From: owner-canslim-digest@lists.xmission.com (canslim-digest) To: canslim-digest@lists.xmission.com Subject: canslim-digest V2 #2749 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 Thursday, August 8 2002 Volume 02 : Number 2749 In this issue: [CANSLIM] Zillagirl Part 2 Re: [CANSLIM] Identifying NEW leaders Re: [CANSLIM] Identifying NEW leaders Re: [CANSLIM] Identifying NEW leaders ---------------------------------------------------------------------- Date: Thu, 8 Aug 2002 04:57:22 EDT From: RWElmer@aol.com Subject: [CANSLIM] Zillagirl Part 2 - --part1_55.2b711bf2.2a838c72_boundary Content-Type: text/plain; charset="US-ASCII" Content-Transfer-Encoding: 7bit Hello again, Was just catching up on "Today In IBD" and ran across an article that seemed tailor made for the themes discussed on this Board Wednesday. Assuming you have Online access to IBD, at www.investors.com, click the Smart Investor link under Today In IBD. The first article is entitled, "Use 'My Stock Lists' To Track Market." It's right along the lines of the process I briefly described, but with the details fleshed in. It even talks a little about using Excel spreadsheets in conjunction with your Watchlists. Opportunity presents itself. Here's the direct address to the article, but you'll have to sign in: http://www.investors.com/editorial/web00.asp?v=8/8 Good luck! Robert W. Elmer - --part1_55.2b711bf2.2a838c72_boundary Content-Type: text/html; charset="US-ASCII" Content-Transfer-Encoding: 7bit Hello again,

Was just catching up on "Today In IBD" and ran across an article that seemed tailor made for the themes discussed on this Board Wednesday. Assuming you have Online access to IBD, at www.investors.com, click the Smart Investor link under Today In IBD. The first article is entitled, "Use 'My Stock Lists' To Track Market." It's right along the lines of the process I briefly described, but with the details fleshed in. It even talks a little about using Excel spreadsheets in conjunction with your Watchlists. Opportunity presents itself.

Here's the direct address to the article, but you'll have to sign in: http://www.investors.com/editorial/web00.asp?v=8/8

Good luck!

