From: owner-canslim-digest@lists.xmission.com (canslim-digest) To: canslim-digest@lists.xmission.com Subject: canslim-digest V2 #1977 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 Thursday, December 20 2001 Volume 02 : Number 1977 In this issue: [CANSLIM] TOL [CANSLIM] you sent me a virus AW: [CANSLIM] Leader's List Re: [CANSLIM] TOL [CANSLIM] off topic - slow mail AW: [CANSLIM] TOL AW: [CANSLIM] you sent me a virus AW: [CANSLIM] TOL Re: AW: [CANSLIM] you sent me a virus Re: [CANSLIM] TOL Re: [CANSLIM] you sent me a virus Re: [CANSLIM] you sent me a virus Re: [CANSLIM] you sent me a virus Re: [CANSLIM] off topic - virus information Re: [CANSLIM] Industry analysis technique/tools? Was: Point of View: Why bother with fundamentals? Re: [CANSLIM] Industry analysis technique/tools? Was: Point of View: Why bother with fundamentals? ---------------------------------------------------------------------- Date: Wed, 19 Dec 2001 22:01:18 -0800 From: "J. David Stem" Subject: [CANSLIM] TOL This is a multi-part message in MIME format. - ------=_NextPart_000_000D_01C188D8.AFFEA820 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable Going through DGO, the stock TOL stood out to me... low PE, 36 M shares, = A's across the board. 97 EPS, 83 RS. It's just broken out of a cup on = very strong volume, yet, alas, there's no handle. Anyone have any = thoughts/experience with patterns of this sort? Dave - ------=_NextPart_000_000D_01C188D8.AFFEA820 Content-Type: text/html; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable
Going through DGO, the stock TOL stood = out to me...=20 low PE, 36 M shares, A's across the board.  97 EPS, 83 RS.  = It's just=20 broken out of a cup on very strong volume, yet, alas, there's no=20 handle.  Anyone have any = thoughts/experience=20 with patterns of this sort?
 
Dave
- ------=_NextPart_000_000D_01C188D8.AFFEA820-- - - - -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, 20 Dec 2001 05:47:34 -0600 From: "Norman" Subject: [CANSLIM] you sent me a virus Al, you may have a virus. Norton flagged a badtrans virus in a mail from you yesterday. Scan your system then look for all files with the .scr extension. Norm - - - -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, 20 Dec 2001 13:22:50 +0100 From: Andreas Himmelreich Subject: AW: [CANSLIM] Leader's List I was out of ECTX (same Industry as UTSI) after I saw that the whole industry is pricewise down and relative strenth of the industry falls sharply. So I got out with a smal profit. Nevertheless both Stocks are fundamentally good, so I watch the industry and on a price break or a new high in Relative Strength of the Industry I got in again to ECTX See you Andreas > -----Ursprungliche Nachricht----- > Von: Tim Fisher [SMTP:Tim@orerockon.com] > Gesendet am: Monday, December 10, 2001 9:13 PM > An: canslim@lists.xmission.com > Betreff: Re: [CANSLIM] Leader's List > > Looks like UTSI and INTV are definitely countertrend today. I guess some > breakouts have to succeed, right? Too bad about ASIA. > > At 07:30 PM 12/9/2001 -0800, you wrote: > >Here is a new Leader's List for your reading pleasure. I put this list > >together with my own version of the IBD composite rating, and the following > >stocks ranked as the highest 150 or so stocks as of Friday's close. The > >list is just based on the rankings of the stocks, so do you own DD, and > >especially look at the charts. I also include Industry Group RS in my > >rank, so some stocks will be penalized for their group RS when the group > >may be moving up strongly (and this is something I want to look at changing > >in the future). Standard disclosure - Of the list, I own UTSI, ECTL, and > >ASIA. > > > > 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. ------------------------------ Date: Thu, 20 Dec 2001 07:10:55 -0600 From: "Katherine Malm" Subject: Re: [CANSLIM] TOL This is a multi-part message in MIME format. - ------=_NextPart_000_0485_01C18925.77A6CD20 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable High Dave, It looks to me as though TOL broke out on 12/12. But in truth, I have a = hard time believing the homebuilders have enough oomph left in them to = go much further; TOL, in particular, since it specializes in high end = homes. If you look back on the industry, the real run is behind them. It = started when the Fed started easing, and this is a typical reaction for = the group. Also, it is common for interest rate sensitive groups such as = homebuilders to lead out of a bear market. They often mark the = transition from bear to new bull. It has been a bit confounding, = however, as they seemed to have done well *while* the bear was going on. = (I suppose a false signal with respect to timing.) I was puzzled when = they fell apart earlier this summer. But this current run is = corresponding more directly with other economic indicators such as an = apparent bottoming in economically sensitive commodities, etc., and = seems to point to a transitional period in the market. All in all, I'd say my conclusion would be to keep from taking any = *risky* entries on the homebuilders. Katherine ----- Original Message -----=20 From: J. David Stem=20 To: canslim@lists.xmission.com=20 Sent: Thursday, December 20, 2001 12:01 AM Subject: [CANSLIM] TOL Going through DGO, the stock TOL stood out to me... low PE, 36 M = shares, A's across the board. 97 EPS, 83 RS. It's just broken out of a = cup on very strong volume, yet, alas, there's no handle. Anyone have = any thoughts/experience with patterns of this sort? Dave - ------=_NextPart_000_0485_01C18925.77A6CD20 Content-Type: text/html; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable
High Dave,
 
