From: owner-canslim-digest@lists.xmission.com (canslim-digest) To: canslim-digest@lists.xmission.com Subject: canslim-digest V2 #2008 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, January 5 2002 Volume 02 : Number 2008 In this issue: Re: [CANSLIM] Market Re: [CANSLIM] TOTALLY OFF TOPIC!! Re: [CANSLIM] Re: Keogh Plans [off topic] [CANSLIM] Did you see that cartoon about you? [CANSLIM] My IBD interview RE: [CANSLIM] Fw: Katherine Malm Re: [CANSLIM] Did you see that cartoon about you? Re: [CANSLIM] Did you see that cartoon about you? Re: [CANSLIM] Re: Keogh Plans [off topic] [CANSLIM] Worley's Weekend Weeview AW: [CANSLIM] Market ---------------------------------------------------------------------- Date: Fri, 4 Jan 2002 19:53:41 -0500 From: "Tom Worley" Subject: Re: [CANSLIM] Market For what it's worth, Andreas, my Virtual Reality fund has several of the ones you mention (TTIL, bought non-CANSLIM now up 73%, GISX up 14.5%). Tom Worley stkguru@netside.net AIM: TexWorley - ----- Original Message ----- From: "Andreas Himmelreich" To: Sent: Friday, January 04, 2002 10:43 AM Subject: AW: [CANSLIM] Market > Because from my point of view there are better waves (Industry Groups) to ride right now. > > I sticked to ROOM (in since 4 Weeks), chart looks good and the IG looks great. > > TELECOMMUNICATIONS-EQUIP > COMPUTER SOFTWR-ENTERPSE > INTERNET-E COMMERCE > > looked stronger to me then the BLDG-CONSTR PRODS/MISC and BLDG-RESIDENT/COMMRCL. > I do not say that BLDG-CONSTR PRODS/MISC and BLDG-RESIDENT/COMMRCL will > not run up more, but it seems that they are loosing RS (right now). Next week that might be different. > > Got into TTIL, UTSI (yesterday), DFXI, FDS, and GAIA this week. > Besides GAIA all nicely profitable (so far). DFXI I am in since 29.50 (not a big gain here) and wait for > the breakout (that hopefully comes). > > I was in GISX the day before yesterday (15.40 !!!!!!) and then was chickened out because of the 200% Dept. > EVERYTHING ELSE WAS JUST PERFECT, DARRRRRRRRNNNN !!!! > But hey, I choose this stock, so I must have made something right. The only thing is, > that I should not put to much to the fundamentals (especially if only one criteria out of a lot looks not so good). > I even had a very tight SL (at 14.50) and this one would have not touched. > I did everything right besides the chicken thing. I will work on it .... > > See you > > Andreas > > > > > -----Ursprungliche Nachricht----- > > Von: Tom Worley [SMTP:stkguru@netside.net] > > Gesendet am: Friday, January 04, 2002 3:10 PM > > An: canslim@lists.xmission.com > > Betreff: Re: [CANSLIM] Market > > > > Andreas, > > > > Curious why you kicked out RYL and SIDE, since both appear to be winners and > > worth holding, IMO. > > > > Tom Worley > > stkguru@netside.net > > AIM: TexWorley > > ----- Original Message ----- > > From: "Andreas Himmelreich" > > To: > > Sent: Friday, January 04, 2002 6:04 AM > > Subject: AW: [CANSLIM] Market > > > > > > > I would go out very fast, not only a failed breakout and a retrace to the > > base but on > > > very high volumne. The latest I would sell if it falls below 19.50 ... > > > > > > I kicked out RYL last week and Side yesterday, since other industries > > > seem to come up. > > > > > > > -----Ursprungliche Nachricht----- > > > > Von: Dan Forant [SMTP:dforant1@nycap.rr.com] > > > > Gesendet am: Friday, January 04, 2002 2:00 AM > > > > An: canslim@lists.xmission.com > > > > Betreff: Re: [CANSLIM] Market > > > > > > > > I'm still holding onto AAON. Took off well but looks like a collapse > > like > > > > many BO's lately. > > > > > > > > DanF > > > > ----- Original Message ----- > > > > From: "Andreas Himmelreich" > > > > To: > > > > Sent: Thursday, January 03, 2002 5:39 AM > > > > Subject: [CANSLIM] Market > > > > > > > > > > > > > Very Strange Day Yesterday! > > > > > > > > > > Big Caps rally, smal caps lag and do not react at all. > > > > > Almost all Industry Groups that did good the last weeks had a losing > > day > > > > and the other way around. > > > > > Leading stocks did not behaive like they did the last weeks, even some > > > > failed BOs (AAON). > > > > > > > > > > Opinions? > > > > > > > > > > - > > > > > -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. > > - > -To subscribe/unsubscribe, email "majordomo@xmission.com" > -In the email body, write "subscribe canslim" or > -"unsubscribe canslim". Do not use quotes in your email. > > - - - -To subscribe/unsubscribe, email "majordomo@xmission.com" - -In the email body, write "subscribe canslim" or - -"unsubscribe canslim". Do not use quotes in your email. ------------------------------ Date: Fri, 4 Jan 2002 19:55:51 -0500 From: "Tom Worley" Subject: Re: [CANSLIM] TOTALLY OFF TOPIC!! This is a multi-part message in MIME format. - ------=_NextPart_000_0035_01C19559.D001A040 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable Maybe next year. quack, quack Tom Worley stkguru@netside.net AIM: TexWorley ----- Original Message -----=20 From: Steve=20 To: canslim@lists.xmission.com=20 Sent: Friday, January 04, 2002 1:03 PM Subject: Re: [CANSLIM] TOTALLY OFF TOPIC!! That's only because they never had to play Oregon! Go Ducks! Steve Grier scgjd@pacbell.net ----- Original Message -----=20 From: Tom Worley=20 To: canslim@lists.xmission.com=20 Sent: Thursday, January 03, 2002 8:42 PM Subject: [CANSLIM] TOTALLY OFF TOPIC!! MIAMI HURRICANES ARE #1 - NATIONAL CHAMPIONS Miami 37 Nebraska 14 Total domination, words are cheap, final score says it all Tom Worley stkguru@netside.net AIM: TexWorley - ------=_NextPart_000_0035_01C19559.D001A040 Content-Type: text/html; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable
Maybe next year.
 
