From: owner-canslim-digest@lists.xmission.com (canslim-digest) To: canslim-digest@lists.xmission.com Subject: canslim-digest V2 #99 Reply-To: canslim Sender: owner-canslim-digest@lists.xmission.com Errors-To: owner-canslim-digest@lists.xmission.com Precedence: bulk canslim-digest Tuesday, January 27 1998 Volume 02 : Number 099 In this issue: RE: [CANSLIM] bob brinker's commentary [CANSLIM] BELF [CANSLIM] LLUR Re: [CANSLIM] THRX forming handle? Re: [CANSLIM] Content of group/frequency of postings. Re: [CANSLIM] BELF [CANSLIM] BMO FW: [CANSLIM] ASTSF - C/H Breakout [CANSLIM] Quarterly Earnings [CANSLIM] MERQ Re: [CANSLIM] ACTC RE: [CANSLIM] Quarterly Earnings Re: [CANSLIM] bob brinker's commentary RE: [CANSLIM] ASTSF - C/H Breakout RE: [CANSLIM] Content of group/frequency of postings. Re: [CANSLIM] Content of group/frequency of postings. Re: [CANSLIM] Content of group/frequency of postings. Re: [CANSLIM] LTBG [CANSLIM] Joke. Could not resist to send to Canslim. Re: [CANSLIM] Content of group/frequency of postings. RE: [CANSLIM] Quarterly Earnings RE: [CANSLIM] ACTC RE: [CANSLIM] ACTC Re: [CANSLIM] CPQ & DEC [CANSLIM] Economic Calendar week of January 26, 1998 ---------------------------------------------------------------------- Date: Tue, 27 Jan 1998 10:42:25 -0800 From: Mike Lucero Subject: RE: [CANSLIM] bob brinker's commentary Bob Brinker thought that if Clinton were guilty of perjury, there were three alternatives: 1. He resigns and Gore takes over - a one-day blip for the market 2. He is impeached - a horrible thing for the country and the market 3. He isn't impeached for political reasons, and serves a lame duck presidency - I can't remember what Bob said about this Mike Lucero On Tuesday, January 27, 1998 6:16 AM, Jeremy Watts [SMTP:jwatts@u.washington.edu] wrote: > Folks -- > > I noticed that Bob Brinker, the radio stock market talk-host, was > mentioned in today's post: > > "... Bob Brinker thinks this could be a big deal for the stock > market, unless he [Clinton] resigns and Gore takes over." > > I haven't listened to Brinker in a year or more, but I always found his > advice and judgment pretty sound. Can you expand on how Brinker feels the > current Clinton scandal will affect the stock market (a little or a lot?), > and what he thinks would happen to the market (a) if the scandal were to > become protracted or (b) if it began to look like Gore was going to be > president? > > PS: Just curious: does the CANSLIM approach to the market have a place > for inputting political crises into its forecasting outlook? -- can't > remember WON mentioning Washington, D.C. in his book (except the Fed). > > Thanks, > > -- Jeremy > > > > - - ------------------------------ Date: Tue, 27 Jan 1998 11:16:45 -0800 (PST) From: Anindo Majumdar Subject: [CANSLIM] BELF What do people think of BELF ? Does it meet the canslim criteria ? Anindo - - ------------------------------ Date: Tue, 27 Jan 1998 11:13:46 -0800 From: Komkit Tukovinit Subject: [CANSLIM] LLUR I second that... ========================================== Date: Mon, 26 Jan 1998 09:46:26 -0600 From: "Eric Boller" Subject: [CANSLIM] LLUR This is a multi-part message in MIME format. - - ------=_NextPart_000_0015_01BD2A3F.450CB990 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable There has been a lot of talk about LLUR which is a term I had never heard of until this list. Can someone give a detailed overview of what this pattern is about. I thought someone talked about it being Lower Left Upper Right, but that sounds a little simplistic. Are there further details? Thanks Eric - - ------------------------------ Date: Tue, 27 Jan 1998 11:51:47 -0800 From: "Patrick Wahl" Subject: Re: [CANSLIM] THRX forming handle? > From: "Antista, Anthony" > To: "'CANSLIM'" > Subject: [CANSLIM] THRX forming handle? > 82. Can anyone update?? Would pivot point be at about 46-47?? That's how I am reading it anyway. I think if it would dribble around at 44-45 for a couple of weeks, that would be a handle formations. - - ------------------------------ Date: Tue, 27 Jan 1998 11:51:47 -0800 From: "Patrick Wahl" Subject: Re: [CANSLIM] Content of group/frequency of postings. > From: Dave Cameron > We seem to be in a down cycle again. I am getting less messages > than I customarily do. I wonder if people