From: owner-canslim-digest@lists.xmission.com (canslim-digest) To: canslim-digest@lists.xmission.com Subject: canslim-digest V2 #2576 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, July 7 2002 Volume 02 : Number 2576 In this issue: Re: [CANSLIM] Screening Re: [CANSLIM] Screening ---------------------------------------------------------------------- Date: Sun, 7 Jul 2002 21:23:14 -0400 From: "Dan Forant" Subject: Re: [CANSLIM] Screening This is a multi-part message in MIME format. - ------=_NextPart_000_0045_01C225FC.813ADCE0 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable Message Not Democrat Bashing. Where were all the articles and SEC = during the last Administration. Before Martha gets swallowed whole, she = better visit Jenny Craig. DanF - ----- Original Message -----=20 From: zillagirl=20 To: canslim@lists.xmission.com=20 Sent: Sunday, July 07, 2002 8:54 PM Subject: Re: [CANSLIM] Screening Good article on FREE REAL TIME.COM today. Compares what President Bush = did when he was director of Harden Oil and sold 850,000.00 worth of = stock right before they disclosed how much debt the company had been = hiding , to the Enron problems. Was in the Wall Street Journal. Said he = may have gotten off because his dad was president. NOT REPUBLICAN = BASHING!!! Just noting how hard it is to get meaningful change in our = political system because everyone(on both sides) has too much to gain by = leaving things the way the are. I guess swallowing Martha Stewart whole = will have to satisfy our appetites for justice. Lets just hope it = satisfies the markets also, especially those of the European investors = who are pulling more and more money out every day. ----- Original Message -----=20 From: zillagirl=20 To: canslim@lists.xmission.com=20 Sent: Sunday, July 07, 2002 1:47 PM Subject: Re: [CANSLIM] Screening tom-would be interested in reading the article on halliburton if you = can tell me where to find it. Article in L.A. Times business section on = pennystocks. Said they are becoming more popular because people are = feeling like if they are gambling on stocks may as well be cheap ones. = Noted WCOM went up 376% last week after new CEO came out and said it was = to big and important a company to go under. not so much canslim note as = M note. zillagirl ----- Original Message -----=20 From: Tom Worley=20 To: canslim@lists.xmission.com=20 Sent: Sunday, July 07, 2002 9:56 AM Subject: Re: [CANSLIM] Screening Duke, aside from raising my upper price limit to $20 from $18 and = market cap from $500 million to $650 million some months ago (partially = because of greater buying power thanks to early profits), I have made = little change in screening. I have been far less restrictive on RS on = stocks I already hold so long as fundamentals are holding up to my = expectations. I do think there is the potential for market improvement next = week, noticed that the 10 day moving average for up / down volume had = picked up on most indexes, even turned positive on some, so that is = encouraging. Most stocks are so beaten down right now it will take time = to see the same on the 10 day new highs / lows numbers. There are still corporate accounting problems coming out of the = woodwork, just read an article on Halliburton (Dick Cheney was VP there = in 2000), and more calls for SEC investigation of Bush and his Cabinet. = Disclosure by the House that they believe the Board of Directors of = Enron knew for several years of what was going on is also leading to = more politically inspired calls for reforms, and investigations of Bush. = So the politics, if not actual news, will keep this issue in the = forefront for some time. As I mentioned yesterday or