From: owner-canslim-digest@lists.xmission.com (canslim-digest) To: canslim-digest@lists.xmission.com Subject: canslim-digest V2 #2166 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 Monday, February 25 2002 Volume 02 : Number 2166 In this issue: Re: [CANSLIM] Date: Sun, 24 Feb 2002 15:11:27 -0500 RE: [CANSLIM] Date: Sun, 24 Feb 2002 15:11:27 -0500 [CANSLIM] VIX Re: [CANSLIM] Date: Sun, 24 Feb 2002 15:11:27 -0500 Re: [CANSLIM] Date: Sun, 24 Feb 2002 15:11:27 -0500 RE: [CANSLIM] Date: Sun, 24 Feb 2002 15:11:27 -0500 [CANSLIM] Stock lists Re: [CANSLIM] Date: Sun, 24 Feb 2002 15:11:27 -0500 Re: [CANSLIM] Stock lists Re: [CANSLIM] Date: Sun, 24 Feb 2002 15:11:27 -0500 Re: [CANSLIM] Stock lists Re: [CANSLIM] Date: Sun, 24 Feb 2002 15:11:27 -0500 [CANSLIM] to publish or not Re: [CANSLIM] to publish or not [CANSLIM] EPS Growth Rate Re: [CANSLIM] EPS Growth Rate ---------------------------------------------------------------------- Date: Mon, 25 Feb 2002 08:16:24 -0800 From: DanC Subject: Re: [CANSLIM] Date: Sun, 24 Feb 2002 15:11:27 -0500 John,

My apologies for my harshness and loosing track of the fact that there was a discussion going on!

Sorry, Dan

"Cefaloni, John L Jr. [AMSTA-AR-WEA]" wrote:

 I certainly did not mean Katherine any disrespect.  I thought it was a harmless question, but I guess I was wrong.I apologize.John C.
- - - -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, 25 Feb 2002 11:25:31 -0500 From: "Cefaloni, John L Jr. [AMSTA-AR-WEA]" Subject: RE: [CANSLIM] Date: Sun, 24 Feb 2002 15:11:27 -0500 This message is in MIME format. Since your mail reader does not understand this format, some or all of this message may not be legible. - ------_=_NextPart_001_01C1BE19.0B6060D0 Content-Type: text/plain; charset="iso-8859-1" Dan, I can (now) see both points of view on this issue. Being a reader, I like it when others post their watch lists. I welcome all sources of ideas, which I check on my own. But, being an investor, I too would be reluctant to post stocks I owned because if they tanked, I would feel that it would be a reflection of my abilities and would hurt my credibility within the group - - even though I would not be so quick to judge others that way. I guess some of us judge ourselves harder than we judge others. John C. - -----Original Message----- From: DanC [mailto:danc@compuall.net] Sent: Monday, February 25, 2002 11:16 AM To: canslim@lists.xmission.com Subject: Re: [CANSLIM] Date: Sun, 24 Feb 2002 15:11:27 -0500 John, My apologies for my harshness and loosing track of the fact that there was a discussion going on! Sorry, Dan "Cefaloni, John L Jr. [AMSTA-AR-WEA]" wrote: I certainly did not mean Katherine any disrespect. I thought it was a harmless question, but I guess I was wrong.I apologize.John C. - - -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_001_01C1BE19.0B6060D0 Content-Type: text/html; charset="iso-8859-1"
Dan,
 
I can (now) see both points of view on this issue.  Being a reader, I like it when others post their watch lists.  I welcome all sources of ideas, which I check on my own.  But, being an investor, I too would be reluctant to post stocks I owned because if they tanked, I would feel that it would be a reflection of my abilities and would hurt my credibility within the group - even though I would not be so quick to judge others that way.  I guess some of us judge ourselves harder than we judge others.
 
John C.
-----Original Message-----
From: DanC [mailto:danc@compuall.net]
Sent: Monday, February 25, 2002 11:16 AM
To: canslim@lists.xmission.com
Subject: Re: [CANSLIM] Date: Sun, 24 Feb 2002 15:11:27 -0500

John,

My apologies for my harshness and loosing track of the fact that there was a discussion going on!