Robert W. Elmer
- --part1_55.2b711bf2.2a838c72_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: Thu, 8 Aug 2002 07:56:35 -0400 From: "Jim Daniels" Subject: Re: [CANSLIM] Identifying NEW leaders This is a multi-part message in MIME format. - ------=_NextPart_000_0112_01C23EB1.1DF4A120 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable Good Morning, I have been a long time lurker to this group and finally found something = I knew a little about. I work for a company that competes with CBI. = CBI is the leader in the tank erection field. There recent purchases of = PDM and Howe Baker has increased their sales and profit margins. Since = I know how competitive this field is, I probably would never invest in = CBI. CBI is in a very mature, highly competitive market and I don't = really see them growing at a very rapid rate. Since I've been lurking for a while, I wanted to thank some of the = regulars for their intelligent discussion concerning CANSLIM. I enjoy = my morning coffe with expert commentary from Katherine, Tom, Duke, and = many others. Thanks for your insight. Jim ----- Original Message -----=20 From: Winston Little=20 To: canslim@lists.xmission.com=20 Sent: Wednesday, August 07, 2002 4:45 PM Subject: Re: [CANSLIM] Identifying NEW leaders CBI was offered for comment. My viiews are: Earnings cause some concern. Q4 of 2000 had a substantial loss of (-$4.18) and Q2 of 2001 also had = a loss of (-$0.13). The last four quarters were all positive and strong ($1.91), but I = could not find a pattern in the flow of earnings. Revenues grew in all four quarters of 2000 and 2001, then fell in Q1 = and Q2 of 2002, again making me uneasy. Looking at the price-volume chart, I see relatively light trading (I = prefer at least 80,000 to 100,000 shares/day). Some increase occurs at about 02 July, but on an irregular basis. Price had been falling from 14 May until 23 July, then turned up. Last three days were down. Next I looked at a three year and a five year chart. Extrapolation on both of these imply that the next move is down. In summary: C=3D quarterly eps growing but irregular A=3D growing in last two years (this smoothes out the irregular = quarters) N=3D Moved from bridge building to newer storage tanks including use = for cryogenic and microelectronics S =3D ???? 21 million shares outstanding (47,000 traded/day). Market = Cap =3D $549 million. L =3D Is #2 in group #63 I =3D appears a little weak ( but they have been sneaking in since 02 = July) M=3D Quick rotating market I need to see a little more action up or down before I would commit = or avoid this one, but it is certainly a good candidate to watch. ----- Original Message -----=20 From: Ian=20 To: canslim@lists.xmission.com=20 Sent: Wednesday, August 07, 2002 3:38 PM Subject: Re: [CANSLIM] Identifying NEW leaders In light of the fact that these are extraordinary times, I'll throw = one out with a terribly ugly chart, but very solid current and forward = CANSLIM fundamentals ... (and besides, I love their name - the Engineer = in me has always wanted to buy stocks like this): CBI-NYSE, Chicago = Bridge and Iron I am particularly intrigued by the combination of a strong grwing = backlog, relatively low historical valuation and a sustained recent = increase in ADV. However, the chart is awful. Any opinions on this one? Ian BTW - I qualify these as 'extraordinary times' because I've had no = trouble finding strong groups/sectors/stocks at any point in the last = few years, until this past June. It amazes me that everything can be = weak simultaneously. ----- Original Message -----=20 From: Vanchee1@aol.com=20 To: canslim@lists.xmission.com=20 Sent: Wednesday, August 07, 2002 11:38 AM Subject: Re: [CANSLIM] Identifying NEW leaders Here is one similar to CHTT, what do you think. DLI, Rev last qtr of 93 mil, EPS of .53, dept/equity .97, shrs = out 8.6, float 4.7 CHTT Rev last qtr of 58 mil, EPS of .58, dept/equity 4.03, shrs = out 9.5, float 8.1 CHTT does have double the margin but much more dept. comments Chris - ------=_NextPart_000_0112_01C23EB1.1DF4A120 Content-Type: text/html; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable

Good Morning,

I have been a long time lurker to this = group and=20 finally found something I knew a little about. I work for a = company that=20 competes with CBI. CBI is the leader in the tank erection = field. =20 There recent purchases of PDM and Howe Baker has increased their sales = and=20 profit margins. Since I know how competitive this field is, I = probably would never invest in CBI. CBI is in a very mature, = highly=20 competitive market and I don't really see them growing at a very rapid=20 rate.

Since I've been lurking for a while, I = wanted to=20 thank some of the regulars for their intelligent discussion concerning=20 CANSLIM. I enjoy my morning coffe with expert commentary from = Katherine,=20 Tom, Duke, and many others.

Thanks for your insight.

Jim

----- Original Message -----
From:=20 Winston=20 Little
To: canslim@lists.xmission.com=

Sent: Wednesday, August 07, = 2002 4:45=20 PM

Subject: Re: [CANSLIM] = Identifying NEW=20 leaders

CBI was offered for comment.

My viiews are:

Earnings cause some concern.

Q4 of 2000 had a substantial loss of (-$4.18) = and Q2=20 of 2001 also had a loss of (-$0.13).

The last four quarters were all positive and = strong ($1.91),=20 but I could not find a pattern in the flow of earnings.

Revenues grew in all four quarters of 2000 and = 2001, then=20 fell in Q1 and Q2 of 2002, again making me uneasy.

Looking at the price-volume chart, I see = relatively light=20 trading (I prefer at least 80,000 to 100,000 = shares/day).

Some increase occurs at about 02 July, but on an = irregular=20 basis.

Price had been falling from 14 May until 23 July, = then=20 turned up.

Last three days were down.

