From: owner-canslim-digest@lists.xmission.com (canslim-digest) To: canslim-digest@lists.xmission.com Subject: canslim-digest V2 #1793 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, November 9 2001 Volume 02 : Number 1793 In this issue: [CANSLIM] BREL Re: [CANSLIM] TTN: HTF? Re: [CANSLIM] PPO, PO, PSO, SO, IPO Re: [CANSLIM] PPO, PO, PSO, SO, IPO [CANSLIM] EASI [CANSLIM] MACD-Hist of NASDAQ Re: [CANSLIM] EASI Re: [CANSLIM] BREL Re: [CANSLIM] PPO, PO, PSO, SO, IPO ---------------------------------------------------------------------- Date: Fri, 9 Nov 2001 22:26:06 -0800 From: "Perry Stanfield" Subject: [CANSLIM] BREL Anyone notice this popped up, maybe today, as a yellow underlined stock in IBD? Awfully immature chart, was wondering from any DGOers how the fundies look. Too bad it didn't show up sooner. Perry - - - -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, 9 Nov 2001 01:58:23 -0500 From: "Tom Worley" Subject: Re: [CANSLIM] TTN: HTF? This is a multi-part message in MIME format. - ------=_NextPart_000_002C_01C168C2.037C33A0 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable Dan, doesn't it still have to break the high point in the pennant to be = a breakout? What about volume, is less than 1.5X ADV sufficient? Tom Worley stkguru@netside.net AIM: TexWorley ----- Original Message -----=20 From: Dan Forant=20 To: canslim@lists.xmission.com=20 Sent: Thursday, November 08, 2001 1:31 PM Subject: Re: [CANSLIM] TTN: HTF? TTN was a pennant. Broke out today.=20 =20 DanF ----- Original Message -----=20 From: Patrick Wahl=20 To: canslim@lists.xmission.com=20 Sent: Thursday, November 08, 2001 11:24 AM Subject: Re: [CANSLIM] TTN: HTF? Found this wire report at Yahoo, explains the spike up in price -=20 But even without a glut of new business, anthrax in the mail could = help sustain revenue for freight haulers, who found that much of their = normal seasonal rush did not materialize last year.=20 Postal officials insist the new screening measures will not delay = deliveries.=20 ``There is not any reason for anybody not to use the mail service = and those packages are going to get there as they always would,'' said = Gerry Kreienkamp, a postal spokesman in Washington. ``There isn't a = broad attack on the mail to most Americans.''=20 The agency has purchased eight electron scanning devices to = sterilize mail of potential biohazards, part of a larger order from = Titan Corp. to better screen the 680 million pieces of mail the agency = delivers each day.=20 On 8 Nov 01, at 10:51, Dave wrote:=20 > Does TTN look to be forming a high tight flag here? I'm not too = familiar=20 > with this pattern so I may be wrong...=20 >=20 >=20 > -=20 > -To subscribe/unsubscribe, email "majordomo@xmission.com"=20 > -In the email body, write "subscribe canslim" or=20 > -"unsubscribe canslim". Do not use quotes in your email.=20 - - - -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_002C_01C168C2.037C33A0 Content-Type: text/html; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable
Dan, doesn't it still have to break the high point = in the=20 pennant to be a breakout? What about volume, is less than 1.5X ADV=20 sufficient?
 
Tom Worley
stkguru@netside.net
AIM:=20 TexWorley
----- Original Message -----
From:=20 Dan=20 Forant
To: canslim@lists.xmission.com =
Sent: Thursday, November 08, = 2001 1:31=20 PM
Subject: Re: [CANSLIM] TTN: = HTF?

TTN was a pennant. Broke out today. =
 
DanF
----- Original Message -----
From:=20 Patrick = Wahl=20
To: canslim@lists.xmission.com =
Sent: Thursday, November 08, = 2001 11:24=20 AM
Subject: Re: [CANSLIM] TTN: = HTF?

Found this wire report at Yahoo, explains the spike = up in=20 price -


But even=20 without a glut of new business, anthrax in the mail could help = sustain=20 revenue for freight haulers, who found that much of their normal = seasonal=20 rush did not materialize last year.

Postal officials insist = the new=20 screening measures will not delay deliveries.

