From: owner-canslim-digest@lists.xmission.com (canslim-digest) To: canslim-digest@lists.xmission.com Subject: canslim-digest V2 #1998 Reply-To: canslim Sender: owner-canslim-digest@lists.xmission.com Errors-To: owner-canslim-digest@lists.xmission.com Precedence: bulk Content-Transfer-Encoding: quoted-printable X-No-Archive: yes canslim-digest Tuesday, January 1 2002 Volume 02 : Number 1998 In this issue: Re: [CANSLIM] MFA [CANSLIM] OFF TOPIC(Lesson in Investing) Re: [CANSLIM] OFF TOPIC(Lesson in Investing) [CANSLIM] HNY! Re: [CANSLIM] GAIA Re: [CANSLIM] GAIA Re: [CANSLIM] GAIA Re: [CANSLIM] GAIA [CANSLIM] Next Move In The Markets ---------------------------------------------------------------------- Date: Mon, 31 Dec 2001 12:59:58 -0600 From: "Katherine Malm" Subject: Re: [CANSLIM] MFA This is a multi-part message in MIME format. - ------=_NextPart_000_005C_01C191FB.0CCA7C20 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thanks, jans. Yes...that's the one. I scanned it and tried to post to the list, but it = was too big. Can't seem to get access to the ftp site to upload it, so = thanks for doing this! Katherine ----- Original Message -----=20 From: Spencer48@aol.com=20 To: canslim@lists.xmission.com=20 Sent: Monday, December 31, 2001 12:54 PM Subject: Re: [CANSLIM] MFA Katherine,=20 I think this is the one you're refering to. I'm also adding = another one=20 on the u/d ratio that was helpful to me: The up/down ratio in 12/31/01 Smart Investor:=20 It's easy enough to see why there is more buying than selling as a = stock=20 shoots higher. But even before a stock begins a steep climb, the = buying=20 usually outweighs the selling. Many times, companies go into = consolidation=20 periods, in which their stock prices typically decline anywhere from = 5% to=20 50%. During these basing phases, strong stocks may fight their way = back and=20 try to reach new highs. If demand for the stock is plentiful, you'll = see it=20 reflected in an up/down ratio of 1.0 or higher. Some of the past = decade's=20 best stocks, such as Jabil Circuit, Anchor Gaming and Gadzooks, had = up/down=20 ratios of 1.0 or better in the weeks leading up to their big moves. = Take=20 Caci International Inc. (CACI ) The computer services firm bolted out = of its=20 base Sept. 17, surging 9 points on strong volume. The up/down ratio = that week=20 was 1.9. Even in the several weeks prior, as the stock remained in its = base,=20 the up/down ratio was 1.0 or higher [So look for up/down >1.0 as the = C&H=20 bases]. The ratio - also a key element of the Stock Checkup's = Attractiveness=20 Rating - is a cousin of IBD's Accumulation/Distribution Rating. The = Acc/Dist=20 Rating, however, is less prone to volume distortions, and you should = use it=20 as your primary indicator. Days in which the volume is abnormally huge = can=20 distort the up/down ratio. How do you tell if the balance is on the = side of=20 buying? The up/down volume ratio is a good indicator. It is found in = the IBD=20 Stock Checkup, a feature at Investor's Business Daily's Web site,=20 investors.com.=20 The Smart Investor, Monday, November 19, 2001, Using IBD's = Attractiveness=20 Rating-- The Attractiveness Rating - found exclusively in the IBD = Stock=20 Checkup at investors.com - is the most timely rating an investor can = use to=20 gauge a stock=E2=80=99s action. This rating [it] analyzes a = stock=E2=80=99s price and=20 volume, taking into account its recent trends as well as its weekly up = vs.=20 down volume. In short, it looks for significant buying or selling = activity=20 right here, right now. In addition, the rating compares a = stock=E2=80=99s price=20 performance with its industry group, and compares the group=E2=80=99s = overall=20 performance with the Standard & Poor=E2=80=99s 500 index. The rating = also analyzes=20 the stock=E2=80=99s tendency to appreciate or depreciate vs. the = general market -=20 what=E2=80=99s called its alpha [So, in sum, Attractiveness Rating = takes into acct:=20 u/d volume; price performance w/ its industry group; overall = performance w/=20 the S&P; alpha (its one day fluctuation compared to a flat S&P)]. = Once you=20 mix all those factors, you get a rating that is the most up-to-date=20 reflection of the stock=E2=80=99s health. The rating - expressed on a = scale of 1 to=20 99, with 99 representing the most attractive stocks - moves depending = on how=20 positive or negative the stock is acting. For example, if a = stock=E2=80=99s price=20 base starts falling apart on heavy volume, it will be reflected in the = rating. (Not all parts of the rating are weighted equally.) The=20 Attractiveness Rating can uncover a change in a stock=E2=80=99s pulse = more quickly=20 than, for example, IBD=E2=80=99s Relative Strength Price Rating. The = RS Rating looks=20 at the price activity over the past 12 months. IBD SmartSelect = Corporate=20 Ratings, in fact, cover longer time frames to bear out quality = companies with=20 proven track records. So, while the SmartSelect Ratings give a = comprehensive=20 view of a stock, the Attractiveness Rating focuses on the most recent=20 activity. jans In a message dated 12/31/2001 10:03:50 AM Eastern Standard Time,=20 kmalm@earthlink.net writes: << There was also a recent investor's corner on the subject. I'll see = if I=20 can track down an online version. =20 Katherine >> - -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_005C_01C191FB.0CCA7C20 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable
Thanks, jans.
 