are getting bored, or > not finding time, or just moving on. I've been part of this I think message frequency is a gauge of market health. More messages is a good market, less is bad. I see many breakouts failing, lots of volatility, lots of uncertainty, not a good investing environment, so I am not posting many picks. - - ------------------------------ Date: Tue, 27 Jan 1998 11:51:46 -0800 From: "Patrick Wahl" Subject: Re: [CANSLIM] BELF > From: Anindo Majumdar > What do people think of BELF ? Does it meet the canslim criteria ? EPS rank is mid 60's, too low. SHould be in 80's, preferably 90's. - - ------------------------------ Date: Tue, 27 Jan 1998 15:10:25 -0500 From: Paul Yeung Subject: [CANSLIM] BMO What do you guys think of BMO in terms of CANSLIM? - - ------------------------------ Date: Tue, 27 Jan 1998 10:25:32 -0500 From: Peter Newell Subject: FW: [CANSLIM] ASTSF - C/H Breakout Probably a good candidate for a bounce down, see what happens. Peter - ---------- From: Dave Cameron[SMTP:dfcameron@ameritech.net] Sent: Tuesday, January 27, 1998 9:18 AM To: canslim@lists.xmission.com Subject: Re: [CANSLIM] ASTSF - C/H Breakout Peter Newell wrote: > > This looks like a good cup handle breakout to me the handle is short 3 days on 7x volume > EPS 99 RS 99 A/D B GS 1 Float 14.4 Funds 6%. I've always thought that the handle should be longer; that this one would be a bit risky. I realize you threw in that disclaimer - but I thought I'd add my two cents as well. > > Note: the GS is real weak on this any comments on how important this is this is the best C/H I've seen since May. > > Peter Newell > Dave Cameron dfcameron@ameritech.net > - - - - - ------------------------------ Date: Tue, 27 Jan 1998 15:41:08 -0800 From: "Jerry & Tonia Joldersma" Subject: [CANSLIM] Quarterly Earnings From an aspiring CANSLIM'er: WON says that earnings per share during the most recent quarter should be up a minimum of 18-20% versus the same quarter the year before. Do negative numbers qualify? would an increase from -$1.00/share to -$.50/share qualify? - - ------------------------------ Date: Mon, 26 Jan 1998 12:07:12 -0800 From: Mike Lucero Subject: [CANSLIM] MERQ MERQ's now only 5% off it's pivot, after being more than 15%. I think this is the third time it's come back toward the pivot. Is the first bounce off the pivot the only good one? Thanks, Mike (I realize it's due to report earnings on 2/5.) - - - - ------------------------------ Date: Tue, 27 Jan 1998 20:12:51 -0500 From: "Tom Worley" Subject: Re: [CANSLIM] ACTC I'm still watching ACTC, but doubt I will jump in after reading the detailed and well reasoned analysis of this company by Bob Davis. He pointed out, among several other items, that their treatment of the nr of shares outstanding as a result of acquisitions may be suspect, and their manner of booking revenues and earnings (including them from acquired cos without also counting the new shares issued to acquire) may be sig inflating the nrs. I've been burned too many times on questionable young cos, I'd rather wait till they either mature or find some other opportunity that doesn't have rational questions placed against it. Any statements or opinions are strictly my own and not that of my employer. My comments should not be interpreted as a recommendation of any kind. I am a licensed (inactive) broker and an active investor. All investors should do their own research prior to any investment, especially one learned about on the Internet. Hopefully my comments will better inform and educate all investors. tom w - -----Original Message----- From: James Adams To: Canslim Date: Tuesday, January 27, 1998 10:37 AM Subject: [CANSLIM] ACTC >I remember ACTC being mentioned here a few months ago. I bought it, sold it >for a small profit just before it started down. I noticed that the 200 dma & >50dma are now trending sideways and ACTC has broken back above both. Any >thoughts? Company still appears to be very solid and according to PE should >be selling much higher. > >James Adams......................Maysville, KY USA >http://www.cris.com/~jimadams/ >Internet Pager 1343361@pager.mirabilis.com > > >- > - - ------------------------------ Date: Tue, 27 Jan 1998 17:31:20 -0800 From: Mike Lucero Subject: RE: [CANSLIM] Quarterly Earnings I don't think you