``There is not = any=20 reason for anybody not to use the mail service and those packages = are going=20 to get there as they always would,'' said Gerry Kreienkamp, a postal = spokesman in Washington. ``There isn't a broad attack on the mail to = most=20 Americans.''

The agency has purchased eight electron = scanning=20 devices to sterilize mail of potential biohazards, part of a larger = order=20 from Titan Corp. to better screen the 680 million pieces of mail the = agency=20 delivers each day.


On 8 Nov=20 01, at 10:51, Dave wrote:

> Does=20 TTN look to be forming a high tight flag here? I'm not too familiar =
>=20 with this pattern so I may be wrong...
>
>
> - =
>=20 -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. 


-
- -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_002C_01C168C2.037C33A0-- - - - -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, 9 Nov 2001 02:17:16 -0500 From: "Tom Worley" Subject: Re: [CANSLIM] PPO, PO, PSO, SO, IPO This is a multi-part message in MIME format. - ------=_NextPart_000_0043_01C168C4.A75615C0 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable I'll jump in at this point and see if I can contribute a little, just = remember I'm the one who was not familiar with the right definition of = "primary"!! You can periodically find stocks where the DGO data shows that the = difference between the # of shares issued, and the # in the float, = substantially exceeds the quantity held by Management (most commonly = considered the insiders, but actually there can be other insiders not in = Management). Typically this difference is accounted for by restricted = shares held by venture capitalists, pension funds and the like. Usually = these shares were purchased in a private placement with anything from a = six months to two year restriction. Because they are restricted, they = are not part of the float, but they are issued, so count as part of the = total issue (or outstanding).=20 EPIQ is a good example. On 12/31/00, they did a private placement of = split adjusted 1.35 million shares. They were restricted for two years. = In July they did an offering in which a major portion was shares issued = and owned by the Chairman and the CEO. The rest of the shares in this = offering were new shares to be issued. Not sure what this would be = called, primandary?? About the same time, they also registered the = shares from the private placement. On these newly registered shares, = they would now become part of the float, since the holders (who were not = insiders) could now trade those shares freely. They were not offered as = a secondary, but had they, all proceeds would have gone to the holders, = not the company. Of the shares sold in the primandary, part of the = proceeds went to the Chairman and the CEO based on their proportionate = holdings, and the rest went to the company in return for the newly = issued shares. Tom Worley stkguru@netside.net AIM: TexWorley ----- Original Message -----=20 From: Katherine Malm=20 To: canslim@lists.xmission.com=20 Sent: Thursday, November 08, 2001 6:56 PM Subject: Re: [CANSLIM] PPO, PO, PSO, SO, IPO Not necessarily. If you look at a prospectus, it will list who's = selling. A lot of times it's a big institutional holder who originally invested = in a big chunk of the company. Let me see if I can find and example and = list the link. Here's a good one: http://www.actelion.com/press/ActelionPressRelease20.pdf You'll notice that the company received no proceeds in this case. The reason why the investing public would want to know about such an offering is that these shares will become part of the float. Good or = bad, the supply of stock is increased and will have a material impact on = the stock's price. Keep after me if I still haven't answered the question. You can see = I've already had to re-learn a thing or two in the process. :)) Katherine ----- Original Message ----- From: "Harvey Brion" To: Sent: Thursday, November 08, 2001 5:26 PM Subject: Re: [CANSLIM] PPO, PO, PSO, SO, IPO > Katherine, The reason for my original question is that I don't = understand how > the shares of "existing shareholders" can be offered for sale in a secondary > offering. How does the company have any control over the sale of = shares of > these stockholders. I would have thought secondary offerings = consisted ONLY of > shares from the Treasury. -Harvey > > Katherine Malm wrote: > > > I have just had a conversation with a friend and am not sure about insiders > > and float as a result. Perhaps someone can clear this up for me. = His belief > > is that once an insider's shares are no longer restricted (e.g., = after the > > IPO lockup period) that they are considered part of the float. If = that is > > so, then it is the "restricted" rather than the "insider" = designation which > > identifies the stock as part of the float. Even my Schwab team = can't answer > > this one! > > > > Thanks in advance for the help, > > Katherine > > > > ----- Original Message ----- > > From: "Katherine Malm" > > To: > > Sent: Thursday, November 08, 2001 2:27 PM > > Subject: Re: [CANSLIM] PPO, PO, PSO, SO, IPO > > > > > CORRECTION to my last post...sorry, a typo that escaped the = editor... > > > > > > -Float: (just to be complete) shares outstanding and available = for trading > > > by the public. Treasury stock is not part of the float because = it is not > > > outstanding. Whatever insiders own is NOT part of the float = because an > > > insider > > > is NOT part of the "public" ["actively trading" the stock]. > > > > > > [I don't know, when an insider files to sell, at what time those shares > > are > > > considered part of the float--either on sale, or on notice.] > > > > > > Katherine > > > > > > ----- Original Message ----- > > > From: "Harvey Brion" > > > To: > > > Sent: Thursday, November 08, 2001 1:15 PM > > > Subject: Re: [CANSLIM] PPO, PO, PSO, SO, IPO > > > > > > > > > > Katherine, Who are the "existing shareholders" in your = definition of > > > > secondary offerings? Do shares of "existing shareholders" in secondary > > > > offerings belong to "insiders" and therefore they are not part = of the > > > > float before the offering but become part of the float after = the > > > > sale? Thanks, Harvey > > > > > > > > Katherine Malm wrote: > > > > > > > > > Primary offerings are newly issued stock at a predetermined price. > > > > > The proceeds will always go to the company in this case. The company > > > > > may do this after the IPO in order to retire debt, add = working > > > > > capital, etc. Here, the company is actually increasing the = number of > > > > > shares in the float. Secondary offerings are sales of = previously > > > > > issued stock at a predetermined price. The registration will explain > > > > > the number of shares sold from Treasury vs. existing = shareholders. The > > > > > company only receives proceeds if they sell part of the = offering from > > > > > Treasury and it is not uncommon for a company to have a = secondary > > > > > offering in which they do not receive proceeds at all. = Secondary > > > > > offerings often bring down stock prices. With more shares available to > > > > > be purchased, demand is no longer as high. - ------=_NextPart_000_0043_01C168C4.A75615C0 Content-Type: text/html; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable
I'll jump in at this point and see if I can = contribute a=20 little, just remember I'm the one who was not familiar with the right = definition=20 of "primary"!!
 