Yes...that's the one. I scanned it and tried to post to the list, = but it=20 was too big. Can't seem to get access to the ftp site to upload it, so = thanks=20 for doing this!
 
Katherine
----- Original Message -----
From:=20 Spencer48@aol.com
To: canslim@lists.xmission.com=
Sent: Monday, December 31, 2001 = 12:54=20 PM
Subject: Re: [CANSLIM] = MFA

Katherine,

     I think = this is the=20 one you're refering to.  I'm also adding another one
on the = u/d ratio=20 that was helpful to me:

The up/down ratio in 12/31/01 Smart = Investor:=20
It's easy enough to see why there is more buying than selling as a = stock=20
shoots higher. But even before a stock begins a steep climb, the = buying=20
usually outweighs the selling.  Many times, companies go into = consolidation
periods, in which their stock prices typically = decline=20 anywhere from 5% to
50%. During these basing phases, strong stocks = may=20 fight their way back and
try to reach new highs. If demand for the = stock=20 is plentiful, you'll see it
reflected in an up/down ratio of 1.0 = or=20 higher. Some of the past decade's
best stocks, such as Jabil = Circuit,=20 Anchor Gaming and Gadzooks, had up/down
ratios of 1.0 or better in = the=20 weeks leading up to their big moves.  Take
Caci International = Inc.=20 (CACI ) The computer services firm bolted out of its
base Sept. = 17,=20 surging 9 points on strong volume. The up/down ratio that week
was = 1.9.=20 Even in the several weeks prior, as the stock remained in its base, =
the=20 up/down ratio was 1.0 or higher [So look for up/down >1.0 as the = C&H=20
bases].  The ratio - also a key element of the Stock = Checkup's=20 Attractiveness
Rating - is a cousin of IBD's = Accumulation/Distribution=20 Rating. The Acc/Dist
Rating, however, is less prone to volume = distortions,=20 and you should use it
as your primary indicator. Days in which the = volume=20 is abnormally huge can
distort the up/down ratio. How do you tell = if the=20 balance is on the side of
buying? The up/down volume ratio is a = good=20 indicator. It is found in the IBD
Stock Checkup, a feature at = Investor's=20 Business Daily's Web site,
investors.com.