Friday, the rally on Friday was = primarily a relief rally that there was no major terrorist attack over = the holiday (and now thru the weekend). That certainly could inspire a = day or two of frenzied buying, by value shoppers, by sidelined cash that = wants to be in the market, and by the shorters having to cover. I have = less confidence that it could lead to a sustained rally on fundamentals = and economics, even tho that would be legitimate as I see these factors. ----- Original Message -----=20 From: Duke Miller=20 To: CANSLIM=20 Sent: Sunday, July 07, 2002 12:43 PM Subject: [CANSLIM] Screening Ok, wake up out there!! =20 Could it be that things might possibly by some mere stretch of the = imagination...start looking up? Is it time to proceed with some = early-on mining? To that end, I went back through my CAN SLIM Keepers folder...you = know, where I put stuff my 50-something mind needs to be refreshed upon = because it's meaningful, and I'm prone to forgetting. (See anecdote at = end of this message; if it rings a bell, so to speak, you need your own = CAN SLIM Keepers Folder!). Katherine Malm is in the "from" line in my Keeper folder more than = anyone else (wonder why?), so I'm using her as the catapult for my = query. At the same time, I'm asking others to chime in, PLEASE. =20 On April 29, Katherine, you summarized your screening tactics in = an email, subject: "How are you choosing your stocks." To paraphrase: RS>=3D60 Price>=3D200dma Price>=3D50 dma -15% A/D =3D A, B, or C EPS Rating =3D>50 Meeting or exceeding these criteria, you flip through the charts = to see which are setting up, then proceed to additional scrutiny. The = following is quoting directly from your email:(hilite is mine): With respect to annual and quarterly growth, ROE, D/E, cashflow = etc., again, I look at these things in total, knowing that accounting = rules often obfuscate the "real" story. For that reason, I like to skim = the recent SEC filings if a stock makes my short due diligence list, = rather than eliminating stocks entirely just because ROE is 14.6 vs 15% = for example.=20 At the risk of interrupting Katherine's summer reading program, my = question for the week:=20 Now that the market has dipped this far, what screen changes, if = any, are you contemplating to narrow down your selections? =20 I've stated before that my feeling is the stocks that have not = succumbed as much lately (RS above 90, for instance) will be huge = winners; they are passing "obfuscated 'real' story" scrutiny. =20 Or will they? Are they more havens than performers, with the = prospect of giving way to other types of issues destined to surface into = the winners' pool? Duke >Senior Moment: >An elderly couple had dinner at another couple's house, and after >eating, the wives left the table and went into the kitchen. The = two=20 >elderly gentlemen were talking, and one said, "Last night we went = out=20 >to a new restaurant, and it was really great. I would recommend = it=20 >very highly." > >The other man said, "What is the name of the restaurant?" The = first man >thought and thought and finally said, "What is the name of that = flower=20 >you give to someone you love? You know... the one that is red and = has=20 >thorns. > >"Do you mean a rose?" > >"Yes," the man said. He turned toward the kitchen and yelled, = "Hey >Rose, what's the name of that restaurant we went to last night?" > - ------=_NextPart_000_0045_01C225FC.813ADCE0 Content-Type: text/html; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable Message
    Not Democrat = Bashing. Where were=20 all the articles and SEC during the last Administration. Before Martha = gets=20 swallowed whole, she better visit Jenny Craig.
 