You can periodically find stocks where the DGO data = shows that=20 the difference between the # of shares issued, and the # in the float,=20 substantially exceeds the quantity held by Management (most commonly = considered=20 the insiders, but actually there can be other insiders not in = Management). =20 Typically this difference is accounted for by restricted shares held by = venture=20 capitalists, pension funds and the like. Usually these shares were = purchased in=20 a private placement with anything from a six months to two year = restriction.=20 Because they are restricted, they are not part of the float, but they = are=20 issued, so count as part of the total issue (or outstanding). =
 
EPIQ is a good example. On 12/31/00, they did a = private=20 placement of split adjusted 1.35 million shares. They were restricted = for two=20 years.  In July they did an offering in which a major portion was = shares=20 issued and owned by the Chairman and the CEO. The rest of the shares in = this=20 offering were new shares to be issued. Not sure what this would be = called,=20 primandary?? About the same time, they also registered the shares from = the=20 private placement. On these newly registered shares, they would now = become part=20 of the float, since the holders (who were not insiders) could now trade = those=20 shares freely. They were not offered as a secondary, but had they, all = proceeds=20 would have gone to the holders, not the company. Of the shares sold in = the=20 primandary, part of the proceeds went to the Chairman and the CEO based = on their=20 proportionate holdings, and the rest went to the company in return for = the newly=20 issued shares.
 
Tom Worley
stkguru@netside.net
AIM:=20 TexWorley
----- Original Message -----
From:=20 Katherine=20 Malm
To: canslim@lists.xmission.com =
Sent: Thursday, November 08, = 2001 6:56=20 PM
Subject: Re: [CANSLIM] PPO, PO, = PSO, SO,=20 IPO

Not necessarily. If you look at a prospectus, it will = list=20 who's selling. A
lot of times it's a big institutional holder who=20 originally invested in a
big chunk of the company. Let me see if I = can find=20 and example and list the
link. Here's a good one:

http://= www.actelion.com/press/ActelionPressRelease20.pdf

You'll=20 notice that the company received no proceeds in this case.