The Smart = Investor,=20 Monday, November 19, 2001, Using IBD's Attractiveness =
Rating--  The=20 Attractiveness Rating - found exclusively in the IBD Stock
Checkup = at=20 investors.com - is the most timely rating an investor can use to =
gauge a=20 stock=E2=80=99s action.  This rating [it] analyzes a = stock=E2=80=99s price and=20
volume, taking into account its recent trends as well as its = weekly up vs.=20
down volume. In short, it looks for significant buying or selling = activity=20
right here, right now.  In addition, the rating compares a = stock=E2=80=99s=20 price
performance with its industry group, and compares the = group=E2=80=99s=20 overall
performance with the Standard & Poor=E2=80=99s 500 = index. The rating=20 also analyzes
the stock=E2=80=99s tendency to appreciate or = depreciate vs. the=20 general market -
what=E2=80=99s called its alpha [So, in sum, = Attractiveness=20 Rating takes into acct:
u/d volume; price performance w/ its = industry=20 group; overall performance w/
the S&P; alpha (its one day = fluctuation=20 compared to a flat S&P)].  Once you
mix all those = factors, you=20 get a rating that is the most up-to-date
reflection of the = stock=E2=80=99s health.=20 The rating - expressed on a scale of 1 to
99, with 99 representing = the=20 most attractive stocks - moves depending on how
positive or = negative the=20 stock is acting. For example, if a stock=E2=80=99s price
base = starts falling apart=20 on heavy volume, it will be reflected in the
rating. (Not all = parts of the=20 rating are weighted equally.)  The
Attractiveness Rating can = uncover=20 a change in a stock=E2=80=99s pulse more quickly
than, for = example, IBD=E2=80=99s Relative=20 Strength Price Rating. The RS Rating looks
at the price activity = over the=20 past 12 months. IBD SmartSelect Corporate
Ratings, in fact, cover = longer=20 time frames to bear out quality companies with
proven track = records. So,=20 while the SmartSelect Ratings give a comprehensive
view of a = stock, the=20 Attractiveness Rating focuses on the most recent=20
activity.

jans



In a message dated 12/31/2001 = 10:03:50 AM Eastern Standard Time,
kmalm@earthlink.net=20 writes:

<< There was also a recent investor's corner on = the=20 subject. I'll see if I
can track down an online=20 version.
 
 Katherine >>

-
-To=20 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_005C_01C191FB.0CCA7C20-- - - - -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: Mon, 31 Dec 2001 16:09:02 -0600 From: "walter nusbaum" Subject: [CANSLIM] OFF TOPIC(Lesson in Investing) This is a multi-part message in MIME format. - ------=_NextPart_000_00A8_01C19215.76C253E0 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable Subject: Lesson in investing. The young bride approached her awaiting husband on their wedding=20 night and demanded $20 for their first love-making encounter. In his=20 highly aroused state, he readily agreed. This scenario was repeated=20 each time they made love for the next 30 years, him thinking=20 it was a cute way for her to buy new clothes, etc.=20 Arriving home around noon one day, she found her husband in a very=20 drunken state. Over the next few minutes she heard of the ravages of=20 financial ruin caused by corporate down sizing and it's effects on a 50 = year old executive.=20 Non-plussed she loaded him into her car and drove down to the local=20 hospital. Pointing to fine structure she informed him that he owned=20 the land it was built on and that they paid him $6000 per month rent.=20 She handed him a bank book showing deposits and interest for 12=20 years totaling nearly $1 million dollars.=20 Pointing across the parking lot she gestured toward the local bank while = handing him stock certificates worth nearly $2 million dollars and=20 informing him that he was the largest stockholder in the bank. She told=20 him that for 30 years she had charged him each time they had sex and this was the result of her investments.=20 By now he was distraught and beating his head against the side of=20 the car. She asked him why the seemingly disappointment at such good=20 news and he replied, " If I had known what you were doing,=20 I would have given you all of my business.=20 HAPPY NEW YEAR! Walt - ------=_NextPart_000_00A8_01C19215.76C253E0 Content-Type: text/html; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable
 
 
Subject: Lesson in investing.
 
