From: owner-canslim-digest@lists.xmission.com (canslim-digest) To: canslim-digest@lists.xmission.com Subject: canslim-digest V2 #1984 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 Saturday, December 22 2001 Volume 02 : Number 1984 In this issue: Re: [CANSLIM] TOL Re: [CANSLIM] Which software is best? Re: [CANSLIM] Which software is best? Re: [CANSLIM] Which software is best? RE: [CANSLIM] TOL Re: [CANSLIM] TOL ---------------------------------------------------------------------- Date: Sat, 22 Dec 2001 00:07:46 -0500 From: "Tom Worley" Subject: Re: [CANSLIM] TOL This is a multi-part message in MIME format. - ------=_NextPart_000_006B_01C18A7C.AF4E3300 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable Hi Katherine, Watch my comments in WWW this weekend (assuming my PC doesn't fail me = again) for some insight on the homebuilders and the economy. Tom Worley stkguru@netside.net AIM: TexWorley ----- Original Message -----=20 From: Katherine Malm=20 To: canslim@lists.xmission.com=20 Sent: Thursday, December 20, 2001 8:10 AM Subject: 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 -----=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? =20 Dave - ------=_NextPart_000_006B_01C18A7C.AF4E3300 Content-Type: text/html; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable
Hi Katherine,
 
Watch my comments in WWW this weekend (assuming my = PC doesn't=20 fail me again) for some insight on the homebuilders and the=20 economy.
 
Tom Worley
stkguru@netside.net
AIM:=20 TexWorley
----- Original Message -----
From:=20 Katherine=20 Malm
To: canslim@lists.xmission.com =
Sent: Thursday, December 20, = 2001 8:10=20 AM
Subject: 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 much=20 further; TOL, in particular, since it specializes in high end homes. = If you=20 look back on the industry, the real run is behind them. It started = when the=20 Fed started easing, and this is a typical reaction for the group. = Also, it is=20 common for interest rate sensitive groups such as homebuilders to lead = out of=20 a bear market. They often mark the transition from bear to new bull. = It has=20 been a bit confounding, however, as they seemed to have done well = *while* the=20 bear was going on. (I suppose a false signal with respect to timing.) = I was=20 puzzled when they fell apart earlier this summer. But this current run = is=20 corresponding more directly with other economic indicators such as an = apparent=20 bottoming in economically sensitive commodities, etc., and seems to = point to a=20 transitional period in the 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:=20 J. = David=20 Stem
To: canslim@lists.xmission.com =
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_006B_01C18A7C.AF4E3300-- - - - -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, 21 Dec 2001 23:45:50 -0600 From: "Katherine Malm" Subject: Re: [CANSLIM] Which software is best? This is a multi-part message in MIME format. - ------=_NextPart_000_0266_01C18A79.9EF644A0 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable Steve, I can only answer this question for myself, not for others. I think of = my investments as a business. (But I'm a nut and run my own = personal/household finances that way as well.) When I consider a new = tool, I evaluate the value it will bring and the time that it will save = me and then weigh that against my expected return on investment. So, for = example, I use a software program called VectorVest. When I first = started using it, the cost was equivalent to a round trip in a stock. I = figured that if the benefit I could get from it would save me from = making one lousy trade per month, I'd break even. If it could enhance my = overall return, so much the better. That said, I do think that it's possible to invest with the IBD and = investors.com, you just won't have as many tools available to mine for = candidates. You will be at the mercy of the IBD editors and what they = choose to write about. The charts and stock check at investors.com are = excellent and mirror DGO in many ways, but they do not allow you to mine = for stocks. Fundamental information and stock screening tools are = readily available on the web at sites like MSNMoneyCentral and = YahooMarketGuide, so there is no need of specials tools for this, = either. If you are still able to make very good selections, evaluate = them, and then choose entries and exits on these tools, then it wouldn't = make sense to invest additional dollars on anything else. I am a fan of = keeping things simple, and I think this is what a method like this = reflects. All these other tools appeal to different styles, tastes and = preferences. They do not, by themselves, make a person a "better" = investor and therefore may not create a measurable return on investment. I hope that others will also give their point of view on this. Katherine ----- Original Message -----=20 From: SKutney@aol.com=20 To: canslim@lists.xmission.com=20 Sent: Friday, December 21, 2001 6:51 PM Subject: Re: [CANSLIM] Which software is best? Katherine, At what point are these additional tools valuable. Prior to = investors.com I felt a real need for a graphing package. I don't feel = that way since IBD offered investors.com. The addition of QP, Daily Graphs , VectorVest, AIQ or TS2000 raises = the cost of investing. I'm saying that the newspaper plus investors.com = is a good deal for most investors. In HTMMIS WON says if you have up to = a million dollars to invest you should own maybe five or six stocks. = With 5,000 to 20,000 three stocks is a maximum.=20 My question to you is at what point are the additional costs = justified? Steve Kutney=20 - ------=_NextPart_000_0266_01C18A79.9EF644A0 Content-Type: text/html; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable
Steve,
 