The = reason=20 why the investing public would want to know about such an
offering = is that=20 these shares will become part of the float. Good or bad,
the supply = of=20 stock is increased and will have a material impact on the
stock's=20 price.

Keep after me if I still haven't answered the question. = You can=20 see I've
already had to re-learn a thing or two in the process.=20 :))

Katherine


----- Original Message -----
From: = "Harvey=20 Brion" <hbrion@ieee.org>
To:=20 <canslim@lists.xmission.com= >
Sent:=20 Thursday, November 08, 2001 5:26 PM
Subject: Re: [CANSLIM] PPO, PO, = PSO,=20 SO, IPO


> Katherine,  The reason for my original = question=20 is that I don't understand
how
> the shares of "existing=20 shareholders" can be offered for sale in a
secondary
>=20 offering.  How does the company have any control over the sale of = shares
of
> these stockholders.  I would have thought = secondary=20 offerings consisted
ONLY of
> shares from the Treasury.  = -Harvey
>
> Katherine Malm wrote:
>
> > I = have just=20 had a conversation with a friend and am not sure = about
insiders
>=20 > and float as a result. Perhaps someone can clear this up for me.=20 His
belief
> > is that once an insider's shares are no = longer=20 restricted (e.g., after
the
> > IPO lockup period)  = that they=20 are considered part of the float. If that
is
> > so, then = it is=20 the "restricted" rather than the "insider" = designation
which
> >=20 identifies the stock as part of the float. Even my Schwab team=20 can't
answer
> > this one!
> >
> > = Thanks in=20 advance for the help,
> > Katherine
> >
> > = - -----=20 Original Message -----
> > From: "Katherine Malm" <kmalm@earthlink.net>
> = > To:=20 <canslim@lists.xmission.com= >
>=20 > Sent: Thursday, November 08, 2001 2:27 PM
> > Subject: = Re:=20 [CANSLIM] PPO, PO, PSO, SO, IPO
> >
> > > = CORRECTION to=20 my last post...sorry, a typo that escaped the editor...
> >=20 >
> > > -Float: (just to be complete) shares = outstanding and=20 available for
trading
> > > by the public. Treasury = stock is=20 not part of the float because it is
not
> > > = outstanding.=20 Whatever insiders own is NOT part of the float because an
> > = >=20 insider
> > > is NOT part of the "public" ["actively = trading" the=20 stock].
> > >
> > > [I don't know, when an = insider=20 files to sell, at what time those
shares
> > are
> = > >=20 considered part of the float--either on sale, or on notice.]
> = >=20 >
> > > Katherine
> > >
> > > = - -----=20 Original Message -----
> > > From: "Harvey Brion" <hbrion@ieee.org>
> > = > To:=20 <canslim@lists.xmission.com= >
>=20 > > Sent: Thursday, November 08, 2001 1:15 PM
> > > = Subject:=20 Re: [CANSLIM] PPO, PO, PSO, SO, IPO
> > >
> >=20 >
> > > > Katherine,  Who are the "existing=20 shareholders" in your definition
of
> > > > = secondary=20 offerings?  Do shares of "existing shareholders" = in
secondary
>=20 > > > offerings belong to "insiders" and therefore they are = not part=20 of
the
> > > > float before the offering but become = part of=20 the float after the
> > > > sale?   =20 Thanks,  Harvey
> > > >
> > > > = Katherine=20 Malm wrote:
> > > >
> > > > >  = Primary=20 offerings are newly issued stock at a predetermined
price.
> = >=20 > > > The proceeds will always go to the company in this = case.=20 The
company
> > > > > may do this after the IPO = in order=20 to retire debt, add working
> > > > > capital, etc. = Here,=20 the company is actually increasing the number
of
> > > = >=20 > shares in the float. Secondary offerings are sales of = previously
>=20 > > > > issued stock at a predetermined price. The = registration=20 will
explain
> > > > > the number of shares sold = from=20 Treasury vs. existing shareholders.
The
> > > > > = company=20 only receives proceeds if they sell part of the = offering
from
> >=20 > > > Treasury and it is not uncommon for a company to have a = secondary
> > > > > offering in which they do not = receive=20 proceeds at all. Secondary
> > > > > offerings often = bring=20 down stock prices. With more shares
available to
> > > = >=20 > be purchased, demand is no longer as = high.
- ------=_NextPart_000_0043_01C168C4.A75615C0-- - - - -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, 8 Nov 2001 17:24:45 EST From: Mhboatman@aol.com Subject: Re: [CANSLIM] PPO, PO, PSO, SO, IPO - --part1_116.755d27c.291c602d_boundary Content-Type: text/plain; charset="US-ASCII" Content-Transfer-Encoding: 7bit Katherine; This discussion got me to thinking. For those who subscribe to DGO on line and also subscribe to the DGO monthly printed or Market Addition there is an explaination of terms they use on all of the DGO graphs. Thse can be found on the inside front cover of each month's graphs -- Paragraph #39. DGO describes these as Security Announcements and shows them on the company's graph as the events occur. The explanation you provided is close to being word for word to what they listed in their publication. They also list other terms in addition (if anyone is interested). When analyzing a stock, the listing of events is exceedingly informative and may have or have had some effect on the stock's price. TO - Tender Offer CO - Cash Offer SOF - Spin-off PSOF - Partial Spin-off PM - Proposed Merger SDIS - Stock Distribution $DIS - Cash Distribution DIST - Debentures, Rights Warrants, etc. NEW - New Issue and Price Howard - --part1_116.755d27c.291c602d_boundary Content-Type: text/html; charset="US-ASCII" Content-Transfer-Encoding: 7bit Katherine;