 
The young bride approached her awaiting husband on their wedding =
night=20 and demanded $20 for their first love-making encounter. In his =
highly=20 aroused state, he readily agreed. This scenario was repeated
each = time they=20 made love for the next 30 years, him thinking
it was a cute way for = her to=20 buy new clothes, etc.
Arriving home around noon one day, she found = her=20 husband in a very
drunken state. Over the next few minutes she heard = of the=20 ravages of
financial  ruin caused by corporate down sizing and = it's=20 effects on a 50
year old executive.
Non-plussed she loaded him = into her=20 car and drove down to the local
hospital. Pointing to fine structure = she=20 informed him that he owned
the land it was built on and that they = paid him=20 $6000 per month rent.
She handed him a bank book showing deposits = and=20 interest for 12
years totaling nearly $1 million dollars. =
Pointing=20 across the parking lot she gestured toward the local bank while =
handing him=20 stock certificates worth nearly $2 million dollars and
informing him = that he=20 was the largest stockholder in the bank. She told
him that for 30 = years she=20 had charged him each time they had sex
and this was the result of her = investments.
By now he was distraught and beating his head against = the side=20 of
the car. She asked him why the seemingly disappointment at such = good=20
news and he replied, " If I had known what you were doing,
I = would have=20 given you all of my business.
 
HAPPY NEW YEAR!
 
Walt
 
 
 
 
 
 
 
