From: owner-canslim-digest@lists.xmission.com (canslim-digest) To: canslim-digest@lists.xmission.com Subject: canslim-digest V2 #2559 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 Wednesday, July 3 2002 Volume 02 : Number 2559 In this issue: RE: [CANSLIM] DVD Industry article on IBD today [CANSLIM] DGO/IBD Re: [CANSLIM] IBD "Bull" Call Re: [CANSLIM] IBD "Bull" Call Re: [CANSLIM] DGO/IBD Re: [CANSLIM] IBD "Bull" Call RE: [CANSLIM] M tomorrow ---------------------------------------------------------------------- Date: Tue, 2 Jul 2002 11:21:01 -0500 From: "Kelly Short" Subject: RE: [CANSLIM] DVD Industry article on IBD today Sam- I too was surprised they did not list more companies- in = particular, the ones that might be market benefactors. (Considering IBD = is an investment idea website- thought it would be nice...) Katherine = and I had a conversation on this topic last week and found that most = companies in this sector are ranked poorly (very) by IBD. Here's a link = to the spreadsheet of companies I created. = I'd be interested = in hearing your thoughts on who in the industry might benefit most by = the rising demand of dvd's. Katherine's contributions: - -DVD distributors such as DISK, HDL etc - -Retailers such as AMZN, BBY etc - -Hardware---runs the gamut from gaming hardware (Nintendo, XBox, etc), = to video chips to handle the increased graphics requirements, to -DVD = players (Samsung, Matsushita), to chips (INTC and some specialty chip = makers), to DVD drive makers, etc. - -Software, such as NAVR and ROXI etc. - -Hardware components distributors such as TECD, IM, Games Makers who = will beef up games offereings given the extra content capabilities of = DVD based games, etc. - -etc - -etc =20 Katherine - -----Original Message----- From: Sam Funchess [mailto:sam5@mindspring.com] Sent: Tuesday, July 02, 2002 10:53 AM To: canslim@lists.xmission.com Subject: Re: [CANSLIM] DVD Industry article on IBD today Kelly, I really appreciate the link as I have a business that Manufacturers = CD's and DVD's for companies and Artists. I am surprised though as how vauge the article was and lack of = names associated with the potential upswing of DVD's. They only listed 3 possible benefactors of = their insight. All of which are hard pressed to meet CANSLIM from the number of shares outstanding = angle. Any thoughts that I may be missing? Sam Kelly Short wrote: > For those of you interested in the DVD industry: = http://www.investors.com/editorial/tech.asp?v=3D7/2 > > - > -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. _________________________________________________________________________= ___ For your protection, this e-mail message has been scanned for viruses. Visit us at http://www.neoris.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, 2 Jul 2002 10:57:13 EDT From: Duke13139@aol.com Subject: [CANSLIM] DGO/IBD - --part1_108.14206b4b.2a531949_boundary Content-Type: text/plain; charset="US-ASCII" Content-Transfer-Encoding: 7bit I currently subscribe to IBD and have been tempted to subscribe to DGO. Is there a short list of advantages of DGO over IBD? Thank you, Duke - --part1_108.14206b4b.2a531949_boundary Content-Type: text/html; charset="US-ASCII" Content-Transfer-Encoding: 7bit I currently subscribe to IBD and have been tempted to subscribe to DGO. Is there a short list of advantages of DGO over IBD?