DanF
 
----- Original Message -----
From:=20 zillagirl
To: canslim@lists.xmission.com=
Sent: Sunday, July 07, 2002 = 8:54 PM
Subject: Re: [CANSLIM] = Screening

Good article on FREE REAL TIME.COM = today.=20 Compares what President Bush did when he was director of Harden Oil = and sold=20 850,000.00 worth of stock right before they disclosed how much debt = the=20 company had been hiding , to the Enron problems. Was in the Wall = Street=20 Journal.  Said he may have gotten off because his dad was=20 president.  NOT REPUBLICAN BASHING!!!  Just noting how hard = it is to=20 get meaningful change in our political system because everyone(on both = sides) has too much to gain by leaving things the way the = are.  I=20 guess swallowing Martha Stewart whole will have to satisfy our = appetites for=20 justice. Lets just hope it satisfies the markets  also, = especially those=20 of the European investors who are pulling more and more money out = every=20 day.
----- Original Message -----
From:=20 zillagirl
Sent: Sunday, July 07, 2002 = 1:47=20 PM
Subject: Re: [CANSLIM] = Screening

tom-would be interested in reading = the article=20 on halliburton if you can tell me where to find it. Article in L.A. = Times=20 business section on pennystocks. Said they are becoming more popular = because=20 people are feeling like if they are gambling on stocks may as well = be cheap=20 ones. Noted WCOM went up 376% last week after new CEO came out and = said it=20 was to big and important a company to go under. not so much canslim = note as=20 M note. zillagirl
----- Original Message ----- =
From:=20 Tom=20 Worley
To: canslim@lists.xmission.com= =20
Sent: Sunday, July 07, 2002 = 9:56=20 AM
Subject: Re: [CANSLIM]=20 Screening

Duke, aside from raising my upper price = limit to $20=20 from $18 and market cap from $500 million to $650 million some = months ago=20 (partially because of greater buying power thanks to early = profits), I=20 have made little change in screening. I have been far less = restrictive on=20 RS on stocks I already hold so long as fundamentals are holding up = to my=20 expectations.
 
I do think there is the potential for = market=20 improvement next week, noticed that the 10 day moving average for = up /=20 down volume had picked up on most indexes, even turned positive on = some,=20 so that is encouraging. Most stocks are so beaten down right now = it will=20 take time to see the same on the 10 day new highs / lows=20 numbers.
 
There are still corporate accounting = problems coming=20 out of the woodwork, just read an article on Halliburton (Dick = Cheney was=20 VP there in 2000), and more calls for SEC investigation of Bush = and his=20 Cabinet. Disclosure by the House that they believe the Board of = Directors=20 of Enron knew for several years of what was going on is also = leading to=20 more politically inspired calls for reforms, and investigations of = Bush.=20 So the politics, if not actual news, will keep this issue in the = forefront=20 for some time.
 
As I mentioned yesterday or Friday, the = rally on=20 Friday was primarily a relief rally that there was no major = terrorist=20 attack over the holiday (and now thru the weekend). That certainly = could=20 inspire a day or two of frenzied buying, by value shoppers, by = sidelined=20 cash that wants to be in the market, and by the shorters having to = cover.=20 I have less confidence that it could lead to a sustained rally on=20 fundamentals and economics, even tho that would be legitimate as I = see=20 these factors.
 
----- Original Message -----=20
From: = Duke=20 Miller
To: CANSLIM
Sent: Sunday, July 07, 2002 12:43 PM
Subject: [CANSLIM] Screening

 
Ok, wake = up out=20 there!! 
 
Could it = be that=20 things might possibly by some mere stretch of the = imagination...start=20 looking up?  Is it time to proceed with some early-on=20 mining?
 
To that = end, I went=20 back through my CAN SLIM Keepers folder...you know, where I put = stuff my=20 50-something mind needs to be refreshed upon because it's = meaningful, and=20 I'm prone to forgetting.  (See anecdote at end of this = message; if it=20 rings a bell, so to speak, you need your own CAN SLIM Keepers=20 Folder!).
 
Katherine Malm=20 is in the "from" line in my Keeper folder more than = anyone else=20 (wonder why?), so I'm using her as the catapult for my = query. =20 At the same time, I'm asking others to chime in, PLEASE. =20
 
On April = 29,=20 Katherine, you summarized your screening tactics in an email, = subject:=20 "How are you choosing your stocks."   To=20 paraphrase:
 
RS>=3D60
Price>=3D200dma
Price>=3D50 dma=20 -15%
A/D = =3D  A, B, or=20 C
EPS = Rating=20 =3D>50
Meeting = or exceeding=20 these criteria, you flip through the charts to see which are = setting up,=20 then proceed to additional scrutiny.  The following is = quoting=20 directly from your email:(hilite is mine):
 
With respect to annual and = quarterly=20 growth, ROE, D/E, cashflow etc., again, I look at these things in = total,=20 knowing that accounting rules often = obfuscate the=20 "real" story. For that reason, I like to skim the recent = SEC=20 filings if a stock makes my short due diligence list, rather than=20 eliminating stocks entirely just because ROE is 14.6 vs 15% for = example.=20

