From: owner-canslim-digest@lists.xmission.com (canslim-digest) To: canslim-digest@lists.xmission.com Subject: canslim-digest V2 #2584 Reply-To: canslim Sender: owner-canslim-digest@lists.xmission.com Errors-To: owner-canslim-digest@lists.xmission.com Precedence: bulk Content-Transfer-Encoding: quoted-printable X-No-Archive: yes canslim-digest Monday, July 8 2002 Volume 02 : Number 2584 In this issue: RE: [CANSLIM] Which Stock Strategies Did Best? A Mid-Year PerformanceReview ---------------------------------------------------------------------- Date: Mon, 8 Jul 2002 07:37:34 -1000 From: "Mike Gibbons" Subject: RE: [CANSLIM] Which Stock Strategies Did Best? A Mid-Year PerformanceReview This is a multi-part message in MIME format. - ------=_NextPart_000_0012_01C22652.531D5440 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable X-MIME-Autoconverted: from 8bit to quoted-printable by pluto.wwwnexus.com id g68In8T30395 Thanks Gene, I realized I'd asked a dumb question after I clicked a link in the page y= ou provided and got to the AAII home page. Nevertheless, you provided what I was looking for, thank you. Aloha, Mike Gibbons Proactive Technologies, LLC http://www.proactech.com -----Original Message----- From: owner-canslim@lists.xmission.com [mailto:owner-canslim@lists.xmission.com]On Behalf Of Gene Ricci Sent: Monday, July 08, 2002 7:39 AM To: canslim@lists.xmission.com Subject: Re: [CANSLIM] Which Stock Strategies Did Best? A Mid-Year PerformanceReview Hi Mike, the link is for subscribers only. Here's how the CANSLIM stocks were selected (using the AAII database): - -------------------------------------------------------------------------= - --- - -- SCREENING CRITERIA a.. Same-quarter growth in earnings per share from continuing operati= on between the last fiscal quarter (Q1) and the same quarter one year prior (Q5) is greater than or equal to 20% b.. The growth in earnings per share from continuing operations betwe= en the last fiscal quarter (Q1) and the same quarter on year prior (Q5) is greater than the growth in earnings per share from continuing operations from the fiscal quarter ending two quarters ago (Q2) and the same quarter one year prior (Q6) c.. Earning per share from continuing operations for the two most rec= ent fiscal quarters (Q1 and Q2) is positive d.. Earnings per share from continuing operations over the last 12 months is greater than or equal to earnings per share from continuing operations from the latest fiscal year (Y1) e.. The five-year growth rate in earnings per share from continuing operations is greater than or equal to 25% f.. Earnings per share from continuing operations has increased over each of the last five fiscal years as well as over the last 12 months g.. The current stock price is within 10% of its 52-week high h.. The number of shares held by the general public (float) is less t= han 20 million shares i.. The 52-week relative price strength is in the top 30% of the enti= re database (percent rank greater than 70) j.. The company's stock is held by at least ten institutional investo= rs - -------------------------------------------------------------------------= - --- - -- ----- Original Message ----- From: Mike Gibbons To: canslim@lists.xmission.com Sent: Monday, July 08, 2002 12:13 PM Subject: RE: [CANSLIM] Which Stock Strategies Did Best? A Mid-Year Performance Review Hi Gene, Do you have a link to that information please? I'd