From: owner-canslim-digest@lists.xmission.com (canslim-digest) To: canslim-digest@lists.xmission.com Subject: canslim-digest V2 #2206 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 Sunday, March 17 2002 Volume 02 : Number 2206 In this issue: Re: [CANSLIM] gropus Re: [CANSLIM] TC2000 [CANSLIM] Intro: Charles Moore [CANSLIM] Stocks with web links Re: [CANSLIM] Intro: Charles Moore Re: [CANSLIM] Worley's Weekend Weeview - dedicated to Cassie Re: [CANSLIM] Stocks with web links Re: [CANSLIM] Stocks with web links [CANSLIM] next sector to have a run? RE: [CANSLIM] Worley's Weekend Weeview - dedicated to Cassie Re: [CANSLIM] Intro: Charles Moore Re: [CANSLIM] next sector to have a run? Re: [CANSLIM] TC2000 ---------------------------------------------------------------------- Date: Sun, 17 Mar 2002 08:13:40 -0500 From: "Rob Miller" Subject: Re: [CANSLIM] gropus This is a multi-part message in MIME format. - ------=_NextPart_000_0063_01C1CD8B.A578F340 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable I meant fundamentally weak in that most of the stocks in the group have = weak and inconsistent sales and earnings growth. That's why I say it = could improve in light of the new terror war. Higher defense spending. = =20 Rob - ----- Original Message -----=20 From: Tom Worley=20 To: canslim@lists.xmission.com=20 Sent: Sunday, March 17, 2002 7:59 AM Subject: Re: [CANSLIM] gropus Hi Rob, With a GRS of 97, not sure why you consider it "fundamentally weak", = unless it's dependence on govt politics? Tom Worley stkguru@bellsouth.net AIM: TexWorley ----- Original Message -----=20 From: Rob Miller=20 To: canslim@lists.xmission.com=20 Sent: Sunday, March 17, 2002 7:49 AM Subject: Re: [CANSLIM] gropus I own UIC from this goup. The group is fundamentally weak, though I = suspect some will be improving in light of recent events. The list = isn't complete without LLL, which accounts for half the total market cap = of the whole group. =20 Rob ----- Original Message -----=20 From: phx777=20 To: canslim@lists.xmission.com=20 Sent: Sunday, March 17, 2002 4:25 AM Subject: [CANSLIM] gropus Can anyone send me a list of what companies are in the Elec-Military = Systems group? Thanks, Dave - ------=_NextPart_000_0063_01C1CD8B.A578F340 Content-Type: text/html; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable
I meant fundamentally weak in that most = of the=20 stocks in the group have weak and inconsistent sales and earnings=20 growth.  That's why I say it could improve in light of the new = terror=20 war.  Higher defense spending.   
 
Rob
 
----- Original Message -----
From:=20 Tom=20 Worley
To: canslim@lists.xmission.com=
Sent: Sunday, March 17, 2002 = 7:59=20 AM
Subject: Re: [CANSLIM] = gropus

Hi Rob,
 
With a GRS of 97, not sure why you consider it = "fundamentally weak", unless it's dependence on govt = politics?
 
Tom Worley
stkguru@bellsouth.net
AIM:=20 TexWorley
----- Original Message -----=20
From: Rob=20 Miller
To: canslim@lists.xmission.com=
Sent: Sunday, March 17, 2002 7:49 AM
Subject: Re: [CANSLIM] gropus

I own UIC from this goup.  The = group is=20 fundamentally weak, though I suspect some will be improving in light = of recent=20 events.  The list isn't complete without LLL, which accounts for = half the=20 total market cap of the whole group. 
 
Rob
----- Original Message -----
From:=20 phx777
Sent: Sunday, March 17, 2002 = 4:25=20 AM
Subject: [CANSLIM] = gropus

Can anyone send me a list of what = companies are=20 in the Elec-Military Systems group?
 