Sorry, Dan

"Cefaloni, John L Jr. [AMSTA-AR-WEA]" wrote:

 I certainly did not mean Katherine any disrespect.  I thought it was a harmless question, but I guess I was wrong.I apologize.John C.
- -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_001_01C1BE19.0B6060D0-- - - - -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, 25 Feb 2002 09:44:46 -0700 From: "Patrick Wahl" Subject: [CANSLIM] VIX Andreas, you asked about the VIX a week ago, here is a link with a chart and some brief commentary on the VIX (there are some typos in the commentary, if you are wondering if your english is off) http://www.mrci.com/lbr/charts/20020225/5.htm As a free bonus, some Trin comments too - http://www.mrci.com/lbr/charts/20020225/4.htm - - - -To subscribe/unsubscribe, email "majordomo@xmission.com" - -In the email body, write "subscribe canslim" or - -"unsubscribe canslim". Do not use quotes in your email. ------------------------------ Date: Mon, 25 Feb 2002 12:51:15 EST From: Spencer48@aol.com Subject: Re: [CANSLIM] Date: Sun, 24 Feb 2002 15:11:27 -0500 John: I have not looked further down the E-mails, so I don't know what Katherine's response will be. But here is mine: This is a list devoted to sharing investing knowledge, not devoted to touting stocks, or invading the privacy of anyone who works hard garnering his/her own list. Practically, here is another objection: What if the stock falls instead of rises; or what if the stock rises and then falls. The person who bought the stock based on the suggested list will lose money, because no one can tell you for certain WHEN the stock should be sold (eg. when it's a poor stock, or when it's a good stock whose BO failed-or succeeded briefly) : That can be seen only after the buy through technical chart analysis. Additionally, even if you know what to buy, and when to sell it; who in his right mind wants to be responsible or held responsible for the investing ineptness of others. That-in my opinion-is why this list (like WON's books) is so important: It gives us the opportunity to share the investing knowledge we might have overlooked while seining for stocks. That's why we're individual investors-if we wanted to be employees, we'd hire ourselves out. Neither do we want our empoyers to tell us what to do, nor do we want to be held (or feel) responsible for the errors (or misdirection) of our colleagues and underlings. jans In a message dated 2/25/2002 9:33:50 AM Eastern Standard Time, cefaloni@pica.army.mil writes: << Katherine, With all due respect, what harm would be done to your portfolio by revealing what stocks you are looking to buy/short - or at least what stocks you just bought/shorted? John C. >> - - - -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, 25 Feb 2002 11:54:47 -0700 From: "Patrick Wahl" Subject: Re: [CANSLIM] Date: Sun, 24 Feb 2002 15:11:27 -0500 Two thoughts - first, touting is a harsh word, presenting a list is not the same as touting, that is what goes on on some of these bulletin boards (so I've heard). Second, no one should ever buy a stock because it is mentioned here. If you blindly buy a stock for the sole reason that it is mentioned here you probably deserve to lose money. I've mentioned stocks here before, and they all come with a caveat emptor disclaimer. I think any stock mentioned should be considered as a starting point for anyone to do their own research and make their own decision as to whether or not it is suitable for purchase. Anyone who doesn't feel capable of doing that should be putting their money in a mutual fund, or doing more reading and research to get up to speed. I think most people who read this list are probably here because they are do it yourself types and capable of making their own determinations about when to buy a stock. A little help in filtering down the 10,000 or whatever it is stocks that are out there is welcome to me anyway. But no one should feel pressured to share stocks, that is certainly an individual decision. On 25 Feb 2002 at 12:51, Spencer48@aol.com wrote: > John: > > I have not looked further down the E-mails, so I don't know what > Katherine's response will be. But here is mine: This is a list devoted to > sharing investing knowledge, not devoted to touting stocks, or invading the > privacy of anyone who works hard garnering his/her own list. > > Practically, here is another objection: What if the stock falls instead > of rises; or what if the stock rises and then falls. The person who bought > the stock based on the suggested list will lose money, because no one can > tell you for certain WHEN the stock should be sold (eg. when it's a poor > stock, or when it's a good stock whose BO failed-or succeeded briefly) : > That can be seen only after the buy through technical chart analysis. - - - -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, 25 Feb 2002 13:05:20 -0600 From: "Logan, Scott L." Subject: RE: [CANSLIM] Date: Sun, 24 Feb 2002 15:11:27 -0500 Patrick, I agree. Information good or bad is just information. This is not a subscription based service listing hot stocks. We can however assist each other by sharing our strengths and weaknesses. Any mention of stocks here should be followed up by our own research. Two ( or more ) heads are better than one. Thank you, Scott - -----Original Message----- From: Patrick Wahl [mailto:pjwahl@attbi.com] Sent: Monday, February 25, 2002 12:55 PM To: canslim@lists.xmission.com Subject: Re: [CANSLIM] Date: Sun, 24 Feb 2002 15:11:27 -0500 Two thoughts - first, touting is a harsh word, presenting a list is not the same as touting, that is what goes on on some of these bulletin boards (so I've heard). Second, no one should ever buy a stock because it is mentioned here. If you blindly buy a stock for the sole reason that it is mentioned here you probably deserve to lose money. I've mentioned stocks here before, and they all come with a caveat emptor disclaimer. I think any stock mentioned should be considered as a starting point for anyone to do their own research and make their own decision as to whether or not it is suitable for purchase. Anyone who doesn't feel capable of doing that should be putting their money in a mutual fund, or doing more reading and research to get up to speed. I think most people who read this list are probably here because they are do it yourself types and capable of making their own determinations about when to buy a stock. A little help in filtering down the 10,000 or whatever it is stocks that are out there is welcome to me anyway. But no one should feel pressured to share stocks, that is certainly an individual decision. On 25 Feb 2002 at 12:51, Spencer48@aol.com wrote: > John: > > I have not looked further down the E-mails, so I don't know what > Katherine's response will be. But here is mine: This is a list devoted to > sharing investing knowledge, not devoted to touting stocks, or invading the > privacy of anyone who works hard garnering his/her own list. > > Practically, here is another objection: What if the stock falls instead > of rises; or what if the stock rises and then falls. The person who bought > the stock based on the suggested list will lose money, because no one can > tell you for certain WHEN the stock should be sold (eg. when it's a poor > stock, or when it's a good stock whose BO failed-or succeeded briefly) : > That can be seen only after the buy through technical chart analysis. - - - -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, 25 Feb 2002 13:04:49 -0700 From: "Patrick Wahl" Subject: [CANSLIM] Stock lists Well, only one stock, certainly worth a look and of course do your own homework, figure things out for yourself, caveat emptor, etc etc. Anyway Caremark (CMX) has got a pretty nice looking chart, decent earnings. The question mark might be that revenue growth has slowed a bit, but its not a substantial slowdown, and earnings growth continues to be very strong. - - - -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, 25 Feb 2002 16:26:27 -0500 From: "Ann" Subject: Re: [CANSLIM] Date: Sun, 24 Feb 2002 15:11:27 -0500 This is a multi-part message in MIME format. - ------=_NextPart_000_002C_01C1BE19.2C8A3740 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable I'll attest to to that--You have helped me immensely, Katherine. As one who hasn't had time to contribute to the list in awhile, let = alone mine for stocks, I would be very disappointed if the list turned = into a stock-picking club. I wouldn't be able to continue to learn = quietly on the sidelines by reading all these discussions, and would = have to drop out because of my other time commitments and inability to = contribute my fair share. Thanks again, Katherine, Ann ----- Original Message -----=20 From: Katherine Malm=20 To: canslim@lists.xmission.com=20 Sent: Monday, February 25, 2002 8:54 AM Subject: Re: [CANSLIM] Date: Sun, 24 Feb 2002 15:11:27 -0500 But the truth is, I'll go out of my way to help absolutely anybody, = share what I know so that others can become better investors,=20 - ------=_NextPart_000_002C_01C1BE19.2C8A3740 Content-Type: text/html; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable
I'll attest to to that--You have helped me = immensely,=20 Katherine.
 