Next I looked at a three year and a five year=20 chart.

Extrapolation on both of these imply that the next = move is=20 down.

In summary:

C=3D quarterly eps growing but = irregular

A=3D growing in last two years (this smoothes out = the=20 irregular quarters)

N=3D Moved from bridge building to newer storage = tanks=20 including use for cryogenic and microelectronics

S =3D ???? 21 million shares = outstanding (47,000=20 traded/day). Market Cap =3D $549 million.

L =3D Is #2 in group #63

I =3D appears a little weak ( but they have been = sneaking in=20 since 02 July)

M=3D Quick rotating market

I need to see a little more action up or = down before I=20 would commit or avoid this one, but it is certainly a good = candidate to=20 watch.

----- Original Message -----
From:=20 Ian =
To: canslim@lists.xmission.com= =20

Sent: Wednesday, August 07, = 2002 3:38=20 PM

Subject: Re: [CANSLIM] = Identifying NEW=20 leaders

In light of the fact that these are = extraordinary times,=20 I'll throw one out with a terribly ugly chart, but very solid = current and=20 forward CANSLIM fundamentals ... (and besides, I love their name - = the=20 Engineer in me has always wanted to buy stocks like this): CBI-NYSE, = Chicago=20 Bridge and Iron

I am particularly intrigued by the combination = of a strong=20 grwing backlog, relatively low historical valuation and a sustained = recent=20 increase in ADV. However, the chart is awful. Any opinions on this=20 one?

Ian

BTW - I qualify these as 'extraordinary times' = because=20 I've had no trouble finding strong groups/sectors/stocks at any = point in the=20 last few years, until this past June. It amazes me that everything = can be=20 weak simultaneously.

----- Original Message ----- =
From:=20 Vanchee1@aol.com
To: canslim@lists.xmission.com= =20

Sent: Wednesday, August 07, = 2002=20 11:38 AM

Subject: Re: [CANSLIM] = Identifying=20 NEW leaders

Here is one = similar to=20 CHTT, what do you think.

DLI, Rev last qtr of 93 mil, = EPS of=20 .53, dept/equity .97, shrs out 8.6, float 4.7

CHTT Rev last = qtr of=20 58 mil, EPS of .58, dept/equity 4.03, shrs out 9.5, float = 8.1