can calculate an increase in earnings with negative numbers. Anyway, I think the first requirement would be that the company be profitable. Maybe you could fudge if the last quarter were positive and you were comparing against a year-ago loss. Mike On Tuesday, January 27, 1998 3:41 PM, Jerry & Tonia Joldersma [SMTP:jerryj@sonic.net] wrote: > From an aspiring CANSLIM'er: WON says that earnings per share during the > most recent quarter should be up a minimum of 18-20% versus the same quarter > the year before. Do negative numbers qualify? would an increase > from -$1.00/share to -$.50/share qualify? > > > - > > - - ------------------------------ Date: Tue, 27 Jan 1998 20:34:24 -0500 From: "Tom Worley" Subject: Re: [CANSLIM] bob brinker's commentary I would have to disagree rather strongly with Bob Brinker. Should Slick Willie resign and Alligator Al take over, it will be anything but a "one day blip". In six years, "Mr Environmental" has done even less than Teflon Bill to carry out his pre-elections (both) promises or pledges, thus the world has no idea who he is or what he would do. Until that is overcome, it would be an extended period of uncertainty. (I can't believe I'm still a registered Democrat!!!???) I hear that the intern's recollection of what happened is "right on the tip of her tongue" (OK, some cheap, male chauvanistic humor). In some ways, Clinton is already in a "lame duck" term, he doesn't control Congress, and his proposals, at least those with any chance of passing, seem more republican than democratic. I would expect any further erosion of power would only give more influence to Congress (thereby the Republicans), unless he is able to initiate warfare somewhere, say Iraq?? Any statements or opinions are strictly my own and not that of my employer. My comments should not be interpreted as a recommendation of any kind. I am a licensed (inactive) broker and an active investor. All investors should do their own research prior to any investment, especially one learned about on the Internet. Hopefully my comments will better inform and educate all investors. tom w - -----Original Message----- From: Mike Lucero To: 'canslim@lists.xmission.com' Date: Tuesday, January 27, 1998 1:44 PM Subject: RE: [CANSLIM] bob brinker's commentary >Bob Brinker thought that if Clinton were guilty of perjury, there were three alternatives: > >1. He resigns and Gore takes over - a one-day blip for the market >2. He is impeached - a horrible thing for the country and the market >3. He isn't impeached for political reasons, and serves a lame duck presidency - I can't remember what Bob said about this > >Mike Lucero > >On Tuesday, January 27, 1998 6:16 AM, Jeremy Watts [SMTP:jwatts@u.washington.edu] wrote: >> Folks -- >> >> I noticed that Bob Brinker, the radio stock market talk-host, was >> mentioned in today's post: >> >> "... Bob Brinker thinks this could be a big deal for the stock >> market, unless he [Clinton] resigns and Gore takes over." >> >> I haven't listened to Brinker in a year or more, but I always found his >> advice and judgment pretty sound. Can you expand on how Brinker feels the >> current Clinton scandal will affect the stock market (a little or a lot?), >> and what he thinks would happen to the market (a) if the scandal were to >> become protracted or (b) if it began to look like Gore was going to be >> president? >> >> PS: Just curious: does the CANSLIM approach to the market have a place >> for inputting political crises into its forecasting outlook? -- can't >> remember WON mentioning Washington, D.C. in his book (except the Fed). >> >> Thanks, >> >> -- Jeremy >> >> >> >> > >- > - - ------------------------------ Date: Tue, 27 Jan 1998 17:41:51 -0800 From: Mike Lucero Subject: RE: [CANSLIM] ASTSF - C/H Breakout Peter, What would make a good candidate for a bounce down? (I think you mean back to the pivot.) I used Quotes Plus to scan for breakouts in the last 9 months, and the vast majority of them dipped back toward the pivot from the high of the breakout day. And, very few fell back below the pivot. It made me feel better about buying after breakouts, but I wondered if I shouldn't wait for a bounce off the pivot. (I was trying to see how RS, U/D, %change on the breakout day, %increased volume on the breakout day related to