Thanks,
Dave
- ------=_NextPart_000_0063_01C1CD8B.A578F340-- - - - -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: Sun, 17 Mar 2002 07:23:54 -0600 From: "Rich W" Subject: Re: [CANSLIM] TC2000 This is a multi-part message in MIME format. - ------=_NextPart_000_018F_01C1CD84.B18D9E30 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable Dave, I will say that everything Rob has said is 100% true Plus there are a lot of other programs that use TC2000 data, I have 6, and if you sign up at one of their visits you get it for $19.83 month for 2 years. As to DGO I also use it and love the beta part, and hope They don't hit us with a BIG charge to use it later. Rich - ------=_NextPart_000_018F_01C1CD84.B18D9E30 Content-Type: text/html; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable
Dave,
I will say that everything Rob has = said is 100%=20 true
Plus there are a lot of other programs = that use=20 TC2000
data, I have 6, and if you sign up at = one of=20 their visits
you get it for $19.83  = month  for 2=20 years.
As to DGO I also use it and love the = beta part,=20 and hope
They don't hit us with a BIG charge to = use it=20 later.
Rich
- ------=_NextPart_000_018F_01C1CD84.B18D9E30-- - - - -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: Sun, 17 Mar 2002 09:45:32 EST From: Chazmoore@aol.com Subject: [CANSLIM] Intro: Charles Moore - --part1_166.a7d9ad6.29c6060c_boundary Content-Type: text/plain; charset="US-ASCII" Content-Transfer-Encoding: 7bit Good Morning everyone. I am a retired insurance broker living in Houston Texas and have actively managed my investments since 1997. I have founded two investment clubs, one for family and friends, and one for a few of my retired cronies. Like everyone else I did quite well in 1999. So well in fact that I moved half of my investments into bonds in February 2000, just 30 days before the bear market began. Thanks to Bill O'Neil and his advise not to fight the market, I was in cash by May of 2000 and have just been ducking in and out of the market since then. I subscribe to Daily Graphs and could not do without it. For my money it is the best screening tool available. I do not normally consider a stock with less than 500,000 shares traded daily in order to reduce some of the volatility. I depend heavily on the EPS and SMR ratings as indicators of financial health. As long as the market is down, but appears to be on the up turn, I put less weight on Relative Strength, Industry Relative Strength, and the Accumulation/Distribution ratings. Instead, I am looking for great companies that will lead the bull market. I think those leaders will come from the financial group simply because money, as a commodity, is cheap and can be resold at a very high markup. I have been lurking for a few days and have enjoyed the calm, business like tenor or your postings. Charley - --part1_166.a7d9ad6.29c6060c_boundary Content-Type: text/html; charset="US-ASCII" Content-Transfer-Encoding: 7bit Good Morning everyone. I am a retired insurance broker living in Houston Texas and have actively managed my investments since 1997. I have founded two investment clubs, one for family and friends, and one for a few of my retired cronies. Like everyone else I did quite well in 1999. So well in fact that I moved half of my investments into bonds in February 2000, just 30 days before the bear market began. Thanks to Bill O'Neil and his advise not to fight the market, I was in cash by May of 2000 and have just been ducking in and out of the market since then.

I subscribe to Daily Graphs and could not do without it. For my money it is the best screening tool available. I do not normally consider a stock with less than 500,000 shares traded daily in order to reduce some of the volatility. I depend heavily on the EPS and SMR ratings as indicators of financial health. As long as the market is down, but appears to be on the up turn, I put less weight on Relative Strength, Industry Relative Strength, and the Accumulation/Distribution ratings. Instead, I am looking for great companies that will lead the bull market. I think those leaders will come from the financial group simply because money, as a commodity, is cheap and can be resold at a very high markup.

I have been lurking for a few days and have enjoyed the calm, business like tenor or your postings.

