From: owner-canslim-digest@lists.xmission.com (canslim-digest) To: canslim-digest@lists.xmission.com Subject: canslim-digest V2 #2102 Reply-To: canslim Sender: owner-canslim-digest@lists.xmission.com Errors-To: owner-canslim-digest@lists.xmission.com Precedence: bulk Content-Transfer-Encoding: quoted-printable X-No-Archive: yes canslim-digest Thursday, January 31 2002 Volume 02 : Number 2102 In this issue: [CANSLIM] Re: Katherine's "Lecture" [CANSLIM] POOL Re: [CANSLIM] Katherine's Lecture Re: [CANSLIM] Katherine's Lecture ---------------------------------------------------------------------- Date: Thu, 31 Jan 2002 10:01:54 -0600 From: "Katherine Malm" Subject: [CANSLIM] Re: Katherine's "Lecture" This is a multi-part message in MIME format. - ------=_NextPart_000_0182_01C1AA3E.4FEE5C00 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable I probably should have done this in the first place! Gene Ricci has been = handling all the distribution for me...it would probably be easiest to = send any requests to him directly. Again my thanks to you who have shown = interest and apologies to those with clogged in boxes! You can contact Gene at genr@swbell.net Katherine ----- Original Message -----=20 From: Katherine Malm=20 To: canslim@lists.xmission.com=20 Sent: Wednesday, January 30, 2002 11:29 AM Subject: Katherine's "Lecture" Hi all, I am delighted and overwhelmed with the many requests for copies of my = presentation to the Dallas Area VectorVest User's Group last Saturday. = Even more delighted to see some posts from names I've never seen before! I want to be sure that you all realize what that the presentation was = not on CANSLIM alone, but on my use of VectorVest in selecting CANSLIM = quality candidates and performing the first part of industry analysis on = them. This is really only a "slice of the pie" in terms of my total = CANSLIM investing discipline, so don't want to give the wrong impression = for those of you who may be expecting something more or something = different. Gene only gave me 3 hours to present. I probably could have = filled 3 weeks if he'd let me cover everything! So that it's clear what the notes cover, here are the objectives from = the presentation. And certainly, given the short amount of time, the = amount of detail given for each of these objectives limits the depth of = coverage: -Utilize a combination of VectorVest, DailyGraphs Online and the = Internet to select buy candidates utilizing the CANSLIM investing style. -Utilize a combination of VectorVest and DailyGraphs Online to time = purchases. -This presentation does not cover money management, trading = psychology, buy rules, sell rules or technical chart reading--all of = which are required under a successful CANSLIM investing system. -The system as described is not a mechanical system whereby the user = chooses the top ten stocks, buys them and then sells them based on a = single mechanical sell rule. Thanks, Katherine - ------=_NextPart_000_0182_01C1AA3E.4FEE5C00 Content-Type: text/html; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable
I probably should have done this in the first place! Gene Ricci has = been=20 handling all the distribution for me...it would probably be easiest to = send any=20 requests to him directly. Again my thanks to you who have shown = interest=20 and apologies to those with clogged in boxes!
 
You can contact Gene at genr@swbell.net
 
Katherine
----- Original Message -----
From:=20 Katherine=20 Malm
To: canslim@lists.xmission.com=
Sent: Wednesday, January 30, = 2002 11:29=20 AM
Subject: Katherine's = "Lecture"

Hi all,
 
I am delighted and overwhelmed with the many requests for copies = of my=20 presentation to the Dallas Area VectorVest User's Group last Saturday. = Even=20 more delighted to see some posts from names I've never seen = before!
 
I want to be sure that you all realize what that the presentation = was not=20 on CANSLIM alone, but on my use of VectorVest in selecting CANSLIM = quality=20 candidates and performing the first part of industry analysis on them. = This is=20 really only a "slice of the pie" in terms of my total CANSLIM = investing=20 discipline, so don't want to give the wrong impression for those of = you who=20 may be expecting something more or something different. Gene only gave = me 3=20 hours to present. I probably could have filled 3 weeks if he'd let me = cover=20 everything!
 
So that it's clear what the notes cover, here are the objectives = from the=20 presentation. And certainly, given the short amount of time, the = amount of=20 detail given for each of these objectives limits the depth of = coverage:

-Utilize a combination of VectorVest, DailyGraphs = Online=20 and the Internet to select buy candidates utilizing the CANSLIM = investing=20 style.

-Utilize a combination of VectorVest and = DailyGraphs Online=20 to time purchases.