It looks to me as though TOL broke out on 12/12. But in truth, I = have a=20 hard time believing the homebuilders have enough oomph left in them to = go much=20 further; TOL, in particular, since it specializes in high end homes. If = you look=20 back on the industry, the real run is behind them. It started when the = Fed=20 started easing, and this is a typical reaction for the group. Also, it = is common=20 for interest rate sensitive groups such as homebuilders to lead out of a = bear=20 market. They often mark the transition from bear to new bull. It has = been a bit=20 confounding, however, as they seemed to have done well *while* the bear = was=20 going on. (I suppose a false signal with respect to timing.) I was = puzzled when=20 they fell apart earlier this summer. But this current run is = corresponding more=20 directly with other economic indicators such as an apparent bottoming in = economically sensitive commodities, etc., and seems to point to a = transitional=20 period in the market.
 
All in all, I'd say my conclusion would be to keep from taking any = *risky*=20 entries on the homebuilders.
 
Katherine
----- Original Message -----
From:=20 J. = David Stem=20
Sent: Thursday, December 20, = 2001 12:01=20 AM
Subject: [CANSLIM] TOL

Going through DGO, the stock TOL = stood out to=20 me... low PE, 36 M shares, A's across the board.  97 EPS, 83 = RS. =20 It's just broken out of a cup on very strong volume, yet, alas, = there's no=20 handle.  Anyone have any=20 thoughts/experience with patterns of this sort?
 