At the = risk of=20 interrupting Katherine's summer reading program, my question = for the=20 week:

Now that the=20 market has dipped this far, what screen changes, if any, are = you=20 contemplating to narrow down your selections?  =

I've stated=20 before that my feeling is the stocks that have not succumbed as = much=20 lately (RS above 90, for instance) will be huge winners;=20 they are passing "obfuscated 'real' story" scrutiny. =20

Or will=20 they?  Are they more havens than performers, with the = prospect of=20 giving way to other types of issues destined to surface into the = winners'=20 pool?

Duke

>Senior=20 Moment:

>An elderly couple had dinner = at=20 another couple's house, and after

>eating, the wives left the table and went = into the=20 kitchen. The two

>elderly gentlemen were talking, and one = said, "Last=20 night we went out

>to a new restaurant, and it was really = great. I would=20 recommend it

>very highly."

>

>The other man said, "What is the name of the = restaurant?" The first man

>thought and thought and finally said, "What = is the=20 name of that flower

>you give to someone you love? You know... = the one that=20 is red and has

>thorns.

>

>"Do you mean a rose?"

>

>"Yes," the man said. He turned toward the = kitchen and=20 yelled, "Hey

>Rose, = what's the name=20 of that restaurant we went to last night?"

>

- ------=_NextPart_000_0045_01C225FC.813ADCE0-- - - - -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, 7 Jul 2002 21:25:43 -0400 From: "Tom Worley" Subject: Re: [CANSLIM] Screening This is a multi-part message in MIME format. - ------=_NextPart_000_0207_01C225FC.D9993D00 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable MessageNot Democrat or Republican bashing, truth is most major corps = have been cuddling up to politicians for decades, if not centuries. = Doesn't matter which party is in power, they are like a magnet to big = money. Special interests have carried far too much influence for far too = many years, and it's measured in how much money can be donated quietly, = how many staffers can leave govt and land a fat salary in corporate = America, how many politicians can end up on a Board of Directors with = stock options. - ----- Original Message -----=20 From: Dan Forant=20 To: canslim@lists.xmission.com=20 Sent: Sunday, July 07, 2002 9:23 PM Subject: Re: [CANSLIM] Screening Not Democrat Bashing. Where were all the articles and SEC during the = last Administration. Before Martha gets swallowed whole, she better = visit Jenny Craig. DanF - ----- Original Message -----=20 From: zillagirl=20 To: canslim@lists.xmission.com=20 Sent: Sunday, July 07, 2002 8:54 PM Subject: Re: [CANSLIM] Screening Good article on FREE REAL TIME.COM today. Compares what President Bush = did when he was director of Harden Oil and sold 850,000.00 worth of = stock right before they disclosed how much debt the company had been = hiding , to the Enron problems. Was in the Wall Street Journal. Said he = may have gotten off because his dad was president. NOT REPUBLICAN = BASHING!!! Just noting how hard it is to get meaningful change in our = political system because everyone(on both sides) has too much to gain by = leaving things the way the are. I guess swallowing Martha Stewart whole = will have to satisfy our appetites for justice. Lets just hope it = satisfies the markets also, especially those of the European investors = who are pulling more and more money out every day. ----- Original Message -----=20 From: zillagirl=20 To: canslim@lists.xmission.com=20 Sent: Sunday, July 07, 2002 1:47 PM Subject: Re: [CANSLIM] Screening tom-would be interested in reading the article on halliburton if you = can tell me where to find it. Article in L.A. Times business section on = pennystocks. Said they are becoming more popular because people are = feeling like if they are gambling on stocks may as well be cheap ones. = Noted WCOM went up 376% last week after new CEO came out and said it was = to big and important a company to go under. not so much canslim note as = M note. zillagirl ----- Original Message -----=20 From: Tom Worley=20 To: canslim@lists.xmission.com=20 Sent: Sunday, July 07, 2002 9:56 AM Subject: Re: [CANSLIM] Screening Duke, aside from raising my upper price limit to $20 from $18 and = market cap from $500 million to $650 million some months ago (partially = because of greater buying power thanks to early profits), I have made = little change in screening. I have been far less restrictive on RS on = stocks I already hold so long as fundamentals are holding up to my = expectations. I do think there is the potential for market improvement next = week, noticed that the 10 day moving average for up / down volume had = picked up on most indexes, even turned