Charley

- --part1_166.a7d9ad6.29c6060c_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: Sun, 17 Mar 2002 09:08:45 -0600 From: "Katherine Malm" Subject: [CANSLIM] Stocks with web links This is a multi-part message in MIME format. - ------=_NextPart_000_00E7_01C1CD93.57BEE760 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable Morning all, I've uploaded an Excel file containing about 1100 stocks and links that = will take you to: MSN chart (free site--I have my default view set to long term) BigCharts (free site--I have my default view set to short term) Yahoo Business Info (free site and my preferred due diligence link) CANSLIM Checklist (free site and the link Mike Gibbons made available to = us last weekend) IBD Checklist (requires access to the IBD site) IBD Chart (requires access to the IBD site) I haven't yet been able to build direct links to DailyGraphs charts for = each stock. If/when I get this working, I'll update the spreadsheet. If = you do not have a copy of Excel, you can download a free viewer at: http://office.microsoft.com/downloads/2000/xlviewer.aspx You'll find my spreadsheet at our CANSLIM site: http://WallStreet-LLC.com/pub/CANSLIMLinks.xls (Select "File:Save As" to = save a copy to your PC) Happy Hunting, Katherine - ------=_NextPart_000_00E7_01C1CD93.57BEE760 Content-Type: text/html; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable
Morning all,
 
I've uploaded an Excel file containing about 1100 stocks and links = that=20 will take you to:
 
MSN chart (free site--I have my default view set to long = term)
BigCharts (free site--I have my default view set to short = term)
Yahoo Business Info (free site and my preferred due diligence = link)
CANSLIM Checklist (free site and the link Mike Gibbons made = available to us=20 last weekend)
IBD Checklist (requires access to the IBD site)
IBD Chart (requires access to the IBD site)
 
I haven't yet been able to build direct links to DailyGraphs charts = for=20 each stock. If/when I get this working, I'll update the spreadsheet. = If you=20 do not have a copy of Excel, you can download a free viewer at:
 
http://= office.microsoft.com/downloads/2000/xlviewer.aspx
 
You'll find my spreadsheet at our CANSLIM site:
http://WallStreet= - -LLC.com/pub/CANSLIMLinks.xls (Select=20 "File:Save As" to save a copy to your PC)
 
Happy Hunting,
Katherine
 
- ------=_NextPart_000_00E7_01C1CD93.57BEE760-- - - - -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: Sun, 17 Mar 2002 10:09:41 -0500 From: "Tom Worley" Subject: Re: [CANSLIM] Intro: Charles Moore This is a multi-part message in MIME format. - ------=_NextPart_000_01B3_01C1CD9B.DA9271E0 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable Welcome, Charley, The group has been pretty quiet lately, but the group is almost always = friendly, mature and professional. Just curious, why a separate investment group for the "cronies" instead = of including them in the "family and friends"?? Are you telling us = something about your "cronies"?? As a retired insurance broker, I can understand why you would have a = bias or affinity towards the financial stocks. While I was a stock = broker, I also held an insurance license. But I believe that the best = growth will eventually still show up in the tech industry groups, and = focus my investing in that arena. Of course, I have seen (paid) the = hurricane coverage premiums skyrocket in the S. Florida area since = Hurricane Andrew (1992) without further hurricanes striking this area, = so presume insurance companies are making much profits down here. But = will the 9/11 attacks change the insurance industry in the same way for = the future? And will this be enough to offset the huge losses still to = be calculated from that day? Tom Worley stkguru@bellsouth.net AIM: TexWorley - ----- Original Message -----=20 From: Chazmoore@aol.com=20 To: Canslim@xmission.com=20 Sent: Sunday, March 17, 2002 9:45 AM Subject: [CANSLIM] Intro: Charles Moore Good Morning everyone. I am a retired insurance broker living in Houston = Texas and have actively managed my investments since 1997. I have = founded two investment clubs, one for family and friends, and one for a = few of my retired cronies. Like everyone else I did quite well in 1999. = So well in fact that I moved half of my investments into bonds in = February 2000, just 30 days before the bear market began. Thanks to Bill = O'Neil and his advise not to fight the market, I was in cash by May of = 2000 and have just been ducking in and out of the market since then.=20 I subscribe to Daily Graphs and could not do without it. For my money it = is the best screening tool available. I do not normally consider a stock = with less than 500,000 shares traded daily in order to reduce some of = the volatility. I depend heavily on the EPS and SMR ratings as = indicators of financial health. As long as the market is down, but = appears to be on the up turn, I put less weight on Relative Strength, = Industry Relative Strength, and the Accumulation/Distribution ratings. = Instead, I am looking for great companies that will lead the bull = market. I think those leaders will come from the financial group simply = because money, as a commodity, is cheap and can be resold at a very high = markup.=20 I have been lurking for a few days and have enjoyed the calm, business = like tenor or your postings.=20 Charley=20 - ------=_NextPart_000_01B3_01C1CD9B.DA9271E0 Content-Type: text/html; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable
Welcome, Charley,
 
The group has been pretty quiet lately, but the = group is=20 almost always friendly, mature and professional.
 