how far the stock advanced. I tried graphing all these parameters with Excel, but I couldn't see many relationships. I think all I could see was that RS >= 95 increased the average profitability, but I thought there were too few of them. Perhaps others have done something similar?) Mike On Tuesday, January 27, 1998 7:26 AM, Peter Newell [SMTP:pnewell@mci2000.com] wrote: > Probably a good candidate for a bounce down, see what happens. > > Peter > > ---------- > From: Dave Cameron[SMTP:dfcameron@ameritech.net] > Sent: Tuesday, January 27, 1998 9:18 AM > To: canslim@lists.xmission.com > Subject: Re: [CANSLIM] ASTSF - C/H Breakout > > Peter Newell wrote: > > > > This looks like a good cup handle breakout to me the handle is short 3 days on 7x volume > > EPS 99 RS 99 A/D B GS 1 Float 14.4 Funds 6%. > > I've always thought that the handle should be longer; that this one would be a > bit risky. I realize you threw in that disclaimer - but I thought I'd add my > two cents as well. > > > > > Note: the GS is real weak on this any comments on how important this is this is the best C/H I've seen since May. > > > > Peter Newell > > > Dave Cameron > dfcameron@ameritech.net > > > - > > - > > > > - - ------------------------------ Date: Tue, 27 Jan 1998 19:46:59 -0600 From: Dave Baker Subject: RE: [CANSLIM] Content of group/frequency of postings. - ------ =_NextPart_000_01BD2B5C.8232E100 Content-Type: text/plain; charset="us-ascii" Content-Transfer-Encoding: quoted-printable OK, Dave. You shamed me into posting. I have been lurking for six months or so after having learned of this = group on the CANSLIM thread of Silicon Investor. The discussion and = occasional debates are immensely enjoyable and educational. I've been actively investing for around 8 years and was first exposed to = HTMMIS and CANSLIM on the old Prodigy bulletin boards. I don't follow = the CANSLIM methodology exclusively; rather, I attempt to utilize = tactics I believe to be most appropriate to the stock and to the general = tenor of the market. Up until mid year 1997, I was having good success = buying stocks reaching new highs and showing good EPS and RS. I moved = away from this strategy when nervous investors began taking profits = immediately following a run-up, and it became very difficult to get a = significant gain unless you were in the issue early. Most recently, I = have been trading channels with some degree of success. =20 There are two rules that I absolutely will not violate -- 1) I will = never put more than 20-25% of my capital at risk on any one trade, and = 2) When a trade moves against me, I will cut my losses at 7-8%, as = O'Neil suggests. As you probably guessed, the second rule, cutting = losses, is the most difficult to follow, yet I never really started = making money in the market until I began to rigorously enforce it. On a personal note, I just retired (early) from a major = telecommunications company and expect to devote more of my time and = energy to the market and to playing jazz piano with various groups in = the area. My hobbies are astronomy, sailing, and, now that I have more = time on my hands, I think I'll get back into Ham radio. I may even = start contributing to this discussion group! So, keep the chatter going -- It's informative, entertaining, = educational, and, hopefully, lucrative for everyone. 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Just had to go and stir up the group, didn't you, Dave? Admit it, come on. Cleared my inbox just this morning, and come home early to about 35 emails from this group alone! OK, I agree, it's been quiet, and as an also-early member of this group what I have seen is that postings become more frequent when certainty about "M" and direction is clearer. Despite Dategate, Iraq, and less importantly now, Asian Flu, the mkt seems ready to resume an upward trend, and so hopefully will this group's activity. I learn a lot here, and even if I don't comment on every stock mentioned, I still run off to DG Online and check it out (at least as long as I get it for free!). I like the moving avgs on up/down vol, it has finally gotten more mature and healthy, altho still not as strong as we have seen. New highs/lows also looks better, as does the charts of indexes themselves. The fear of bad Q4 earnings seems