quack, quack
 
Tom Worley
stkguru@netside.net
AIM:=20 TexWorley
----- Original Message -----
From:=20 Steve
Sent: Friday, January 04, 2002 = 1:03=20 PM
Subject: Re: [CANSLIM] TOTALLY = OFF=20 TOPIC!!

That's only because they never had to play Oregon!
 
Go Ducks!
 
Steve=20 Grier
scgjd@pacbell.net
 
 
----- Original Message -----
From:=20 Tom=20 Worley
Sent: Thursday, January 03, = 2002 8:42=20 PM
Subject: [CANSLIM] TOTALLY = OFF=20 TOPIC!!

MIAMI HURRICANES ARE #1 - NATIONAL=20 CHAMPIONS
 
Miami 37
Nebraska 14
 
Total domination, words are cheap, final = score says it=20 all
 
Tom Worley
stkguru@netside.net
AIM:=20 TexWorley
- ------=_NextPart_000_0035_01C19559.D001A040-- - - - -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, 4 Jan 2002 19:57:54 -0500 From: "Tom Worley" Subject: Re: [CANSLIM] Re: Keogh Plans [off topic] A Keogh is admittedly more difficult to set up, but if I remember correctly, the contribution limits are higher. I think there may also be a limit on how many employees can be covered in a SEP-IRA, so the size of the business, as well as anticipated profits, are both a factor. Tom Worley stkguru@netside.net AIM: TexWorley - ----- Original Message ----- From: "Warren Keuffel" To: Sent: Friday, January 04, 2002 1:18 PM Subject: [CANSLIM] Re: Keogh Plans [off topic] > Tim, > > Setting up a Keogh is a pain in the gluteus. I learned that a SEP-IRA > gives most of the benefits of the Keogh with few of the drawbacks. SEP > stands for Self Employment Plan or something like that. > > FWIW. > > Warren > > Tim Fisher wrote: > > > P.P.S. Tom you should be proud of retiring that dino PC - I broke down > > and bought 256 megs of RAM last night at Costco for $36 (had 64 megs > > in my homebuilt Athlon 550) and WOW it is like a different computer > > this morning. No more HD churning for pagefile swapping and the apps > > start lightning fast. So this is how a decent PC should act! > > > > P.P.P.S. I am seriously considering opening a Keough for my brand new > > S Corp - looks like the most flexibility and I can dump the maximum > > amount of excess profits in there (something like $24k a year) > > assuming there are any. I got the distribution from my former > > employers' 401k transferred directly to my IRA - with luck it will > > happen before I die. Thanks for the input guys and gals. > > > > 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. > > - - - -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: 5 Jan 2002 01:34:43 -0000 From: Tom Worley Subject: [CANSLIM] Did you see that cartoon about you? CANSLIM-- CANSLIM-- You have just received a postcard from Tom Worley with a personal message and a personalized cartoon. Please follow the link below to claim it: http://www.cartoonlink.com/pu_invite.cgi?msgID=1010194483 - - - -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, 4 Jan 2002 20:49:24 -0500 From: "Tom Worley" Subject: [CANSLIM] My IBD interview This is a multi-part message in MIME format. - ------=_NextPart_000_0087_01C19561.4AD7D670 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable Hi members, Just wanted all of you to know in advance that I did give permission for = the use of an interview with Claire Mencke of IBD. The quotes are mine, = and with permission. Don't know when it may appear, if at all, but she = did provide me with a draft that I approved with comments, knowing all = the while she is a reporter for IBD. Most of the content was from = private email, what came from my posts to this group are with my = permission. And no, I do not believe she is the observer of our group from IBD. She = was very straight with me, and made no effort to take any of my ideas, = thoughts, etc. without my permission. She also tells me that apparently HTMMIS 3rd edition STILL has not been = released!! Tom Worley stkguru@netside.net AIM: TexWorley - ------=_NextPart_000_0087_01C19561.4AD7D670 Content-Type: text/html; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable
Hi members,
 
Just wanted all of you to know in advance that I = did give=20 permission for the use of an interview with Claire Mencke of IBD. The = quotes are=20 mine, and with permission. Don't know when it may appear, if at all, but = she did=20 provide me with a draft that I approved with comments, knowing all the = while she=20 is a reporter for IBD. Most of the content was from private email, what = came=20 from my posts to this group are with my permission.
 
And no, I do not believe she is the observer of = our group=20 from IBD. She was very straight with me, and made no effort to take any = of my=20 ideas, thoughts, etc. without my permission.
 
She also tells me that apparently HTMMIS 3rd = edition STILL=20 has not been released!!
 
Tom Worley
stkguru@netside.net
AIM:=20 TexWorley
- ------=_NextPart_000_0087_01C19561.4AD7D670-- - - - -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, 4 Jan 2002 20:08:14 -0600 From: "Keith Williams" Subject: RE: [CANSLIM] Fw: Katherine Malm Walt, I just signed up for a Vectorvest trial. What is the address for Brookhaven CC? Any admission fees? Thanks Keith - -----Original Message----- From: owner-canslim@lists.xmission.com [mailto:owner-canslim@lists.xmission.com]On Behalf Of walter nusbaum Sent: Friday, January 04, 2002 4:40 PM To: canslim@lists.xmission.com Subject: [CANSLIM] Fw: Katherine Malm Hi folks, For those in the DFW area, our very own Katherine will be featured as outlined below. I've been receiving this spam for a week(most welcome in this case), and apparently Katherine is too modest to inform the list, so I thought I'd do it for her. Katherine: Brookhaven is only about a nine iron from my home, and I'd be pleased to buy your breakfast. See ya! Best wishes, Walt - ----- Original Message ----- From: To: Sent: Friday, January 04, 2002 3:53 PM Subject: Attention Dallas-Ft.Worth VectorVest Users Circle January 26th on your calendar! Katherine Malm will conduct a 2-hour seminar on how she utilizes the features of Vectorvest, DailyGraphs Online and other internet resources to mine for CANSLIM stocks and target them for purchase on breakouts. She will show how her approach uses Vectorvest's stock and industry data in conjunction with standard CANSLIM criteria to identify the best candidates. Katherine has been using the CANSLIM investment style exclusively for the last 4 years to manage her personal accounts and has been using Vectorvest since early 1998. We plan on being connected to the internet so that during the presentation she can demonstrate how she uses these tools. Buffet Breakfast at 8.30 am Seminar 9.00 am to 11.00 am Brookhaven Country Club Dallas, Texas - - - -To subscribe/unsubscribe, email "majordomo@xmission.com" - -In the email body, write "subscribe canslim" or - -"unsubscribe canslim". Do not use quotes in your email. - - - -To subscribe/unsubscribe, email "majordomo@xmission.com" - -In the email body, write "subscribe canslim" or - -"unsubscribe canslim". Do not use quotes in your email. ------------------------------ Date: Fri, 4 Jan 2002 23:05:09 EST From: Mhboatman@aol.com Subject: Re: [CANSLIM] Did you see that cartoon about you? - --part1_e.18050186.2967d575_boundary Content-Type: text/plain; charset="US-ASCII" Content-Transfer-Encoding: 7bit Tom, Do you get to do much ice fishing down there in Florida? Just wondering. Howard (Minnesota) In a message dated 1/4/02 7:39:35 PM Central Standard Time, stkguru@netside.net writes: > www.cartoonlink.com/pu_invite.cgi?msgID=1010194483 - --part1_e.18050186.2967d575_boundary Content-Type: text/html; charset="US-ASCII" Content-Transfer-Encoding: 7bit Tom,