like to understand how it was compiled. Aloha, Mike Gibbons Proactive Technologies, LLC http://www.proactech.com -----Original Message----- From: owner-canslim@lists.xmission.com [mailto:owner-canslim@lists.xmission.com]On Behalf Of Gene Ricci Sent: Monday, July 08, 2002 7:02 AM To: canslim@lists.xmission.com Subject: [CANSLIM] Which Stock Strategies Did Best? A Mid-Year Performance Review I just read the latest AAII report and paid notice to the Growth&Va= lue and Growth strategies. Looks like CANSLIM is right up there with the best. Hopefully my cut and paste will allow you to read this. StrategyValue Total Gain (%) Monthly Variability (%) Monthly Holdings 2002* 2001 2000 1999 1998 Cumulative Std. Dev. High Low Avg. = % Holdover Growth & Value Buffett=97Hagstrom 1.8 13.9 11.4 31.4 27.5 116.5 6.2 13.2 =96= 15.5 30 78.5 Buffettology=97EPS Growth 1.4 25.7 5.9 17.7 4 65.3 6.7 15 =96= 20.4 40 87.3 Buffettology=97Sustainable Growth 1.5 29.7 3.3 14.6 7.4 67.3 = 7.2 16.5 =9618.0 26 84.1 Philip Fisher 28 70.7 =9616.7 5.4 2.6 96.9 10.5 25.6 =9626.7 = 38 68.7 Peter Lynch 5.5 39.3 3.2 8.9 1.3 67.2 5 16.4 =9617.4 27 76.7 Oberweis Octagon 11.6 20.2 18.4 33.4 15.6 144.8 9.7 23.3 =962= 3.2 21 58.2 O=92Shaughnessy=97Growth 18.3 19.2 11.5 19.5 19.4 124.4 6.5 13.9 =9617.9 50 61 Low Price-to-Sales 11.2 43.3 23.3 21.1 13.2 169.2 6.2 14.8 =96= 17.8 28 57 T. Rowe Price 22.2 8.4 35.2 =964.5 1.8 74.2 7.2 17 =9618.0 17= 66.4 John Templeton =960.4 22 20.3 8.1 16.2 83.6 6.5 14.3 =9618.2 = 28 72.9 Stock Market Winners 24.1 41.6 27.6 21.7 =9612.0 140.1 6.4 17.5 =9616.7 18 36.9 Value on the Move=97PEG With Est Growth 16.1 34.8 22.9 11 2.1= 118 6.6 15.7 =9623.1 60 52 Value on the Move=97PEG With Hist Growth 11.4 22.4 19.4 18 1.= 5 94.9 5.1 12.7 =9619.1 127 62.9 Ralph Wanger =960.8 21.1 =962.8 3.2 =962.4 17.7 7.9 22.8 =961= 9.8 29 70.5 Martin Zweig 20 57.9 46.2 17.1 54.5 400.7 9.6 32.7 =9624.2 12= 53.1 Growth Richard Driehaus =9623.8 =9627.4 =968.3 107.4 na 5.1 14.6 51.= 3 =9625.7 10 29.9 Inve$tWare Quality Growth =960.5 8 18.5 =963.0 14.5 41.5 6.4 18.2 =9622.0 32 90.1 Return on Equity 7.3 18.1 31.4 1 18.8 99.7 6.6 13 =9622.2 34 = 81.3 William O=92Neil=92s CANSLIM 15.4 54.4 38 36.6 28.2 330.8 7.9 23.6 =9623.1 12 47.3 Strategy P/E Ratio (X) P/E to EPS Est. Growth (X) Hist. EPS Growth (%) Estimated Long-Term EPS Growth (%) Market Cap. ($ Million) 52-Week Relative Strength (% Growth & Value Buffett=97Hagstrom 26.8 1.4 17.7 16.9 2,979 37 Buffettology=97EPS Growth 22.6 1.2 26.2 18.7 2,043 34 Buffettology=97Sustainable Growth 28.7 1.3 24.6 20.6 2,799 17 Philip Fisher 15.2 0.4 66.2 28 972 =9630 Peter Lynch 8.6 1.7 32 7.5 35 55 Oberweis Octagon 11.9 0.5 50.7 25 146 249 O=92Shaughnessy=97Growth 19.2 0.9 15.5 18 355 224 Low Price-to-Sales 17.3 1.2 1.7 16.9 200 38 Stock Market Winners 13.1 1.2 22.3 11.8 42 80 T. Rowe Price 11.2 0.8 24 18.2 451 48 John Templeton 19.3 1 24.9 18.8 2,086 12 Value on the Move=97PEG With Est Growth 13.9 0.8 23.9 15 653 = 81 Value on the Move=97PEG With Hist Growth 13.8 1 24 13 220 77 Ralph Wanger 17.7 1.1 41.7 16 407 31 Martin Zweig 16 0.8 30.1 16.7 518 85 Growth Richard Driehaus 52.5 0.9 10.8 34 384 88 Inve$tWare Quality Growth 29.9 1.3 31.3 20.9 3,301 28 Return on Equity 24.7 1 36.2 21.7 966 39 William O=92Neil=92s CANSLIM 17.1 1.3 34.8 14.6 467 73 - ------=_NextPart_000_0012_01C22652.531D5440 Content-Type: text/html; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable
Thanks=20 Gene,
 
