orerockon.com writes: > > > > << ...The only > > trouble spot I see is the prescription benefits managers like ADVP > > > and ESRX which for some reason I cannot fathom are tanking instead > of > > > rising on the anthrax news. >> > > > > Tim: > > > > The way I see it, ADVP and ESRX's customers paid up front to > > receive > > health presciption benefits. > > > > If this is correct then the Anthrax-scare would jepordize > their > > profit > > margin. Perhaps, sales of the benefit plan would indeed rise (as > more > people > > would be afraid of having to pay for an anti-biotic), but the > companie's > > expenses would rise also (as more of its customers would ask, > demand > or need > > Cipro or some other anti-biotic.) > > > > jans > > > > > > - > > -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. __________________________________________________ Do You Yahoo!? Make a great connection at Yahoo! Personals. http://personals.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: Thu, 18 Oct 2001 20:09:36 -0400 From: "Tom Worley" Subject: Re: [CANSLIM] EPIQ This is a multi-part message in MIME format. - ------=_NextPart_000_002D_01C15810.CF8363A0 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable No clue, but some guesses. Yesterday's drop and volume undoubtedly = convinced the short term players that a 30-50% gain in a matter of weeks = in this market was worth taking off the table. Volume yesterday almost = exactly the same as today's. Tomorrow is Friday, why hold over the = weekend. Earnings due next Wednesday, why take the chance. EarningsWhisper.com shows consensus earnings at 17 cents, whisper at 16 = cents. One of those is likely correct. With bankruptcy filings again = hitting record numbers, my gut wants the consensus #, but whisper (which = is usually a penny lower) has been right too many times for me to bet = against them. Either way, a good growth over 12 cents. Tom Worley stkguru@netside.net AIM: TexWorley ----- Original Message -----=20 From: Mark Clayton=20 To: Canslim=20 Sent: Thursday, October 18, 2001 3:00 PM Subject: [CANSLIM] EPIQ=20 Wonder if Tom Worley has any clues on why the big drop today?-- = volume surge right off the bat this am, then again this afternoon. I have not = run across any news today which I can attribute the drop to, other than = the general observation that EPIQ has gone nearly vertical since it's = September lows; maybe it needs to catch it's breath for a few days. - -To subscribe/unsubscribe, email "majordomo@xmission.com" -In the email body, write "subscribe canslim" or -"unsubscribe canslim". Do not use quotes in your email. - ------=_NextPart_000_002D_01C15810.CF8363A0 Content-Type: text/html; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable
No clue, but some guesses.  Yesterday's drop = and volume=20 undoubtedly convinced the short term players that a 30-50% gain in = a matter=20 of weeks in this market was worth taking off the table. Volume yesterday = almost=20 exactly the same as today's. Tomorrow is Friday, why hold over the = weekend.=20 Earnings due next Wednesday, why take the chance.
 
EarningsWhisper.com shows consensus earnings at 17 = cents,=20 whisper at 16 cents. One of those is likely correct. With bankruptcy = filings=20 again hitting record numbers, my gut wants the consensus #, but whisper = (which=20 is usually a penny lower) has been right too many times for me to bet = against=20 them. Either way, a good growth over 12 cents.
 
Tom Worley
stkguru@netside.net
AIM:=20 TexWorley
----- Original Message -----
From:=20 Mark=20 Clayton
To: Canslim
Sent: Thursday, October 18, = 2001 3:00=20 PM
Subject: [CANSLIM] EPIQ

Wonder if Tom Worley has any clues on why the big drop=20 today?--  volume
surge right off the bat this am, then again = this=20 afternoon. I have not run
across any news today which I can = attribute the=20 drop to, other than the
general observation that EPIQ has gone = nearly=20 vertical since it's September
lows; maybe it needs to catch it's = breath for=20 a few days.