Just curious, why a separate investment group = for the=20 "cronies" instead of including them in the "family and friends"?? Are = you=20 telling us something about your "cronies"??
 
As a retired insurance broker, I can understand = why you=20 would have a bias or affinity towards the financial stocks. While I was = a stock=20 broker, I also held an insurance license. But I believe that the best = growth=20 will eventually still show up in the tech industry groups, and focus my=20 investing in that arena. Of course, I have seen (paid) the hurricane = coverage=20 premiums skyrocket in the S. Florida area since Hurricane Andrew (1992) = without=20 further hurricanes striking this area, so presume insurance companies = are making=20 much profits down here. But will the 9/11 attacks change the insurance = industry=20 in the same way for the future? And will this be enough to offset the = huge=20 losses still to be calculated from that day?
 
Tom Worley
stkguru@bellsouth.net
AIM:=20 TexWorley
----- Original Message -----=20
From: Chazmoore@aol.com=20
Sent: Sunday, March 17, 2002 9:45 AM
Subject: [CANSLIM] Intro: Charles Moore

Good Morning = everyone. I=20 am a retired insurance broker living in Houston Texas and have actively = managed=20 my investments since 1997. I have founded two investment clubs, one for = family=20 and friends, and one for a few of my retired cronies. Like everyone else = I did=20 quite well in 1999. So well in fact that I moved half of my investments = into=20 bonds in February 2000, just 30 days before the bear market began. = Thanks to=20 Bill O'Neil and his advise not to fight the market, I was in cash by May = of 2000=20 and have just been ducking in and out of the market since then. =

I=20 subscribe to Daily Graphs and could not do without it. For my money it = is the=20 best screening tool available. I do not normally consider a stock with = less than=20 500,000 shares traded daily in order to reduce some of the volatility. I = depend=20 heavily on the EPS and SMR ratings as indicators of financial health. As = long as=20 the market is down, but appears to be on the up turn, I put less weight = on=20 Relative Strength, Industry Relative Strength, and the = Accumulation/Distribution=20 ratings. Instead, I am looking for great companies that will lead the = bull=20 market. I think those leaders will come from the financial group simply = because=20 money, as a commodity, is cheap and can be resold at a very high markup. =

I have been lurking for a few days and have enjoyed the calm, = business=20 like tenor or your postings.