As one who hasn't had time to contribute to the list = in=20 awhile, let alone mine for stocks, I would be very disappointed if the = list=20 turned into a stock-picking club. I wouldn't be able to continue to = learn=20 quietly on the sidelines by reading all these discussions, and would = have to=20 drop out because of my other time commitments and inability to = contribute my=20 fair share.
 
Thanks again, Katherine,
 
Ann
 
 
----- Original Message -----
From:=20 Katherine=20 Malm
Sent: Monday, February 25, 2002 = 8:54=20 AM
Subject: Re: [CANSLIM] Date: = Sun, 24 Feb=20 2002 15:11:27 -0500

But the truth is, I'll go out of my way to help absolutely = anybody, share=20 what I know so that others can become better investors,=20
- ------=_NextPart_000_002C_01C1BE19.2C8A3740-- - - - -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, 25 Feb 2002 17:28:02 EST From: Spencer48@aol.com Subject: Re: [CANSLIM] Stock lists Patrick: You're right. CMX does have an interesting looking chart. And its earnings and sales are nice. Moreover, its short interest is high (8.1), and its PEG (as Ian, and now I, calculate it) is a nice .79 However, DG lists its ROE as "NA" which makes me wonder how competent the company is in investing its equity (I've see DG's "NA" in ROE only when the company has had minus earnings in the last quarter or two). I also wonder at a company that refuses to convey it's stats: The earnings and equity are known by the company-why doesn't it reveal its ROE (Its website is not highlighted in DG)? Also, its SMR is unrated by DG. In addition cash flow is less than 2001 earnings: This makes me wonder (along with the above) how trustworthy its accounting is. From a Canslim perspective I'd pass because it's float is owned by 41% funds (moreover, what appears to be a skittish manangement owns only 5%). There is also over 220 million shares in the float. jans In a message dated 2/25/2002 3:05:33 PM Eastern Standard Time, pjwahl@attbi.com writes: << Well, only one stock, certainly worth a look and of course do your own homework, figure things out for yourself, caveat emptor, etc etc. Anyway Caremark (CMX) has got a pretty nice looking chart, decent earnings. The question mark might be that revenue growth has slowed a bit, but its not a substantial slowdown, and earnings growth continues to be very strong. >> - - - -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, 25 Feb 2002 18:12:32 -0500 From: "Tom Worley" Subject: Re: [CANSLIM] Date: Sun, 24 Feb 2002 15:11:27 -0500 This is a multi-part message in MIME format. - ------=_NextPart_000_0037_01C1BE27.FE3199B0 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable Ann (and all the lurkers out there), One of the nice things about this group (at least in my opinion) is that = we have never imposed a requirement that members contribute. Some can't = because of limited time, some don't because of their perceived "lack of = ability or experience". I will always encourage everyone to ask = questions, test their picks in a public discussion, challenge their = understanding of CANSLIM (especially some of the very subtle points) by = asking questions or expressing their opinion. =20 That is how all of us learn, even the old timers. This group has taught = me a lot, including forcing me to go back and research an opinion I = held. The best questions are often asked by the newcomers to CANSLIM or the = group or investing. Tom Worley stkguru@netside.net AIM: TexWorley ----- Original Message -----=20 From: Ann=20 To: canslim@lists.xmission.com=20 Sent: Monday, February 25, 2002 4:26 PM Subject: Re: [CANSLIM] Date: Sun, 24 Feb 2002 15:11:27 -0500 I'll attest to to that--You have helped me immensely, Katherine. As one who hasn't had time to contribute to the list in awhile, let = alone mine for stocks, I would be very disappointed if the list turned = into a stock-picking club. I wouldn't be able to continue to learn = quietly on the sidelines by reading all these discussions, and would = have to drop out because of my other time commitments and inability to = contribute my fair share. Thanks again, Katherine, Ann ----- Original Message -----=20 From: Katherine Malm=20 To: canslim@lists.xmission.com=20 Sent: Monday, February 25, 2002 8:54 AM Subject: Re: [CANSLIM] Date: Sun, 24 Feb 2002 15:11:27 -0500 But the truth is, I'll go out of my way to help absolutely anybody, = share what I know so that others can become better investors,=20 - ------=_NextPart_000_0037_01C1BE27.FE3199B0 Content-Type: text/html; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable
Ann (and all the lurkers out = there),
 
One of the nice things about this group (at = least in my=20 opinion) is that we have never imposed a requirement that members = contribute.=20 Some can't because of limited time, some don't because of their = perceived "lack=20 of ability or experience". I will always encourage everyone to ask = questions,=20 test their picks in a public discussion, challenge their understanding = of=20 CANSLIM (especially some of the very subtle points) by asking questions = or=20 expressing their opinion. 
 
That is how all of us learn, even the old = timers. This=20 group has taught me a lot, including forcing me to go back and research = an=20 opinion I held.
 
The best questions are often asked by the = newcomers to=20 CANSLIM or the group or investing.
 
