From: owner-canslim-digest@lists.xmission.com (canslim-digest) To: canslim-digest@lists.xmission.com Subject: canslim-digest V2 #3066 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, December 2 2002 Volume 02 : Number 3066 In this issue: [CANSLIM] VR Fund Re: [CANSLIM] VR Fund [CANSLIM] question? Re: [CANSLIM] question? Re: [CANSLIM] question? Re: [CANSLIM] NXTL, SXT Re: [CANSLIM] NXTL, SXT RE: computer / net security group (was Re: [CANSLIM] ROOM) ---------------------------------------------------------------------- Date: Sat, 30 Nov 2002 13:04:59 -0600 From: Gene Ricci Subject: [CANSLIM] VR Fund This is a multi-part message in MIME format. - ------=_NextPart_000_0114_01C29871.16B91570 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable Tom, is your VR fund accessible to view by the 'public'? Gene ----- Original Message -----=20 From: Tom Worley=20 To: canslim@lists.xmission.com=20 Sent: Friday, November 29, 2002 6:15 PM Subject: Re: [CANSLIM] SHORT SQUEEZE ??? not at all Karen. It is a mutual fund I manage at Marketocracy.com in = a 3 year competition with about 50,000 others. It is Virtual Reality = (hence the shorthand of VR), where everything is real except the money. You have = to meet the regulators rules on diversification and percentage level to maintain qualification. Trading must conform with the market, volume = of execution is limited to 10% of actual, price must also conform to = actual executions. I started off simply running a small cap tech fund, but = when they expanded the competition into sector grading, I shed most of my non-tech, and am now a small cap Info Technology fund, with about 84% = in that sector. ----- Original Message ----- From: "Karen White" To: Sent: Friday, November 29, 2002 5:51 PM Subject: Re: [CANSLIM] SHORT SQUEEZE ??? Tom, do you mind my asking what is your VR fund? thx, karen At 08:48 PM 11/25/2002 -0500, you wrote: >my VR Fund is smiling, up 94% now on this sweet one. > >----- Original Message ----- >From: Winston Little >To: canslim@lists.xmission.com >Sent: Monday, November 25, 2002 12:19 PM >Subject: [CANSLIM] SHORT SQUEEZE ??? > >A possible short squeeze on Web Link item???? > >10:14AM Neoware Systems squeeze possibly triggered by IBD mention = (NWRE) >20.05 +2.30: -- Update -- Advance in stock said to be triggered by >Investors Business Daily mention that stock has "moved closer to its = pivot >point of $18." ..... the technical breakout above its $19.50 one-yr = high >set Aug 29, which has triggered major short-covering in the stock. = Almost >31% of co's small 13 mln share float has been sold short. - -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. - ------=_NextPart_000_0114_01C29871.16B91570 Content-Type: text/html; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable
Tom, is your VR fund accessible to = view by the=20 'public'?
 
Gene
----- Original Message -----
From:=20 Tom=20 Worley
Sent: Friday, November 29, 2002 = 6:15=20 PM
Subject: Re: [CANSLIM] SHORT = SQUEEZE=20 ???

not at all Karen. It is a mutual fund I manage at=20 Marketocracy.com in a 3
year competition with about 50,000 others. = It is=20 Virtual Reality (hence the
shorthand of VR), where everything is = real=20 except the money. You have to
meet the regulators rules on = diversification=20 and percentage level to
maintain qualification. Trading must = conform with=20 the market, volume of
execution is limited to 10% of actual, price = must=20 also conform to actual
executions. I started off simply running a = small cap=20 tech fund, but when
they expanded the competition into sector = grading, I=20 shed most of my
non-tech, and am now a small cap Info Technology = fund, with=20 about 84% in
that sector.

----- Original Message = - -----
From:=20 "Karen White" <karenwhite7@charter.net>To:=20 <canslim@lists.xmission.com= >
Sent:=20 Friday, November 29, 2002 5:51 PM
Subject: Re: [CANSLIM] SHORT = SQUEEZE=20 ???