This discussion got me to thinking.  For those who subscribe to DGO on line and also subscribe to the DGO monthly printed or Market Addition there is an explaination of terms they use on all of the DGO graphs.  Thse can be found on the inside front cover of each month's graphs -- Paragraph #39.  DGO describes these as Security Announcements and shows them on the company's graph as the events occur.  The explanation you provided is close to being word for word to what they listed in their publication.

They also list other terms in addition (if anyone is interested).  When analyzing a stock, the listing of events is exceedingly informative and may have or have had some effect on the stock's price.

TO - Tender Offer

CO - Cash Offer

SOF - Spin-off

PSOF - Partial Spin-off

PM - Proposed Merger

SDIS - Stock Distribution

$DIS - Cash Distribution

DIST - Debentures, Rights Warrants, etc.

NEW - New Issue and Price


Howard



 - --part1_116.755d27c.291c602d_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: Fri, 9 Nov 2001 07:42:06 -0500 From: "Ann" Subject: [CANSLIM] EASI EASI's price dropped after the announcement (reminded me of LMT) that it would receive an $18.2 million contract with the Air Force. I haven't been following LMT, but thought it odd that it dropped considerably after the announcement of the $3billion contract with the govt. ST. LOUIS, Nov. 7 /PRNewswire/ -- Engineered Support Systems, Inc. (Nasdaq: EASI, news, msgs) has received a new five-year contract from the U.S. Air Force valued at $18.2 million for depot level repairs on the AN/APQ-175 Adverse Weather Aerial Deliver System (AWADS). The contract includes technician labor and replacement parts for a large number of AWADS units currently used aboard U.S. Air Force aircraft, according to Michael F. Shanahan, Sr., Chairman and CEO. A couple of hours later the following announcement was made (and my question is, would the options announcement explain a price drop?): PHILADELPHIA, Nov. 7 /PRNewswire/ -- The Philadelphia Stock Exchange announced today that it will begin trading put and call options on seven new options upon the opening of business on Thursday, November 8. Listed below are the symbol, company name, specialist unit and the automatic execution level for the new issues. Symbol Issue Specialist Auto-X UFE/EASI Engineered Support Tague Van Der 50 Systems, Inc. Moolen L.L.C. Any ideas? Ann - - - -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, 9 Nov 2001 07:45:14 -0500 From: "Cefaloni, John L Jr. [AMSTA-AR-WEA]" Subject: [CANSLIM] MACD-Hist of NASDAQ Okay, let's see if this stuff works again. I put up a chart of the NASDAQ this morning and I think I see a similar bearish divergence pattern to the one I saw in TARO a few days ago. Please don't trust me on this - look at it yourself and verify what I see. This time I see four successively higher peaks in the index on Oct 12, Oct 16/17, Oct 26 and Nov 7 and in each case the corresponding MACD-HIST makes lower and lower peaks. I am trying to weigh this against the fact that the NASDAQ appears to have broken above the downtrend line it has formed since topping in March 00, plus the fact that we are in November, which is historically a good month for the markets. But the pattern I see now is not new. I also see a similar pattern in the NASDAQ in the summer of 2000, when it made successively higher peaks on June 7/8, June 21 and July 17 with successively lower peaks in the MACD-Hist. The NASDAQ then went from a high of 4289 on July 17 to a low of 3521 on Aug 3. Pretty much a steady drop of almost 20%. I've also looked at the S&P 500, the DJIA, QQQ, and CSCO for confirmation. A similar pattern appears. I'm not trying to scare anyone out of the markets. I did not profit off the move in TARO. You people are too smart to just act on something you see off the internet anyway. I just offer this as my observations and urge you to check it yourself if interested. John C. - -----Original Message----- From: David Bojanowski [mailto:dbojanowski@csreit.com] Sent: Thursday, November 08, 2001 3:46 PM To: 'canslim@lists.xmission.com' Subject: RE: [CANSLIM] TARO John, Great catch picking out the bearish divergence on TARO...its now down 11%! Hope you were able to profit from it on the short side or put option side. Dave -----Original Message----- From: Cefaloni, John L Jr. [AMSTA-AR-WEA] [mailto:cefaloni@pica.army.mil] Sent: Wednesday, November 07, 2001 10:46 AM To: 'canslim@lists.xmission.com' Subject: RE: [CANSLIM] TARO I was just taking a look at TARO's MACD-Hist (one of my favorite indicators) and I see a bearish diversion. The consecutively higher peaks in price on Oct 11, Oct 25, and today correspond to consecutively lower peaks in the MACD-Hist. That's a divergence that supposedly indicates an underlying weakness that will imminently lead to a pullback. Perhaps the stock will stall at 48 and drop back to form a handle? Nice volume today, though. I'll be watching with interest. - - - -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: 9 Nov 2001 05:31:03 -0800 From: Tim@orerockon.com Subject: Re: [CANSLIM] EASI Options imply more volatility. Many people sell when they learn that options will be offered. This has always been my experience. At 07:42 AM 11/9/2001 -0500, you wrote: >EASI's price dropped after the announcement (reminded me of LMT) that it >would receive an $18.2 million contract with the Air Force. I haven't been >following LMT, but thought it odd that it dropped considerably after the >announcement of the $3billion contract with the govt. > >ST. LOUIS, Nov. 7 /PRNewswire/ -- Engineered Support Systems, Inc. (Nasdaq: >EASI, news, msgs) has received a new five-year contract from the U.S. Air >Force valued at $18.2 million for depot level repairs on the AN/APQ-175 >Adverse Weather Aerial Deliver System (AWADS). The contract includes >technician labor and replacement parts for a large number of AWADS units >currently used aboard U.S. Air Force aircraft, according to Michael F. >Shanahan, Sr., Chairman and CEO. > > >A couple of hours later the following announcement was made (and my question >is, would the options announcement explain a price drop?): > >PHILADELPHIA, Nov. 7 /PRNewswire/ -- The Philadelphia Stock Exchange >announced today that it will begin trading put and call options on seven new >options upon the opening of business on Thursday, November 8. Listed below >are the symbol, company name, specialist unit and the automatic execution >level for the new issues. > > Symbol Issue Specialist Auto-X > > UFE/EASI Engineered Support Tague Van Der 50 > Systems, Inc. Moolen L.L.C. > >Any ideas? >Ann > > >- >-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, 9 Nov 2001 07:41:46 -0600 From: "Katherine Malm" Subject: Re: [CANSLIM] BREL Hi Perry, A stock like this doesn't show up on my scans until about 10/8, as the avg volume until then was <90000. My guess is that this was also the last data element necessary for IBD to add it to their yellow scans as well, given the EPS and Sales growth rate. Until lately, however, my data shows a steadily decreasing forward looking growth rate, and while high, would have kept me from pursuing it. Also a very low ROE of 2%. As my husband reminds me, there haven't been more than 1 or 2 cases of smallpox (figuratively, not literally) in the world in the last 40 years. He also reminds me that, though we received small pox vaccinations when we were kids, these are not given to children today. In my mind, that means that there will be a lot of young people in the US who might want to receive one right now, and maybe we will add this back to required immunization lists, but I don't see military small pox vaccine stockpiling as fuel for sustainable growth beyond the near future. (Smallpox was officially declared "wiped off the face of the earth" in 1980 and until as early as '95, the powers that be were going to destroy all remaining virus samples) BREL has close links with the military and this contract for stockpiling dates from last year. However, they are more than smallpox, and I put them in the