Tom Worley
stkguru@netside.net
AIM:=20 TexWorley
----- Original Message -----
From:=20 Ann
Sent: Monday, February 25, 2002 = 4:26=20 PM
Subject: Re: [CANSLIM] Date: = Sun, 24 Feb=20 2002 15:11:27 -0500

I'll attest to to that--You have helped me = immensely,=20 Katherine.
 
As one who hasn't had time to contribute to the = list in=20 awhile, let alone mine for stocks, I would be very disappointed if the = list=20 turned into a stock-picking club. I wouldn't be able to continue to = learn=20 quietly on the sidelines by reading all these discussions, and would = have to=20 drop out because of my other time commitments and inability to = contribute my=20 fair share.
 
Thanks again, Katherine,
 
Ann
 
 
----- Original Message -----
From:=20 Katherine=20 Malm
Sent: Monday, February 25, = 2002 8:54=20 AM
Subject: Re: [CANSLIM] Date: = Sun, 24=20 Feb 2002 15:11:27 -0500

But the truth is, I'll go out of my way to help absolutely = anybody,=20 share what I know so that others can become better investors,=20
- ------=_NextPart_000_0037_01C1BE27.FE3199B0-- - - - -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, 25 Feb 2002 18:19:45 -0500 From: "Tom Worley" Subject: Re: [CANSLIM] Stock lists Cash flow is also only 56 cents compared to 73 cents earned last year. Tom Worley stkguru@netside.net AIM: TexWorley - ----- Original Message ----- From: To: Sent: Monday, February 25, 2002 5:28 PM Subject: Re: [CANSLIM] Stock lists > Patrick: > > You're right. CMX does have an interesting looking chart. And its > earnings and sales are nice. Moreover, its short interest is high (8.1), and > its PEG (as Ian, and now I, calculate it) is a nice .79 > > However, DG lists its ROE as "NA" which makes me wonder how competent > the company is in investing its equity (I've see DG's "NA" in ROE only when > the company has had minus earnings in the last quarter or two). I also > wonder at a company that refuses to convey it's stats: The earnings and > equity are known by the company-why doesn't it reveal its ROE (Its website is > not highlighted in DG)? Also, its SMR is unrated by DG. > > In addition cash flow is less than 2001 earnings: This makes me wonder > (along with the above) how trustworthy its accounting is. From a Canslim > perspective I'd pass because it's float is owned by 41% funds (moreover, what > appears to be a skittish manangement owns only 5%). There is also over 220 > million shares in the float. > > jans > > > In a message dated 2/25/2002 3:05:33 PM Eastern Standard Time, > pjwahl@attbi.com writes: > > << Well, only one stock, certainly worth a look and of course do your own > homework, > figure things out for yourself, caveat emptor, etc etc. Anyway Caremark > (CMX) has > got a pretty nice looking chart, decent earnings. The question mark might > be that > revenue growth has slowed a bit, but its not a substantial slowdown, and > earnings > growth continues to be very strong. >> > > - > -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, 25 Feb 2002 17:08:22 -0800 From: "Mike Lucero" Subject: Re: [CANSLIM] Date: Sun, 24 Feb 2002 15:11:27 -0500 Another reason to not post which stocks you own is it may make you more emotionally involved than you would otherwise be. Mike - ----- Original Message ----- From: To: Sent: Monday, February 25, 2002 9:51 AM Subject: Re: [CANSLIM] Date: Sun, 24 Feb 2002 15:11:27 -0500 John: I have not looked further down the E-mails, so I don't know what Katherine's response will be. But here is mine: This is a list devoted to sharing investing knowledge, not devoted to touting stocks, or invading the privacy of anyone who works hard garnering his/her own list. Practically, here is another objection: What if the stock falls instead of rises; or what if the stock rises and then falls. The person who bought the stock based on the suggested list will lose money, because no one can tell you for certain WHEN the stock should be sold (eg. when it's a poor stock, or when it's a good stock whose BO failed-or succeeded briefly) : That can be seen only after the buy through technical chart analysis. Additionally, even if you know what to buy, and when to sell it; who in his right mind wants to be responsible or held responsible for the investing ineptness of others. That-in my opinion-is why this list (like WON's books) is so important: It gives us the opportunity to share the investing knowledge we might have overlooked while seining for stocks. That's why we're individual investors-if we wanted to be employees, we'd hire ourselves out. Neither do we want our empoyers to tell us what to do, nor do we want to be held (or feel) responsible for the errors (or misdirection) of our colleagues and underlings. jans In a message dated 2/25/2002 9:33:50 AM Eastern Standard Time, cefaloni@pica.army.mil writes: << Katherine, With all due respect, what harm would be done to your portfolio by revealing what stocks you are looking to buy/short - or at least what stocks you just bought/shorted? John C. >> - - - -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, 25 Feb 2002 20:11:05 -0500 From: "John Hobbs" Subject: [CANSLIM] to publish or not Wow, what a lot of good discussion last night, and Chris, your list on the surface, that is superficial look, look interesting, but who am i to say. Since i put a list out last week, i'm on one side of the fence here, but i really see no harm to publish a list. Anyway, mine were sorted in a hurry just cause i don't see lists anymore, from the other side i would like to see some cross commentary on some of the groups "picks". i view myself as a real beginner here so the discussion for me is worth quite a lot in spite if they are bought or not, but they should i guess meet some kind of CANSLIM criteria, or if anyone publishes what they bought, they do not have to say it. On the other hand i would say, say so if you want. So anyway, i did buckle down a little bit, and came up with another sort, maybe it's too long - so