- ------=_NextPart_000_00A8_01C19215.76C253E0-- - - - -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: Mon, 31 Dec 2001 17:23:05 EST From: Kraus0R@cs.com Subject: Re: [CANSLIM] OFF TOPIC(Lesson in Investing) Walt - That's terrible :-) Happy New Year - - - -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: Mon, 31 Dec 2001 17:32:28 -0700 From: Warren Keuffel Subject: [CANSLIM] HNY! Happy New Year to one and all. Toot! Toot! Warren - - - -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: Mon, 31 Dec 2001 20:39:56 -0500 From: "Tom Worley" Subject: Re: [CANSLIM] GAIA Andreas, you got your gap up, but I would be concerned about it closing almost at the low of the day on very heavy volume (what Katherine calls a tail). I also would be interested in you explaining how you selected your pivot or entry point, as I do not see a good one (other than the base it built between 15 and 16.50). Tom Worley stkguru@netside.net AIM: TexWorley - ----- Original Message ----- From: "Andreas Himmelreich" To: Sent: Monday, December 31, 2001 8:49 AM Subject: [CANSLIM] GAIA > GAIA Broke out on Friday > > CWH (Weekly Chart) > Industry Group is in a very good uptrend (Price and Relative Strength) > > Pros --> > > High RS of Industry Group (97), RS 88, EPS 98, Acc Diss A, SMR A, Timeless > A, Shares 8.4 Million (1.8 Million Free Float), MGM Ownership 78%, > 12 Funds are invested, 4 more then in June, ROI 16%, Dept 31% (not to high > for a retail comp) > Accelarating Sales. Business Model seems to me very interesting > (Environmental Lifestile stuff, Scalable through the web) > > Cons --> > > New CFO, Institutions are in big time (over 70% Institutions, I know the > numbers do not add up, > I guess they have 70% the remaining 22% (100 - 78 (MGM Ownership) = 22%). > So if the institutions sell, price goes down > fast. > > I will get in today if there is a gap up today. I will wait if the open is > flat. > > See you > > Andreas > > > > > > > > > - > -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: Mon, 31 Dec 2001 20:16:15 -0800 From: Harvey Brion Subject: Re: [CANSLIM] GAIA I agree with concern about today's close near the day's low but most of the day's volume was in the first 1 1/2 hours and the stock spent most of the day near the midpoint of the day's range. I see a pivot point on the daily chart at 20.56 with a pretty good 2 week handle on declining volume. I also see a pivot point on the weekly chart of 20.25 in August with a 4 month handle on declining volume following a 15 month base. (This pivot was hit on 12/12 and although having pulled back since then has not broken below the base of the 4 month handle.) My biggest concerns are the 58% fund ownership and the fact that I can't figure out what their business is. If I believed in the business I'd consider an entry at 21.50 and keep the stop tight because of the high fund ownership. Tom Worley wrote: > Andreas, you got your gap up, but I would be concerned about it closing > almost at the low of the day on very heavy volume (what Katherine calls a > tail). I also would be interested in you explaining how you selected your > pivot or entry point, as I do not see a good one (other than the base it > built between 15 and 16.50). > > Tom Worley > stkguru@netside.net > AIM: TexWorley > ----- Original Message ----- > From: "Andreas Himmelreich" > To: > Sent: Monday, December 31, 2001 8:49 AM > Subject: [CANSLIM] GAIA > > > GAIA Broke out on Friday > > > > CWH (Weekly Chart) > > Industry Group is in a very good uptrend (Price and Relative Strength) > > > > Pros --> > > > > High RS of Industry Group (97), RS 88, EPS 98, Acc Diss A, SMR A, Timeless > > A, Shares 8.4 Million (1.8 Million Free Float), MGM Ownership 78%, > > 12 Funds are invested, 4 more then in June, ROI 16%, Dept 31% (not to high > > for a retail comp) > > Accelarating Sales. Business Model seems to me very interesting > > (Environmental Lifestile stuff, Scalable through the web) > > > > Cons --> > > > > New CFO, Institutions are in big time (over 70% Institutions, I know the > > numbers do not add up, > > I guess they have 70% the remaining 22% (100 - 78 (MGM Ownership) = 22%). > > So if the institutions sell, price goes down > > fast. > > > > I will get in today if there is a gap up today. I will wait if the open is > > flat. > > > > See you > > > > Andreas > > > > > > > > > > > > > > > > > > - > > -To subscribe/unsubscribe, email "majordomo@xmission.com" > > -In the email body, write "subscribe canslim" or > > -"unsubscribe canslim". Do not use quotes in your email. > > > > > > - > -To subscribe/unsubscribe, email "majordomo@xmission.com" > -In the email body, write "subscribe canslim" or > -"unsubscribe canslim". Do not use quotes in your email. - - - -To subscribe/unsubscribe, email "majordomo@xmission.com" - -In the email body, write "subscribe canslim" or - -"unsubscribe canslim". Do not use quotes in your email. ------------------------------ Date: Tue, 1 Jan 2002 04:38:15 -0500 From: "Tom Worley" Subject: Re: [CANSLIM] GAIA Hi Harvey, Normally I would agree that funds ownership of 58% (DGO shows 59%) would be worrisome. But in this case, of the 8.4 million shares issued, all but 1.8 million are owned by Management. So the funds ownership only amounts to about 1 million shares. So it is nearly a private company, and likely to be run the same way (which isn't necessarily bad), with shareholders having little say. Even the funds will have little influence. The lack of a trading float also contributes to volatility with ADV at 44K shares. The upside of this is that the true owners (Management) have far more to lose than any investor, or all investors combined including the funds, so it's up to them to run the company well. Tom Worley stkguru@netside.net AIM: TexWorley - ----- Original Message ----- From: "Harvey Brion" To: Sent: Monday, December 31, 2001 11:16 PM Subject: Re: [CANSLIM] GAIA > I agree with concern about today's close near the day's low but most of the > day's volume was in the first 1 1/2 hours and the stock spent most of the day > near the midpoint of the day's range. > > I see a pivot point on the daily chart at 20.56 with a pretty good 2 week handle > on declining volume. I also see a pivot point on the weekly chart of 20.25 in > August with a 4 month handle on declining volume following a 15 month base. > (This pivot was hit on 12/12 and although having pulled back since then has not > broken below the base of the 4 month handle.) > > My biggest concerns are the 58% fund ownership and the fact that I can't figure > out what their business is. If I believed in the business I'd consider an entry > at 21.50 and keep the stop tight because of the high fund ownership. > > Tom Worley wrote: > > > Andreas, you got your gap up, but I would