positive on some, so that is = encouraging. Most stocks are so beaten down right now it will take time = to see the same on the 10 day new highs / lows numbers. There are still corporate accounting problems coming out of the = woodwork, just read an article on Halliburton (Dick Cheney was VP there = in 2000), and more calls for SEC investigation of Bush and his Cabinet. = Disclosure by the House that they believe the Board of Directors of = Enron knew for several years of what was going on is also leading to = more politically inspired calls for reforms, and investigations of Bush. = So the politics, if not actual news, will keep this issue in the = forefront for some time. As I mentioned yesterday or Friday, the rally on Friday was = primarily a relief rally that there was no major terrorist attack over = the holiday (and now thru the weekend). That certainly could inspire a = day or two of frenzied buying, by value shoppers, by sidelined cash that = wants to be in the market, and by the shorters having to cover. I have = less confidence that it could lead to a sustained rally on fundamentals = and economics, even tho that would be legitimate as I see these factors. ----- Original Message -----=20 From: Duke Miller=20 To: CANSLIM=20 Sent: Sunday, July 07, 2002 12:43 PM Subject: [CANSLIM] Screening Ok, wake up out there!! =20 Could it be that things might possibly by some mere stretch of the = imagination...start looking up? Is it time to proceed with some = early-on mining? To that end, I went back through my CAN SLIM Keepers folder...you = know, where I put stuff my 50-something mind needs to be refreshed upon = because it's meaningful, and I'm prone to forgetting. (See anecdote at = end of this message; if it rings a bell, so to speak, you need your own = CAN SLIM Keepers Folder!). Katherine Malm is in the "from" line in my Keeper folder more than = anyone else (wonder why?), so I'm using her as the catapult for my = query. At the same time, I'm asking others to chime in, PLEASE. =20 On April 29, Katherine, you summarized your screening tactics in = an email, subject: "How are you choosing your stocks." To paraphrase: RS>=3D60 Price>=3D200dma Price>=3D50 dma -15% A/D =3D A, B, or C EPS Rating =3D>50 Meeting or exceeding these criteria, you flip through the charts = to see which are setting up, then proceed to additional scrutiny. The = following is quoting directly from your email:(hilite is mine): With respect to annual and quarterly growth, ROE, D/E, cashflow = etc., again, I look at these things in total, knowing that accounting = rules often obfuscate the "real" story. For that reason, I like to skim = the recent SEC filings if a stock makes my short due diligence list, = rather than eliminating stocks entirely just because ROE is 14.6 vs 15% = for example.=20 At the risk of interrupting Katherine's summer reading program, my = question for the week:=20 Now that the market has dipped this far, what screen changes, if = any, are you contemplating to narrow down your selections? =20 I've stated before that my feeling is the stocks that have not = succumbed as much lately (RS above 90, for instance) will be huge = winners; they are passing "obfuscated 'real' story" scrutiny. =20 Or will they? Are they more havens than performers, with the = prospect of giving way to other types of issues destined to surface into = the winners' pool? Duke >Senior Moment: >An elderly couple had dinner at another couple's house, and after >eating, the wives left the table and went into the kitchen. The = two=20 >elderly gentlemen were talking, and one said, "Last night we went = out=20 >to a new restaurant, and it was really great. I would recommend = it=20 >very highly." > >The other man said, "What is the name of the restaurant?" The = first man >thought and thought and finally said, "What is the name of that = flower=20 >you give to someone you love? You know... the one that is red and = has=20 >thorns. > >"Do you mean a rose?" > >"Yes," the man said. He turned toward the kitchen and yelled, = "Hey >Rose, what's the name of that restaurant we went to last night?" > - ------=_NextPart_000_0207_01C225FC.D9993D00 Content-Type: text/html; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable Message
Not Democrat or Republican bashing, truth is = most major=20 corps have been cuddling up to politicians for decades, if not = centuries.=20 Doesn't matter which party is in power, they are like a magnet to big = money.=20 Special interests have carried far too much influence for far too many = years,=20 and it's measured in how much money can be donated quietly, how many = staffers=20 can leave govt and land a fat salary in corporate America, how many = politicians=20 can end up on a Board of Directors with stock options.
 