Duke, now you have some "picks". And yes i bought one of them today, but i'm not tellin. i started with 52 week highs then sorted from there, then IBD. Well, whatdoIknow. I would really like to hear from the experienced one's here about some of their ideas about these picks, don't want to take too much of everyones time either, but anyway...maybe charting them starting at some point in time, they could be "sold" eliminated from the list if down more than the magic 8%. Just an idea for the game. ACDO ALLY AMWD APPB ASCA ATN BAX BLL BMET BOBE BRO BYD CAG CHBS CPWM EV EXPE FINL GKSRA GTK GTY HET HRB HRH KWK MBG MIK MO MOVI NOC OCLR PBG - ----- Original Message ----- From: To: Sent: Sunday, February 24, 2002 11:58 PM Subject: Re: [CANSLIM] Date: Sun, 24 Feb 2002 15:11:27 -0500 > Duke, good concept, I know there are many details yet to work out on the > criteria for your list but to help get things started here is my current > favorites. > > GISX > JJSF > GFF > DVA > FDP > DLI > LYTS > > CHRIS. > > - > -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, 25 Feb 2002 20:31:59 -0500 From: "Tom Worley" Subject: Re: [CANSLIM] to publish or not John, One of the problems that I have with members "lists" is that I simply don't have the time to look at every one listed and still manage to do my own system. That's why I encourage members to just post one or two of their favorites. At least then I can glance at the chart, and give a few comments. Tom Worley stkguru@netside.net AIM: TexWorley - ----- Original Message ----- From: "John Hobbs" To: Sent: Monday, February 25, 2002 8:11 PM Subject: [CANSLIM] to publish or not > Wow, what a lot of good discussion last night, and Chris, your list on the > surface, that is superficial look, look interesting, but who am i to say. > > Since i put a list out last week, i'm on one side of the fence here, but i > really see no harm to publish a list. Anyway, mine were sorted in a hurry > just cause i don't see lists anymore, from the other side i would like to > see some cross commentary on some of the groups "picks". i view myself as a > real beginner here so the discussion for me is worth quite a lot in spite if > they are bought or not, but they should i guess meet some kind of CANSLIM > criteria, or if anyone publishes what they bought, they do not have to say > it. On the other hand i would say, say so if you want. > > So anyway, i did buckle down a little bit, and came up with another sort, > maybe it's too long - so Duke, now you have some "picks". And yes i bought > one of them today, but i'm not tellin. i started with 52 week highs then > sorted from there, then IBD. Well, whatdoIknow. > > I would really like to hear from the experienced one's here about some of > their ideas about these picks, don't want to take too much of everyones time > either, but anyway...maybe charting them starting at some point in time, > they could be "sold" eliminated from the list if down more than the magic > 8%. Just an idea for the game. > > ACDO > ALLY > AMWD > APPB > ASCA > ATN > BAX > BLL > BMET > BOBE > BRO > BYD > CAG > CHBS > CPWM > EV > EXPE > FINL > GKSRA > GTK > GTY > HET > HRB > HRH > KWK > MBG > MIK > MO > MOVI > NOC > OCLR > PBG > > > ----- Original Message ----- > From: > To: > Sent: Sunday, February 24, 2002 11:58 PM > Subject: Re: [CANSLIM] Date: Sun, 24 Feb 2002 15:11:27 -0500 > > > > Duke, good concept, I know there are many details yet to work out on the > > criteria for your list but to help get things started here is my current > > favorites. > > > > GISX > > JJSF > > GFF > > DVA > > FDP > > DLI > > LYTS > > > > CHRIS. > > > > - > > -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, 25 Feb 2002 17:44:02 -0800 From: "Scott Gettis" Subject: [CANSLIM] EPS Growth Rate Could someone explain how DGO computes Growth Rate? - - - -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, 25 Feb 2002 20:02:50 -0600 From: "Katherine Malm" Subject: Re: [CANSLIM] EPS Growth Rate This is a multi-part message in MIME format. - ------=_NextPart_000_017C_01C1BE37.66CA57A0 Content-Type: text/plain; charset="Windows-1252" Content-Transfer-Encoding: quoted-printable Hi Scott, Here's the official definition. It's not always obvious where the = numbers come from when looking at DGO's 5 year earnings growth history = because they use trailing 4 quarters to do the calculation. I usually = just trust their computers have done all the math properly and go with = it!!! Katherine EARNINGS FIVE-YEAR GROWTH RATE: This item is calculated by using a least squares regression fit over a = 3-to-5 year period of earnings per share based on a trailing = four-quarter count. For example, if a stock is currently in its second = quarter, the first period used in this calculation will consist of the = sum of Q2 + Q1 (of the current fiscal year) plus Q4 +Q3 (of the prior = fiscal year). Each successive period will be based on the next trailing = four quarters of earnings per share. The amount of time used to calculate the Growth Rate is based on two = factors;=20 a.. Availability of data=20 b.. Positive earnings=20 If a stock does not have at least three years of positive earnings = (based on the trailing four-quarter method noted above), an "N/A" will = appear.=20 The amount of time used for this calculation will consist of at least = three years but no more than five years of positive earnings per share. = If a four-quarter period sum is negative, that period and additional = earnings further back in time, will not be used in the calculation of = this data item.=20 ----- Original Message -----=20 From: Scott Gettis=20 To: canslim@lists.xmission.com=20 Sent: Monday, February 25, 2002 7:44 PM Subject: [CANSLIM] EPS Growth Rate Could someone explain how DGO computes Growth Rate? - -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_017C_01C1BE37.66CA57A0 Content-Type: text/html; charset="Windows-1252" Content-Transfer-Encoding: quoted-printable
Hi Scott,
 