-This = presentation does not=20 cover money management, trading psychology, buy rules, sell=20 rules or=20 technical chart reading--all of which are required under a successful = CANSLIM=20 investing system.

-The=20 system as=20 described=20 is not a mechanical system whereby = the=20 user chooses the top ten stocks, buys=20 them=20 and=20 then sells them based on a single mechanical sell=20 rule.
 
Thanks,
Katherine
 
 
 
- ------=_NextPart_000_0182_01C1AA3E.4FEE5C00-- - - - -To subscribe/unsubscribe, email "majordomo@xmission.com" - -In the email body, write "subscribe canslim" or - -"unsubscribe canslim". Do not use quotes in your email. ------------------------------ Date: Thu, 31 Jan 2002 08:08:32 -0800 (PST) From: Eric Jaenike Subject: [CANSLIM] POOL - --0-1053820493-1012493312=:77621 Content-Type: text/plain; charset=us-ascii For those looking to buy (myself not included), POOL (80 96 AAB) breaking out today on what appears to be good volume. Interesting that a consolidation play is breaking out after activity in TYC. Eric - --------------------------------- Do You Yahoo!? Yahoo! Auctions Great stuff seeking new owners! Bid now! - --0-1053820493-1012493312=:77621 Content-Type: text/html; charset=us-ascii

For those looking to buy (myself not included), POOL (80 96 AAB) breaking out today on what appears to be good volume. Interesting that a consolidation play is breaking out after activity in TYC.

Eric


Do You Yahoo!?
Yahoo! Auctions Great stuff seeking new owners! Bid now! - --0-1053820493-1012493312=:77621-- - - - -To subscribe/unsubscribe, email "majordomo@xmission.com" - -In the email body, write "subscribe canslim" or - -"unsubscribe canslim". Do not use quotes in your email. ------------------------------ Date: Thu, 31 Jan 2002 10:16:21 -0600 From: "Katherine Malm" Subject: Re: [CANSLIM] Katherine's Lecture This is a multi-part message in MIME format. - ------=_NextPart_000_01BF_01C1AA40.54788D20 Content-Type: text/plain; charset="Windows-1252" Content-Transfer-Encoding: quoted-printable Hi Lu, First, welcome to the CANSLIM list! There are quite a few people on the list that use QuotesPlus, so I'll = leave it to them to comment.=20 For my own set of tools, I use DailyGraphs for both technicals and past = financial data, so I don't also subscribe to QP. There are plenty of = advantages to doing so, however, as data is readily available for = sharing between programs. That's just one of the many things I like = about VectorVest...ability to export data to Excel. There is some = limited ability to do this with DailyGraphs, but it exports only the = proprietary data such as EPS, RS, A/D, SMR, etc., rather than the = historical fundamental data itself. Ah....if my pocketbook weren't = limited the world would be my oyster! Katherine ----- Original Message -----=20 From: Lu Bullock=20 To: canslim@lists.xmission.com=20 Sent: Thursday, January 31, 2002 9:23 AM Subject: Re: [CANSLIM] Katherine's Lecture Katherine, Please send me your presentation. =20 I am interested in finding out more about VectorVest and how it = compares to QuotePlus. Do you have any knowledge about QuotePlus? I am just new to the Canslim chat area. I have enjoyed your sharing.=20 Thank you. Have a great day. Lu Bullock - ------=_NextPart_000_01BF_01C1AA40.54788D20 Content-Type: text/html; charset="Windows-1252" Content-Transfer-Encoding: quoted-printable
Hi Lu,
 
First, welcome to the CANSLIM list!
 
There are quite a few people on the list that use QuotesPlus, so = I'll leave=20 it to them to comment.
 
For my own set of tools, I use DailyGraphs for both technicals and = past=20 financial data, so I don't also subscribe to QP. There are plenty of = advantages=20 to doing so, however, as data is readily available for sharing between = programs.=20 That's just one of the many things I like about VectorVest...ability to = export=20 data to Excel. There is some limited ability to do this with = DailyGraphs, but it=20 exports only the proprietary data such as EPS, RS, A/D, SMR, etc., = rather than=20 the historical fundamental data itself. Ah....if my pocketbook weren't = limited=20 the world would be my oyster!
 