Do you get to do much ice fishing down there in Florida?

Just wondering.

Howard
(Minnesota)

In a message dated 1/4/02 7:39:35 PM Central Standard Time, stkguru@netside.net writes:


www.cartoonlink.com/pu_invite.cgi?msgID=1010194483



 - --part1_e.18050186.2967d575_boundary-- - - - -To subscribe/unsubscribe, email "majordomo@xmission.com" - -In the email body, write "subscribe canslim" or - -"unsubscribe canslim". Do not use quotes in your email. ------------------------------ Date: Fri, 4 Jan 2002 20:22:31 -0800 (PST) From: Bob Raible Subject: Re: [CANSLIM] Did you see that cartoon about you? I just came back from Tampa area. Ice fishing is not out of the question. Atlanta was in the 20's with snow between the runways. - --- Mhboatman@aol.com wrote: > Tom, > > Do you get to do much ice fishing down there in Florida? > > Just wondering. > > Howard > (Minnesota) > > In a message dated 1/4/02 7:39:35 PM Central Standard Time, > stkguru@netside.net writes: > > > > www.cartoonlink.com/pu_invite.cgi?msgID=1010194483 > > > ===== Bob Raible Sunny San Jose,CA __________________________________________________ Do You Yahoo!? Send FREE video emails in Yahoo! Mail! http://promo.yahoo.com/videomail/ - - - -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: 4 Jan 2002 23:33:01 -0800 From: "Tim Fisher" Subject: Re: [CANSLIM] Re: Keogh Plans [off topic] You are right on Tom, I anticipate more profits than I want to pay tax on, hence the Keough. I need an administrator for the Keough whereas I could get by administering the SEP myself. At 07:57 PM 1/4/2002 -0500, you wrote: >A Keogh is admittedly more difficult to set up, but if I remember correctly, >the contribution limits are higher. I think there may also be a limit on how >many employees can be covered in a SEP-IRA, so the size of the business, as >well as anticipated profits, are both a factor. > >Tom Worley >stkguru@netside.net >AIM: TexWorley >----- Original Message ----- >From: "Warren Keuffel" >To: >Sent: Friday, January 04, 2002 1:18 PM >Subject: [CANSLIM] Re: Keogh Plans [off topic] > > > > Tim, > > > > Setting up a Keogh is a pain in the gluteus. I learned that a SEP-IRA > > gives most of the benefits of the Keogh with few of the drawbacks. SEP > > stands for Self Employment Plan or something like that. > > > > FWIW. > > > > Warren > > > > Tim Fisher wrote: > > > > > P.P.S. Tom you should be proud of retiring that dino PC - I broke down > > > and bought 256 megs of RAM last night at Costco for $36 (had 64 megs > > > in my homebuilt Athlon 550) and WOW it is like a different computer > > > this morning. No more HD churning for pagefile swapping and the apps > > > start lightning fast. So this is how a decent PC should act! > > > > > > P.P.P.S. I am seriously considering opening a Keough for my brand new > > > S Corp - looks like the most flexibility and I can dump the maximum > > > amount of excess profits in there (something like $24k a year) > > > assuming there are any. I got the distribution from my former > > > employers' 401k transferred directly to my IRA - with luck it will > > > happen before I die. Thanks for the input guys and gals. > > > > > > 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. > > > > > > > >- >-To subscribe/unsubscribe, email "majordomo@xmission.com" >-In the email body, write "subscribe canslim" or >-"unsubscribe canslim". Do not use quotes in your email. Tim Fisher Ore-ROCK-On Rockhounding Web Site Pacific Fishery Biologists Information mailto:tim@OreRockOn.com WWW http://OreRockOn.com - - - -To subscribe/unsubscribe, email "majordomo@xmission.com" - -In the email body, write "subscribe canslim" or - -"unsubscribe canslim". Do not use quotes in your email. ------------------------------ Date: Sat, 5 Jan 2002 09:02:18 -0500 From: "Tom Worley" Subject: [CANSLIM] Worley's Weekend Weeview This is a multi-part message in MIME format. - ------=_NextPart_000_005A_01C195C7.AD3F6C90 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable Happy New Year, everyone, and may 2002 be far more prosperous for all = than was 2001. Remember that 2002 is a palindrome year (reads the same = forward and backward). Last happened in 1991, and won't happen again = until 2112 (so for all here it's most likely your last palindrome year, = might as well enjoy it). THINGS I DIDN'T KNOW ABOUT!! The NAPM (Nat'l Assn of Purchasing Managers) is now ISM (Institute of = Supply Management). Almost overlooked a powerful report because I didn't = know the new acronym. Reported on Wednesday that its index for December = jumped to 48.2 from 44.5 (expected was 45.8). Anything over 50 indicates = expansion in this most important index of major manufacturing activity = (and that leads eventually to renewed employment, which used to warn of = inflation and now signals consumer spending). This index has been below = 50 for 17 straight months (indicating contraction), and hit a ten year = low in October. One month doesn't make a trend, but does bring us close = to a shift from slowing contraction, to gaining expansion. Manufacturing = has suffered the greatest damage from the economic slowdown, as well as = losing the largest number of jobs. Within the overall index, the New = Orders portion rose from 48.8 to 54.9, highest in 19 months. Inventories = also continued to shrink from 37.9 to 37.7 (gotta shrink before = manufacturers start increasing production, so these two pieces of the = overall picture are both moving in the right direction).