CHTT=20 does have double the margin but much more dept.=20 = comments

Chris

- ------=_NextPart_000_0112_01C23EB1.1DF4A120-- - - - -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: Thu, 8 Aug 2002 08:01:58 -0400 From: "Tom Worley" Subject: Re: [CANSLIM] Identifying NEW leaders This is a multi-part message in MIME format. - ------=_NextPart_000_0262_01C23EB1.DE864470 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable Welcome to the group, Jim, and thanks for the contribution. Maybe now = that you are no longer a lurker, we will hear from you more often. You = might be surprised at what you know and don't realize it. - ----- Original Message -----=20 From: Jim Daniels=20 To: canslim@lists.xmission.com=20 Sent: Thursday, August 08, 2002 7:56 AM Subject: Re: [CANSLIM] Identifying NEW leaders Good Morning, I have been a long time lurker to this group and finally found something = I knew a little about. I work for a company that competes with CBI. = CBI is the leader in the tank erection field. There recent purchases of = PDM and Howe Baker has increased their sales and profit margins. Since = I know how competitive this field is, I probably would never invest in = CBI. CBI is in a very mature, highly competitive market and I don't = really see them growing at a very rapid rate. Since I've been lurking for a while, I wanted to thank some of the = regulars for their intelligent discussion concerning CANSLIM. I enjoy = my morning coffe with expert commentary from Katherine, Tom, Duke, and = many others. Thanks for your insight. Jim ----- Original Message -----=20 From: Winston Little=20 To: canslim@lists.xmission.com=20 Sent: Wednesday, August 07, 2002 4:45 PM Subject: Re: [CANSLIM] Identifying NEW leaders CBI was offered for comment. My viiews are: Earnings cause some concern. Q4 of 2000 had a substantial loss of (-$4.18) and Q2 of 2001 also had = a loss of (-$0.13). The last four quarters were all positive and strong ($1.91), but I = could not find a pattern in the flow of earnings. Revenues grew in all four quarters of 2000 and 2001, then fell in Q1 = and Q2 of 2002, again making me uneasy. Looking at the price-volume chart, I see relatively light trading (I = prefer at least 80,000 to 100,000 shares/day). Some increase occurs at about 02 July, but on an irregular basis. Price had been falling from 14 May until 23 July, then turned up. Last three days were down. Next I looked at a three year and a five year chart. Extrapolation on both of these imply that the next move is down. In summary: C=3D quarterly eps growing but irregular A=3D growing in last two years (this smoothes out the irregular = quarters) N=3D Moved from bridge building to newer storage tanks including use = for cryogenic and microelectronics S =3D ???? 21 million shares outstanding (47,000 traded/day). Market = Cap =3D $549 million. L =3D Is #2 in group #63 I =3D appears a little weak ( but they have been sneaking in since 02 = July) M=3D Quick rotating market I need to see a little more action up or down before I would commit = or avoid this one, but it is certainly a good candidate to watch. ----- Original Message -----=20 From: Ian=20 To: canslim@lists.xmission.com=20 Sent: Wednesday, August 07, 2002 3:38 PM Subject: Re: [CANSLIM] Identifying NEW leaders In light of the fact that these are extraordinary times, I'll throw = one out with a terribly ugly chart, but very solid current and forward = CANSLIM fundamentals ... (and besides, I love their name - the Engineer = in me has always wanted to buy stocks like this): CBI-NYSE, Chicago = Bridge and Iron I am particularly intrigued by the combination of a strong grwing = backlog, relatively low historical valuation and a sustained recent = increase in ADV. However, the chart is awful. Any opinions on this one? Ian BTW - I qualify these as 'extraordinary times' because I've had no = trouble finding strong groups/sectors/stocks at any point in the last = few years, until this past June. It amazes me that everything can be = weak simultaneously. ----- Original Message -----=20 From: Vanchee1@aol.com=20 To: canslim@lists.xmission.com=20 Sent: Wednesday, August 07, 2002 11:38 AM Subject: Re: [CANSLIM] Identifying NEW leaders Here is one similar to CHTT, what do you think. DLI, Rev last qtr of 93 mil, EPS of .53, dept/equity .97, shrs = out 8.6, float 4.7 CHTT Rev last qtr of 58 mil, EPS of .58, dept/equity 4.03, shrs = out 9.5, float 8.1 CHTT does have double the margin but much more dept. comments Chris - ------=_NextPart_000_0262_01C23EB1.DE864470 Content-Type: text/html; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable

Welcome to the group, Jim, and thanks for the=20 contribution. Maybe now that you are no longer a lurker, we will hear = from you=20 more often. You might be surprised at what you know and don't realize=20 it.

----- Original Message -----=20

From: Jim Daniels

To: canslim@lists.xmission.com=

Sent: Thursday, August 08, 2002 7:56 AM

Subject: Re: [CANSLIM] Identifying NEW leaders

Good Morning,

Thanks for your insight.

Jim

----- Original Message -----
From:=20 Winston=20 Little
To: canslim@lists.xmission.com=

Sent: Wednesday, August 07, = 2002 4:45=20 PM

Subject: Re: [CANSLIM] = Identifying NEW=20 leaders

CBI was offered for comment.

My viiews are:

Earnings cause some concern.

Q4 of 2000 had a substantial loss of (-$4.18) = and Q2=20 of 2001 also had a loss of (-$0.13).

The last four quarters were all positive and = strong ($1.91),=20 but I could not find a pattern in the flow of earnings.

Revenues grew in all four quarters of 2000 and = 2001, then=20 fell in Q1 and Q2 of 2002, again making me uneasy.