Thank you,
Duke - --part1_108.14206b4b.2a531949_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: Wed, 03 Jul 2002 00:10:46 -0700 From: Harvey Brion Subject: Re: [CANSLIM] IBD "Bull" Call The S&P500 will probably join the Nasdaq by undercuting its Sep 2001 lows tomorrow. That would pretty much confirm a broad market bear. Is WON suggesting that we can have a bull market in small and mid caps in the midst of a big cap bear? -Harvey Katherine Malm wrote: > Hi Jon, I've often wondered about that same thing as it's certainly > not obvious there's a Bull market anywhere in sight if looking at the > Nasdaq, S&P500 or Dow. Here's an interesting "Ask Bill" from today > that might "explain" their point of view. --Katherine > Ask Bill O'Neil 7/2/02 Q: Would you classify the period from late Sept. 2001 to Jan. 2002 as a "bull market" or a "bear-market rally"? - Submitted from Thornhill, Canada A: The bear market is alive and kicking on the Nasdaq. But the smaller-cap indexes such as the S&P 600 and S&P MidCap 400 are just 10% to 11% below their all-time highs. For them, the current decline is a correction in a bull market. > > ----- Original Message ----- > From: J. Lobatto > To: canslim@lists.xmission.com > Sent: Tuesday, July 02, 2002 8:04 PM > Subject: [CANSLIM] IBD "Bull" Call > I wonder how long IBD is going to continue running that ad > I've seen there featuring a graphic illustrating how they > called the new bull market last fall??? > - - - -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: Wed, 3 Jul 2002 06:37:52 -0400 From: "Tom Worley" Subject: Re: [CANSLIM] IBD "Bull" Call This is a multi-part message in MIME format. - ------=_NextPart_000_001B_01C2225C.282E1700 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable as someone who has been doing nothing but small and micro caps for = years, I agree the spread on them tends to be larger than with mid or = large caps, just as the liquidity tends to be substantially less. The = spread was substantially tightened when we went to decimalization, = helped the small caps far more than the bigger cousins. I deal with = what spread remains either by waiting till there is above average = volume, or by using limits. - ----- Original Message -----=20 From: J. Lobatto=20 To: canslim@lists.xmission.com=20 Sent: Tuesday, July 02, 2002 11:42 PM Subject: Re: [CANSLIM] IBD "Bull" Call Although there may be some small caps outperforming the market, the = small cap indices were actually down today more than the Dow or S&P. My = main problem with low price stocks is the relative large spread between = the bid and ask which kills you if and when you are forced to sell in a = down draft. It makes it almost impossible to cut your losses at 7% or so = when the spread is often 5%! Jon ----- Original Message -----=20 From: zillagirl=20 To: canslim@lists.xmission.com=20 Sent: Tuesday, July 02, 2002 10:58 PM Subject: Re: [CANSLIM] IBD "Bull" Call I have a theory on small caps,although Im sure some of you are tired = of hearing from me today.(smile) there is a lot of money to be made in = the right small caps. I would almost bet IBD does research in all caps = - -not just the ones he posts on his site. Esp. for small cap mutual = funds, etc. Some of them have good earnings, new products, the M is on = their side right now compared to the other indexes. Someone is buying = these stocks and making a lot of money on them before they ever hit a = canslim list.(you can buy a lot more shares at 5.00 then with 25.00 = eventhough the risk is greater)If in this market the risk can be = greater. I cant help but think that there is a trading system with = established % on earnings, growth, etc. but it is not available to us. = And Im sure it would not be with the same criteria as the canslim = system we are given. Its great to ride a stock from 5 to 15 or 20 = dollars and then a whole new set of buyers comes in. I could be wrong = but if the research is done I feel it should be made available to = us-buyer beware. In this market when small caps seem to have been hit = the least and canslim seems to be in reverse half the time, we could = use more then 'one day the market will turn' from IBD.I would like to = think bill is protecting us from bad investments but as anyone who read = my posts today can see-my rose colored glasses got broken somewhere. PS = dont get me wrong I love canslim but its like following the indexes-when = they drop - you might have to think about shorting.=20 ----- Original Message -----=20 From: Tom Worley=20 To: canslim@lists.xmission.com=20 Sent: Tuesday, July 02, 2002 6:15 PM Subject: Re: [CANSLIM] IBD "Bull" Call interesting he avoids mentioning the Russell 2000, is it just too = small for him? ----- Original Message -----=20 From: Katherine Malm=20 To: canslim@lists.xmission.com=20 Sent: Tuesday, July 02, 2002 9:12 PM Subject: Re: [CANSLIM] IBD "Bull" Call Hi Jon, I've often wondered about that same thing as it's certainly not = obvious there's a Bull market anywhere in sight if looking at the = Nasdaq, S&P500 or Dow. Here's an interesting "Ask Bill" from today that = might "explain" their point of view. --Katherine Ask Bill O'Neil 7/2/02 =20 Q: Would you classify the period from late Sept. 2001 to Jan. = 2002 as a "bull market" or a "bear-market rally"? =20 - Submitted from Thornhill, Canada =20 =20 A: The bear market is alive and kicking on the Nasdaq. But = the smaller-cap indexes such as the S&P 600 and S&P MidCap 400 are just = 10% to 11% below their all-time highs. For them, the current decline is = a correction in a bull market. =20 ----- Original Message -----=20 From: J. Lobatto=20 To: canslim@lists.xmission.com=20 Sent: Tuesday, July 02, 2002 8:04 PM Subject: [CANSLIM] IBD "Bull" Call I wonder how long IBD is going to continue running that ad I've = seen there featuring a graphic illustrating how they called the new bull = market last fall??? - ------=_NextPart_000_001B_01C2225C.282E1700 Content-Type: text/html; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable
as someone who has been doing nothing but small = and micro=20 caps for years, I agree the spread on them tends to be larger than with = mid or=20 large caps, just as the liquidity tends to be substantially less. The = spread was=20 substantially tightened when we went to decimalization, helped the small = caps=20 far more than the bigger cousins.  I deal with what spread remains = either=20 by waiting till there is above average volume, or by using = limits.
 
