From: owner-canslim-digest@lists.xmission.com (canslim-digest) To: canslim-digest@lists.xmission.com Subject: canslim-digest V2 #2244 Reply-To: canslim Sender: owner-canslim-digest@lists.xmission.com Errors-To: owner-canslim-digest@lists.xmission.com Precedence: bulk Content-Transfer-Encoding: quoted-printable X-No-Archive: yes canslim-digest Tuesday, March 26 2002 Volume 02 : Number 2244 In this issue: Re: [CANSLIM] zran [CANSLIM] DLX? Re: [CANSLIM] BRLI Re: [CANSLIM] DLX? Re: [CANSLIM] BRLI RE: [CANSLIM] DLX? Re: [CANSLIM] BRLI Re: [CANSLIM] DLX? Re: [CANSLIM] BRLI Re: [CANSLIM] won ---------------------------------------------------------------------- Date: Tue, 26 Mar 2002 14:55:47 -0600 From: "Novdust" Subject: Re: [CANSLIM] zran This is a multi-part message in MIME format. - ------=_NextPart_000_0019_01C1D4D6.4FF79500 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable I would wait on Zoran. It does look good and seems like it wants to go = higher, although breakout appears more to be around the 39 dollar range, = cup with no handle. This seems to be more of a base on base, kind of = like todays investors corner on Oracle. Also, looks like it is going to = close below the 52 week high. Another thing is the Nas, not looking to = good to me. Looks like a day of distribution, went up on the consumer = confidence early and came back down during the day with heavier volume. = Seems like the S&P are acting nicer though, bouncing off the recent = follow-through day in early March. Like it, but would wait. Just my = thoughts. ----- Original Message -----=20 From: Ira Post=20 To: canslim@lists.xmission.com=20 Sent: Tuesday, March 26, 2002 1:41 PM Subject: Re: [CANSLIM] zran It's breaking out on news. =20 1) Increased revenue estimates and soon to be announced increased = earnings estimates. 2) Contract with Samsung. ----- Original Message -----=20 From: Ben Chilcote=20 To: canslim@lists.xmission.com=20 Sent: Tuesday, March 26, 2002 12:22 PM Subject: [CANSLIM] zran Would appreciate any comments on ZRAN, which is breaking out today. Thanks, Ben - ------=_NextPart_000_0019_01C1D4D6.4FF79500 Content-Type: text/html; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable
I would wait on Zoran.  It does = look good and=20 seems like it wants to go higher, although breakout appears more to be = around=20 the 39 dollar range, cup with no handle.  This seems to be more of = a base=20 on base, kind of like todays investors corner on Oracle.  Also, = looks like=20 it is going to close below the 52 week high.  Another thing is = the=20 Nas, not looking to good to me.  Looks like a day of distribution, = went up=20 on the consumer confidence early and came back down during the day with = heavier=20 volume.  Seems like the S&P are acting nicer though, bouncing = off the=20 recent follow-through day in early March.  Like it, but would = wait. =20 Just my thoughts.
----- Original Message -----
From:=20 Ira = Post
To: canslim@lists.xmission.com=
Sent: Tuesday, March 26, 2002 = 1:41=20 PM
Subject: Re: [CANSLIM] = zran

It's breaking out on news.  =
1) Increased revenue estimates and = soon to be=20 announced increased earnings estimates.
2) Contract with = Samsung.
----- Original Message -----
From:=20 Ben=20 Chilcote
Sent: Tuesday, March 26, 2002 = 12:22=20 PM
Subject: [CANSLIM] zran

Would appreciate any comments on = ZRAN, which is=20 breaking out today.
 