-
-To subscribe/unsubscribe, email "majordomo@xmission.com"
-In= the=20 email body, write "subscribe canslim" or
-"unsubscribe = canslim".  Do=20 not use quotes in your email.
- ------=_NextPart_000_002D_01C15810.CF8363A0-- - - - -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: Thu, 18 Oct 2001 20:14:52 -0400 From: "Tom Worley" Subject: Re: [CANSLIM] MGAM This is a multi-part message in MIME format. - ------=_NextPart_000_0038_01C15811.8BBA1140 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable I completely agree with you, that is why I considered it as = distributional, since I consider the stock to be in a strong uptrend = until now. After we resumed trading, it continued its pre-attack = downtrend, then reversed strongly, with 12 straight days up in just over = 3 weeks. That's an uptrend in my book. More than likely all this is, is = some profit taking, in which case the positive will be if it can hold = this level until that is completed (signaled by a drying up of volume). Tom Worley stkguru@netside.net AIM: TexWorley ----- Original Message -----=20 From: Spencer48@aol.com=20 To: canslim@lists.xmission.com=20 Sent: Thursday, October 18, 2001 11:06 AM Subject: Re: [CANSLIM] MGAM In a message dated 10/18/2001 2:23:52 AM Eastern Daylight Time,=20 mpstan@home.com writes: << ...Heavy volume without price appreciation is always suspect, and=20 suggestive of distribution where the institutionals are dumping, and = the=20 retail smucks (us guys) are buying. I would watch the up/down ratio = closely=20 for a direction of its trend. >> Tom: I would suggest that heavy volume with little down price movement = in a=20 downtrend is different then heavy volume on little down price movement = in an=20 uptrend. In a downtrend it suggests big money (eg. money markets, = insurers)=20 is supporting the stock. In a uptrend it suggests churning, = resistance, and=20 probably distribution. Do you see a distinction in the two trending movements in how the = stock=20 should be analyzed? jans - -To subscribe/unsubscribe, email "majordomo@xmission.com" -In the email body, write "subscribe canslim" or -"unsubscribe canslim". Do not use quotes in your email. - ------=_NextPart_000_0038_01C15811.8BBA1140 Content-Type: text/html; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable
I completely agree with you, that is why I = considered it as=20 distributional, since I consider the stock to be in a strong uptrend = until now.=20 After we resumed trading, it continued its pre-attack downtrend, then = reversed=20 strongly, with 12 straight days up in just over 3 weeks. That's an = uptrend in my=20 book. More than likely all this is, is some profit taking, in which case = the=20 positive will be if it can hold this level until that is completed = (signaled by=20 a drying up of volume).
 
Tom Worley
stkguru@netside.net
AIM:=20 TexWorley
----- Original Message -----
From:=20 Spencer48@aol.com
To: canslim@lists.xmission.com =
Sent: Thursday, October 18, = 2001 11:06=20 AM
Subject: Re: [CANSLIM] = MGAM

In a message dated 10/18/2001 2:23:52 AM Eastern = Daylight Time,=20
mpstan@home.com=20 writes:

<< ...Heavy volume without price appreciation is = always=20 suspect, and
suggestive of distribution where the institutionals = are=20 dumping, and the
retail smucks (us guys) are buying. I would watch = the=20 up/down ratio closely
for a direction of its trend.=20 >>

Tom:

     I would suggest = that=20 heavy volume with little down price movement in a
downtrend is = different=20 then heavy volume on little down price movement in an =
uptrend.  In a=20 downtrend it suggests big money (eg. money markets, insurers)
is=20 supporting the stock.  In a uptrend it suggests churning, = resistance, and=20
probably distribution.