Tom, do you mind my asking what is your VR fund? thx,=20 karen

At 08:48 PM 11/25/2002 -0500, you wrote:
>my VR = Fund is=20 smiling, up 94% now on this sweet one.
>
>----- Original = Message=20 -----
>From: <Winston">mailto:wlittle1@peoplepc.co= m>Winston=20 Little
>To: <canslim@lists.xmission.com">mai= lto:canslim@lists.xmission.com>canslim@lists.xmission.com
>S= ent:=20 Monday, November 25, 2002 12:19 PM
>Subject: [CANSLIM] SHORT = SQUEEZE=20 ???
>
>A  possible short squeeze on Web Link =20 item????
>
>10:14AM Neoware Systems squeeze possibly = triggered by=20 IBD mention (NWRE)
>20.05 +2.30: -- Update -- Advance in stock = said to=20 be triggered by
>Investors Business Daily mention that stock has = "moved=20 closer to its pivot
>point of $18." ..... the technical breakout = above=20 its $19.50 one-yr high
>set Aug 29, which has triggered major=20 short-covering in the stock. Almost
>31% of co's small 13 mln = share=20 float has been sold short.


-
-To subscribe/unsubscribe, = email=20 "majordomo@xmission.com"
-In= =20 the email body, write "subscribe canslim" or
-"unsubscribe = canslim". =20 Do not use quotes in your email.



-
-To=20 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_0114_01C29871.16B91570-- - - - -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, 1 Dec 2002 07:44:02 -0500 From: "Tom Worley" Subject: Re: [CANSLIM] VR Fund This is a multi-part message in MIME format. - ------=_NextPart_000_002A_01C2990D.6AA7ED90 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable unfortunately not, unless I break into the top 100 in a category. I = think then you can see it as it looked at the end of a quarter, but = don't know if you would see it updated. - ----- Original Message -----=20 From: Gene Ricci=20 To: canslim@lists.xmission.com=20 Sent: Saturday, November 30, 2002 2:04 PM Subject: [CANSLIM] VR Fund Tom, is your VR fund accessible to view by the 'public'? Gene ----- Original Message -----=20 From: Tom Worley=20 To: canslim@lists.xmission.com=20 Sent: Friday, November 29, 2002 6:15 PM Subject: Re: [CANSLIM] SHORT SQUEEZE ??? not at all Karen. It is a mutual fund I manage at Marketocracy.com in = a 3 year competition with about 50,000 others. It is Virtual Reality = (hence the shorthand of VR), where everything is real except the money. You have = to meet the regulators rules on diversification and percentage level to maintain qualification. Trading must conform with the market, volume = of execution is limited to 10% of actual, price must also conform to = actual executions. I started off simply running a small cap tech fund, but = when they expanded the competition into sector grading, I shed most of my non-tech, and am now a small cap Info Technology fund, with about 84% = in that sector. ----- Original Message ----- From: "Karen White" To: Sent: Friday, November 29, 2002 5:51 PM Subject: Re: [CANSLIM] SHORT SQUEEZE ??? Tom, do you mind my asking what is your VR fund? thx, karen At 08:48 PM 11/25/2002 -0500, you wrote: >my VR Fund is smiling, up 94% now on this sweet one. > >----- Original Message ----- >From: Winston Little >To: canslim@lists.xmission.com >Sent: Monday, November 25, 2002 12:19 PM >Subject: [CANSLIM] SHORT SQUEEZE ??? > >A possible short squeeze on Web Link item???? > >10:14AM Neoware Systems squeeze possibly triggered by IBD mention = (NWRE) >20.05 +2.30: -- Update -- Advance in stock said to be triggered by >Investors Business Daily mention that stock has "moved closer to its = pivot >point of $18." ..... the technical breakout above its $19.50 one-yr = high >set Aug 29, which has triggered major short-covering in the stock. = Almost >31% of co's small 13 mln share float has been sold short. - -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. - ------=_NextPart_000_002A_01C2990D.6AA7ED90 Content-Type: text/html; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable
unfortunately not, unless I break into the top = 100 in a=20 category. I think then you can see it as it looked at the end of a = quarter, but=20 don't know if you would see it updated.
 