=20 - -------------------------------------------------------------------------= - ------- JUST WHEN WE NEEDED IT, SOME BEARISHNESS ABC News/Money's survey of consumer confidence dropped in the final week = of 2001, hitting negative 13 from a negative 3 at the end of November. = Consumers with a positive opinion of their personal finances had dropped = over the year to 56% from 66% in January. Willingness to spend appears = to be considerably below the levels we saw in 2000, wonder if this will = continue in 2002? Then again, last Friday we had the Consumer Confidence = Index leaping to 93.7 from 84.9.=20 - -------------------------------------------------------------------------= - ------- SOME ONE LINERS Merrill Lynch estimates that corporate spending on IT declined 1.1% in = 2001, but will grow by 3% in 2002, with strongest growth in Europe. = Security, and disaster recovery, head the shopping list. On the same page displayed at CNNMoney are the separate headlines = "Poll:U.S. confidence slips" (from Wed, 1/3) and "U.S. confidence = surges" (from 12/28). I guess that's what they mean by "news"?? But, = gee, couldn't we at least take a few days more, if not a week or two, to = do a total flip flop??=20 - -------------------------------------------------------------------------= - ------- JOBS AND LAYOFFS Unemployment report for December confirms expectations, rate increased = only to 5.8% while the number of jobs lost slowed from 371K in November = to "only" 124K in December (if you were one of those 124K, it likely = didn't feel like a good thing getting laid off right before the = holidays). It was the smallest drop in jobs since August, and slightly = below expectations. But hey, look on the bright side, good times must be = just ahead since this is a lagging indicator. Layoff announcements also = hit new highs for the year, solidly beating 1998. Interestingly, 40% of = the layoff announcements for 2001 occurred after the 9/11 attacks, = clearly showing the setback to economic recovery that this cowardly act = caused. The big industry winner for the year, BTW, was = Telecommunications, alone accounting for about 15% of the total. The = good news was that announcements of layoffs during December was down = from November.=20 - -------------------------------------------------------------------------= - ------- WORLEY'S WATCHLIST WANNABES Once again, the population of stocks I am reviewing here this week = appears to be stable to slightly smaller, a little surprising to me with = so many new highs being hit in the past week. As always, Bx means a flat line "B"ase of "x" weeks duration, IMO. If I = see a specific pattern such as a cup&handle, double bottom, LLUR, etc. I = will say so. AMMD - c&h, volume drying up in the handle AMWD - c&h, deep cup, high handle ASCA - stealth b/o Friday on light volume, some casino stocks appear to = be weakening ASFI - B4-, b/o Friday on ADV AZR - b/o Friday on 1.5X ADV, see above comment on ASCA BBY - c&h, high and volatile handle, volume drying up BLL - LLUR CAKE - B4+, c&h with high handle? CECO - B4, volume drying up CEFT - high handle?? CHBS - c&h with high handle? CVBF - LLUR DFXI - c&h, handle 4 weeks w/volume drying up DLX - low earnings forecasts, but still a sweet LLUR EBAY - c&h, slightly high handle? EPIQ - B2+ FRED - developing into a LLUR GFF - LLUR HRBT - LLUR ISLE - B5, b/o on light volume, at pivot, in my VR fund KNGT - LLUR KRON - B4+ LOGI - gap up Friday on 2.5X ADV LOW - B5, declined on volume past week MBFI - saucer MCAF - volatile B3, profitable in 2001, expected to double earnings in = 2002, see my comment above on IT spending MCO - LLUR MCRI - long handle on deep cup, b/o Friday on 1.5X ADV MHO - B4, home builder MIK - B3, retailer MIMS - LLUR NFI - LLUR NMTC - high handle OFIX - B3 PENN - B3 PER - B3, volatile LLUR?? PETM - LLUR PSAI - saucer PTNX - B6 PTV - B4+ RACN - B3 SWTX - b/o Friday on over 3X ADV, in my VR fund, low priced URBN - B2 UTSI - b/o Friday on over 2X ADV, within 5% of pivot God bless America, and its military people Happy Hunting, Tom Worley stkguru@netside.net AIM: TexWorley - ------=_NextPart_000_005A_01C195C7.AD3F6C90 Content-Type: text/html; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable
Happy New Year, everyone, and may 2002 be far = more=20 prosperous for all than was 2001. Remember that 2002 is a palindrome = year (reads=20 the same forward and backward). Last happened in 1991, and won't happen = again=20 until 2112 (so for all here it's most likely your last palindrome year, = might as=20 well enjoy it).
 