     Do you see = a=20 distinction in the two trending movements in how the stock
should = be=20 analyzed?

jans

-
-To subscribe/unsubscribe, email "majordomo@xmission.com"
-In= the=20 email body, write "subscribe canslim" or
-"unsubscribe = canslim".  Do=20 not use quotes in your email.
- ------=_NextPart_000_0038_01C15811.8BBA1140-- - - - -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: Thu, 18 Oct 2001 18:43:57 -0600 From: esetser Subject: Re: [CANSLIM] EPD No, it is in new high territory (as of yesterday!), so I don't see any significant base. At 05:23 AM 10/18/01 -0700, you wrote: > > Does anyone see EPD as in a base for a few weeks. It has run up. Is this >considered consolidating the gains? > >Charlie > > >- >-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: Fri, 19 Oct 2001 07:03:45 -0400 From: "Mark Clayton" Subject: RE: [CANSLIM] EPIQ This is a multi-part message in MIME format. - ------=_NextPart_000_0002_01C1586C.31BBFB80 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: 7bit Tom: As always, appreciate your thoughts and insight. I am a long term holder of EPIQ and it has not disappointed. Unfortunately/fortunately I've got to believe that bankruptcy filings will continue to be strong for quite a while. Regarding another of my long term holdings, AHMH, looks like another bounce off 50DMA- a consistent move over the past year. Mark Clayton -----Original Message----- From: owner-canslim@lists.xmission.com [mailto:owner-canslim@lists.xmission.com]On Behalf Of Tom Worley Sent: Thursday, October 18, 2001 8:10 PM To: canslim@lists.xmission.com Subject: Re: [CANSLIM] EPIQ No clue, but some guesses. Yesterday's drop and volume undoubtedly convinced the short term players that a 30-50% gain in a matter of weeks in this market was worth taking off the table. Volume yesterday almost exactly the same as today's. Tomorrow is Friday, why hold over the weekend. Earnings due next Wednesday, why take the chance. EarningsWhisper.com shows consensus earnings at 17 cents, whisper at 16 cents. One of those is likely correct. With bankruptcy filings again hitting record numbers, my gut wants the consensus #, but whisper (which is usually a penny lower) has been right too many times for me to bet against them. Either way, a good growth over 12 cents. Tom Worley stkguru@netside.net AIM: TexWorley ----- Original Message ----- From: Mark Clayton To: Canslim Sent: Thursday, October 18, 2001 3:00 PM Subject: [CANSLIM] EPIQ Wonder if Tom Worley has any clues on why the big drop today?-- volume surge right off the bat this am, then again this afternoon. I have not run across any news today which I can attribute the drop to, other than the general observation that EPIQ has gone nearly vertical since it's September lows; maybe it needs to catch it's breath for a few days. - -To subscribe/unsubscribe, email "majordomo@xmission.com" -In the email body, write "subscribe canslim" or -"unsubscribe canslim". Do not use quotes in your email. - ------=_NextPart_000_0002_01C1586C.31BBFB80 Content-Type: text/html; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable
Tom:=20 As always, appreciate your thoughts and insight.
I am a=20 long term holder of EPIQ and it has not disappointed. = Unfortunately/fortunately=20 I've got to believe that bankruptcy filings will continue to be strong = for quite=20 a while.
Regarding another of my long term holdings, = AHMH, looks=20 like another bounce off 50DMA- a consistent move over the past=20 year.
 
Mark=20 Clayton
-----Original Message-----
From:=20 owner-canslim@lists.xmission.com=20 [mailto:owner-canslim@lists.xmission.com]On Behalf Of Tom=20 Worley
Sent: Thursday, October 18, 2001 8:10 = PM
To:=20 canslim@lists.xmission.com
Subject: Re: [CANSLIM] EPIQ=20

No clue, but some guesses.  Yesterday's drop = and volume=20 undoubtedly convinced the short term players that a 30-50% gain = in a=20 matter of weeks in this market was worth taking off the table. Volume=20 yesterday almost exactly the same as today's. Tomorrow is Friday, why = hold=20 over the weekend. Earnings due next Wednesday, why take the=20 chance.
 
EarningsWhisper.com shows consensus earnings at 17 = cents,=20 whisper at 16 cents. One of those is likely correct. With bankruptcy = filings=20 again hitting record numbers, my gut wants the consensus #, but = whisper (which=20 is usually a penny lower) has been right too many times for me to bet = against=20 them. Either way, a good growth over 12 cents.
 