 
Thanks,
Ben
- ------=_NextPart_000_0019_01C1D4D6.4FF79500-- - - - -To subscribe/unsubscribe, email "majordomo@xmission.com" - -In the email body, write "subscribe canslim" or - -"unsubscribe canslim". Do not use quotes in your email. ------------------------------ Date: Tue, 26 Mar 2002 16:08:17 -0800 From: "Mona Guarino" Subject: [CANSLIM] DLX? Was there news on DLX today? It broke it's lower channel line and it's 50-day. - - - -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: 26 Mar 2002 13:13:09 -0800 From: "Tim Fisher" Subject: Re: [CANSLIM] BRLI When it reaches $10, maybe it will. It is not there, so it is not CANSLIM. At 03:20 PM 3/26/2002 -0500, you wrote: >it will Tim Fisher Ore-ROCK-On Rockhounding Web Site Owner, Fisher Fisheries, Ltd. mailto:tim@OreRockOn.com WWW http://OreRockOn.com - - - -To subscribe/unsubscribe, email "majordomo@xmission.com" - -In the email body, write "subscribe canslim" or - -"unsubscribe canslim". Do not use quotes in your email. ------------------------------ Date: Tue, 26 Mar 2002 15:28:04 -0600 From: "Katherine Malm" Subject: Re: [CANSLIM] DLX? This is a multi-part message in MIME format. - ------=_NextPart_000_000C_01C1D4DA.D260C1C0 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable Hi Mona, From a CANSLIM perspective, DLX never makes my short list because of its = low forward growth rate of 3% and low QoQ EPS/Rev growth rates. = Nonetheless, its been a trooper during the Bear and may just be due for = some consolidation of the lengthy upmove. Here's a recent Briefing.com article: 23-Feb-02=20 10:21 ET Barron's stock screen for high debt burdens (OPENX) : = Barron's reports on a stock screen which looked for companies with the = highest percentage of long-term debt coming due in the next year = relative to capital; we rank them in order of the company's credit = rating, from lowest rated to highest -- companies with same ratings = grouped together: (EIX), (MDR), (XRX, DCN), (AV, BCC, ODP), (DG, DPH, = VC), (TUP, SV, TYC, CA, PCS, FON, GDT), (TJX, CEG, NWL, AHP, T), (CSC, = CAT, FPL, CCE), (DLX, UL), (G, PG), (FRE). --Katherine=20 ----- Original Message -----=20 From: Mona Guarino=20 To: canslim@lists.xmission.com=20 Sent: Tuesday, March 26, 2002 6:08 PM Subject: [CANSLIM] DLX? Was there news on DLX today? It broke it's lower channel line and it's 50-day. - -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_000C_01C1D4DA.D260C1C0 Content-Type: text/html; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable
Hi Mona,
 
From a CANSLIM perspective, DLX never makes my short list because = of its=20 low forward growth rate of 3% and low QoQ EPS/Rev growth rates. = Nonetheless, its=20 been a trooper during the Bear and may just be due for some = consolidation of the=20 lengthy upmove.
 
Here's a recent Briefing.com article:
23-Feb-02
10:21 ET Barron's stock screen for high debt burdens = (OPENX) :=20 Barron's reports on a stock screen which looked for companies with = the=20 highest percentage of long-term debt coming due in the next year = relative=20 to capital; we rank them in order of the company's credit = rating,=20 from lowest rated to highest -- companies with same ratings = grouped=20 together: (EIX), (MDR), (XRX, DCN), (AV, BCC, ODP), (DG, DPH, VC), = (TUP,=20 SV, TYC, CA, PCS, FON, GDT), (TJX, CEG, NWL, AHP, T), (CSC, CAT, = FPL,=20 CCE), (DLX, UL), (G, PG), = (FRE).
 
--Katherine
----- Original Message -----
From:=20 Mona=20 Guarino
Sent: Tuesday, March 26, 2002 = 6:08=20 PM
Subject: [CANSLIM] DLX?

Was there news on DLX today?

It broke it's lower = channel=20 line and it's 50-day.