----- Original Message -----=20
From: Dan = Forant=20
To: canslim@lists.xmission.com=
Sent: Sunday, July 07, 2002 9:23 PM
Subject: Re: [CANSLIM] Screening

    Not Democrat = Bashing. Where were=20 all the articles and SEC during the last Administration. Before Martha = gets=20 swallowed whole, she better visit Jenny Craig.
 
DanF
 
----- Original Message -----
From:=20 zillagirl
To: canslim@lists.xmission.com=
Sent: Sunday, July 07, 2002 = 8:54 PM
Subject: Re: [CANSLIM] = Screening

Good article on FREE REAL TIME.COM = today.=20 Compares what President Bush did when he was director of Harden Oil = and sold=20 850,000.00 worth of stock right before they disclosed how much debt = the=20 company had been hiding , to the Enron problems. Was in the Wall = Street=20 Journal.  Said he may have gotten off because his dad was=20 president.  NOT REPUBLICAN BASHING!!!  Just noting how hard = it is to=20 get meaningful change in our political system because everyone(on both = sides) has too much to gain by leaving things the way the = are.  I=20 guess swallowing Martha Stewart whole will have to satisfy our = appetites for=20 justice. Lets just hope it satisfies the markets  also, = especially those=20 of the European investors who are pulling more and more money out = every=20 day.
----- Original Message -----
From:=20 zillagirl
Sent: Sunday, July 07, 2002 = 1:47=20 PM
Subject: Re: [CANSLIM] = Screening

tom-would be interested in reading = the article=20 on halliburton if you can tell me where to find it. Article in L.A. = Times=20 business section on pennystocks. Said they are becoming more popular = because=20 people are feeling like if they are gambling on stocks may as well = be cheap=20 ones. Noted WCOM went up 376% last week after new CEO came out and = said it=20 was to big and important a company to go under. not so much canslim = note as=20 M note. zillagirl
----- Original Message ----- =
From:=20 Tom=20 Worley
To: canslim@lists.xmission.com= =20
Sent: Sunday, July 07, 2002 = 9:56=20 AM
Subject: Re: [CANSLIM]=20 Screening

Duke, aside from raising my upper price = limit to $20=20 from $18 and market cap from $500 million to $650 million some = months ago=20 (partially because of greater buying power thanks to early = profits), I=20 have made little change in screening. I have been far less = restrictive on=20 RS on stocks I already hold so long as fundamentals are holding up = to my=20 expectations.
 
I do think there is the potential for = market=20 improvement next week, noticed that the 10 day moving average for = up /=20 down volume had picked up on most indexes, even turned positive on = some,=20 so that is encouraging. Most stocks are so beaten down right now = it will=20 take time to see the same on the 10 day new highs / lows=20 numbers.
 
There are still corporate accounting = problems coming=20 out of the woodwork, just read an article on Halliburton (Dick = Cheney was=20 VP there in 2000), and more calls for SEC investigation of Bush = and his=20 Cabinet. Disclosure by the House that they believe the Board of = Directors=20 of Enron knew for several years of what was going on is also = leading to=20 more politically inspired calls for reforms, and investigations of = Bush.=20 So the politics, if not actual news, will keep this issue in the = forefront=20 for some time.
 