Dave
- ------=_NextPart_000_0485_01C18925.77A6CD20-- - - - -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, 20 Dec 2001 06:32:02 -0800 (PST) From: Kent Norman Subject: [CANSLIM] off topic - slow mail off topic Years ago 60 Minutes (a TV show) did a report on the US postal system. They summarized by quoting an employee who said "we will move no mail before its time". This was an adaptation from a poplar wine commercial which stated " we will sell no wine before its time". Perhaps we are reaching the limitations of the email system? Kent Norman - --- Spencer48@aol.com wrote: > Katherine: > > It is amazing. I didn't even realize I wasn't > getting all the posts. > Look at the date I originally mailed "Whither EPIQ". > It was mailed on DEC > 10! This is getting to be more and more like snail > mail. Pretty soon, > delivery time won't get quicker, they'll just > require us to subsidize > cyberspace P.O. with stamps. > > Jeff, do you have any idea why CANSLIM posts > are not being delivered > more quickly? > > jans > > > > In a message dated 12/19/2001 3:46:23 PM Eastern > Standard Time, > kmalm@earthlink.net writes: > > << This is amazing. It's 3 pm 12/18 and I am just > now seeing this post. I > thought it curious that there was no feedback on > the 123theory. Now I know > it was cyberdrama. > > > Katherine > ----- Original Message ----- > From: > To: > Sent: Monday, December 10, 2001 2:21 PM > Subject: Re: [CANSLIM] Whither EPIQ? > > > > Katherine: > > > > Interesting theory (and commonsensically it > would seem to be valid), > but > > how are you able to identify retail vs. > non-retail trading (and I assume > > non-retail would be money stock funds, ie. big > investors)? Do you look at > > the block trades for individual stocks? And, if > so, where do you find > them? > > > > 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. ===== Opportunities always look bigger going than coming. __________________________________________________ Do You Yahoo!? Check out Yahoo! Shopping and Yahoo! Auctions for all of your unique holiday gifts! Buy at http://shopping.yahoo.com or bid at http://auctions.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, 20 Dec 2001 16:04:55 +0100 From: Andreas Himmelreich Subject: AW: [CANSLIM] TOL The Handle can be 5 - 10 % below the right side of the cup. Therefore 12/5 - 12/ 11 qualifies. - - 1 Week minimum for the handle, handle has a downtrend, prices are narrow, volumne dries up, relative Strength is flat or even a little up in the downtrending handle - - Gaps up on the right side of the handle with a pullback - - Big Volume near its high on the right side of the handle Breakout was on 12/12 on 300% Vol Most important: The whole Industry Group broke out (On Price and Relative Strength) and is holding For me still a buy (I am already in RYL so I do not want to exposure more risk to that group), but I would set a stop loss not more then 4-5%. See you Andreas > -----Ursprungliche Nachricht----- > Von: J. David Stem [SMTP:jdavidstem@msn.com] > Gesendet am: Thursday, December 20, 2001 7:01 AM > An: canslim@lists.xmission.com > Betreff: [CANSLIM] TOL > > Going through DGO, the stock TOL stood out to me... low PE, 36 M shares, A's across the board. 97 EPS, 83 RS. It's just broken out of a cup on very strong volume, yet, alas, there's no handle. Anyone have any thoughts/experience with patterns of this sort? > > Dave > << Datei: ATT00016.htm >> - - - -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, 20 Dec 2001 16:06:38 +0100 From: Andreas Himmelreich Subject: AW: [CANSLIM] you sent me a virus Got it, deleted it, (Cannel something. src) thank you !!! > -----Ursprungliche Nachricht----- > Von: Norman [SMTP:theboyd@tisd.net] > Gesendet am: Thursday, December 20, 2001 12:48 PM > An: canslim@lists.xmission.com > Betreff: [CANSLIM] you sent me a virus > > Al, you may have a virus. Norton flagged a badtrans virus in a mail from > you yesterday. Scan your system then look for all files with the .scr > extension. > > Norm > > > - > -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, 20 Dec 2001 16:20:29 +0100 From: Andreas Himmelreich Subject: AW: [CANSLIM] TOL Hi Katherine, the trend is up until its broken. I think so too, it will not take a lot time until the whole group breaks down, but until then you can ride it ... But I am with your conclusion ... Andreas > -----Ursprungliche Nachricht----- > Von: Katherine Malm [SMTP:kmalm@earthlink.net] > Gesendet am: Thursday, December 20, 2001 2:11 PM > An: canslim@lists.xmission.com > Betreff: Re: [CANSLIM] TOL > > High Dave, > > It looks to me as though TOL broke out on 12/12. But in truth, I have a hard time believing the homebuilders have enough oomph left in them to go much further; TOL, in particular, since it specializes in high end homes. If you look back on the industry, the real run is behind them. It started when the Fed started easing, and this is a typical reaction for the group. Also, it is common for interest rate