-
-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_000C_01C1D4DA.D260C1C0-- - - - -To subscribe/unsubscribe, email "majordomo@xmission.com" - -In the email body, write "subscribe canslim" or - -"unsubscribe canslim". Do not use quotes in your email. ------------------------------ Date: Tue, 26 Mar 2002 14:10:55 -0800 From: "Bill Triffet" Subject: Re: [CANSLIM] BRLI To echo Tim's comment: one of the refreshing things about canslim (and this group) is the restraint from "fortune telling". Bottom line: it's still under canslim radar. If you bought today then how do you apply the proper sell rules now? Stocks under $10 bucks historically can swing huge percentages. If your new to canslim, read HTMMIS (at least once) then wait for the issues that meet the basic requirements. It will save you MUCH anguish. Trust me on this! (g) - -Bill - ----- Original Message ----- From: To: Sent: Tuesday, March 26, 2002 12:20 PM Subject: Re: [CANSLIM] BRLI > it will > - - - -To subscribe/unsubscribe, email "majordomo@xmission.com" - -In the email body, write "subscribe canslim" or - -"unsubscribe canslim". Do not use quotes in your email. ------------------------------ Date: Tue, 26 Mar 2002 17:31:56 -0800 From: "Mona Guarino" Subject: RE: [CANSLIM] DLX? This is a multi-part message in MIME format. - ------=_NextPart_000_0028_01C1D4EC.204EF3A0 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: 7bit Katherine, thanks for the info. I hadn't bought DLX, but it was coming up on my screens. I screen for high EPS/RS and require accelerating EPS for 3 quarters. DLX appears in a short list from that screen. The debt shown on the weekly chart is only 3%. I own things like DRI and AMAT with much higher debt than that, so DLX's 3% didn't bother me. -----Original Message----- From: owner-canslim@lists.xmission.com [mailto:owner-canslim@lists.xmission.com]On Behalf Of Katherine Malm Sent: Tuesday, March 26, 2002 1:28 PM To: canslim@lists.xmission.com Subject: Re: [CANSLIM] DLX? Hi Mona, From a CANSLIM perspective, DLX never makes my short list because of its low forward growth rate of 3% and low QoQ EPS/Rev growth rates. Nonetheless, its been a trooper during the Bear and may just be due for some consolidation of the lengthy upmove. Here's a recent Briefing.com article: 23-Feb-02 10:21 ET Barron's stock screen for high debt burdens (OPENX) : Barron's reports on a stock screen which looked for companies with the highest percentage of long-term debt coming due in the next year relative to capital; we rank them in order of the company's credit rating, from lowest rated to highest -- companies with same ratings grouped together: (EIX), (MDR), (XRX, DCN), (AV, BCC, ODP), (DG, DPH, VC), (TUP, SV, TYC, CA, PCS, FON, GDT), (TJX, CEG, NWL, AHP, T), (CSC, CAT, FPL, CCE), (DLX, UL), (G, PG), (FRE). --Katherine ----- Original Message ----- From: Mona Guarino To: canslim@lists.xmission.com Sent: Tuesday, March 26, 2002 6:08 PM Subject: [CANSLIM] DLX? Was there news on DLX today? It broke it's lower channel line and it's 50-day. - -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_0028_01C1D4EC.204EF3A0 Content-Type: text/html; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable
Katherine, thanks for the info. I hadn't bought DLX, but it was = coming up=20 on my screens. I screen for high EPS/RS and require accelerating EPS for = 3=20 quarters. DLX appears in a short list from that screen. = The debt=20 shown on the weekly chart is only 3%. I own things like DRI and AMAT = with much=20 higher debt than that, so DLX's 3% didn't bother me. =
 
 
-----Original Message-----
From:=20 owner-canslim@lists.xmission.com=20 [mailto:owner-canslim@lists.xmission.com]On Behalf Of Katherine = Malm
Sent: Tuesday, March 26, 2002 1:28 PM
To:=20 canslim@lists.xmission.com
Subject: Re: [CANSLIM]=20 DLX?

Hi Mona,
 
From a CANSLIM perspective, DLX never makes my short list because = of its=20 low forward growth rate of 3% and low QoQ EPS/Rev growth rates. = Nonetheless,=20 its been a trooper during the Bear and may just be due for some = consolidation=20 of the lengthy upmove.
 
Here's a recent Briefing.com article:
23-Feb-02
10:21 ET Barron's stock screen for high debt burdens = (OPENX)=20 : Barron's reports on a stock screen which looked for companies = with the=20 highest percentage of long-term debt coming due in the next year = relative to capital; we rank them in order of the company's = credit=20 rating, from lowest rated to highest -- companies with same = ratings=20 grouped together: (EIX), (MDR), (XRX, DCN), (AV, BCC, ODP), (DG, = DPH,=20 VC), (TUP, SV, TYC, CA, PCS, FON, GDT), (TJX, CEG, NWL, AHP, T), = (CSC,=20 CAT, FPL, CCE), (DLX, UL), (G, PG), = (FRE).
 
--Katherine
----- Original Message -----
From:=20 Mona=20 Guarino
Sent: Tuesday, March 26, 2002 = 6:08=20 PM
Subject: [CANSLIM] DLX?

Was there news on DLX today?

It broke it's = lower=20 channel line and it's 50-day.