----- Original Message -----=20
From: J. = Lobatto=20
Sent: Tuesday, July 02, 2002 11:42 PM
Subject: Re: [CANSLIM] IBD "Bull" Call

Although there may be = some small caps=20 outperforming the market, the small cap indices were actually down today = more=20 than the Dow or S&P. My main problem with low price stocks is the = relative=20 large spread between the bid and ask which kills you if and when you are = forced=20 to sell in a down draft. It makes it almost impossible to cut your = losses at 7%=20 or so when the spread is often 5%!
 
Jon
----- Original Message -----
From:=20 zillagirl
Sent: Tuesday, July 02, 2002 = 10:58=20 PM
Subject: Re: [CANSLIM] IBD = "Bull"=20 Call

I have a theory on small = caps,although Im sure=20 some of you are tired of hearing from me today.(smile)  there is = a lot of=20 money to be made in the right small caps. I would almost bet IBD does = research=20 in all caps -not just the ones he posts on his site.  Esp. for = small cap=20 mutual funds, etc. Some of them have good earnings, new products, the = M is on=20 their side right now compared to the other indexes. Someone is = buying=20 these stocks and making a lot of money on them before they ever hit a = canslim=20 list.(you can buy a lot more shares at 5.00 then with 25.00 = eventhough=20 the risk is greater)If in this market the risk can be greater. I cant = help but=20 think that there is a trading system with established % on earnings, = growth,=20 etc. but it is not available to us. And Im sure it would not = be  =20 with the  same criteria as the canslim system we are given. = Its=20 great to ride a stock from 5 to 15 or 20 dollars and then a whole new = set of=20 buyers comes in. I could be wrong but if the research is done I feel = it should=20 be made available to us-buyer beware.  In this market when small = caps=20 seem to have been hit the least and canslim  seems to be in = reverse half=20 the time, we could use more then 'one day the market will turn' from = IBD.I=20 would like to think bill is protecting us from bad investments but as = anyone=20 who read my posts today can see-my rose colored glasses got broken = somewhere.=20 PS dont get me wrong I love canslim but its like following the = indexes-when=20 they drop - you might have to think about shorting.
----- Original Message -----
From:=20 Tom=20 Worley
Sent: Tuesday, July 02, 2002 = 6:15=20 PM
Subject: Re: [CANSLIM] IBD = "Bull"=20 Call

interesting he avoids mentioning the Russell = 2000, is=20 it just too small for him?
 
----- Original Message -----=20
From: = Katherine=20 Malm
Sent: Tuesday, July 02, 2002 9:12 PM
Subject: Re: [CANSLIM] IBD "Bull" Call

Hi Jon,
 
I've often wondered about that same thing as it's certainly not = obvious=20 there's a Bull market anywhere in sight if looking at the Nasdaq, = S&P500=20 or Dow. Here's an interesting "Ask Bill" from today that might = "explain"=20 their point of view.
 
--Katherine
 

Ask Bill O'Neil 7/2/02

 
 Q: Would you = classify the=20 period from late Sept. 2001 to Jan. 2002 as a "bull market" or = a=20 "bear-market rally"?    
- Submitted from=20 Thornhill, Canada