Here's the official definition. It's not always obvious where the = numbers=20 come from when looking at DGO's 5 year earnings growth history because = they use=20 trailing 4 quarters to do the calculation. I usually just trust their = computers=20 have done all the math properly and go with it!!!
 
Katherine

EARNINGS = FIVE-YEAR GROWTH=20 RATE:
This item is calculated by using a least squares = regression=20 fit over a 3-to-5 year period of earnings per share based on a trailing=20 four-quarter count. For example, if a stock is currently in its = second=20 quarter, the first period used in this calculation will consist of the = sum of=20 Q2 + Q1 (of = the current=20 fiscal year) plus Q4 +Q3 (of the prior fiscal year).  Each = successive=20 period will be based on the next trailing four quarters of earnings per=20 share.

The amount of time used to calculate = the Growth=20 Rate is based on two factors; 

  • Availability of data=20
  • Positive earnings =

If a stock does not have at least = three years of=20 positive earnings (based on the trailing four-quarter method noted = above), an=20 "N/A" will=20 appear. 

The=20 amount of time used for this calculation will consist of at least three = years=20 but no more than five years of positive earnings per share. If a = four-quarter=20 period sum is negative, that period and additional earnings further back = in=20 time, will not be used in the calculation of this data=20 item. 

----- Original Message -----
From:=20 Scott = Gettis=20
Sent: Monday, February 25, 2002 = 7:44=20 PM
Subject: [CANSLIM] EPS Growth = Rate

Could someone explain how DGO computes Growth=20 Rate?

-
-To subscribe/unsubscribe, email "majordomo@xmission.com"
-In= the=20 email body, write "subscribe canslim" or
-"unsubscribe = canslim".  Do=20 not use quotes in your email.
- ------=_NextPart_000_017C_01C1BE37.66CA57A0-- - - - -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 #2166 ****************************** 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.