-
-To = subscribe/unsubscribe,=20 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_0028_01C1D4EC.204EF3A0-- - - - -To subscribe/unsubscribe, email "majordomo@xmission.com" - -In the email body, write "subscribe canslim" or - -"unsubscribe canslim". Do not use quotes in your email. ------------------------------ Date: Tue, 26 Mar 2002 15:43:57 -0800 From: Ian Subject: Re: [CANSLIM] BRLI Actually, if you just go through the letters in CANSLIM, there is nothing in them about price or volume :) I consider myself a true-blue f'fundamental' CANSLIM investor - looking at revenue and earnings growth, strong margins, some new product/service/market that is about to ramp the companies forward EPS, lots of demand and limited supply, companies leading their market and institutions jumping on board. (Where I differ from the "norm" is that I also like to see a low relative historical valuation, and I don't care as much about price or starting ADV - but I care a LOT about volume changes once the stock starts moving.) Because the low price stocks tend to trade at much lower valuations, they are MUCH more resistant to getting dragged down with 'M", so I can underweight it - but you have to be very careful about only buying strong sectors. IMHO, most current IBD CANSLIM stocks are grossly negligent in their complete dismissal of the original 'S' criteria. Microcaps can kick you in the back of the head telling you that 'S' is about to propel them upwards. Look at the volume on NBSC from Feb 13 onwards. The increase from its week-earlier ADV is an order of magnitude. When the stock is cheap, hitting new highs, growing with strong EPS and a sound outlook ... and that kind of 'S' picture suddenly emerges, the stock has nowhere to go but up. My experience is that my percentage of winning stocks appears to be way higher doing it this way than if I just jumped on volume breakouts of $16+ 80 80. The main problem doing it my way is that I end up with far fewer candidates in a given timeframe. My 2 cents. Cheers, Ian - ----- Original Message ----- From: Bill Triffet To: Sent: Tuesday, March 26, 2002 2:10 PM Subject: Re: [CANSLIM] BRLI > To echo Tim's comment: one of the refreshing things about canslim (and this > group) is the restraint from "fortune telling". Bottom line: it's still > under canslim radar. If you bought today then how do you apply the proper > sell rules now? Stocks under $10 bucks historically can swing huge > percentages. > > If your new to canslim, read HTMMIS (at least once) then wait for the issues > that meet the basic requirements. It will save you MUCH anguish. Trust me on > this! (g) > > -Bill > > > > > > ----- Original Message ----- > From: > To: > Sent: Tuesday, March 26, 2002 12:20 PM > Subject: Re: [CANSLIM] BRLI > > > > it will > > > > > - > -To subscribe/unsubscribe, email "majordomo@xmission.com" > -In the email body, write "subscribe canslim" or > -"unsubscribe canslim". Do not use quotes in your email. - - - -To subscribe/unsubscribe, email "majordomo@xmission.com" - -In the email body, write "subscribe canslim" or - -"unsubscribe canslim". Do not use quotes in your email. ------------------------------ Date: Tue, 26 Mar 2002 17:25:55 -0600 From: "Katherine Malm" Subject: Re: [CANSLIM] DLX? This is a multi-part message in MIME format. - ------=_NextPart_000_001D_01C1D4EB.48FE1A20 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable Hi Mona, Your note piqued my curiosity--I haven't read the Baron's article, so = instead took a look through DLX's 10K filed just today. While they only = have $10m long-term debt, which would account for their low D/E of 3%, = they have an enormous short term debt with minimum cash commitments as = of 12/31/01 of $153m. This, for a company with $9.5m cash on the books = as of year end and cash from operations in 2001 of approx $270m. The = read on their 10K also shows this is a company that has flat to falling = revenues and has been squeezing additional earnings by controlling SG&A = expenses--not exactly the makings of an = innovative-high-growth-CANSLIM-quality company. As an aside, they also = spun off EFDS in late '99. Without digging, I'm not sure of their = residual ownership, but EFDS has recently been the subject of an SEC = "informal inquiry" on 2001 financials. (Also, a good portion of the = $153m cash obligations has to do with commitments to EFDS) If DLX needed = to borrow against their credit line to meet any of these upcoming cash = obligations, the additional interest expense would have an adverse = effect on their EPS in upcoming quarters. Katherine ----- Original Message -----=20 From: Mona Guarino=20 To: canslim@lists.xmission.com=20 Sent: Tuesday, March 26, 2002 7:31 PM Subject: RE: [CANSLIM] DLX? Katherine, thanks for the info. I hadn't bought DLX, but it was coming = up on my screens. I screen for high EPS/RS and require accelerating EPS = for 3 quarters. DLX appears in a short list from that screen. The debt = shown on the weekly chart is only 3%. I own things like DRI and AMAT = with much higher debt than that, so DLX's 3% didn't bother me.=20 -----Original Message----- From: owner-canslim@lists.xmission.com = [mailto:owner-canslim@lists.xmission.com]On Behalf Of Katherine Malm Sent: Tuesday, March 26, 2002 1:28 PM To: canslim@lists.xmission.com Subject: Re: [CANSLIM] DLX? Hi Mona, From a CANSLIM perspective, DLX never makes my short list because of = its low forward growth rate of 3% and low QoQ EPS/Rev growth rates. = Nonetheless, its been a trooper during the Bear and may just be due for = some consolidation of the lengthy upmove. Here's a recent Briefing.com article: 23-Feb-02=20 10:21 ET Barron's stock screen for high debt burdens (OPENX) : = Barron's reports on a stock screen which looked for companies with the = highest percentage of long-term debt coming due in the next year = relative to capital; we rank them in order of the company's credit = rating, from lowest rated to highest -- companies with same ratings = grouped together: (EIX), (MDR), (XRX, DCN), (AV, BCC, ODP), (DG, DPH, = VC), (TUP, SV, TYC, CA, PCS, FON, GDT), (TJX, CEG, NWL, AHP, T), (CSC, = CAT, FPL, CCE), (DLX, UL), (G, PG), (FRE). --Katherine=20 ----- Original Message -----=20 From: Mona Guarino=20 To: canslim@lists.xmission.com=20 Sent: Tuesday, March 26, 2002 6:08 PM Subject: [CANSLIM] DLX? Was there news on DLX today? It broke it's lower channel line and it's 50-day. - -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_001D_01C1D4EB.48FE1A20 Content-Type: text/html; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable
Hi Mona,
 