THINGS I DIDN'T KNOW = ABOUT!!
The NAPM (Nat'l Assn of Purchasing Managers) is = now ISM=20 (Institute of Supply Management). Almost overlooked a powerful report = because I=20 didn't know the new acronym. Reported on Wednesday that its index for = December=20 jumped to 48.2 from 44.5 (expected was 45.8). Anything over 50 indicates = expansion in this most important index of major manufacturing activity = (and that=20 leads eventually to renewed employment, which used to warn of inflation = and now=20 signals consumer spending). This index has been below 50 for 17 straight = months=20 (indicating contraction), and hit a ten year low in October. One month = doesn't=20 make a trend, but does bring us close to a shift from slowing = contraction, to=20 gaining expansion. Manufacturing has suffered the greatest damage from = the=20 economic slowdown, as well as losing the largest number of jobs. Within = the=20 overall index, the New Orders portion rose from 48.8 to 54.9, highest in = 19=20 months. Inventories also continued to shrink from 37.9 to 37.7 (gotta = shrink=20 before manufacturers start increasing production, so these two pieces of = the=20 overall picture are both moving in the right direction).=20
JUST WHEN WE NEEDED IT, SOME=20 BEARISHNESS
ABC News/Money's survey of consumer confidence = dropped in=20 the final week of 2001, hitting negative 13 from a negative 3 at the end = of=20 November. Consumers with a positive opinion of their personal finances = had=20 dropped over the year to 56% from 66% in January. Willingness to spend = appears=20 to be considerably below the levels we saw in 2000, wonder if this will = continue=20 in 2002? Then again, last Friday we had the Consumer Confidence Index = leaping to=20 93.7 from 84.9.=20
SOME ONE LINERS
Merrill Lynch estimates that corporate spending = on IT=20 declined 1.1% in 2001, but will grow by 3% in 2002, with strongest = growth in=20 Europe. Security, and disaster recovery, head the shopping = list.
 