I=20 realized I'd asked a dumb question after I clicked a link in the page = you=20 provided and got to the AAII home page. Nevertheless, you provided what = I was=20 looking for, thank you.
 
Aloha,
 
Mike Gibbons
Proactive Technologies, = LLC
http://www.proactech.com
-----Original Message-----
From:=20 owner-canslim@lists.xmission.com=20 [mailto:owner-canslim@lists.xmission.com]On Behalf Of Gene=20 Ricci
Sent: Monday, July 08, 2002 7:39 AM
To:=20 canslim@lists.xmission.com
Subject: Re: [CANSLIM] Which = Stock=20 Strategies Did Best? A Mid-Year PerformanceReview

Hi Mike, the link is for subscribers = only.
 
Here's how the CANSLIM stocks were = selected=20 (using the AAII database):
 

SCREENING = CRITERIA=20

  • Same-quarter growth in earnings per share from continuing = operation=20 between the last fiscal quarter (Q1) and the same quarter one year = prior=20 (Q5) is greater than or equal to 20%=20

  • The growth in earnings per share from continuing operations = between the=20 last fiscal quarter (Q1) and the same quarter on year prior (Q5) is = greater=20 than the growth in earnings per share from continuing operations = from the=20 fiscal quarter ending two quarters ago (Q2) and the same quarter one = year=20 prior (Q6)=20

  • Earning per share from continuing operations for the two most = recent=20 fiscal quarters (Q1 and Q2) is positive=20

  • Earnings per share from continuing operations over the last 12 = months is=20 greater than or equal to earnings per share from continuing = operations from=20 the latest fiscal year (Y1)=20

  • The five-year growth rate in earnings per share from continuing=20 operations is greater than or equal to 25%=20

  • Earnings per share from continuing operations has increased over = each of=20 the last five fiscal years as well as over the last 12 months=20

  • The current stock price is within 10% of its 52-week high=20

  • The number of shares held by the general public (float) is less = than 20=20 million shares=20

  • The 52-week relative price strength is in the top 30% of the = entire=20 database (percent rank greater than 70)=20

  • The company's stock is held by at least ten institutional=20 investors

----- Original Message -----
From:=20 Mike Gibbons
To: canslim@lists.xmission.com= =20
Sent: Monday, July 08, 2002 = 12:13=20 PM
Subject: RE: [CANSLIM] Which = Stock=20 Strategies Did Best? A Mid-Year Performance Review

Hi=20 Gene,
 
Do=20 you have a link to that information please? I'd like to understand = how it=20 was compiled.
 
Aloha,
 
Mike Gibbons
Proactive = Technologies,=20 LLC
http://www.proactech.com
-----Original Message-----
From: owner-canslim@lists.xmis= sion.com=20 [mailto:owner-canslim@lists.xmission.com]On Behalf Of Gene=20 Ricci
Sent: Monday, July 08, 2002 7:02 AM
To: = canslim@lists.xmission.com=
Subject:=20 [CANSLIM] Which Stock Strategies Did Best? A Mid-Year Performance=20 Review

I just read the latest AAII = report and=20 paid notice to the Growth&Value and Growth strategies. Looks = like=20 CANSLIM is right up there with the best.
 
Hopefully my cut and paste will = allow you=20 to read this.
 
StrategyValue Total Gain=20 (%)
 Monthly=20 Variability (%)
 Monthly=20 Holdings
2002* 2001 2000 1999 1998 Cumulative Std.=20 Dev. High Low Avg. %=20 Holdover
 
 
 