I can only answer this question for myself, not for others. I think = of my=20 investments as a business. (But I'm a nut and run my own = personal/household=20 finances that way as well.) When I consider a new tool, I evaluate the = value it=20 will bring and the time that it will save me and then weigh that against = my=20 expected return on investment. So, for example, I use a software program = called=20 VectorVest. When I first started using it, the cost was equivalent to a = round=20 trip in a stock. I figured that if the benefit I could get from it would = save me=20 from making one lousy trade per month, I'd break even. If it could = enhance my=20 overall return, so much the better.
 
That said, I do think that it's possible to invest with the IBD and = investors.com, you just won't have as many tools available to mine for=20 candidates. You will be at the mercy of the IBD editors and what they = choose to=20 write about. The charts and stock check at investors.com are excellent = and=20 mirror DGO in many ways, but they do not allow you to mine for stocks.=20 Fundamental information and stock screening tools are readily available = on the=20 web at sites like MSNMoneyCentral and YahooMarketGuide, so there is no = need of=20 specials tools for this, either. If you are still able to make very good = selections, evaluate them, and then choose entries and exits on these = tools,=20 then it wouldn't make sense to invest additional dollars on anything = else. I am=20 a fan of keeping things simple, and I think this is what a method like = this=20 reflects.
 
All these other tools appeal to different styles, tastes and = preferences.=20 They do not, by themselves, make a person a "better" investor and = therefore may=20 not create a measurable return on investment.
 
I hope that others will also give their point of view on = this.
 
Katherine
----- Original Message -----
From:=20 SKutney@aol.com=20
To: canslim@lists.xmission.com=
Sent: Friday, December 21, 2001 = 6:51=20 PM
Subject: Re: [CANSLIM] Which = software is=20 best?

Katherine,

  At what point are these additional = tools=20 valuable. Prior to investors.com I felt a real need for a graphing = package. I=20 don't feel that way since IBD offered investors.com.
The addition = of QP,=20 Daily Graphs , VectorVest, AIQ or TS2000  raises the cost of = investing.=20 I'm saying that the newspaper plus investors.com is a good deal for = most=20 investors. In HTMMIS WON says if you have up to a million dollars to = invest=20 you should own maybe five or six stocks. With 5,000 to 20,000 three = stocks is=20 a maximum.

  My question to you is at what point are the=20 additional costs justified?

Steve Kutney=20 - ------=_NextPart_000_0266_01C18A79.9EF644A0-- - - - -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: Sat, 22 Dec 2001 07:32:32 EST From: SKutney@aol.com Subject: Re: [CANSLIM] Which software is best? - --part1_3d.16873675.2955d760_boundary Content-Type: text/plain; charset="US-ASCII" Content-Transfer-Encoding: 7bit Katherine, Thanks for your comments. You make a good point about the editors of IBD and the bad round trip on a stock paying for the cost of the graphing package. In Fridays "Investors Corner" they did a real nice analysis of RMD's failed breakout and why the stock was flawed based on an analysis of a weekly chart. The problem is that they featured RMD in the "Stock in the News" section many times in the past several months. In those "Stocks in the News" features they commented that the accumulation/distribution ranking was "C". At the time of the failed breakout the ranking turned to a "B" which should have made it acceptable. I lost about 8% on that this stock. Steve Kutney - --part1_3d.16873675.2955d760_boundary Content-Type: text/html; charset="US-ASCII" Content-Transfer-Encoding: 7bit Katherine,

   Thanks for your comments. You make a good point about the editors of IBD
and the bad round trip on a stock paying for the cost of the graphing package. In Fridays "Investors Corner" they did a real nice analysis of RMD's failed breakout and why the stock was flawed based on an analysis of a weekly chart. The problem is that they featured RMD in the "Stock in the News" section many times in the past several months. In those "Stocks in the News" features they commented that the accumulation/distribution ranking was "C".  At the time of the failed breakout the ranking turned to a "B" which should have made it acceptable. I lost about 8% on that this stock.