Tom Worley
stkguru@netside.net
AIM:=20 TexWorley
----- Original Message -----
From:=20 Mark=20 Clayton
To: Canslim=20
Sent: Thursday, October 18, = 2001 3:00=20 PM
Subject: [CANSLIM] EPIQ =

Wonder if Tom Worley has any clues on why the big = drop=20 today?--  volume
surge right off the bat this am, then again = this=20 afternoon. I have not run
across any news today which I can = attribute the=20 drop to, other than the
general observation that EPIQ has gone = nearly=20 vertical since it's September
lows; maybe it needs to catch it's = breath=20 for a few days.


-
-To subscribe/unsubscribe, email "majordomo@xmission.com"
-In= the=20 email body, write "subscribe canslim" or
-"unsubscribe = canslim".  Do=20 not use quotes in your = email.
- ------=_NextPart_000_0002_01C1586C.31BBFB80-- - - - -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: Fri, 19 Oct 2001 08:02:47 EDT From: BIKEAR@aol.com Subject: Re: [CANSLIM] EPIQ - --part1_13d.31edfe4.29017067_boundary Content-Type: text/plain; charset="US-ASCII" Content-Transfer-Encoding: 7bit I'm not a shot termer but I didn't want to loss my gains just in case the stock dropped more....I took 35% but now I have got some cash to put into another stock.....any suggestions...I will buy this one agian if it drops more - --part1_13d.31edfe4.29017067_boundary Content-Type: text/html; charset="US-ASCII" Content-Transfer-Encoding: 7bit I'm not a shot termer but I didn't want to loss my gains just in case the stock dropped more....I took 35% but now I have got some cash to put into another stock.....any suggestions...I will buy this one agian if it drops more - --part1_13d.31edfe4.29017067_boundary-- - - - -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: 19 Oct 2001 05:10:05 -0700 From: tim@orerockon.com Subject: RE: [CANSLIM] EPIQ I picked it up again on that bounce (AHMH). At 07:03 AM 10/19/2001 -0400, you wrote: >Tom: As always, appreciate your thoughts and insight. >I am a long term holder of EPIQ and it has not disappointed. >Unfortunately/fortunately I've got to believe that bankruptcy filings will >continue to be strong for quite a while. >Regarding another of my long term holdings, AHMH, looks like another >bounce off 50DMA- a consistent move over the past year. > >Mark Clayton >-----Original Message----- >From: owner-canslim@lists.xmission.com >[mailto:owner-canslim@lists.xmission.com]On Behalf Of Tom Worley >Sent: Thursday, October 18, 2001 8:10 PM >To: canslim@lists.xmission.com >Subject: Re: [CANSLIM] EPIQ > >No clue, but some guesses. Yesterday's drop and volume undoubtedly >convinced the short term players that a 30-50% gain in a matter of weeks >in this market was worth taking off the table. Volume yesterday almost >exactly the same as today's. Tomorrow is Friday, why hold over the >weekend. Earnings due next Wednesday, why take the chance. > >EarningsWhisper.com shows consensus earnings at 17 cents, whisper at 16 >cents. One of those is likely correct. With bankruptcy filings again >hitting record numbers, my gut wants the consensus #, but whisper (which >is usually a penny lower) has been right too many times for me to bet >against them. Either way, a good growth over 12 cents. > >Tom Worley >stkguru@netside.net >AIM: TexWorley >>----- Original Message ----- >>From: Mark Clayton >>To: Canslim >>Sent: Thursday, October 18, 2001 3:00 PM >>Subject: [CANSLIM] EPIQ >> >>Wonder if Tom Worley has any clues on why the big drop today?-- volume >>surge right off the bat this am, then again this afternoon. I have not run >>across any news today which I can attribute the drop to, other than the >>general observation that EPIQ has gone nearly vertical since it's September >>lows; maybe it needs to catch it's breath for a few days. >> >> >> >>- >>-To subscribe/unsubscribe, email >>"majordomo@xmission.com" >>-In the email body, write "subscribe canslim" or >>-"unsubscribe canslim". Do not use quotes in your email. Tim Fisher Ore-ROCK-On Rockhounding Web Site Pacific Fishery Biologists Information mailto:tim@OreRockOn.com WWW http://OreRockOn.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: Fri, 19 Oct 2001 08:15:03 -0400 From: "Mark Clayton" Subject: RE: [CANSLIM] EPIQ This is a multi-part message in MIME format. - ------=_NextPart_000_000A_01C15876.27BD7F00 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: 7bit Looks like you managed this one quite well-- a profit is a profit! It's tough to find too many opportunities lately to make 35-50% in 30 days. Congrats to you. -----Original Message----- From: owner-canslim@lists.xmission.com [mailto:owner-canslim@lists.xmission.com]On Behalf Of BIKEAR@aol.com Sent: Friday, October 19, 2001 8:03 AM To: canslim@lists.xmission.com Subject: Re: [CANSLIM] EPIQ I'm not a shot termer but I didn't want to loss my gains just in case the stock dropped more....I took 35% but now I have got some cash to put into another stock.....any suggestions...I will buy this one agian if it drops more - ------=_NextPart_000_000A_01C15876.27BD7F00 Content-Type: text/html; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable
Looks=20 like you managed this one quite well-- a profit is a profit!  It's = tough to=20 find too many opportunities lately to make 35-50% in 30 days. Congrats = to=20 you.
-----Original Message-----
From:=20 owner-canslim@lists.xmission.com=20 [mailto:owner-canslim@lists.xmission.com]On Behalf Of=20 BIKEAR@aol.com
Sent: Friday, October 19, 2001 8:03=20 AM
To: canslim@lists.xmission.com
Subject: Re: = [CANSLIM]=20 EPIQ