----- Original Message -----=20
From: Gene Ricci =
Sent: Saturday, November 30, 2002 2:04 PM
Subject: [CANSLIM] VR Fund

Tom, is your VR fund accessible to = view by the=20 'public'?
 
Gene
----- Original Message -----
From:=20 Tom=20 Worley
Sent: Friday, November 29, 2002 = 6:15=20 PM
Subject: Re: [CANSLIM] SHORT = SQUEEZE=20 ???

not at all Karen. It is a mutual fund I manage at=20 Marketocracy.com in a 3
year competition with about 50,000 others. = It is=20 Virtual Reality (hence the
shorthand of VR), where everything is = real=20 except the money. You have to
meet the regulators rules on = diversification=20 and percentage level to
maintain qualification. Trading must = conform with=20 the market, volume of
execution is limited to 10% of actual, price = must=20 also conform to actual
executions. I started off simply running a = small cap=20 tech fund, but when
they expanded the competition into sector = grading, I=20 shed most of my
non-tech, and am now a small cap Info Technology = fund, with=20 about 84% in
that sector.

----- Original Message = - -----
From:=20 "Karen White" <karenwhite7@charter.net>To:=20 <canslim@lists.xmission.com= >
Sent:=20 Friday, November 29, 2002 5:51 PM
Subject: Re: [CANSLIM] SHORT = SQUEEZE=20 ???


Tom, do you mind my asking what is your VR fund? thx,=20 karen

At 08:48 PM 11/25/2002 -0500, you wrote:
>my VR = Fund is=20 smiling, up 94% now on this sweet one.
>
>----- Original = Message=20 -----
>From: <Winston">mailto:wlittle1@peoplepc.co= m>Winston=20 Little
>To: <canslim@lists.xmission.com">mai= lto:canslim@lists.xmission.com>canslim@lists.xmission.com
>S= ent:=20 Monday, November 25, 2002 12:19 PM
>Subject: [CANSLIM] SHORT = SQUEEZE=20 ???
>
>A  possible short squeeze on Web Link =20 item????
>
>10:14AM Neoware Systems squeeze possibly = triggered by=20 IBD mention (NWRE)
>20.05 +2.30: -- Update -- Advance in stock = said to=20 be triggered by
>Investors Business Daily mention that stock has = "moved=20 closer to its pivot
>point of $18." ..... the technical breakout = above=20 its $19.50 one-yr high
>set Aug 29, which has triggered major=20 short-covering in the stock. Almost
>31% of co's small 13 mln = share=20 float has been sold short.


-
-To subscribe/unsubscribe, = email=20 "majordomo@xmission.com"
-In= =20 the email body, write "subscribe canslim" or
-"unsubscribe = canslim". =20 Do not use quotes in your email.



-
-To=20 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_002A_01C2990D.6AA7ED90-- - - - -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, 1 Dec 2002 09:05:22 -0500 From: "Tom Worley" Subject: [CANSLIM] question? any suggestions from the group as to which indexes best measure the performance of a small cap information technology growth fund? I am looking for an index that collectively includes each specific element, that is "small cap", "IT or at least technology", and "growth". I am also looking for a free source where I can download about 16 months of closing values on a number of indexes, including the Dow 30, Naz Comp, NYSE Comp, S&P 400 and 600, and Russell 2000. Daily or weekly (as of Friday) is fine. Tom Worley stkguru@bellsouth.net AIM: TexWorley - - - -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, 1 Dec 2002 09:22:08 -0600 From: "Katherine Malm" Subject: Re: [CANSLIM] question? This is a multi-part message in MIME format. - ------=_NextPart_000_039F_01C2991B.1F531320 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable Hi Tom, I'm not sure about your first question, but I've uploaded a freeware = Excel spreadsheet by Jonathan Jackel called Retriever that will allow = you to download unlimited quotes for any symbols of your choosing. I've = preloaded it with all the ETF and Index symbols that I track, so it's a = fairly complete list. You'll probably want to pare this list down to = only those for which you want to get quotes, as even over a DSL line, it = takes quite a while to download the info from Yahoo. Find it at http://WallStreet-LLC.com/canslim/Retriever.zip Katherine ----- Original Message -----=20 From: Tom Worley=20 To: CANSLIM=20 Sent: Sunday, December 01, 2002 8:05 AM Subject: [CANSLIM] question? any suggestions from the group as to which indexes best measure the performance of a small cap information technology growth fund? I am = looking for an index that collectively includes each specific element, that is "small cap", "IT or at least technology", and "growth". I am also looking for a free source where I can download about 16 = months of closing values on a number of indexes, including the Dow 30, Naz Comp, = NYSE Comp, S&P 400 and 600, and Russell 2000. Daily or weekly (as of = Friday) is fine. Tom Worley stkguru@bellsouth.net AIM: TexWorley - -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_039F_01C2991B.1F531320 Content-Type: text/html; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable
Hi Tom,
 