Looking at the price-volume chart, I see = relatively light=20 trading (I prefer at least 80,000 to 100,000 = shares/day).

Some increase occurs at about 02 July, but on an = irregular=20 basis.

Price had been falling from 14 May until 23 July, = then=20 turned up.

Last three days were down.

Next I looked at a three year and a five year=20 chart.

Extrapolation on both of these imply that the next = move is=20 down.

In summary:

C=3D quarterly eps growing but = irregular

A=3D growing in last two years (this smoothes out = the=20 irregular quarters)

N=3D Moved from bridge building to newer storage = tanks=20 including use for cryogenic and microelectronics

S =3D ???? 21 million shares = outstanding (47,000=20 traded/day). Market Cap =3D $549 million.

L =3D Is #2 in group #63

I =3D appears a little weak ( but they have been = sneaking in=20 since 02 July)

M=3D Quick rotating market

I need to see a little more action up or = down before I=20 would commit or avoid this one, but it is certainly a good = candidate to=20 watch.

----- Original Message -----
From:=20 Ian =
To: canslim@lists.xmission.com= =20

Sent: Wednesday, August 07, = 2002 3:38=20 PM

Subject: Re: [CANSLIM] = Identifying NEW=20 leaders

In light of the fact that these are = extraordinary times,=20 I'll throw one out with a terribly ugly chart, but very solid = current and=20 forward CANSLIM fundamentals ... (and besides, I love their name - = the=20 Engineer in me has always wanted to buy stocks like this): CBI-NYSE, = Chicago=20 Bridge and Iron

I am particularly intrigued by the combination = of a strong=20 grwing backlog, relatively low historical valuation and a sustained = recent=20 increase in ADV. However, the chart is awful. Any opinions on this=20 one?

Ian

BTW - I qualify these as 'extraordinary times' = because=20 I've had no trouble finding strong groups/sectors/stocks at any = point in the=20 last few years, until this past June. It amazes me that everything = can be=20 weak simultaneously.

----- Original Message ----- =
From:=20 Vanchee1@aol.com
To: canslim@lists.xmission.com= =20

Sent: Wednesday, August 07, = 2002=20 11:38 AM

Subject: Re: [CANSLIM] = Identifying=20 NEW leaders

Here is one = similar to=20 CHTT, what do you think.

DLI, Rev last qtr of 93 mil, = EPS of=20 .53, dept/equity .97, shrs out 8.6, float 4.7

CHTT Rev last = qtr of=20 58 mil, EPS of .58, dept/equity 4.03, shrs out 9.5, float = 8.1