Steve Kutney - --part1_3d.16873675.2955d760_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: Sat, 22 Dec 2001 07:42:45 -0500 From: "Tom Worley" Subject: Re: [CANSLIM] Which software is best? This is a multi-part message in MIME format. - ------=_NextPart_000_0014_01C18ABC.3ED95600 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable When DGO first started in beta testing, I was excited. I had used the DG = books for many years, but this was far better. At least limited data on = all stocks, and for those in the books, daily updates of data and price = chart. There were some bugs and glitches in the software, and I and = others enthusiastically found more. DGO wanted a good system, and with = our frequent feedback kept it in beta for nearly a year. During that = time, I made my first run on EPIQ (70% gain), which paid for about five = years of DGO once it went subscription. While EPIQ was not in the books = at the time, I am not sure I would have bought it without DGO beta = information. So I feel like I am still subscribing for free. The dollar value of my investments does not justify the high cost ($535 = per annum) of DGO, or some other services that I pay for. But I am = investing in a very difficult part of the industry, and want tools with = which I am comfortable and trust. The Custom Screens now being offered = in beta should considerably enhance the functionality of DGO, altho to = date that has not contributed significantly to me finding good (new) = candidates (partially my fault, no time to experiment with it). I still = do my best mining at CBS Marketwatch (for free!!). Tom Worley stkguru@netside.net AIM: TexWorley ----- Original Message -----=20 From: SKutney@aol.com=20 To: canslim@lists.xmission.com=20 Sent: Saturday, December 22, 2001 7:32 AM Subject: Re: [CANSLIM] Which software is best? Katherine, Thanks for your comments. You make a good point about the editors = of IBD and the bad round trip on a stock paying for the cost of the graphing = package. In Fridays "Investors Corner" they did a real nice analysis of = RMD's failed breakout and why the stock was flawed based on an analysis = of a weekly chart. The problem is that they featured RMD in the "Stock = in the News" section many times in the past several months. In those = "Stocks in the News" features they commented that the = accumulation/distribution ranking was "C". At the time of the failed = breakout the ranking turned to a "B" which should have made it = acceptable. I lost about 8% on that this stock. Steve Kutney=20 - ------=_NextPart_000_0014_01C18ABC.3ED95600 Content-Type: text/html; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable
When DGO first started in beta testing, I was = excited. I had=20 used the DG books for many years, but this was far better. At least = limited data=20 on all stocks, and for those in the books, daily updates of data and = price=20 chart. There were some bugs and glitches in the software, and I and = others=20 enthusiastically found more. DGO wanted a good system, and with our = frequent=20 feedback kept it in beta for nearly a year. During that time, I made my = first=20 run on EPIQ (70% gain), which paid for about five years of DGO once it = went=20 subscription. While EPIQ was not in the books at the time, I am not sure = I would=20 have bought it without DGO beta information. So I feel like I am still=20 subscribing for free.
 
The dollar value of my investments does not justify = the high=20 cost ($535 per annum) of DGO, or some other services that I pay for. But = I am=20 investing in a very difficult part of the industry, and want tools with = which I=20 am comfortable and trust. The Custom Screens now being offered in beta = should=20 considerably enhance the functionality of DGO, altho to date that has = not=20 contributed significantly to me finding good (new) candidates (partially = my=20 fault, no time to experiment with it). I still do my best mining at CBS=20 Marketwatch (for free!!).
 
Tom Worley
stkguru@netside.net
AIM:=20 TexWorley
----- Original Message -----
From:=20 SKutney@aol.com=20
To: canslim@lists.xmission.com =
Sent: Saturday, December 22, = 2001 7:32=20 AM
Subject: Re: [CANSLIM] Which = software is=20 best?

Katherine,

   Thanks for your comments. You = make a=20 good point about the editors of IBD
and the bad round trip on a = stock=20 paying for the cost of the graphing package. In Fridays "Investors = Corner"=20 they did a real nice analysis of RMD's failed breakout and why the = stock was=20 flawed based on an analysis of a weekly chart. The problem is that = they=20 featured RMD in the "Stock in the News" section many times in the past = several=20 months. In those "Stocks in the News" features they commented that the = accumulation/distribution ranking was "C".  At the time of the = failed=20 breakout the ranking turned to a "B" which should have made it = acceptable. I=20 lost about 8% on that this stock.