I'm not sure about your first question, but I've uploaded a = freeware Excel=20 spreadsheet by Jonathan Jackel called Retriever that will allow you to = download=20 unlimited quotes for any symbols of your choosing. I've preloaded it = with all=20 the ETF and Index symbols that I track, so it's a fairly complete list. = You'll=20 probably want to pare this list down to only those for which you want to = get=20 quotes, as even over a DSL line, it takes quite a while to download the = info=20 from Yahoo.
 
Find it at http://WallStree= t-LLC.com/canslim/Retriever.zip
 
Katherine
----- Original Message -----
From:=20 Tom=20 Worley
To: CANSLIM
Sent: Sunday, December 01, 2002 = 8:05=20 AM
Subject: [CANSLIM] = question?

any suggestions from the group as to which indexes best = measure=20 the
performance of a small cap information technology growth fund? = I am=20 looking
for an index that collectively includes each specific = element, that=20 is
"small cap", "IT or at least technology", and "growth".

I = am also=20 looking for a free source where I can download about 16 months = of
closing=20 values on a number of indexes, including the Dow 30, Naz Comp, = NYSE
Comp,=20 S&P 400 and 600, and Russell 2000. Daily or weekly (as of Friday)=20 is
fine.

Tom Worley
stkguru@bellsouth.net
AIM:=20 TexWorley



-
-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_039F_01C2991B.1F531320-- - - - -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, 1 Dec 2002 10:26:18 -0500 From: "Tom Worley" Subject: Re: [CANSLIM] question? This is a multi-part message in MIME format. - ------=_NextPart_000_0104_01C29924.160FECD0 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable thanks Katherine, I will check it out. - ----- Original Message -----=20 From: Katherine Malm=20 To: canslim@lists.xmission.com=20 Sent: Sunday, December 01, 2002 10:22 AM Subject: Re: [CANSLIM] question? Hi Tom, I'm not sure about your first question, but I've uploaded a freeware = Excel spreadsheet by Jonathan Jackel called Retriever that will allow = you to download unlimited quotes for any symbols of your choosing. I've = preloaded it with all the ETF and Index symbols that I track, so it's a = fairly complete list. You'll probably want to pare this list down to = only those for which you want to get quotes, as even over a DSL line, it = takes quite a while to download the info from Yahoo. Find it at http://WallStreet-LLC.com/canslim/Retriever.zip Katherine ----- Original Message -----=20 From: Tom Worley=20 To: CANSLIM=20 Sent: Sunday, December 01, 2002 8:05 AM Subject: [CANSLIM] question? any suggestions from the group as to which indexes best measure the performance of a small cap information technology growth fund? I am = looking for an index that collectively includes each specific element, that is "small cap", "IT or at least technology", and "growth". I am also looking for a free source where I can download about 16 = months of closing values on a number of indexes, including the Dow 30, Naz Comp, = NYSE Comp, S&P 400 and 600, and Russell 2000. Daily or weekly (as of = Friday) is fine. Tom Worley stkguru@bellsouth.net AIM: TexWorley - -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_0104_01C29924.160FECD0 Content-Type: text/html; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable
thanks Katherine, I will check it = out.
 