sensitive groups such as homebuilders to lead out of a bear market. They often mark the transition from bear to new bull. It has been a bit confounding, however, as they seemed to have done well *while* the bear was going on. (I suppose a false signal with respect to timing.) I was puzzled when they fell apart earlier this summer. But this current run is corresponding more directly with other economic indicators such as an apparent bottoming in economically sensitive commodities, etc., and seems to point to a transitional period in the market. > > All in all, I'd say my conclusion would be to keep from taking any *risky* entries on the homebuilders. > > Katherine > ----- Original Message ----- > From: J. David Stem > To: canslim@lists.xmission.com > Sent: Thursday, December 20, 2001 12:01 AM > Subject: [CANSLIM] TOL > > > Going through DGO, the stock TOL stood out to me... low PE, 36 M shares, A's across the board. 97 EPS, 83 RS. It's just broken out of a cup on very strong volume, yet, alas, there's no handle. Anyone have any thoughts/experience with patterns of this sort? > > Dave > << Datei: ATT00000.htm >> - - - -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, 20 Dec 2001 15:12:41 GMT From: "Boyd" Subject: Re: AW: [CANSLIM] you sent me a virus I didn't say "delete" all .scr files, just look at them and see if they are something like badtrans.scr. Some may be useful and necessary. The gonr virus was a gonr.scr I believe, residing in the system folder. Norm Andreas Himmelreich writes: > Got it, deleted it, (Cannel something. src) thank you !!! > > > -----Ursprungliche Nachricht----- > > Von: Norman [SMTP:theboyd@tisd.net] > > Gesendet am: Thursday, December 20, 2001 12:48 PM > > An: canslim@lists.xmission.com > > Betreff: [CANSLIM] you sent me a virus > > > > Al, you may have a virus. Norton flagged a badtrans virus in a mail from > > you yesterday. Scan your system then look for all files with the .scr > > extension. > > > > Norm > > > > > > - > > -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, 20 Dec 2001 09:20:11 -0600 From: "Katherine Malm" Subject: Re: [CANSLIM] TOL This is a multi-part message in MIME format. - ------=_NextPart_000_0021_01C18937.86F69C80 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable You are quite right about the trend--even more so to point out that up = is up....until it isn't! I suppose only caution was on my mind when writing my comments. I left = it to others to comment on the technicals as you have done so well. Thanks, Katherine ----- Original Message -----=20 From: Andreas Himmelreich=20 To: 'canslim@lists.xmission.com'=20 Sent: Thursday, December 20, 2001 9:20 AM Subject: AW: [CANSLIM] TOL Hi Katherine, the trend is up until its broken. I think so too, it will not take a = lot=20 time until the whole group breaks down, but until then you can ride it = ... But I am with your conclusion ... Andreas > -----Ursprungliche Nachricht----- > Von: Katherine Malm [SMTP:kmalm@earthlink.net] > Gesendet am: Thursday, December 20, 2001 2:11 PM > An: canslim@lists.xmission.com > Betreff: Re: [CANSLIM] TOL > > High Dave, > > It looks to me as though TOL broke out on 12/12. But in truth, I = have a=20 hard time believing the homebuilders have enough oomph left in them to = go=20 much further; TOL, in particular, since it specializes in high end = homes.=20 If you look back on the industry, the real run is behind them. It = started=20 when the Fed started easing, and this is a typical reaction for the = group.=20 Also, it is common for interest rate sensitive groups such as = homebuilders=20 to lead out of a bear market. They often mark the transition from bear = to=20 new bull. It has been a bit confounding, however, as they seemed to = have=20 done well *while* the bear was going on. (I suppose a false signal = with=20 respect to timing.) I was puzzled when they fell apart earlier this = summer.=20 But this current run is corresponding more directly with other = economic=20 indicators such as an apparent bottoming in economically sensitive=20 commodities, etc., and seems to point to a transitional period in the=20 market. > > All in all, I'd say my conclusion would be to keep from taking any=20 *risky* entries on the homebuilders. > > Katherine > ----- Original Message ----- > From: J. David Stem > To: canslim@lists.xmission.com > Sent: Thursday, December 20, 2001 12:01 AM > Subject: [CANSLIM] TOL > > > Going through DGO, the stock TOL stood out to me... low PE, 36 M=20 shares, A's across the board. 97 EPS, 83 RS. It's just broken out of = a=20 cup on very strong volume, yet, alas, there's no handle. Anyone have = any=20 thoughts/experience with patterns of this sort? > > Dave > << Datei: ATT00000.htm >>=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_0021_01C18937.86F69C80 Content-Type: text/html; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable
You are quite right about the trend--even more so to point out that = up is=20 up....until it isn't!
 