Katherine
----- Original Message -----
From:=20 Lu Bullock
Sent: Thursday, January 31, = 2002 9:23=20 AM
Subject: Re: [CANSLIM] = Katherine's=20 Lecture

Katherine,
Please send me your presentation. 
I am interested in finding out more about VectorVest and = how it=20 compares to QuotePlus.  Do you have any knowledge about=20 QuotePlus?
I am just new to the Canslim chat area.  I have = enjoyed your=20 sharing.
Thank you.
Have a great day.
Lu Bullock
- ------=_NextPart_000_01BF_01C1AA40.54788D20-- - - - -To subscribe/unsubscribe, email "majordomo@xmission.com" - -In the email body, write "subscribe canslim" or - -"unsubscribe canslim". Do not use quotes in your email. ------------------------------ Date: Thu, 31 Jan 2002 12:32:45 -0500 From: "Jerry Sparrow" Subject: Re: [CANSLIM] Katherine's Lecture This is a multi-part message in MIME format. - ------=_NextPart_000_0012_01C1AA53.62C88340 Content-Type: text/plain; charset="Windows-1252" Content-Transfer-Encoding: quoted-printable You can get me at sparrow@netpath.net or jsparrow@biscuitville.com=20 ----- Original Message -----=20 From: Katherine Malm=20 To: canslim@lists.xmission.com=20 Sent: Thursday, January 31, 2002 10:51 AM Subject: Re: [CANSLIM] Katherine's Lecture Thanks for the feedback and kind words, Jerry, appreciate it. Would you please contact me directly? I've tried to send a reply, but = your email keeps getting rejected! Katherine kmalm@earthlink.net =20 ----- Original Message -----=20 From: Jerry Sparrow=20 To: canslim@lists.xmission.com=20 Sent: Thursday, January 31, 2002 9:21 AM Subject: Re: [CANSLIM] Katherine's Lecture Gene Ricci sent me your presentation. Man it was really great. I'm = still trying to digest it all but it is clear that you spent a lot of = time putting together a professional presentation. I'm not sure of your = background but you should really think about teaching. I only wish that = I lived close enough to get the personal attention. Maybe if I could = talk both you and Tom into moving to NC... --- Original Message -----=20 From: Katherine Malm=20 To: canslim@lists.xmission.com=20 Sent: Thursday, January 31, 2002 9:12 AM Subject: Re: [CANSLIM] Katherine's Lecture Hi all, Thanks again for your interest. So that we can prevent filling = everybody's in box in the future....if you are interested in receiving a = copy, please contact me directly at kmalm@earthlink.net. My apologies to = the list, as I never expected the requests! Thanks, Katherine ----- Original Message -----=20 From: Francois Martin=20 To: canslim@lists.xmission.com=20 Sent: Thursday, January 31, 2002 8:04 AM Subject: Re: [CANSLIM] Katherine's Lecture ME TOO i want a Katherine lecture, =20 thanks, Francois ----- Original Message -----=20 From: Jerry Sparrow=20 To: canslim@lists.xmission.com=20 Sent: Wednesday, January 30, 2002 12:17 PM Subject: Re: [CANSLIM] Katherine's Lecture I would greatly enjoy reading a copy as well... ----- Original Message -----=20 From: Scott Gettis=20 To: canslim@lists.xmission.com=20 Sent: Tuesday, January 29, 2002 9:22 PM Subject: RE: [CANSLIM] Katherine's Lecture can i get a copy too. -----Original Message----- From: owner-canslim@lists.xmission.com = [mailto:owner-canslim@lists.xmission.com]On Behalf Of Bert Pesak Sent: Tuesday, January 29, 2002 3:54 PM To: canslim@lists.xmission.com Subject: Re: [CANSLIM] Katherine's Lecture Katherine, Thanks for the replies. I'm sure they will keep me busy for a few days. Bert ----- Original Message -----=20 From: Katherine Malm=20 To: canslim@lists.xmission.com=20 Sent: Tuesday, January 29, 2002 5:12 PM Subject: Re: [CANSLIM] Katherine's Lecture Hi Bert, >>Katherine, could you briefly explain some of the = differences between DGO & VectorVest.<< Let me just briefly summarize and then give you some = references to do further research: DailyGraphs Online = http://www.dailygraphs.com/Tour/tourhome.htm Essentially a charting service. Shows all the = proprietary IBD/DGO data such as EPS, RS, SMR, A/D, Indus Group RS, etc. = Also shows the past fundamentals such as ROE, D/E, EPS actuals, Rev = actuals, growth in EPS & Revs, institutional ownership, cashflow, = insider ownership, etc. Shows links to the corporate site and charts are = marked for things such as insider selling/buying, significant = highs/lows, primary/secondary stock offerings, dividend distributions, = splits, etc. Contains various reports which can be downloaded to Excel = for autofiltering. For example, Stocks mentioned in today's IBD, list of = stocks in the printed chart books (about 2500 stocks), stocks with = increasing/decreasing A/D, etc. You can create custom stock lists and = can easily flip through charts by hitting the spacebar. If you have a = fat pipe internet connection, this is faster than flipping through a = book. *Definitely* faster than digging through the IBD for all this = data. Charts at investors.com are similar, but do not contain all the = fundamental goodies and reports that I mentioned. Charts ETFs but no = indices or mutual funds. Current version does not have industry = charting. Beta version has a snazzier stock screener, industry charts = and components. 7 day trial for $19.95. Service a bit pricey, but well = worth it IMHO. VectorVest = http://www.vectorvest.com/stockreport/po.phtml 2 versions, either online or download/desktop. I have = the desktop version and prefer it. Has historical information about 6 = years back so allows for viewing historical relationships between = parameters. Has some proprietary components based on stock valuation = principles: Value, Relative Value, Relative Timing (price action, a = technical proxy), forward growth rate (excellent for CANSLIM investing), = Relative Safety (a volatility measure based on past price action and = fundamentals), etc. Excellent tools for stock mining such as trends, = strategies, deltas, portfolios. Excellent tools for industry and sector = analysis. Includes market timing tools, but I ignore them. Allows easy = exports to Excel for further autofiltering. Charting in daily and weekly = mode. Can chart not only price/volume action but also any variables in = the database. Also has comparison graphing features and an optional = ProTrader module that does technical analysis scans. I've been using VV = since early '98 and believe it is my most valuable investing tool. = Extremely powerful program with many capabilities, but takes a while to = "master." 5 week trial for $9.95. (If you happen to try it out, please = tell them I sent you when you do so, as I get credit toward my monthly = fees.) Monthly fees paid for themselves long ago in market returns. Katherine =20 ----- Original Message -----=20 From: Bert Pesak=20 To: canslim@lists.xmission.com=20 Sent: Tuesday, January 29, 2002 9:22 AM Subject: [CANSLIM] Katherine's Lecture - ------=_NextPart_000_0012_01C1AA53.62C88340 Content-Type: text/html; charset="Windows-1252" Content-Transfer-Encoding: quoted-printable
You can get me at sparrow@netpath.net or jsparrow@biscuitville.com=20
----- Original Message -----
From:=20 Katherine=20 Malm
Sent: Thursday, January 31, = 2002 10:51=20 AM
Subject: Re: [CANSLIM] = Katherine's=20 Lecture