I'm not a=20 shot termer but I didn't want to loss my gains just in case the stock = dropped=20 more....I took 35% but now I have got some cash to put into another=20 stock.....any suggestions...I will buy this one agian if it drops = more=20
- ------=_NextPart_000_000A_01C15876.27BD7F00-- - - - -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: 19 Oct 2001 05:41:40 -0700 From: tim@orerockon.com Subject: [CANSLIM] USPH USPH also bounced off the 50. I have a mkt order for the open. Definitely NOT a CANSLIM trade here. I'm looking for a short term gain. If EPIQ's earnings weren't flat and sales weren't down and the GRS weren't 67, I might consider it if it traded down to the 50 dma (sub-$24). Why are talking about this stock so much if it has such so-so numbers? Tim Fisher Ore-ROCK-On Rockhounding Web Site Pacific Fishery Biologists Information mailto:tim@OreRockOn.com WWW http://OreRockOn.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: Fri, 19 Oct 2001 09:08:25 -0400 From: "Mark Clayton" Subject: RE: [CANSLIM] USPH--EPIQ "Why are talking about this stock so much if it has such so-so numbers?"- (EPIQ) For me it has to do with its 148% YTD performance and 98/97 A+ IBD rating(BAB). No guarantee of future performance, but CANSLIM worthy, nevertheless. Mark Clayton - -----Original Message----- From: owner-canslim@lists.xmission.com [mailto:owner-canslim@lists.xmission.com]On Behalf Of tim@orerockon.com Sent: Friday, October 19, 2001 8:42 AM To: canslim@lists.xmission.com Subject: [CANSLIM] USPH USPH also bounced off the 50. I have a mkt order for the open. Definitely NOT a CANSLIM trade here. I'm looking for a short term gain. If EPIQ's earnings weren't flat and sales weren't down and the GRS weren't 67, I might consider it if it traded down to the 50 dma (sub-$24). Tim Fisher Ore-ROCK-On Rockhounding Web Site Pacific Fishery Biologists Information mailto:tim@OreRockOn.com WWW http://OreRockOn.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. ------------------------------ End of canslim-digest V2 #1744 ****************************** 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.