Steve Kutney=20 - ------=_NextPart_000_0014_01C18ABC.3ED95600-- - - - -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: Sat, 22 Dec 2001 08:36:04 -0500 From: "Surindra" Subject: RE: [CANSLIM] TOL This is a multi-part message in MIME format. - ------=_NextPart_000_0009_01C18AC3.B255AE60 Content-Type: text/plain; charset="US-ASCII" Content-Transfer-Encoding: 7bit Hello Tom: May be it is the right time to buy a new computer and stimulate the economy a little bit. Do you still have the antique 466 or moved to Pentium yet? Regards Surindra - -----Original Message----- From: owner-canslim@lists.xmission.com [mailto:owner-canslim@lists.xmission.com] On Behalf Of Tom Worley Sent: Saturday, December 22, 2001 12:08 AM To: canslim@lists.xmission.com Subject: Re: [CANSLIM] TOL Hi Katherine, Watch my comments in WWW this weekend (assuming my PC doesn't fail me again) for some insight on the homebuilders and the economy. Tom Worley stkguru@netside.net AIM: TexWorley - ----- Original Message ----- From: Katherine Malm To: canslim@lists.xmission.com Sent: Thursday, December 20, 2001 8:10 AM Subject: 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 - ------=_NextPart_000_0009_01C18AC3.B255AE60 Content-Type: text/html; charset="US-ASCII" Content-Transfer-Encoding: quoted-printable Message
Hello Tom:
 
May be it is the right time to buy = a new=20 computer and stimulate the economy a little bit. Do you still have the = antique=20 466 or moved to Pentium yet?
 
Regards
 
Surindra
-----Original Message-----
From:=20 owner-canslim@lists.xmission.com = [mailto:owner-canslim@lists.xmission.com]=20 On Behalf Of Tom Worley
Sent: Saturday, December 22, = 2001=20 12:08 AM
To: canslim@lists.xmission.com
Subject: = Re:=20 [CANSLIM] TOL

Hi Katherine,
 
Watch my comments in WWW this weekend (assuming my = PC=20 doesn't fail me again) for some insight on the homebuilders and the=20 economy.
 
Tom Worley
stkguru@netside.net
AIM:=20 TexWorley
----- Original Message -----
From:=20 Katherine=20 Malm
Sent: Thursday, December 20, = 2001 8:10=20 AM
Subject: 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. If=20 you look back on the industry, the real run is behind them. It = started when=20 the Fed started easing, and this is a typical reaction for the = group. Also,=20 it is common for interest rate sensitive groups such as homebuilders = to lead=20 out of a bear market. They often mark the transition from bear to = new bull.=20 It has been a bit confounding, however, as they seemed to have done = well=20 *while* the bear was going on. (I suppose a false signal with = respect to=20 timing.) I was puzzled when they fell apart earlier this summer. But = this=20 current run is corresponding more directly with other economic = indicators=20 such as an apparent bottoming in economically sensitive commodities, = etc.,=20 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=20 *risky* entries on the homebuilders.
 
Katherine
----- Original Message ----- =
From:=20 J. David=20 Stem
To: canslim@lists.xmission.com= =20
Sent: Thursday, December = 20, 2001=20 12:01 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=20 RS.  It's just broken out of a cup on very strong volume, = yet, alas,=20 there's no handle.  Anyone = have any=20 thoughts/experience with patterns of this sort?
 
Dave
<= /HTML> - ------=_NextPart_000_0009_01C18AC3.B255AE60-- _________________________________________________________ Do You Yahoo!? Get your free @yahoo.com address at http://mail.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: Sat, 22 Dec 2001 09:19:50 -0500 From: "Tom Worley" Subject: Re: [CANSLIM] TOL This is a multi-part message in MIME format. - ------=_NextPart_000_0042_01C18AC9.CF05ADC0 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable MessageHi Surindra, My aging 486 is on the verge of retirement, and knows it. So for the = past week it decided to crash the modem every minute or so, made it = tough staying online. Thursday, it also dumped the modem data, including = the dial up number. Thanks to the discussions on the virus which = infected some of the group, I deleted a kernel file, and now working = better, tho not perfect.=20 My new Dell 8200 Pentium (1.9 gigahertz processor) is sitting here in = the cartons just waiting for me to assemble the new computer stand. = Hopefully this weekend it will be operational. I did my part for the = economy this month, in addition to the new computer one cat cost me over = $1,000 in vet bills!! And I sent cash to my kids for Christmas, so they = can boost their local economy as well (part of my global perspective).=20 Tom Worley stkguru@netside.net AIM: TexWorley ----- Original Message -----=20 From: Surindra=20 To: canslim@lists.xmission.com=20 Sent: Saturday, December 22, 2001 8:36 AM Subject: RE: [CANSLIM] TOL Hello Tom: =20 May be it is the right time to buy a new computer and stimulate the = economy a little bit. Do you still have the antique 466 or moved to = Pentium yet? =20 Regards =20 Surindra -----Original Message----- From: owner-canslim@lists.xmission.com = [mailto:owner-canslim@lists.xmission.com] On Behalf Of Tom Worley Sent: Saturday, December 22, 2001 12:08 AM To: canslim@lists.xmission.com Subject: Re: [CANSLIM] TOL Hi Katherine, Watch my comments in WWW this weekend (assuming my PC doesn't fail = me again) for some insight on the homebuilders and the economy. Tom Worley stkguru@netside.net AIM: TexWorley ----- Original Message -----=20 From: Katherine Malm=20 To: canslim@lists.xmission.com=20 Sent: Thursday, December 20, 2001 8:10 AM Subject: 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 -----=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? =20 Dave - ------=_NextPart_000_0042_01C18AC9.CF05ADC0 Content-Type: text/html; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable Message
Hi Surindra,
 