CHTT=20 does have double the margin but much more dept.=20 = comments

Chris

- ------=_NextPart_000_0262_01C23EB1.DE864470-- - - - -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: Thu, 8 Aug 2002 09:00:55 -0400 From: "Winston Little" Subject: Re: [CANSLIM] Identifying NEW leaders This is a multi-part message in MIME format. - ------=_NextPart_000_004C_01C23EBA.1ADB1600 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable Jim: Thanks for your input on CBI. You have added information that I do not and would not have available. Your input has allowed me to firm up my rudimentary assessment of the = company. I do hope that there will be more input from you in the future on other = items. ----- Original Message -----=20 From: Jim Daniels=20 To: canslim@lists.xmission.com=20 Sent: Thursday, August 08, 2002 7:56 AM Subject: Re: [CANSLIM] Identifying NEW leaders Good Morning, I have been a long time lurker to this group and finally found = something I knew a little about. I work for a company that competes = with CBI. CBI is the leader in the tank erection field. There recent = purchases of PDM and Howe Baker has increased their sales and profit = margins. Since I know how competitive this field is, I probably would = never invest in CBI. CBI is in a very mature, highly competitive market = and I don't really see them growing at a very rapid rate. Since I've been lurking for a while, I wanted to thank some of the = regulars for their intelligent discussion concerning CANSLIM. I enjoy = my morning coffe with expert commentary from Katherine, Tom, Duke, and = many others. Thanks for your insight. Jim ----- Original Message -----=20 From: Winston Little=20 To: canslim@lists.xmission.com=20 Sent: Wednesday, August 07, 2002 4:45 PM Subject: Re: [CANSLIM] Identifying NEW leaders CBI was offered for comment. My viiews are: Earnings cause some concern. Q4 of 2000 had a substantial loss of (-$4.18) and Q2 of 2001 also = had a loss of (-$0.13). The last four quarters were all positive and strong ($1.91), but I = could not find a pattern in the flow of earnings. Revenues grew in all four quarters of 2000 and 2001, then fell in Q1 = and Q2 of 2002, again making me uneasy. Looking at the price-volume chart, I see relatively light trading (I = prefer at least 80,000 to 100,000 shares/day). Some increase occurs at about 02 July, but on an irregular basis. Price had been falling from 14 May until 23 July, then turned up. Last three days were down. Next I looked at a three year and a five year chart. Extrapolation on both of these imply that the next move is down. In summary: C=3D quarterly eps growing but irregular A=3D growing in last two years (this smoothes out the irregular = quarters) N=3D Moved from bridge building to newer storage tanks including use = for cryogenic and microelectronics S =3D ???? 21 million shares outstanding (47,000 traded/day). = Market Cap =3D $549 million. L =3D Is #2 in group #63 I =3D appears a little weak ( but they have been sneaking in since = 02 July) M=3D Quick rotating market I need to see a little more action up or down before I would commit = or avoid this one, but it is certainly a good candidate to watch. ----- Original Message -----=20 From: Ian=20 To: canslim@lists.xmission.com=20 Sent: Wednesday, August 07, 2002 3:38 PM Subject: Re: [CANSLIM] Identifying NEW leaders In light of the fact that these are extraordinary times, I'll = throw one out with a terribly ugly chart, but very solid current and = forward CANSLIM fundamentals ... (and besides, I love their name - the = Engineer in me has always wanted to buy stocks like this): CBI-NYSE, = Chicago Bridge and Iron I am particularly intrigued by the combination of a strong grwing = backlog, relatively low historical valuation and a sustained recent = increase in ADV. However, the chart is awful. Any opinions on this one? Ian BTW - I qualify these as 'extraordinary times' because I've had no = trouble finding strong groups/sectors/stocks at any point in the last = few years, until this past June. It amazes me that everything can be = weak simultaneously. ----- Original Message -----=20 From: Vanchee1@aol.com=20 To: canslim@lists.xmission.com=20 Sent: Wednesday, August 07, 2002 11:38 AM Subject: Re: [CANSLIM] Identifying NEW leaders Here is one similar to CHTT, what do you think. DLI, Rev last qtr of 93 mil, EPS of .53, dept/equity .97, shrs = out 8.6, float 4.7 CHTT Rev last qtr of 58 mil, EPS of .58, dept/equity 4.03, shrs = out 9.5, float 8.1 CHTT does have double the margin but much more dept. comments Chris - ------=_NextPart_000_004C_01C23EBA.1ADB1600 Content-Type: text/html; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable

Jim:

Thanks for your input on CBI.

You have added information that I do not and would = not have=20 available.

Your input has allowed me to firm up = my rudimentary=20 assessment of the company.

I do hope that there will be more input from you in = the future=20 on other items.

----- Original Message -----
From:=20 Jim Daniels =
To: canslim@lists.xmission.com=

Sent: Thursday, August 08, 2002 = 7:56=20 AM

Subject: Re: [CANSLIM] = Identifying NEW=20 leaders

Good Morning,

I have been a long time lurker to = this group and=20 finally found something I knew a little about. I work for a = company that=20 competes with CBI. CBI is the leader in the tank erection = field. =20 There recent purchases of PDM and Howe Baker has increased their sales = and=20 profit margins. Since I know how competitive this field is, = I=20 probably would never invest in CBI. CBI is in a very mature, = highly=20 competitive market and I don't really see them growing at a very rapid = rate.