Your note piqued my curiosity--I haven't read the Baron's = article, so=20 instead took a look through DLX's 10K filed just today. While they = only=20 have $10m long-term debt, which would account for their low D/E of 3%, = they have=20 an enormous short term debt with minimum cash commitments as of 12/31/01 = of=20 $153m. This, for a company with $9.5m cash on the books as of year end = and cash=20 from operations in 2001 of approx $270m. The read on their 10K also = shows this=20 is a company that has flat to falling revenues and has been squeezing = additional=20 earnings by controlling SG&A expenses--not exactly the makings of=20 an innovative-high-growth-CANSLIM-quality company. As an aside, = they also=20 spun off EFDS in late '99. Without digging, I'm not sure of their = residual=20 ownership, but EFDS has recently been the subject of an SEC "informal = inquiry"=20 on 2001 financials. (Also, a good portion of the $153m cash obligations = has to=20 do with commitments to EFDS) If DLX needed to borrow against their = credit line=20 to meet any of these upcoming cash obligations, the additional interest = expense=20 would have an adverse effect on their EPS in upcoming quarters.
 
Katherine
----- Original Message -----
From:=20 Mona=20 Guarino
Sent: Tuesday, March 26, 2002 = 7:31=20 PM
Subject: RE: [CANSLIM] = DLX?

Katherine, thanks for the info. I hadn't bought DLX, but it = was coming=20 up on my screens. I screen for high EPS/RS and require accelerating = EPS for 3=20 quarters. DLX appears in a short list from that screen. = The debt=20 shown on the weekly chart is only 3%. I own things like DRI and AMAT = with much=20 higher debt than that, so DLX's 3% didn't bother me. =
 
 
-----Original Message-----
From:=20 owner-canslim@lists.xmission.com=20 [mailto:owner-canslim@lists.xmission.com]On Behalf Of = Katherine=20 Malm
Sent: Tuesday, March 26, 2002 1:28 PM
To:=20 canslim@lists.xmission.com
Subject: Re: [CANSLIM]=20 DLX?

Hi Mona,
 
From a CANSLIM perspective, DLX never makes my short list = because of=20 its low forward growth rate of 3% and low QoQ EPS/Rev growth rates.=20 Nonetheless, its been a trooper during the Bear and may just be due = for some=20 consolidation of the lengthy upmove.
 