category of "picks and shovels" to the biotech and pharma industries. Because I don't like the exceedingly low ROE, I haven't pursued getting to know them any further. I've put them in the "interesting enough to watch" list, however. Katherine kmalm@eathlink.net - ----- Original Message ----- From: "Perry Stanfield" To: Sent: Saturday, November 10, 2001 12:26 AM Subject: [CANSLIM] BREL > Anyone notice this popped up, maybe today, as a yellow underlined stock in > IBD? Awfully immature chart, was wondering from any DGOers how the fundies > look. Too bad it didn't show up sooner. > > Perry > > > > - > -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, 9 Nov 2001 07:46:23 -0600 From: "Katherine Malm" Subject: Re: [CANSLIM] PPO, PO, PSO, SO, IPO This is a multi-part message in MIME format. - ------=_NextPart_000_0062_01C168F2.A1063F00 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable Howard, a good point to have highlighted for the discussion. It's one of = the reasons why I like DGO so much. In one quick glance, I can see all = these important events, fundamentals, and technicals. Now if they would = just put little earnings announcement arrows on the charts like S&P = does, I'd be a happy camper! Katherine ----- Original Message -----=20 From: Mhboatman@aol.com=20 To: canslim@lists.xmission.com=20 Sent: Thursday, November 08, 2001 4:24 PM Subject: Re: [CANSLIM] PPO, PO, PSO, SO, IPO Katherine; This discussion got me to thinking. For those who subscribe to DGO on = line and also subscribe to the DGO monthly printed or Market Addition = there is an explaination of terms they use on all of the DGO graphs. = Thse can be found on the inside front cover of each month's graphs -- = Paragraph #39. DGO describes these as Security Announcements and shows = them on the company's graph as the events occur. The explanation you = provided is close to being word for word to what they listed in their = publication. They also list other terms in addition (if anyone is interested). = When analyzing a stock, the listing of events is exceedingly informative = and may have or have had some effect on the stock's price. TO - Tender Offer CO - Cash Offer SOF - Spin-off PSOF - Partial Spin-off PM - Proposed Merger SDIS - Stock Distribution $DIS - Cash Distribution DIST - Debentures, Rights Warrants, etc. NEW - New Issue and Price Howard - ------=_NextPart_000_0062_01C168F2.A1063F00 Content-Type: text/html; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable
Howard, a good point to have = highlighted for the=20 discussion. It's one of the reasons why I like DGO so much. In one quick = glance,=20 I can see all these important events, fundamentals, and technicals. Now = if they=20 would just put little earnings announcement arrows on the charts like = S&P=20 does, I'd be a happy camper!
 
Katherine
----- Original Message -----
From:=20 Mhboatman@aol.com
Sent: Thursday, November 08, = 2001 4:24=20 PM
Subject: Re: [CANSLIM] PPO, PO, = PSO, SO,=20 IPO

Katherine;

This discussion got me = to=20 thinking.  For those who subscribe to DGO on line and also = subscribe to=20 the DGO monthly printed or Market Addition there is an = explaination of=20 terms they use on all of the DGO graphs.  Thse can be found on = the inside=20 front cover of each month's graphs -- Paragraph #39.  DGO = describes these=20 as Security Announcements and shows them on the company's graph = as the=20 events occur.  The explanation you provided is close to being = word for=20 word to what they listed in their publication.

They also list = other=20 terms in addition (if anyone is interested).  When analyzing a = stock, the=20 listing of events is exceedingly informative and may have or have had = some=20 effect on the stock's price.

TO - Tender Offer

CO - Cash = Offer

SOF - Spin-off

PSOF - Partial Spin-off

PM - = Proposed Merger

SDIS - Stock Distribution

$DIS - Cash=20 Distribution

DIST - Debentures, Rights Warrants, = etc.

NEW - New=20 Issue and=20 Price


Howard



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