Growth=20 & Value
Buf= fett=97Hagstrom 1.8 13.9 11.4 31.4 27.5 116.5 6.2 13.2 =9615.5 30 78.5
Buffe= ttology=97EPS=20 Growth 1.4 25.7 5.9 17.7 4 65.3 6.7 15 =9620.4 40 87.3
Buffe= ttology=97Sustainable=20 Growth 1.5 29.7 3.3 14.6 7.4 67.3 7.2 16.5 =9618.0 26 84.1
Phili= p=20 Fisher 28 70.7 =9616.7 5.4 2.6 96.9 10.5 25.6 =9626.7 38 68.7
Peter = Lynch 5.5 39.3 3.2 8.9 1.3 67.2 5 16.4 =9617.4 27 76.7
Obe= rweis=20 Octagon 11.6 20.2 18.4 33.4 15.6 144.8 9.7 23.3 =9623.2 21 58.2
O=92Sh= aughnessy=97Growth 18.3 19.2 11.5 19.5 19.4 124.4 6.5 13.9 =9617.9 50 61
Low=20 Price-to-Sales 11.2 43.3 23.3 21.1 13.2 169.2 6.2 14.8 =9617.8 28 57
T= .=20 Rowe Price 22.2 8.4 35.2 =964.5 1.8 74.2 7.2 17 =9618.0 17 66.4
Jo= hn=20 Templeton =960.4 22 20.3 8.1 16.2 83.6 6.5 14.3 =9618.2 28 72.9
Stoc= k=20 Market Winners 24.1 41.6 27.6 21.7 =9612.0 140.1 6.4 17.5 =9616.7 18 36.9
Value= =20 on the Move=97PEG With Est Growth 16.1 34.8 22.9 11 2.1 118 6.6 15.7 =9623.1 60 52
Value= =20 on the Move=97PEG With Hist Growth 11.4 22.4 19.4 18 1.5 94.9 5.1 12.7 =9619.1 127 62.9
Ralp= h=20 Wanger =960.8 21.1 =962.8 3.2 =962.4 17.7 7.9 22.8 =9619.8 29 70.5
Martin= =20 Zweig 20 57.9 46.2 17.1 54.5 400.7 9.6 32.7 =9624.2 12 53.1
Growth
Ri= chard=20 Driehaus =9623.8 =9627.4 =968.3 107.4 na 5.1 14.6 51.3 =9625.7 10 29.9
Inve$tW= are=20 Quality Growth =960.5 8 18.5 =963.0 14.5 41.5 6.4 18.2 =9622.0 32 90.1
Return=20 on Equity 7.3 18.1 31.4 1 18.8 99.7 6.6 13 =9622.2 34 81.3
Will= iam=20 O=92Neil=92s CANSLIM 15.4 54.4 38 36.6 28.2 330.8 7.9 23.6 =9623.1 12 47.3
 
 
Strategy P/E Ratio=20 (X) P/E to=20
EPS
Est. Growth (X)		 Hist.
EPS Growth (%)		 Estimated
Long-Term
EPS Growth = (%)		 Market=20
Cap.
($ Million)		 52-Week
Relative
Strength=20 (%
 
=
Growth=20 & Value
Buf= fett=97Hagstrom 26.8 1.4 17.7 16.9 2,979 37
Buffe= ttology=97EPS=20 Growth 22.6 1.2 26.2 18.7 2,043 34
Buffe= ttology=97Sustainable=20 Growth 28.7 1.3 24.6 20.6 2,799 17
Phili= p=20 Fisher 15.2 0.4 66.2 28 972 =9630
Peter = Lynch 8.6 1.7 32 7.5 35 55
Obe= rweis=20 Octagon 11.9 0.5 50.7 25 146 249
O=92Sh= aughnessy=97Growth 19.2 0.9 15.5 18 355 224
Low=20 Price-to-Sales 17.3 1.2 1.7 16.9 200 38
Stoc= k=20 Market Winners 13.1 1.2 22.3 11.8 42 80
T= .=20 Rowe Price 11.2 0.8 24 18.2 451 48
Jo= hn=20 Templeton 19.3 1 24.9 18.8 2,086 12
Value= =20 on the Move=97PEG With Est Growth 13.9 0.8 23.9 15 653 81
Value= =20 on the Move=97PEG With Hist Growth 13.8 1 24 13 220 77
Ralp= h=20 Wanger 17.7 1.1 41.7 16 407 31
Martin= =20 Zweig 16 0.8 30.1 16.7 518 85
Growth
Ri= chard=20 Driehaus 52.5 0.9 10.8 34 384 88
Inve$tW= are=20 Quality Growth 29.9 1.3 31.3 20.9 3,301 28
Return=20 on Equity 24.7 1 36.2 21.7 966 39
Will= iam=20 O=92Neil=92s CANSLIM 17.1 1.3 34.8 14.6 46773
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