----- Original Message -----=20
From: Katherine Malm=20
Sent: Sunday, December 01, 2002 10:22 AM
Subject: Re: [CANSLIM] question?

Hi Tom,
 
I'm not sure about your first question, but I've uploaded a = freeware Excel=20 spreadsheet by Jonathan Jackel called Retriever that will allow you to = download=20 unlimited quotes for any symbols of your choosing. I've preloaded it = with all=20 the ETF and Index symbols that I track, so it's a fairly complete list. = You'll=20 probably want to pare this list down to only those for which you want to = get=20 quotes, as even over a DSL line, it takes quite a while to download the = info=20 from Yahoo.
 
Find it at http://WallStree= t-LLC.com/canslim/Retriever.zip
 
Katherine
----- Original Message -----
From:=20 Tom=20 Worley
To: CANSLIM
Sent: Sunday, December 01, 2002 = 8:05=20 AM
Subject: [CANSLIM] = question?

any suggestions from the group as to which indexes best = measure=20 the
performance of a small cap information technology growth fund? = I am=20 looking
for an index that collectively includes each specific = element, that=20 is
"small cap", "IT or at least technology", and "growth".

I = am also=20 looking for a free source where I can download about 16 months = of
closing=20 values on a number of indexes, including the Dow 30, Naz Comp, = NYSE
Comp,=20 S&P 400 and 600, and Russell 2000. Daily or weekly (as of Friday)=20 is
fine.