As I mentioned yesterday or Friday, the = rally on=20 Friday was primarily a relief rally that there was no major = terrorist=20 attack over the holiday (and now thru the weekend). That certainly = could=20 inspire a day or two of frenzied buying, by value shoppers, by = sidelined=20 cash that wants to be in the market, and by the shorters having to = cover.=20 I have less confidence that it could lead to a sustained rally on=20 fundamentals and economics, even tho that would be legitimate as I = see=20 these factors.
 
----- Original Message -----=20
From: = Duke=20 Miller
To: CANSLIM
Sent: Sunday, July 07, 2002 12:43 PM
Subject: [CANSLIM] Screening

 
Ok, wake = up out=20 there!! 
 
Could it = be that=20 things might possibly by some mere stretch of the = imagination...start=20 looking up?  Is it time to proceed with some early-on=20 mining?
 
To that = end, I went=20 back through my CAN SLIM Keepers folder...you know, where I put = stuff my=20 50-something mind needs to be refreshed upon because it's = meaningful, and=20 I'm prone to forgetting.  (See anecdote at end of this = message; if it=20 rings a bell, so to speak, you need your own CAN SLIM Keepers=20 Folder!).
 
Katherine Malm=20 is in the "from" line in my Keeper folder more than = anyone else=20 (wonder why?), so I'm using her as the catapult for my = query. =20 At the same time, I'm asking others to chime in, PLEASE. =20
 
On April = 29,=20 Katherine, you summarized your screening tactics in an email, = subject:=20 "How are you choosing your stocks."   To=20 paraphrase:
 
RS>=3D60
Price>=3D200dma
Price>=3D50 dma=20 -15%
A/D = =3D  A, B, or=20 C
EPS = Rating=20 =3D>50
Meeting = or exceeding=20 these criteria, you flip through the charts to see which are = setting up,=20 then proceed to additional scrutiny.  The following is = quoting=20 directly from your email:(hilite is mine):
 
With respect to annual and = quarterly=20 growth, ROE, D/E, cashflow etc., again, I look at these things in = total,=20 knowing that accounting rules often = obfuscate the=20 "real" story. For that reason, I like to skim the recent = SEC=20 filings if a stock makes my short due diligence list, rather than=20 eliminating stocks entirely just because ROE is 14.6 vs 15% for = example.=20

At the = risk of=20 interrupting Katherine's summer reading program, my question = for the=20 week:

Now that the=20 market has dipped this far, what screen changes, if any, are = you=20 contemplating to narrow down your selections?  =

I've stated=20 before that my feeling is the stocks that have not succumbed as = much=20 lately (RS above 90, for instance) will be huge winners;=20 they are passing "obfuscated 'real' story" scrutiny. =20

Or will=20 they?  Are they more havens than performers, with the = prospect of=20 giving way to other types of issues destined to surface into the = winners'=20 pool?

Duke

>Senior=20 Moment:

>An elderly couple had dinner = at=20 another couple's house, and after

>eating, the wives left the table and went = into the=20 kitchen. The two

>elderly gentlemen were talking, and one = said, "Last=20 night we went out

>to a new restaurant, and it was really = great. I would=20 recommend it

>very highly."

>

>The other man said, "What is the name of the = restaurant?" The first man

>thought and thought and finally said, "What = is the=20 name of that flower

>you give to someone you love? You know... = the one that=20 is red and has

>thorns.

>

>"Do you mean a rose?"

>

>"Yes," the man said. He turned toward the = kitchen and=20 yelled, "Hey

>Rose, = what's the name=20 of that restaurant we went to last night?"

>

- ------=_NextPart_000_0207_01C225FC.D9993D00-- - - - -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 #2576 ****************************** 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.