Charley=20

- ------=_NextPart_000_01B3_01C1CD9B.DA9271E0-- - - - -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, 16 Mar 2002 16:35:24 -600 From: "Charles Bentley" Subject: Re: [CANSLIM] Worley's Weekend Weeview - dedicated to Cassie Tom, Since you are now providing an Economic picture in your weekly analysis, perhaps you can answer a question I have. In listening to the remarks of Bill Gates, Mr. Buffet and Mr Imelt from GE among others, they do not see a robust rebound coming and are not spending money gearing up for it. In addition, corporate insider activity (called smart money) from what I've been able to find out, is selling. They're selling personal stock and selling stock for the company to raise money. In addition, in an unprecidented time of low interest rates, they arn't raising money. This doesn't sound like they're preparing for an economic rebound. On the other hand the financial markets are predicting a robust rebound (as you stated in your recent newsletter). Now here's my confusion. The Analysists are looking at the markets as self validating. Meaning that the higher that the market goes, the more likely it is that consumer spending will pickup and force the corporations to borrow and expand. The executives from many companies are telling us that they don't see positive signs for doing this. Mr Greenspans response about a question concerning this last week at the Senate Banking Committee was that perhaps Mr. Gates and Mr. Imelt are too close to be able to see the broad picture. EXCUSE ME? Am I just dense here? To me that doesn't make any sense at all. I doubt that Mr Gates and Mr Imelt got where they are without being able to see the broad picture. Please help me...... ===================================== Third Coast Telecom (713) 827-8133 5644 Westheimer, #222 Houston, TX 77056 - - - -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: Sun, 17 Mar 2002 10:20:21 EST From: Chazmoore@aol.com Subject: Re: [CANSLIM] Stocks with web links - --part1_e6.24ce30b3.29c60e35_boundary Content-Type: text/plain; charset="US-ASCII" Content-Transfer-Encoding: 7bit Thank you Katherine. Very useful. Charley - --part1_e6.24ce30b3.29c60e35_boundary Content-Type: text/html; charset="US-ASCII" Content-Transfer-Encoding: 7bit Thank you Katherine. Very useful. Charley - --part1_e6.24ce30b3.29c60e35_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: Sun, 17 Mar 2002 09:30:58 -0600 From: "Rich W" Subject: Re: [CANSLIM] Stocks with web links This is a multi-part message in MIME format. - ------=_NextPart_000_0052_01C1CD96.723AF720 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable Outstanding, never seen a excel sheet with this type link I need to use this link more http://s9000.furman.edu/DD/labs/Excel/ Thanks, will have to show this to our group. Rich - ------=_NextPart_000_0052_01C1CD96.723AF720 Content-Type: text/html; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable
Outstanding, never seen a excel sheet = with this=20 type link
I need to use this link = more
http://s9000.furman.edu/D= D/labs/Excel/
Thanks, will have to show this to our=20 group.
Rich
- ------=_NextPart_000_0052_01C1CD96.723AF720-- - - - -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: Sun, 17 Mar 2002 10:32:05 -0500 From: "Robert McGill" Subject: [CANSLIM] next sector to have a run? This is a multi-part message in MIME format. - ------=_NextPart_000_0005_01C1CD9E.FC0CAAE0 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable Where is the next rally going to come from. Gold has had it's run, = defense has had a major run, oils have done well, housing has done well, = what is the worst sector. The answer is fiber optics. Anyone have any = thoughts on this? Anyone have a list of fiber stocks? - ------=_NextPart_000_0005_01C1CD9E.FC0CAAE0 Content-Type: text/html; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable
Where is the next rally going to come = from. =20 Gold has had it's run, defense has had a major run, oils have done well, = housing=20 has done well, what is the worst sector.  The answer is fiber = optics. =20 Anyone have any thoughts on this?  Anyone have a list of fiber=20 stocks?
- ------=_NextPart_000_0005_01C1CD9E.FC0CAAE0-- - - - -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: Sun, 17 Mar 2002 09:45:32 -0600 From: "Fred Richards" Subject: RE: [CANSLIM] Worley's Weekend Weeview - dedicated to Cassie Let me try to slip in. One must start from viewing the perspective and agenda of the sources. Greenspan is political and monetary focused. Wall Street economists and CNBC cheerleaders do not have a significant financial stake other than getting a pay check and hence, are probably sales oriented. The CEO's must view the future from the aspect of their own wallets and being able to survive in their jobs if they make bad decisions. For my money, the CEO's are probably closer to knowing the truth than any of the others because their necks are on the chopping block. Hence, don't