be concerned about it closing > > almost at the low of the day on very heavy volume (what Katherine calls a > > tail). I also would be interested in you explaining how you selected your > > pivot or entry point, as I do not see a good one (other than the base it > > built between 15 and 16.50). > > > > Tom Worley > > stkguru@netside.net > > AIM: TexWorley > > ----- Original Message ----- > > From: "Andreas Himmelreich" > > To: > > Sent: Monday, December 31, 2001 8:49 AM > > Subject: [CANSLIM] GAIA > > > > > GAIA Broke out on Friday > > > > > > CWH (Weekly Chart) > > > Industry Group is in a very good uptrend (Price and Relative Strength) > > > > > > Pros --> > > > > > > High RS of Industry Group (97), RS 88, EPS 98, Acc Diss A, SMR A, Timeless > > > A, Shares 8.4 Million (1.8 Million Free Float), MGM Ownership 78%, > > > 12 Funds are invested, 4 more then in June, ROI 16%, Dept 31% (not to high > > > for a retail comp) > > > Accelarating Sales. Business Model seems to me very interesting > > > (Environmental Lifestile stuff, Scalable through the web) > > > > > > Cons --> > > > > > > New CFO, Institutions are in big time (over 70% Institutions, I know the > > > numbers do not add up, > > > I guess they have 70% the remaining 22% (100 - 78 (MGM Ownership) = 22%). > > > So if the institutions sell, price goes down > > > fast. > > > > > > I will get in today if there is a gap up today. I will wait if the open is > > > flat. > > > > > > See you > > > > > > Andreas > > > > > > > > > > > > > > > > > > > > > > > > > > > - > > > -To subscribe/unsubscribe, email "majordomo@xmission.com" > > > -In the email body, write "subscribe canslim" or > > > -"unsubscribe canslim". Do not use quotes in your email. > > > > > > > > > > - > > -To subscribe/unsubscribe, email "majordomo@xmission.com" > > -In the email body, write "subscribe canslim" or > > -"unsubscribe canslim". Do not use quotes in your email. > > > - > -To subscribe/unsubscribe, email "majordomo@xmission.com" > -In the email body, write "subscribe canslim" or > -"unsubscribe canslim". Do not use quotes in your email. > > - - - -To subscribe/unsubscribe, email "majordomo@xmission.com" - -In the email body, write "subscribe canslim" or - -"unsubscribe canslim". Do not use quotes in your email. ------------------------------ Date: Mon, 31 Dec 2001 22:50:40 -0600 From: "Katherine Malm" Subject: Re: [CANSLIM] GAIA This is a multi-part message in MIME format. - ------=_NextPart_000_008E_01C1924D.926C6940 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable GAIA business: Have you seen the "Living Arts" DVDs and videos in the = stores? Yoga, Pilates, Balance ball, etc. Also mats and other = accessories for these types of exercise. Organic cotton wearables, = natural lifestyle and home items. Mail order and retail both. You'll see = them in Whole Foods (once connected, but spun off), Barnes & Noble, = Nature Store, etc. Excellent customer service and a niche market much to = themselves with good marketing. Only 1.8m shares in float, 59% owned by institutions. Most of the = outstanding shares still owned by management and other insiders (78%): 6/20/00: Whole Foods Market Inc. and Gaiam, Inc. announced they have = merged their Internet properties into a newly formed company named = Gaiam.com, Inc. Following the merger, Gaiam will own 50.1% of Gaiam.com, = Inc. and Amrion, Inc., formerly WholePeople.com, an-80% owned subsidiary = of Whole Foods Market will own the remaining 49.9%. Gaiam will continue = to consolidate Gaiam.com results with Gaiam's other operations. Amrion = will account for its investment in Gaiam.com under the equity method. Katherine ----- Original Message -----=20 From: Harvey Brion=20 To: canslim@lists.xmission.com=20 Sent: Monday, December 31, 2001 10:16 PM Subject: Re: [CANSLIM] GAIA I agree with concern about today's close near the day's low but most = of the day's volume was in the first 1 1/2 hours and the stock spent most of = the day near the midpoint of the day's range. I see a pivot point on the daily chart at 20.56 with a pretty good 2 = week handle on declining volume. I also see a pivot point on the weekly chart of = 20.25 in August with a 4 month handle on declining volume following a 15 month = base. (This pivot was hit on 12/12 and although having pulled back since = then has not broken below the base of the 4 month handle.) My biggest concerns are the 58% fund ownership and the fact that I = can't figure out what their business is. If I believed in the business I'd = consider an entry at 21.50 and keep the stop tight because of the high fund ownership. Tom Worley wrote: > Andreas, you got your gap up, but I would be concerned about it = closing > almost at the low of the day on very heavy volume (what Katherine = calls a > tail). I also would be interested in you explaining how you = selected your > pivot or entry point, as I do not see a good one (other than the = base it > built between 15 and 16.50). > > Tom Worley > stkguru@netside.net > AIM: TexWorley > ----- Original Message ----- > From: "Andreas Himmelreich" > To: > Sent: Monday, December 31, 2001 8:49 AM > Subject: [CANSLIM] GAIA > > > GAIA Broke out on Friday > > > > CWH (Weekly Chart) > > Industry Group is in a very good uptrend (Price and Relative = Strength) > > > > Pros --> > > > > High RS of Industry Group (97), RS 88, EPS 98, Acc Diss A, SMR A, = Timeless > > A, Shares 8.4 Million (1.8 Million Free Float), MGM Ownership 78%, > > 12 Funds are invested, 4 more then in June, ROI 16%, Dept 31% (not = to high > > for a retail comp) > > Accelarating Sales. Business Model seems to me very interesting > > (Environmental Lifestile stuff, Scalable through the web) > > > > Cons --> > > > > New CFO, Institutions are in big time (over 70% Institutions, I = know the > > numbers do not add up, > > I guess they have 70% the remaining 22% (100 - 78 (MGM Ownership) = =3D 22%). > > So if the institutions sell, price goes down > > fast. > > > > I will get in today if there is a gap up today. I will wait if the = open is > > flat. > > > > See you > > > > Andreas > > > > > > > > > > > > > > > > > > - > > -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. - ------=_NextPart_000_008E_01C1924D.926C6940 Content-Type: text/html; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable
GAIA business: Have you seen the "Living Arts" DVDs and videos in = the=20 stores? Yoga, Pilates, Balance ball, etc. Also mats and other = accessories for=20 these types of exercise. Organic cotton wearables, natural lifestyle and = home=20 items. Mail order and retail both. You'll see them in Whole Foods (once=20 connected, but spun off), Barnes & Noble, Nature Store, etc. = Excellent=20 customer service and a niche market much to themselves with good=20 marketing.
 