Here's a recent Briefing.com article:
23-Feb-02
10:21 ET Barron's stock screen for high debt burdens=20 (OPENX) : Barron's reports on a stock screen which looked = for=20 companies with the highest percentage of long-term debt coming = due in=20 the next year relative to capital; we rank them in order = of the=20 company's credit rating, from lowest rated to highest -- = companies=20 with same ratings grouped together: (EIX), (MDR), (XRX, DCN), = (AV,=20 BCC, ODP), (DG, DPH, VC), (TUP, SV, TYC, CA, PCS, FON, GDT), = (TJX,=20 CEG, NWL, AHP, T), (CSC, CAT, FPL, CCE), (DLX, UL), (G, PG), (FRE).
 
--Katherine
----- Original Message ----- =
From:=20 Mona=20 Guarino
To: canslim@lists.xmission.com= =20
Sent: Tuesday, March 26, = 2002 6:08=20 PM
Subject: [CANSLIM] = DLX?

Was there news on DLX today?

It broke it's = lower=20 channel line and it's 50-day.



-
-To=20 subscribe/unsubscribe, email "majordomo@xmission.com"
-In= =20 the email body, write "subscribe canslim" or
-"unsubscribe=20 canslim".  Do not use quotes in your=20 email.
- ------=_NextPart_000_001D_01C1D4EB.48FE1A20-- - - - -To subscribe/unsubscribe, email "majordomo@xmission.com" - -In the email body, write "subscribe canslim" or - -"unsubscribe canslim". Do not use quotes in your email. ------------------------------ Date: Tue, 26 Mar 2002 17:00:09 -0800 From: "Bill Triffet" Subject: Re: [CANSLIM] BRLI Ian, > Actually, if you just go through the letters in CANSLIM, there is nothing in > them about price or volume :) That's why I included the recommendation about HTMMIS as it does cover price and volume - a lot. I actualy should have mentioned the 24 Lessons book. The old WON book is really dated now. > Because the low price stocks tend to trade at much lower valuations, they > are MUCH more resistant to getting dragged down with 'M", so I can > underweight it - but you have to be very careful about only buying strong > sectors. That brings up an excellent point. In the current market say 2000 to now (g), the larger caps have sucked ( at least the ones I picked). Tom here can attest to the strength of micros over the past couple years. I have watched (and got taken out) on more than a few IBD perfect (so I perceive) breakouts this year and the last. Which brings me to my point. If you go through HTMMIS you see WON doesn't put a lot of faith in cyclicals, banks, services, etc... The talk was always "look for the high growth flyers, ready to explode..." (so I exagerated it a bit). This year we've been seeing retail, financials, services, even golk etc... being talked about in IBD and this group as candidates. I think this addresses your comment below about the current crop. I also think IBD has adopted a bit of a shorter trading stratigy because in the book I recall the metion of cyclicals falling out of favor when the new bull starts up. > > IMHO, most current IBD CANSLIM stocks are grossly negligent in their > complete dismissal of the original 'S' criteria. Microcaps can kick you in > the back of the head telling you that 'S' is about to propel them upwards. > Look at the volume on NBSC from Feb 13 onwards. The increase from its > week-earlier ADV is an order of magnitude. When the stock is cheap, hitting > new highs, growing with strong EPS and a sound outlook ... and that kind of > 'S' picture suddenly emerges, the stock has nowhere to go but up. > Bottom line is if true canslim is not working it's probubly the market to blame. If microcaps are working, I say right on but be aware of the differences. I for one am starting to look more into micros - but with a very cautious eye. But who am I to say... I've been in cash for several weeks now. (g) - -Bill - - - -To subscribe/unsubscribe, email "majordomo@xmission.com" - -In the email body, write "subscribe canslim" or - -"unsubscribe canslim". Do not use quotes in your email. ------------------------------ Date: Tue, 26 Mar 2002 22:28:33 -0500 From: "Tom Worley" Subject: Re: [CANSLIM] won I completely agree, Andreas, there is nothing wrong with lurking, and every group will have the quiet / silent members. On the other hand, I think someone learns more about CANSLIM, and the variety of opinions available in this forum, by posting a pick that they think is good CANSLIM (preferably with their reasoning) and reading the feedback they will almost always get. And its a lot safer than spending real money if they are still learning and not sure of their understanding. Tom Worley stkguru@bellsouth.net AIM: TexWorley - ----- Original Message ----- From: "Andreas Himmelreich" To: Sent: Tuesday, March 26, 2002 11:20 AM Subject: AW: [CANSLIM] won Leo, its absolutly fine just to read (to lure) and not or only occasionally to post. One mens opinion. Regards Andreas > -----Ursprüngliche Nachricht----- > Von: Leo Antons [SMTP:antons@charter.net] > Gesendet am: Tuesday, March 26, 2002 12:36 PM > An: canslim@lists.xmission.com > Betreff: Re: [CANSLIM] won > > I've been an active investor for seven years and a passive investor for a > dozen years b4 that. I am deeply humbled by the quality and sincerity of the > posts on this List. I've been on board since the Forbes article and can > honestly say I've learned more about the Canslim method in a few weeks than > I mastered in the preceeding year. > > The quality of theTools is likewise outstanding: Mike's evaluation tool, > Katherine's database, and now the collaborative effort to build a > FAQ/Glossary. If I've failed to mention other great utilities, forgive me. > Thanks also to the many contributors who give of their knowledge and > insight...there is a place in heaven for those who help others. > > I realize I haven't contributed any money-making information to date..just > being a parasite and sucking up knowledge. When the optical networking > sector picks up...and it most certainly will, perhaps I'll be able to > contribute something worthwhile. > > > ----- Original Message ----- > From: "Tom Worley" > To: > Sent: Monday, March 25, 2002 10:12 PM > Subject: Re: [CANSLIM] won > > > > Ah, Patrick, > > > > Katherine and I were trying to keep this a secret, but we are quietly > > collaborating on building and maintaining a draft FAQ which we will > present > > to the membership to help flesh out. We then plan to post it on the site > > where Jeff can both refer to it in the introductory email, as well as send > > out the periodic reminders like the one on the archives. > > > > Katherine, as has been so typical of her, volunteered to do most of the > > work. > > > > I guess after nearly six years, this group will be around for a while, so > a > > FAQ is long overdue, especially with the recent influx of new members. > > Anyone else with the time to assist is free to help out as well. > > > > Another project that someone / several ones might want to tackle is > putting > > together (and maintaining) a library of resource / tool links. We get so > > many mentioned here that members have found useful that it is hard to > check > > out, much less keep up with all of them. What I would envision is a > library > > with a brief explanation of what each does or is useful for, possibly with > > an ability to do at least primitive searches on keywords. > > > > Tom Worley > > stkguru@bellsouth.net > > AIM: TexWorley > > ----- Original Message ----- > > From: "Patrick Wahl" > > To: > > Sent: Monday, March 25, 2002 9:53 PM > > Subject: Re: [CANSLIM] won > > > > > > Jeff S., if you are reading this, I presume an introductory message is > sent > > out to > > new subscribers. Could I suggest including a list of the most frequently > > used > > acronyms? Someone must ask once a week what LLUR stands for. > > > > On 25 Mar 2002 at 19:59, Katherine Malm wrote: > > > > > Hi Charles, > > > > > > WON stands for "William O'Neil", originator of CANSLIM. > > > > > > Katherine > > > ----- Original Message ----- > > > From: charles wilfong > > > To: canslim@lists.xmission.com > > > Sent: Monday, March 25, 2002 7:43 PM > > > Subject: [CANSLIM] won > > > > > > > > > What does WON stand for? > > > > > > > > > > > - > > -To subscribe/unsubscribe, email "majordomo@xmission.com" > > -In the email body, write "subscribe canslim" or > > -"unsubscribe canslim". Do not use quotes in your email. > > > > > > > > > > - > > -To subscribe/unsubscribe, email "majordomo@xmission.com" > > -In the email body, write "subscribe canslim" or > > -"unsubscribe canslim". Do not use quotes in your email. > > > - > -To subscribe/unsubscribe, email "majordomo@xmission.com" > -In the email body, write "subscribe canslim" or > -"unsubscribe canslim". Do not use quotes in your email. - - - -To subscribe/unsubscribe, email "majordomo@xmission.com" - -In the email body, write "subscribe canslim" or - -"unsubscribe canslim". Do not use quotes in your email. - - - -To subscribe/unsubscribe, email "majordomo@xmission.com" - -In the email body, write "subscribe canslim" or - -"unsubscribe canslim". Do not use quotes in your email. ------------------------------ End of canslim-digest V2 #2244 ****************************** 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.