On the same page displayed at CNNMoney are the = separate=20 headlines "Poll:U.S. confidence slips" (from Wed, 1/3) and "U.S. = confidence=20 surges" (from 12/28). I guess that's what they mean by "news"?? But, = gee,=20 couldn't we at least take a few days more, if not a week or two, to do a = total=20 flip flop??=20
JOBS AND LAYOFFS
Unemployment report for December confirms = expectations,=20 rate increased only to 5.8% while the number of jobs lost slowed from = 371K in=20 November to "only" 124K in December (if you were one of those 124K, it = likely=20 didn't feel like a good thing getting laid off right before the = holidays). It=20 was the smallest drop in jobs since August, and slightly below = expectations. But=20 hey, look on the bright side, good times must be just ahead since this = is a=20 lagging indicator. Layoff announcements also hit new highs for the year, = solidly=20 beating 1998. Interestingly, 40% of the layoff announcements for 2001 = occurred=20 after the 9/11 attacks, clearly showing the setback to economic recovery = that=20 this cowardly act caused. The big industry winner for the year, BTW, was = Telecommunications, alone accounting for about 15% of the total. The = good news=20 was that announcements of layoffs during December was down from = November.=20
WORLEY'S WATCHLIST WANNABES
 
Once again, the population of stocks I am = reviewing here=20 this week appears to be stable to slightly smaller, a little surprising = to me=20 with so many new highs being hit in the past week.
 
As always, Bx means a flat line "B"ase of "x" = weeks=20 duration, IMO. If I see a specific pattern such as a cup&handle, = double=20 bottom, LLUR, etc. I will say so.
 
AMMD - c&h, volume drying up in the=20 handle
AMWD - c&h, deep cup, high = handle
ASCA - stealth b/o Friday on light volume, some = casino=20 stocks appear to be weakening
ASFI - B4-, b/o Friday on ADV
AZR - b/o Friday on 1.5X ADV, see above comment = on=20 ASCA
BBY - c&h, high and volatile handle, volume = drying=20 up
BLL - LLUR
CAKE - B4+, c&h with high = handle?
CECO - B4, volume drying up
CEFT - high handle??
CHBS - c&h with high handle?
CVBF - LLUR
DFXI - c&h, handle 4 weeks w/volume drying=20 up
DLX - low earnings forecasts, but still a sweet=20 LLUR
EBAY - c&h, slightly high = handle?
EPIQ - B2+
FRED - developing into a LLUR
GFF - LLUR
HRBT - LLUR
ISLE - B5, b/o on light volume, at pivot, in my = VR=20 fund
KNGT - LLUR
KRON - B4+
LOGI - gap up Friday on 2.5X ADV
LOW - B5, declined on volume past = week
MBFI - saucer
MCAF - volatile B3, profitable in 2001, expected = to double=20 earnings in 2002, see my comment above on IT spending
MCO - LLUR
MCRI - long handle on deep cup, b/o Friday on = 1.5X=20 ADV
MHO - B4, home builder
MIK - B3, retailer
MIMS - LLUR
NFI - LLUR
NMTC - high handle
OFIX - B3
PENN - B3
PER - B3, volatile LLUR??
PETM - LLUR
PSAI - saucer
PTNX - B6
PTV - B4+
RACN - B3
SWTX - b/o Friday on over 3X ADV, in my VR fund, = low=20 priced
URBN - B2
UTSI - b/o Friday on over 2X ADV, within 5% of=20 pivot
 