Only 1.8m shares in float, 59% owned by institutions. Most of the=20 outstanding shares still owned by management and other insiders = (78%):
 
6/20/00: Whole Foods Market Inc. and Gaiam, = Inc.=20 announced they have merged their Internet properties into a newly formed = company=20 named Gaiam.com, Inc. Following the merger, Gaiam will own 50.1% of = Gaiam.com,=20 Inc. and Amrion, Inc., formerly WholePeople.com, an-80% owned subsidiary = of=20 Whole Foods Market will own the remaining 49.9%. Gaiam will continue to=20 consolidate Gaiam.com results with Gaiam's other operations. Amrion will = account=20 for its investment in Gaiam.com under the equity method.
 
Katherine
----- Original Message -----
From:=20 Harvey = Brion
Sent: Monday, December 31, 2001 = 10:16=20 PM
Subject: Re: [CANSLIM] = GAIA

I agree with concern about today's close near the day's = low but=20 most of the
day's volume was in the first 1 1/2 hours and the stock = spent=20 most of the day
near the midpoint of the day's range.

I see = a pivot=20 point on the daily chart at 20.56 with a pretty good 2 week = handle
on=20 declining volume.  I also see a pivot point on the weekly chart = of 20.25=20 in
August with a 4 month handle on declining volume following a 15 = month=20 base.
(This pivot was hit on 12/12 and although having pulled back = since=20 then has not
broken below the base of the 4 month = handle.)