Tom Worley
stkguru@bellsouth.net
AIM:=20 TexWorley



-
-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_0104_01C29924.160FECD0-- - - - -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, 1 Dec 2002 21:39:14 -0500 From: "Jeff Mulder" Subject: Re: [CANSLIM] NXTL, SXT SXT is in a better buying position now than a week ago. Price has tightened up nicely while clarifying short-term support. However, as Tom pointed out, you probably won't get much juice from this one. SXT's group looks good. The Media General Industry Average is consolidating at new highs. - - Jeff - ----- Original Message ----- From: To: Sent: Saturday, November 23, 2002 5:14 PM Subject: [CANSLIM] NXTL, SXT > Looking for a little feed back, but heres my thoughts, thinking about buying > these two Mon. > SXT 84/90 BAA, I like the chart, not too extended at this point. Volume has > been slightly higher but not real great. Earning are good and they have been > buying smaller companies that will provide some synergies. I know there are > 47 mil shares outstanding but do not know what the float is, if anyone has a > link to where I can find the float on different companies please post, > thanks. > > NXTL 80/99 ADA, chart also looks good, earnings are getting better, and the > company is doing a good job of paying down dept. > > Any feed back is appreciated. > > Thanks Chris > > - > -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: Sun, 1 Dec 2002 21:04:41 -0600 From: "Norman Boyd" Subject: Re: [CANSLIM] NXTL, SXT Jeff, May I ask why you are interested in this stock? From my view point there are many better looking charts and fundamentals out there than this one. Just curious. Norm - ----- Original Message ----- From: "Jeff Mulder" To: Sent: Sunday, December 01, 2002 8:39 PM Subject: Re: [CANSLIM] NXTL, SXT > SXT is in a better buying position now than a week ago. Price has tightened > up nicely while clarifying short-term support. However, as Tom pointed out, > you probably won't get much juice from this one. > > SXT's group looks good. The Media General Industry Average is consolidating > at new highs. > > - Jeff > > ----- Original Message ----- > From: > To: > Sent: Saturday, November 23, 2002 5:14 PM > Subject: [CANSLIM] NXTL, SXT > > > > Looking for a little feed back, but heres my thoughts, thinking about > buying > > these two Mon. > > SXT 84/90 BAA, I like the chart, not too extended at this point. Volume > has > > been slightly higher but not real great. Earning are good and they have > been > > buying smaller companies that will provide some synergies. I know there > are > > 47 mil shares outstanding but do not know what the float is, if anyone has > a > > link to where I can find the float on different companies please post, > > thanks. > > > > NXTL 80/99 ADA, chart also looks good, earnings are getting better, and > the > > company is doing a good job of paying down dept. > > > > Any feed back is appreciated. > > > > Thanks Chris > > > > - > > -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. ------------------------------ Date: Mon, 2 Dec 2002 10:23:06 -0600 From: "Kelly Short" Subject: RE: computer / net security group (was Re: [CANSLIM] ROOM) Tom, If I were interested in the network security group would you recommend = finding a fund that tracks these stocks (and if so, do you know of one) = or has the train left the station? Kelly - -----Original Message----- From: Tom Worley [mailto:stkguru@bellsouth.net] Sent: Thursday, November 21, 2002 10:32 PM To: canslim@lists.xmission.com Subject: computer / net security group (was Re: [CANSLIM] ROOM) no problem, Kelly, I am so brain dead so much of the time lately that I sometimes need a name tag just to know who I am. I forgot about the = comment below. I am very pleased with the security group, being up 7.6% today for the portfolio (despite one outside the group I bot today that went down), = and gaining nearly as much yesterday as well. My VR Fund also benefited, = owning some of the same stocks, popping up over 4.5%. It was a risk for me to = go totally into one sector, never did that before, nor was I ever a "group follower". So naturally I am pleased as punch that (so far) I look like = a genius (ok, so I am not very humble when I am proven right, at least temporarily, you got to grab glory when you can). I am a risk taker, so I was looking at the group well before it was = highly ranked. The stocks I bought were mostly in the RS 30 to 50 at the time. = Even now, several are only up into the 70 or so range, and almost all are = still well under highs set earlier this year, so still have overhead = resistance, especially now that we are entering tax related selling times. On the other hand, I am a long term investor, and bought these for 18 = months or so out, so I was not so concerned at entering them at a "perfect" = price. Naturally, like any investor, I always like to be up on trade date, and = I was. But since got back to almost the cost of commissions to return to = 100% cash, which was not pleasant. From everything I read, this is one of the = few sectors that is expanding sales during a stagnant economy, and is also expected to be one of the first ones to benefit when corporations again start spending on IT products. So I remain quite positive on this = sector. - ----- Original Message ----- From: "Kelly Short" To: Sent: Thursday, November 21, 2002 9:44 AM Subject: RE: [CANSLIM] ROOM Tom, Forgive me- was not trying to box you into a corner. You speak = "positively" of the internet / computer security group. Do you still (today) speak positively of these groups or would you say their steam has been = expelled? Kelly - -----Original Message----- From: Tom Worley [mailto:stkguru@bellsouth.net] Sent: Wednesday, November 20, 2002 8:50 PM To: canslim@lists.xmission.com Subject: Re: [CANSLIM] ROOM I don't recall saying any particular about the e-commerce sector. I did speak positively of the internet / computer security groups. - ----- Original Message ----- From: "Kelly Short" To: Sent: Wednesday, November 20, 2002 4:19 PM Subject: RE: [CANSLIM] ROOM Tom, If I remember correctly you suggested a move in the e-commerce realm a = few weeks ago- would you still advise the same today? Kelly - -----Original Message----- From: Tom Worley [mailto:stkguru@bellsouth.net] Sent: Tuesday, November 19, 2002 6:07 AM To: canslim@lists.xmission.com Subject: Re: [CANSLIM] ROOM Norm, the internet e-commerce group has been strong lately, hence the = group RS of 93 now. Others in the top six are AMZN, EXPE, UOPX, GYI, & TREE. - ----- Original Message ----- From: "Norman Boyd" To: Sent: Monday, November 18, 2002 10:41 PM Subject: [CANSLIM] ROOM Anyone else notice this one did what SYMC did. Specifically, a low vol breakout from a handle. SYMC immediately pulled back on below-avg-vol. Norm - - - -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. ------------------------------ End of canslim-digest V2 #3066 ****************************** 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.