God bless America, and its military = people
 
Happy Hunting,
 
Tom Worley
stkguru@netside.net
AIM:=20 TexWorley
- ------=_NextPart_000_005A_01C195C7.AD3F6C90-- - - - -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, 5 Jan 2002 16:34:12 +0100 From: Andreas Himmelreich Subject: AW: [CANSLIM] Market Yep, once in a while I ask my selft if I should stick to CANSLIM. I was hot on DFXI, CHKP and a lots of other EPS 99ers 2 months ago, why not go into them just on a projection point of view? But I guess that is easier if you have a whole fund and be able to spread to 50 Shares or more. In a portfolio you do not want to project on 8 Shares from a projection or conviction point of view, but I am not sure here. Whatever, I will stick to what works for me now best and that is CANSLIM with some individual changes to it. > -----Ursprungliche Nachricht----- > Von: Tom Worley [SMTP:stkguru@netside.net] > Gesendet am: Saturday, January 05, 2002 1:54 AM > An: canslim@lists.xmission.com > Betreff: Re: [CANSLIM] Market > > For what it's worth, Andreas, my Virtual Reality fund has several of the > ones you mention (TTIL, bought non-CANSLIM now up 73%, GISX up 14.5%). > > Tom Worley > stkguru@netside.net > AIM: TexWorley > ----- Original Message ----- > From: "Andreas Himmelreich" > To: > Sent: Friday, January 04, 2002 10:43 AM > Subject: AW: [CANSLIM] Market > > > > Because from my point of view there are better waves (Industry Groups) to > ride right now. > > > > I sticked to ROOM (in since 4 Weeks), chart looks good and the IG looks > great. > > > > TELECOMMUNICATIONS-EQUIP > > COMPUTER SOFTWR-ENTERPSE > > INTERNET-E COMMERCE > > > > looked stronger to me then the BLDG-CONSTR PRODS/MISC and > BLDG-RESIDENT/COMMRCL. > > I do not say that BLDG-CONSTR PRODS/MISC and BLDG-RESIDENT/COMMRCL will > > not run up more, but it seems that they are loosing RS (right now). Next > week that might be different. > > > > Got into TTIL, UTSI (yesterday), DFXI, FDS, and GAIA this week. > > Besides GAIA all nicely profitable (so far). DFXI I am in since 29.50 (not > a big gain here) and wait for > > the breakout (that hopefully comes). > > > > I was in GISX the day before yesterday (15.40 !!!!!!) and then was > chickened out because of the 200% Dept. > > EVERYTHING ELSE WAS JUST PERFECT, DARRRRRRRRNNNN !!!! > > But hey, I choose this stock, so I must have made something right. The > only thing is, > > that I should not put to much to the fundamentals (especially if only one > criteria out of a lot looks not so good). > > I even had a very tight SL (at 14.50) and this one would have not touched. > > I did everything right besides the chicken thing. I will work on it .... > > > > See you > > > > Andreas > > > > > > > > > -----Ursprungliche Nachricht----- > > > Von: Tom Worley [SMTP:stkguru@netside.net] > > > Gesendet am: Friday, January 04, 2002 3:10 PM > > > An: canslim@lists.xmission.com > > > Betreff: Re: [CANSLIM] Market > > > > > > Andreas, > > > > > > Curious why you kicked out RYL and SIDE, since both appear to be winners > and > > > worth holding, IMO. > > > > > > Tom Worley > > > stkguru@netside.net > > > AIM: TexWorley > > > ----- Original Message ----- > > > From: "Andreas Himmelreich" > > > To: > > > Sent: Friday, January 04, 2002 6:04 AM > > > Subject: AW: [CANSLIM] Market > > > > > > > > > > I would go out very fast, not only a failed breakout and a retrace to > the > > > base but on > > > > very high volumne. The latest I would sell if it falls below 19.50 ... > > > > > > > > I kicked out RYL last week and Side yesterday, since other industries > > > > seem to come up. > > > > > > > > > -----Ursprungliche Nachricht----- > > > > > Von: Dan Forant [SMTP:dforant1@nycap.rr.com] > > > > > Gesendet am: Friday, January 04, 2002 2:00 AM > > > > > An: canslim@lists.xmission.com > > > > > Betreff: Re: [CANSLIM] Market > > > > > > > > > > I'm still holding onto AAON. Took off well but looks like a collapse > > > like > > > > > many BO's lately. > > > > > > > > > > DanF > > > > > ----- Original Message ----- > > > > > From: "Andreas Himmelreich" > > > > > To: > > > > > Sent: Thursday, January 03, 2002 5:39 AM > > > > > Subject: [CANSLIM] Market > > > > > > > > > > > > > > > > Very Strange Day Yesterday! > > > > > > > > > > > > Big Caps rally, smal caps lag and do not react at all. > > > > > > Almost all Industry Groups that did good the last weeks had a > losing > > > day > > > > > and the other way around. > > > > > > Leading stocks did not behaive like they did the last weeks, even > some > > > > > failed BOs (AAON). > > > > > > > > > > > > Opinions? > > > > > > > > > > > > - > > > > > > -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. > > > > - > > -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. ------------------------------ End of canslim-digest V2 #2008 ****************************** 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.