I suppose only caution was on my mind when writing my comments. I = left it=20 to others to comment on the technicals as you have done so well.
 
Thanks,
Katherine
----- Original Message -----
From:=20 Andreas = Himmelreich
Sent: Thursday, December 20, = 2001 9:20=20 AM
Subject: AW: [CANSLIM] = TOL

Hi Katherine,

the trend is up until its broken. = I think=20 so too, it will not take a lot
time until the whole group breaks = down, but=20 until then you can ride it ...
But I am with your conclusion=20 ...

Andreas

> -----Ursprungliche = Nachricht-----
> Von:=20 Katherine Malm [SMTP:kmalm@earthlink.net]
> Gesendet am: = Thursday,=20 December 20, 2001 2:11 PM
> An: canslim@lists.xmission.com=
>=20 Betreff: Re: [CANSLIM] TOL
>
> High Dave,
>
> = It looks=20 to me as though TOL broke out on 12/12. But in truth, I have a =
hard time=20 believing the homebuilders have enough oomph left in them to go =
much=20 further; TOL, in particular, since it specializes in high end homes. =
If=20 you look back on the industry, the real run is behind them. It started =
when the Fed started easing, and this is a typical reaction for = the group.=20
Also, it is common for interest rate sensitive groups such as = homebuilders=20
to lead out of a bear market. They often mark the transition from = bear to=20
new bull. It has been a bit confounding, however, as they seemed = to have=20
done well *while* the bear was going on. (I suppose a false signal = with=20
respect to timing.) I was puzzled when they fell apart earlier = this=20 summer.
But this current run is corresponding more directly with = other=20 economic
indicators such as an apparent bottoming in economically=20 sensitive
commodities, etc., and seems to point to a transitional = period=20 in the
market.
>
> All in all, I'd say my conclusion = would be=20 to keep from taking any
*risky* entries on the=20 homebuilders.
>
> Katherine
>   ----- = Original=20 Message -----
>   From: J. David = Stem
>   To:=20 canslim@lists.xmission.com=
>  =20 Sent: Thursday, December 20, 2001 12:01 AM
>   = Subject:=20 [CANSLIM] TOL
>
>
>   Going through DGO, = the stock=20 TOL stood out to me... low PE, 36 M
shares, A's across the = board.  97=20 EPS, 83 RS.  It's just broken out of a
cup on very strong = volume,=20 yet, alas, there's no handle.  Anyone have any =
thoughts/experience=20 with patterns of this sort?
>
>   = Dave
> =20 << Datei: ATT00000.htm >>