get your hopes up too high for a recovery. In fact, the reluctance to raise money is not positive. Several CEO's and CFO's I have talked too lately are more interested in cutting their debt/equity ratios rather than increasing them. And they are doing this by reducing staff, renegotiating purchase and real-estate costs and attempting to increase efficiency. Many are also eliminating marginal products and divisions. "Lean and mean" is the theme. Doesn't bode well for a capital spending binge. Be very interesting to see the 1st Q earnings reports in a few weeks. Fred Richards - -----Original Message----- From: owner-canslim@lists.xmission.com [mailto:owner-canslim@lists.xmission.com]On Behalf Of Charles Bentley Sent: Saturday, March 16, 2002 4:35 PM To: canslim@lists.xmission.com Cc: gandrew@pacbell.net; Laura Shuford Subject: Re: [CANSLIM] Worley's Weekend Weeview - dedicated to Cassie Tom, Since you are now providing an Economic picture in your weekly analysis, perhaps you can answer a question I have. In listening to the remarks of Bill Gates, Mr. Buffet and Mr Imelt from GE among others, they do not see a robust rebound coming and are not spending money gearing up for it. In addition, corporate insider activity (called smart money) from what I've been able to find out, is selling. They're selling personal stock and selling stock for the company to raise money. In addition, in an unprecidented time of low interest rates, they arn't raising money. This doesn't sound like they're preparing for an economic rebound. On the other hand the financial markets are predicting a robust rebound (as you stated in your recent newsletter). Now here's my confusion. The Analysists are looking at the markets as self validating. Meaning that the higher that the market goes, the more likely it is that consumer spending will pickup and force the corporations to borrow and expand. The executives from many companies are telling us that they don't see positive signs for doing this. Mr Greenspans response about a question concerning this last week at the Senate Banking Committee was that perhaps Mr. Gates and Mr. Imelt are too close to be able to see the broad picture. EXCUSE ME? Am I just dense here? To me that doesn't make any sense at all. I doubt that Mr Gates and Mr Imelt got where they are without being able to see the broad picture. Please help me...... ===================================== Third Coast Telecom (713) 827-8133 5644 Westheimer, #222 Houston, TX 77056 - - - -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: Sun, 17 Mar 2002 10:49:01 EST From: Chazmoore@aol.com Subject: Re: [CANSLIM] Intro: Charles Moore - --part1_6.25a91e2d.29c614ed_boundary Content-Type: text/plain; charset="US-ASCII" Content-Transfer-Encoding: 7bit Tom: Our family and friends club has been set up to accommodate even young teenagers if they are interested. Monthly minimum dues $10 and that gets you one vote equal to any other investor regardless of total invested. This group, with average ages of perhaps 35 or 40, is spirited and fun. They have hundreds of questions and are eager to learn. My retired friends, are well, retired. Our meetings are more of a social get-together. It is hard to get them excited about anything. When I set the club up I thought there would be a lot of interest, but in reality they are more interested in their next cruise. I agree that the tech sector has to come back but I fear it is a long way down the road. For example, take a look at SunMicrosystems SUNW, a truly fine company. It now trades at 227 time earnings, and earnings are expected to decrease to a 9 cent loss this year, and only grow to .20 next year. At my age I don't even buy green bananas, much less invest in companies for the long term. On the other hand, my son can buy 1000 shares of SUNW, forget about it for 5 or 10 years, and enjoy a good increase. In spite of my business background I would not invest in the insurance industry. Growth is slow and subject to catastrophic loss. I spent the better part of 40 years trying to explain why rates fall to extreme lows then suddenly reverse. I think the new leaders, in the short run, will be banks, and perhaps even stronger leaders, the credit companies. Look at Americredit (ACF), up 50% since February 27th. Other credit card companies moving up fast are KRB and COF. For someone in for the short term, say 3 to 6 months, I like the action. (When I refer to the short term I mean my interest in any given stock, not my life span.) Charley - --part1_6.25a91e2d.29c614ed_boundary Content-Type: text/html; charset="US-ASCII" Content-Transfer-Encoding: 7bit Tom: Our family and friends club has been set up to accommodate even young teenagers if they are interested. Monthly minimum dues $10 and that gets you one vote equal to any other investor regardless of total invested. This group, with average ages of perhaps 35 or 40, is spirited and fun. They have hundreds of questions and are eager to learn.