Thanks for the feedback and kind words, Jerry, appreciate = it.
 
Would you please contact me directly? I've tried to send a reply, = but=20 your email keeps getting rejected!
 
Katherine
kmalm@earthlink.net  &n= bsp;=20
----- Original Message -----
From:=20 Jerry=20 Sparrow
Sent: Thursday, January 31, = 2002 9:21=20 AM
Subject: Re: [CANSLIM] = Katherine's=20 Lecture

Gene Ricci sent me your = presentation.  Man=20 it was really great.  I'm still trying to digest it all but it = is clear=20 that you spent a lot of time putting together a professional=20 presentation.  I'm not sure of your background but you should = really=20 think about teaching.  I only wish that I lived close enough to = get the=20 personal attention.  Maybe if I could talk both you and Tom = into moving=20 to NC...
 
--- Original Message -----
From:=20 Katherine=20 Malm
To: canslim@lists.xmission.com= =20
Sent: Thursday, January 31, = 2002 9:12=20 AM
Subject: Re: [CANSLIM] = Katherine's=20 Lecture

Hi all,
 
Thanks again for your interest. So that we can prevent = filling=20 everybody's in box in the future....if you are interested in = receiving a=20 copy, please contact me directly at kmalm@earthlink.net. My = apologies to=20 the list, as I never expected the requests!
 