-
-To = subscribe/unsubscribe,=20 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_0021_01C18937.86F69C80-- - - - -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, 20 Dec 2001 08:34:18 -0800 From: "Bill Triffet" Subject: Re: [CANSLIM] you sent me a virus Was that from this group or personal from Al? Not sure if it's related but, I too got one yesterday on my system at home while checking this groups (and personal) mail. I unfortunately didn't have virus scan on and it tried to use my mailer to spam others! I caught it by the lights blinking excessively on the modem. Given that computer is mainly just for home use - I reformatted it. I now got a bunch of non-deliverable messages from some server. Hey, it was my first ever. - -Bill Triffet - ----- Original Message ----- From: "Norman" To: Sent: Thursday, December 20, 2001 3:47 AM Subject: [CANSLIM] you sent me a virus > Al, you may have a virus. Norton flagged a badtrans virus in a mail from > you yesterday. Scan your system then look for all files with the .scr > extension. > > Norm > > > - > -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, 20 Dec 2001 16:32:01 GMT From: "Boyd" Subject: Re: [CANSLIM] you sent me a virus "Reformatted"! Wow, now that's extreme. The mail I got came directly from Al. Norm Bill Triffet writes: > Was that from this group or personal from Al? Not sure if it's related but, > I too got one yesterday on my system at home while checking this groups (and > personal) mail. I unfortunately didn't have virus scan on and it tried to > use my mailer to spam others! I caught it by the lights blinking excessively > on the modem. Given that computer is mainly just for home use - I > reformatted it. I now got a bunch of non-deliverable messages from some > server. > Hey, it was my first ever. > > -Bill Triffet > ----- Original Message ----- > From: "Norman" > To: > Sent: Thursday, December 20, 2001 3:47 AM > Subject: [CANSLIM] you sent me a virus > > > > Al, you may have a virus. Norton flagged a badtrans virus in a mail from > > you yesterday. Scan your system then look for all files with the .scr > > extension. > > > > Norm > > > > > > - > > -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, 20 Dec 2001 09:20:24 -0800 From: "Bill Triffet" Subject: Re: [CANSLIM] you sent me a virus Norm, Hmmm. Must have been someone else. I think these things run in groups. I expect we'll hear more of this virus. As far as reformatting - it's really a no brainer for me as I have an extra drive (same exact model) that is a complete setup of my original install that I'll just swap out. With the low price of drives it's the easy way to go. It's then just a matter of restoring some files backed up to CDR. - -Bill Triffet - ----- Original Message ----- From: "Boyd" To: Sent: Thursday, December 20, 2001 8:32 AM Subject: Re: [CANSLIM] you sent me a virus > "Reformatted"! Wow, now that's extreme. The mail I got came directly from > Al. > > > Norm > > > - - - -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, 20 Dec 2001 09:52:28 -0800 (PST) From: Kent Norman Subject: Re: [CANSLIM] off topic - virus information Bill I am posting to the group since others may need the information also. Please keep followup off line. You did not need to reformat. That is like burning dow the house to get rid of mice. A boot sector virus will even survive a format. Please look at Computer Virus FAQ for New Users http://www.faqs.org/faqs/computer-virus/ Regards Kent Norman - -------- - --- Boyd wrote: > "Reformatted"! Wow, now that's extreme. The mail I > got came directly from > Al. > > > Norm > > > > > Bill Triffet writes: > > > Was that from this group or personal from Al? Not > sure if it's related but, > > I too got one yesterday on my system at home while > checking this groups (and > > personal) mail. I unfortunately didn't have virus > scan on and it tried to > > use my mailer to spam others! I caught it by the > lights blinking excessively > > on the modem. Given that computer is mainly just > for home use - I > > reformatted it. I now got a bunch of > non-deliverable messages from some > > server. > > Hey, it was my first ever. > > > > -Bill Triffet > > ----- Original Message ----- > > From: "Norman" > > To: > > Sent: Thursday, December 20, 2001 3:47 AM > > Subject: [CANSLIM] you sent me a virus > > > > > > > Al, you may have a virus. Norton flagged a > badtrans virus in a mail from > > > you yesterday. Scan your system then look for > all files with the .scr > > > extension. > > > > > > Norm > > > > > > > > > - > > > -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. ===== Opportunities always look bigger going than coming. __________________________________________________ Do You Yahoo!? Check out Yahoo! Shopping and Yahoo! Auctions for all of your unique holiday gifts! Buy at http://shopping.yahoo.com or bid at http://auctions.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, 20 Dec 2001 11:15:46 -0700 From: Warren Keuffel Subject: Re: [CANSLIM] Industry analysis technique/tools? Was: Point of View: Why bother with fundamentals? Katharine, I gather that when you see an interesting stock you then examine the industry to see if the other players are coming along also (as described below). My question to you is, do you do any kind of industry analysis where you find promising industries and then look for candidate stocks within that industry? I would call this a bottom-up approach. The primary reason I raise this question is that I am trying to figure out how best to use the daily IBD industry ranking table. I know there are a few WON comments on investors.com about this, but the big question for me is whether it would be worthwhile for me to invest time and energy into tracking the daily or weekly movement of those 197 groups to see patterns (if any) developing. This would be what I would call a top-down approach. Thanks, Warren Katherine Malm wrote: > Hi John, >>The last paragraph seems indicate you do use fundamentals > and sector rotation for your screening. Then youuse total technical > analysis from that point including exits. Correct?