My retired friends, are well, retired. Our meetings are more of a social get-together. It is hard to get them excited about anything. When I set the club up I thought there would be a lot of interest, but in reality they are more interested in their next cruise.

I agree that the tech sector has to come back but I fear it is a long way down the road. For example, take a look at SunMicrosystems SUNW, a truly fine company. It now trades at 227 time earnings, and earnings are expected to decrease to a 9 cent loss this year, and only grow to .20 next year. At my age I don't even buy green bananas, much less invest in companies for the long term. On the other hand, my son can buy 1000 shares of SUNW, forget about it for 5 or 10 years, and enjoy a good increase.

In spite of my business background I would not invest in the insurance industry. Growth is slow and subject to catastrophic loss. I spent the better part of 40 years trying to explain why rates fall to extreme lows then suddenly reverse.

I think the new leaders, in the short run, will be banks, and perhaps even stronger leaders, the credit companies. Look at Americredit (ACF), up 50% since February 27th. Other credit card companies moving up fast are KRB and COF. For someone in for the short term, say 3 to 6 months, I like the action. (When I refer to the short term I mean my interest in any given stock, not my life span.)

Charley


- --part1_6.25a91e2d.29c614ed_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: Sun, 17 Mar 2002 10:23:53 -0600 From: Jerry Weiss Subject: Re: [CANSLIM] next sector to have a run? This is a multi-part message in MIME format. - ------=_NextPart_000_0008_01C1CD9D.D6A9DB20 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable Robert: Go to Big Charts. On left side is : "Search for Industry--Enter symbol or keyword." Enter Fiber Optics and punch "Go" and you'll get a list. Jer ----- Original Message -----=20 From: Robert McGill=20 To: canslim@lists.xmission.com=20 Sent: Sunday, March 17, 2002 9:32 AM Subject: [CANSLIM] next sector to have a run? Where is the next rally going to come from. Gold has had it's run, = defense has had a major run, oils have done well, housing has done well, = what is the worst sector. The answer is fiber optics. Anyone have any = thoughts on this? Anyone have a list of fiber stocks? - ------=_NextPart_000_0008_01C1CD9D.D6A9DB20 Content-Type: text/html; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable
Robert:
Go to Big Charts.  On left side is = :
"Search for Industry--Enter symbol or=20 keyword."
Enter Fiber Optics and punch "Go" and = you'll get a=20 list.
 
Jer
----- Original Message -----
From:=20 Robert=20 McGill
Sent: Sunday, March 17, 2002 = 9:32=20 AM
Subject: [CANSLIM] next sector = to have a=20 run?

Where is the next rally going to come = from. =20 Gold has had it's run, defense has had a major run, oils have done = well,=20 housing has done well, what is the worst sector.  The answer is = fiber=20 optics.  Anyone have any thoughts on this?  Anyone have a = list of=20 fiber stocks?
- ------=_NextPart_000_0008_01C1CD9D.D6A9DB20-- - - - -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: Sun, 17 Mar 2002 12:18:37 -0500 From: John Hone Subject: Re: [CANSLIM] TC2000 This is a multi-part message in MIME format. - --Boundary_(ID_LAlvTEaeYjG0rj/9QuUbLA) Content-type: text/plain; charset=iso-8859-1 Content-transfer-encoding: 7BIT How do you reach DGO and what is the cost? ----- Original Message ----- From: Rich W To: canslim@lists.xmission.com Sent: Sunday, March 17, 2002 8:23 AM Subject: Re: [CANSLIM] TC2000 Dave, I will say that everything Rob has said is 100% true Plus there are a lot of other programs that use TC2000 data, I have 6, and if you sign up at one of their visits you get it for $19.83 month for 2 years. As to DGO I also use it and love the beta part, and hope They don't hit us with a BIG charge to use it later. Rich - --Boundary_(ID_LAlvTEaeYjG0rj/9QuUbLA) Content-type: text/html; charset=iso-8859-1 Content-transfer-encoding: 7BIT
How do you reach DGO and what is the cost?
----- Original Message -----
From: Rich W
Sent: Sunday, March 17, 2002 8:23 AM
Subject: Re: [CANSLIM] TC2000

Dave,
I will say that everything Rob has said is 100% true
Plus there are a lot of other programs that use TC2000
data, I have 6, and if you sign up at one of their visits
you get it for $19.83  month  for 2 years.
As to DGO I also use it and love the beta part, and hope
They don't hit us with a BIG charge to use it later.
Rich
- --Boundary_(ID_LAlvTEaeYjG0rj/9QuUbLA)-- - - - -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 #2206 ****************************** 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.