My=20 biggest concerns are the 58% fund ownership and the fact that I can't=20 figure
out what their business is.  If I believed in the = business I'd=20 consider an entry
at 21.50 and keep the stop tight because of the = high fund=20 ownership.

Tom Worley wrote:

> Andreas, you got your = gap up,=20 but I would be concerned about it closing
> almost at the low of = the day=20 on very heavy volume (what Katherine calls a
> tail).  I = also would=20 be interested in you explaining how you selected your
> pivot or = entry=20 point, as I do not see a good one (other than the base it
> = built=20 between 15 and 16.50).
>
> Tom Worley
> stkguru@netside.net
> = AIM:=20 TexWorley
> ----- Original Message -----
> From: "Andreas=20 Himmelreich" <judgejimmy@web.de>
> = To: <canslim@lists.xmission.com= >
>=20 Sent: Monday, December 31, 2001 8:49 AM
> Subject: [CANSLIM]=20 GAIA
>
> > GAIA Broke out on Friday
> = >
> >=20 CWH (Weekly Chart)
> > Industry Group is in a very good = uptrend=20 (Price and Relative Strength)
> >
> > Pros = - -->
>=20 >
> > High RS of Industry Group (97), RS 88, EPS 98, Acc = Diss A,=20 SMR A, Timeless
> > A, Shares 8.4 Million (1.8 Million Free = Float),=20 MGM Ownership 78%,
> > 12 Funds are invested, 4 more then in = June,=20 ROI 16%, Dept 31% (not to high
> > for a retail comp)
> = >=20 Accelarating Sales. Business Model seems to me very = interesting
> >=20 (Environmental Lifestile stuff, Scalable through the web)
> = >
>=20 > Cons -->
> >
> > New CFO, Institutions are = in big=20 time (over 70% Institutions, I know the
> > numbers do not = add=20 up,
> > I guess they have 70% the remaining 22% (100 - 78 = (MGM=20 Ownership) =3D 22%).
> > So if the institutions sell, price = goes=20 down
> > fast.
> >
> > I will get in today = if there=20 is a gap up today. I will wait if the open is
> > = flat.
>=20 >
> > See you
> >
> > Andreas
>=20 >
> >
> >
> >
> >
> = >
>=20 >
> >
> > -
> > -To = subscribe/unsubscribe, email=20 "majordomo@xmission.com"
>= ;=20 > -In the email body, write "subscribe canslim" or
> >=20 -"unsubscribe canslim".  Do not use quotes in your email.
> = >
> >
>
> -
> -To subscribe/unsubscribe, = email=20 "majordomo@xmission.com"
>= ;=20 -In the email body, write "subscribe canslim" or
> -"unsubscribe = canslim".  Do not use quotes in your email.


-
-To=20 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_008E_01C1924D.926C6940-- - - - -To subscribe/unsubscribe, email "majordomo@xmission.com" - -In the email body, write "subscribe canslim" or - -"unsubscribe canslim". Do not use quotes in your email. ------------------------------ Date: Tue, 01 Jan 2002 11:46:57 -0600 From: Gene Ricci Subject: [CANSLIM] Next Move In The Markets This is a multi-part message in MIME format. - ------=_NextPart_000_027F_01C192BA.045ED260 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable Right now the predictions for the year 2002 are all over the place. =20 The 'bears' are calling for a correction (don't they always), the = 'bulls' are calling for a resurgence (don't they always). I'm calling = for a choppy market with a bias to the upside that will most likely get = us to 2500 by the end of 2002. I think we'll be in a correction by = mid-January... Thoughts? Gene - ------=_NextPart_000_027F_01C192BA.045ED260 Content-Type: text/html; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable
Right now the predictions for = the year=20 2002 are all over the place. 

The 'bears' are calling for a correction (don't = they always),=20 the 'bulls' are calling for a resurgence (don't they always). I'm = calling for a=20 choppy market with a bias to the upside that will most likely get us to = 2500 by=20 the end of 2002. I think we'll be in a correction by=20 mid-January...

Thoughts?

Gene

 

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