<< That is for the > most part correct, though industry analysis (sector rotation) enters > in both screening and in buy/sell decisions. I look for something with > a fundamental story and if I like it, I watch it until the industry > and technical analysis stars align. As part of my buy review process, > I look at the action in all players in the industry. This will help > ensure that the industry is not topping out, even though the buy > candidate looks technically sound. I also look at industry players to > be sure that moves off the bottom show that at least 2 strong stocks > are moving. One alone, and I wait. Once I own a stock, part of my sell > rules include continued review of other stocks in the industry. If > they begin breaking down, but my holding is strong, it goes on > warning. If other technical warning signs kick in, out it goes. My > entries and exits are definitely driven by technicals. There are > times, however, where fundamentals do play a hand in my sell rules: - - - -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, 20 Dec 2001 12:54:13 -0600 From: "Katherine Malm" Subject: Re: [CANSLIM] Industry analysis technique/tools? Was: Point of View: Why bother with fundamentals? This is a multi-part message in MIME format. - ------=_NextPart_000_00AA_01C18955.6CE29A60 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable Hi Warren, You bring up an interesting question. As I see it, really 2 parts: (1) Is a top-down approach used in conjunction with a bottoms-up = approach? (2) Can I use IBD rankings to do this? I hope I've understood your questions properly. (1) So that I can keep my bearings, I consider a "top-down" approach one = in which you identify the industry and then "drill down" into it to find = the good stocks. "Bottoms up" is identifying the stocks first and then = swimming up through the industry as a whole. The short answer is that I = use both.=20 When I mine for strong stocks, I do not filter anything based on = industry. But once I get a list of candidates with minimum growth = characteristics, I will sort this by industry. This is a simple step = that gives me a birdseye view of represented industries and whether or = not there are multiple players. When I perform DD on the stocks of = interest, I will look at the overall trend of the industry and the = technical patterns of all of the CANSLIM quality players. Part of DD is = to identify the leaders in the group. Once I've figured that out, I = pretty much ignore everybody else in the group for further DD. My "top down" I do in a couple of ways. First is what I used to call = "themes" but have recently renamed "macrothemes" after Peter Navarro's = term. This is an ongoing list of business and legislative issues that = tend to drive larger, secular trends. For example, going into 2001, one = of my macrothemes was the likelihood that more dollars would be pumped = into A&D to make up for the neglectful tending of military strategic and = logistic supplies during the Clinton era. I don't go trolling for stocks = as a result of this. I *used* to do this, but after a couple of lousy = investments, I realized that the market has to confirm an expected move. = Here's an example. A couple of years ago, the Transportation Act of 2000 = was passed. This was particularly important because Congress had so = ignored infrastructure during the Clinton years. This Act dwarfed the = 60's Eisenhower interstate highway program by a long shot. I started = looking for construction companies, cement manufacturers, anything = related. I picked a couple of them and watched them make lousy little = moves of no importance. Lesson learned. Now, I keep these themes in my = background thinking so that if stocks like these start showing up, I = have "context" for their moves. The second and more applicable part of my top down strategy is to look = for moves in one industry vs. another. What's at an extreme high or low? = What is crossing over from downtrend to uptrend or vice versa? What has = been long out of favor and may be rotating into favor? Which industries = are moving into or out of the top 50%? Is an industry showing particular = velocity in its move? This is something that I do each week. It is = really designed to help me to focus on the right subset of my candidates = for technical review. (2) Can I use IBD rankings to do this? Well, theoretically, yes. But I = never could make any sense out of the table in the IBD. I can mark up = moves and down moves, highlight things, but for me, it has no context. = Thank goodness for computers, because viewing these things in chart = format is very helpful. When DGO and IBD didn't give me the tools I = needed, I gravitated toward the software I now use. The new DGO beta now = has features that would allow this sort of review, including the ability = to drill down to the stocks in the industry and then look at each of = their charts. The one thing to keep in mind is that the IBD industry = rankings are based on 6 months of relative price movement. That's a very = long time when the market is rotating so fiercely. Once a steady market = trend begins to play out , I would imagine it to be less of an issue, = but just something to remember when assessing industry moves based on = their data. Katherine ----- Original Message -----=20 From: Warren Keuffel=20 To: canslim@lists.xmission.com=20 Sent: Thursday, December 20, 2001 12:15 PM Subject: Re: [CANSLIM] Industry analysis technique/tools? Was: Point = of View: Why bother with fundamentals? Katharine, I gather that when you see an interesting stock you then examine the industry to see if the other players are coming along also (as = described below). My question to you is, do you do any kind of industry = analysis where you find promising industries and then look for candidate stocks within that industry? I would call this a bottom-up approach. The primary reason I raise this question is that I am trying to figure out how best to use the daily IBD industry ranking table. I know = there are a few WON comments on investors.com about this, but the big = question for me is whether it would be worthwhile for me to invest time and energy into tracking the daily or weekly movement of those 197 groups = to see patterns (if any) developing. This would be what I would call a top-down approach. Thanks, Warren Katherine Malm wrote: > Hi John, >>The last paragraph seems indicate you do use fundamentals > and sector rotation for your screening. Then youuse total technical > analysis from that point including exits. Correct?<< That is for the > most part correct, though industry analysis (sector rotation) enters > in both screening and in buy/sell decisions. I look for something = with > a fundamental story and if I like it, I watch it until the industry > and technical analysis stars align. As part of my buy review = process, > I look at the action in all players in the industry. This will help > ensure that the industry is not topping out, even though the buy > candidate looks technically sound. I also look at industry players = to > be sure that moves off the bottom show that at least 2 strong stocks > are moving. One alone, and I wait. Once I own a stock, part of my = sell > rules include continued review of other stocks in the industry. If > they begin breaking down, but my holding is strong, it goes on > warning. If other technical warning signs kick in, out it goes. My > entries and exits are definitely driven by technicals. There are > times, however, where fundamentals do play a hand in my sell rules: - -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_00AA_01C18955.6CE29A60 Content-Type: text/html; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable
Hi Warren,
 