Thanks,
Katherine
----- Original Message ----- =
From:=20 Francois Martin =
To: canslim@lists.xmission.com= =20
Sent: Thursday, January = 31, 2002=20 8:04 AM
Subject: Re: [CANSLIM] = Katherine's=20 Lecture

ME TOO i want a Katherine = lecture, =20
 
thanks,
 
Francois
----- Original Message ----- =
From:=20 Jerry=20 Sparrow
To: canslim@lists.xmission.com= =20
Sent: Wednesday, = January 30, 2002=20 12:17 PM
Subject: Re: [CANSLIM]=20 Katherine's Lecture

I would greatly enjoy reading = a copy as=20 well...
----- Original Message ----- =
From:=20 Scott=20 Gettis
To: canslim@lists.xmission.com= =20
Sent: Tuesday, = January 29, 2002=20 9:22 PM
Subject: RE: = [CANSLIM]=20 Katherine's Lecture

can i get a copy too.
-----Original = Message-----
From: owner-canslim@lists.xmis= sion.com=20 [mailto:owner-canslim@lis= ts.xmission.com]On=20 Behalf Of Bert Pesak
Sent: Tuesday, January = 29, 2002=20 3:54 PM
To: canslim@lists.xmission.com=
Subject:=20 Re: [CANSLIM] Katherine's Lecture

Katherine,
Thanks for the replies.
I'm sure they will keep me busy for a = few=20 days.
Bert
----- Original Message = - -----=20
From:=20 Katherine Malm =
To: canslim@lists.xmission.com= =20
Sent: Tuesday, = January 29,=20 2002 5:12 PM
Subject: Re: = [CANSLIM]=20 Katherine's Lecture

Hi Bert,
 
>>Katherine, could you briefly explain some = of the=20 differences between DGO & VectorVest.<<
 
Let me just briefly summarize and then give you = some=20 references to do further research:
 
DailyGraphs Online http://www.dailygra= phs.com/Tour/tourhome.htm
 Essentially a charting service. Shows all the = proprietary IBD/DGO data such as EPS, RS, SMR, A/D, = Indus Group=20 RS, etc. Also shows the past fundamentals such as ROE, = D/E, EPS=20 actuals, Rev actuals, growth in EPS & Revs, = institutional=20 ownership, cashflow, insider ownership, etc. Shows links = to the=20 corporate site and charts are marked for things such as = insider=20 selling/buying, significant highs/lows, = primary/secondary stock=20 offerings, dividend distributions, splits, etc. Contains = various=20 reports which can be downloaded to Excel for = autofiltering. For=20 example, Stocks mentioned in today's IBD, list of stocks = in the=20 printed chart books (about 2500 stocks), stocks with=20 increasing/decreasing A/D, etc. You can create custom = stock=20 lists and can easily flip through charts by hitting the=20 spacebar. If you have a fat pipe internet connection, = this is=20 faster than flipping through a book. *Definitely* faster = than=20 digging through the IBD for all this data. Charts at=20 investors.com are similar, but do not contain all the=20 fundamental goodies and reports that I mentioned. Charts = ETFs=20 but no indices or mutual funds. Current version does not = have=20 industry charting. Beta version has a snazzier stock = screener,=20 industry charts and components. 7 day trial for $19.95. = Service=20 a bit pricey, but well worth it IMHO.
 
VectorVest http://www.vector= vest.com/stockreport/po.phtml
2 versions, either online or download/desktop. I = have the=20 desktop version and prefer it. Has historical = information about=20 6 years back so allows for viewing historical = relationships=20 between parameters. Has some proprietary components = based on=20 stock valuation principles: Value, Relative Value, = Relative=20 Timing (price action, a technical proxy), forward growth = rate=20 (excellent for CANSLIM investing), Relative Safety (a = volatility=20 measure based on past price action and fundamentals), = etc.=20 Excellent tools for stock mining such as trends, = strategies,=20 deltas, portfolios. Excellent tools for industry and = sector=20 analysis. Includes market timing tools, but I ignore = them.=20 Allows easy exports to Excel for further autofiltering. = Charting=20 in daily and weekly mode. Can chart not only = price/volume action=20 but also any variables in the database. Also has = comparison=20 graphing features and an optional ProTrader module that = does=20 technical analysis scans. I've been using VV since early = '98 and=20 believe it is my most valuable investing tool. Extremely = powerful program with many capabilities, but takes a = while to=20 "master." 5 week trial for $9.95. (If you happen to try = it out,=20 please tell them I sent you when you do so, as I get = credit=20 toward my monthly fees.) Monthly fees paid for = themselves long=20 ago in market returns.
 
Katherine
 

 
----- Original Message = - -----=20
From:=20 Bert Pesak =
To: canslim@lists.xmission.com= =20
Sent: Tuesday, = January=20 29, 2002 9:22 AM
Subject: = [CANSLIM]=20 Katherine's Lecture
=

= - ------=_NextPart_000_0012_01C1AA53.62C88340-- - - - -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 #2102 ****************************** 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.