Since I've been lurking for a while, = I wanted to=20 thank some of the regulars for their intelligent discussion concerning = CANSLIM. I enjoy my morning coffe with expert commentary from = Katherine,=20 Tom, Duke, and many others.

Thanks for your insight.

Jim

----- Original Message -----
From:=20 Winston=20 Little
To: canslim@lists.xmission.com= =20

Sent: Wednesday, August 07, = 2002 4:45=20 PM

Subject: Re: [CANSLIM] = Identifying NEW=20 leaders

CBI was offered for comment.

My viiews are:

Earnings cause some concern.

Q4 of 2000 had a substantial loss of (-$4.18) = and Q2=20 of 2001 also had a loss of (-$0.13).

The last four quarters were all positive and = strong=20 ($1.91), but I could not find a pattern in the flow of=20 earnings.

Revenues grew in all four quarters of 2000 and = 2001, then=20 fell in Q1 and Q2 of 2002, again making me uneasy.

Looking at the price-volume chart, I see = relatively light=20 trading (I prefer at least 80,000 to 100,000 = shares/day).

Some increase occurs at about 02 July, but on an = irregular=20 basis.

Price had been falling from 14 May until 23 = July, then=20 turned up.

Last three days were down.

Next I looked at a three year and a five year=20 chart.

Extrapolation on both of these imply that the = next move is=20 down.

In summary:

C=3D quarterly eps growing but = irregular

A=3D growing in last two years (this smoothes = out the=20 irregular quarters)

N=3D Moved from bridge building to newer storage = tanks=20 including use for cryogenic and microelectronics

S =3D ???? 21 million shares = outstanding (47,000=20 traded/day). Market Cap =3D $549 million.

L =3D Is #2 in group #63

I =3D appears a little weak ( but they have been = sneaking in=20 since 02 July)

M=3D Quick rotating market

I need to see a little more action up or = down before=20 I would commit or avoid this one, but it is certainly a good = candidate=20 to watch.

----- Original Message ----- =
From:=20 Ian =
To: canslim@lists.xmission.com= =20

Sent: Wednesday, August 07, = 2002 3:38=20 PM

Subject: Re: [CANSLIM] = Identifying=20 NEW leaders

In light of the fact that these are = extraordinary times,=20 I'll throw one out with a terribly ugly chart, but very solid = current and=20 forward CANSLIM fundamentals ... (and besides, I love their name - = the=20 Engineer in me has always wanted to buy stocks like this): = CBI-NYSE,=20 Chicago Bridge and Iron

I am particularly intrigued by the combination = of a=20 strong grwing backlog, relatively low historical valuation and a = sustained=20 recent increase in ADV. However, the chart is awful. Any opinions = on this=20 one?

Ian

BTW - I qualify these as 'extraordinary times' = because=20 I've had no trouble finding strong groups/sectors/stocks at any = point in=20 the last few years, until this past June. It amazes me that = everything can=20 be weak simultaneously.

----- Original Message ----- =
From:=20 Vanchee1@aol.com
To: canslim@lists.xmission.com= =20

Sent: Wednesday, August = 07, 2002=20 11:38 AM

Subject: Re: [CANSLIM] = Identifying=20 NEW leaders

Here is = one similar to=20 CHTT, what do you think.

DLI, Rev last qtr of 93 = mil, EPS=20 of .53, dept/equity .97, shrs out 8.6, float 4.7

CHTT Rev = last=20 qtr of 58 mil, EPS of .58, dept/equity 4.03, shrs out 9.5, float = 8.1

CHTT does have double the margin but much more dept.=20 = comments

Chris

- ------=_NextPart_000_004C_01C23EBA.1ADB1600-- - - - -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 #2749 ****************************** 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.