You bring up an interesting question. As I see it, really 2 = parts:
 
(1) Is a top-down approach used in conjunction with a bottoms-up=20 approach?
(2) Can I use IBD rankings to do this?
 
I hope I've understood your questions properly.
 
(1) So that I can keep my bearings, I consider a "top-down" = approach one in=20 which you identify the industry and then "drill down" into it to find = the good=20 stocks. "Bottoms up" is identifying the stocks first and then swimming = up=20 through the industry as a whole. The short answer is that I use both. =
 
When I mine for strong stocks, I do not filter anything based on = industry.=20 But once I get a list of candidates with minimum growth characteristics, = I will=20 sort this by industry. This is a simple step that gives me a birdseye = view of=20 represented industries and whether or not there are multiple players. = When I=20 perform DD on the stocks of interest, I will look at the overall trend = of the=20 industry and the technical patterns of all of the CANSLIM quality = players. Part=20 of DD is to identify the leaders in the group. Once I've figured that = out, I=20 pretty much ignore everybody else in the group for further DD.
 
My "top down" I do in a couple of ways. First is what I used to = call=20 "themes" but have recently renamed "macrothemes" after Peter Navarro's = term.=20 This is an ongoing list of business and legislative issues that tend to = drive=20 larger, secular trends. For example, going into 2001, one of my = macrothemes was=20 the likelihood that more dollars would be pumped into A&D to make up = for the=20 neglectful tending of military strategic and logistic supplies = during the=20 Clinton era. I don't go trolling for stocks as a result of this. I = *used* to do=20 this, but after a couple of lousy investments, I realized that the = market=20 has to confirm an expected move. Here's an example. A couple of = years ago,=20 the Transportation Act of 2000 was passed. This was particularly = important=20 because Congress had so ignored infrastructure during the Clinton years. = This Act dwarfed the 60's Eisenhower interstate highway = program by a=20 long shot. I started looking for construction = companies, cement=20 manufacturers, anything related. I picked a couple of them and = watched them=20 make lousy little moves of no importance. Lesson learned. Now,  I = keep=20 these themes in my background thinking so that if stocks like these = start=20 showing up, I have "context" for their moves.
 
The second and more applicable part of my top down strategy is to = look for=20 moves in one industry vs. another. What's at an extreme high or low? = What is=20 crossing over from downtrend to uptrend or vice versa? What has been = long out of=20 favor and may be rotating into favor? Which industries are moving = into or=20 out of the top 50%? Is an industry showing particular velocity in = its move?=20  This is something that I do each week. It is really designed to = help me to=20 focus on the right subset of my candidates for technical review.
 
(2) Can I use IBD rankings to do this? Well, theoretically, yes. = But I=20 never could make any sense out of the table in the IBD. I can mark up = moves and=20 down moves, highlight things, but for me, it has no context. Thank = goodness for=20 computers, because viewing these things in chart format is very helpful. = When=20 DGO and IBD didn't give me the tools I needed, I gravitated toward the = software=20 I now use. The new DGO beta now has features that would allow this sort = of=20 review, including the ability to drill down to the stocks in the = industry and=20 then look at each of their charts. The one thing to keep in mind is that = the IBD=20 industry rankings are based on 6 months of relative price movement. = That's a=20 very long time when the market is rotating so fiercely. Once a steady=20 market trend begins to play out , I would imagine it to be less of = an=20 issue, but just something to remember when assessing industry moves = based on=20 their data.
 
Katherine
----- Original Message -----
From:=20 Warren=20 Keuffel
Sent: Thursday, December 20, = 2001 12:15=20 PM
Subject: Re: [CANSLIM] Industry = analysis=20 technique/tools? Was: Point of View: Why bother with = fundamentals?

Katharine,

I gather that when you see an = interesting=20 stock you then examine the
industry to see if the other players are = coming=20 along also (as described
below).  My question to you is, do = you do any=20 kind of industry analysis
where you find promising industries and = then look=20 for candidate stocks
within that industry?  I would call this = a=20 bottom-up approach.

The primary reason I raise this question is = that I=20 am trying to figure
out how best to use the daily IBD industry = ranking=20 table.  I know there
are a few WON comments on investors.com = about=20 this, but the big question
for me is whether it would be worthwhile = for me=20 to invest time and
energy into tracking the daily or weekly = movement of=20 those 197 groups to
see patterns (if any) developing.  This = would be=20 what I would call a
top-down=20 approach.

Thanks,
Warren

Katherine Malm = wrote:

> Hi=20 John, >>The last paragraph seems indicate you do use=20 fundamentals
> and sector rotation for your screening. Then = youuse total=20 technical
> analysis from that point including exits. = Correct?<<=20 That is for the
> most part correct, though industry analysis = (sector=20 rotation) enters
> in both screening and in buy/sell decisions. = I look=20 for something with
> a fundamental story and if I like it, I = watch it=20 until the industry
> and technical analysis stars align. As part = of my=20 buy review process,
> I look at the action in all players in the = industry. This will help
> ensure that the industry is not = topping out,=20 even though the buy
> candidate looks technically sound. I also = look at=20 industry players to
> be sure that moves off the bottom show = that at=20 least 2 strong stocks
> are moving. One alone, and I wait. Once = I own a=20 stock, part of my sell
> rules include continued review of other = stocks=20 in the industry. If
> they begin breaking down, but my holding = is=20 strong, it goes on
> warning. If other technical warning signs = kick in,=20 out it goes. My
> entries and exits are definitely driven by = technicals.=20 There are
> times, however, where fundamentals do play a hand in = my sell=20 rules:


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-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_00AA_01C18955.6CE29A60-- - - - -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 #1977 ****************************** 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.