My aging 486 is on the verge of retirement, and = knows it. So=20 for the past week it decided to crash the modem every minute or so, made = it=20 tough staying online. Thursday, it also dumped the modem data, including = the=20 dial up number. Thanks to the discussions on the virus which infected = some of=20 the group, I deleted a kernel file, and now working better, tho not = perfect.=20
 
My new Dell 8200 Pentium (1.9 gigahertz processor) = is sitting=20 here in the cartons just waiting for me to assemble the new computer = stand.=20 Hopefully this weekend it will be operational. I did my part for the = economy=20 this month, in addition to the new computer one cat cost me over $1,000 = in vet=20 bills!! And I sent cash to my kids for Christmas, so they can boost = their local=20 economy as well (part of my global perspective).
 
Tom Worley
stkguru@netside.net
AIM:=20 TexWorley
----- Original Message -----
From:=20 Surindra=20
To: canslim@lists.xmission.com =
Sent: Saturday, December 22, = 2001 8:36=20 AM
Subject: RE: [CANSLIM] = TOL

Hello Tom:
 
May be it is the right time to = buy a new=20 computer and stimulate the economy a little bit. Do you still have the = antique=20 466 or moved to Pentium yet?
 
Regards
 
Surindra
-----Original Message-----
From: owner-canslim@lists.xmis= sion.com=20 [mailto:owner-canslim@lis= ts.xmission.com]=20 On Behalf Of Tom Worley
Sent: Saturday, December = 22, 2001=20 12:08 AM
To: canslim@lists.xmission.com
Subject: = Re:=20 [CANSLIM] TOL

Hi Katherine,
 
Watch my comments in WWW this weekend (assuming = my PC=20 doesn't fail me again) for some insight on the homebuilders and the=20 economy.
 
Tom Worley
stkguru@netside.net
AIM:=20 TexWorley
----- Original Message ----- =
From:=20 Katherine=20 Malm
To: canslim@lists.xmission.com =
Sent: Thursday, December = 20, 2001=20 8:10 AM
Subject: Re: [CANSLIM] = TOL

High Dave,
 
It looks to me as though TOL broke out on 12/12. But in = truth, I have=20 a hard time believing the homebuilders have enough oomph left in = them to=20 go much further; TOL, in particular, since it specializes in high = end=20 homes. If you look back on the industry, the real run is behind = them. It=20 started when the Fed started easing, and this is a typical = reaction for=20 the group. Also, it is common for interest rate sensitive groups = such as=20 homebuilders to lead out of a bear market. They often mark the = transition=20 from bear to new bull. It has been a bit confounding, however, as = they=20 seemed to have done well *while* the bear was going on. (I suppose = a false=20 signal with respect to timing.) I was puzzled when they fell apart = earlier=20 this summer. But this current run is corresponding more directly = with=20 other 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 to keep from = taking any=20 *risky* entries on the homebuilders.
 
Katherine
----- Original Message ----- =
From:=20 J. David=20 Stem
To: canslim@lists.xmission.com
Sent: Thursday, December = 20, 2001=20 12:01 AM
Subject: [CANSLIM] = TOL

Going through DGO, the stock = TOL stood out=20 to me... low PE, 36 M shares, A's across the board.  97 = EPS, 83=20 RS.  It's just broken out of a cup on very strong volume, = yet,=20 alas, there's no handle.  Anyone=20 have any thoughts/experience with patterns of this = sort?
 
Dave
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