to have dissipated, as have the inflation fears despite strong increases seen today in payroll reports. So far, productivity improvements seems to offset this largely. Growth rates are definitely slowing closer to the desired trendline sought by the Feds to avoid further rate hikes, altho I do not expect any "rate cuts" before the middle of the year at the earliest, if then. I too encourage the lurkers here in this group to join in. It's unlikely that your questions or comments will get flamed, and should that happen in some rare occasion, there are plenty of fire extinguishers available, mine included. This is shaping up to be a good time for investing, as well as for learning. It's easy to grab a winning stock in a "raging bull" mkt, it's a lot tougher to make money when there is so much uncertainty, but it still can be done. Any statements or opinions are strictly my own and not that of my employer. My comments should not be interpreted as a recommendation of any kind. I am a licensed (inactive) broker and an active investor. All investors should do their own research prior to any investment, especially one learned about on the Internet. Hopefully my comments will better inform and educate all investors. tom w - -----Original Message----- From: Dave Cameron To: canslim@lists.xmission.com Date: Tuesday, January 27, 1998 9:22 AM Subject: [CANSLIM] Content of group/frequency of postings. >Group, > >We seem to be in a down cycle again. I am getting less messages >than I customarily do. I wonder if people are getting bored, or >not finding time, or just moving on. I've been part of this >discussion group since day 3, and I really think its one of the >best. However, we have had some down times. We've also had some >times where flaming went on, but they are few and far between. >I did contact a couple former members of the group who were active >at one point. One claimed he no longer had the time; another thought >we were getting too far away from CANSLIM and that the group wasn't >providing enough value for him (too bad, he(she?) provided value >for me!) > >Anyway, this would be a good time for some lurkers to post with >questions, insights, etc. given the lull in traffic. > >Dave Cameron >dfcameron@ameritech.net > >- > - - ------------------------------ Date: Tue, 27 Jan 1998 21:00:37 -0500 From: "Tom Worley" Subject: Re: [CANSLIM] Content of group/frequency of postings. Welcome to the group, Dave in KC! Glad to have another sailor onboard, altho don't know how you manage it in such a landlocked state. I actually got all the way up to 15WPM, on a speed key no less (groan) but never followed thru and got my license. One of those things in life I regret. If you've got any tips on how to obey the 8% downside sell rule, let me know, it's my biggest and stupidist arena for mistakes. Any statements or opinions are strictly my own and not that of my employer. My comments should not be interpreted as a recommendation of any kind. I am a licensed (inactive) broker and an active investor. All investors should do their own research prior to any investment, especially one learned about on the Internet. Hopefully my comments will better inform and educate all investors. tom w - -----Original Message----- From: Dave Baker To: 'canslim@lists.xmission.com' Date: Tuesday, January 27, 1998 8:47 PM Subject: RE: [CANSLIM] Content of group/frequency of postings. OK, Dave. You shamed me into posting. I have been lurking for six months or so after having learned of this group on the CANSLIM thread of Silicon Investor. The discussion and occasional debates are immensely enjoyable and educational. I've been actively investing for around 8 years and was first exposed to HTMMIS and CANSLIM on the old Prodigy bulletin boards. I don't follow the CANSLIM methodology exclusively; rather, I attempt to utilize tactics I believe to be most appropriate to the stock and to the groups in the area. My hobbies are astronomy, sailing, and, now that I have more time on my hands, I think I'll get back into Ham radio. I may even start contributing to this discussion group! So, keep the chatter going -- It's informative, entertaining, educational, and, hopefully, lucrative for everyone. Dave in KC - - ------------------------------ Date: Tue, 27 Jan 1998 21:26:07 -0500 From: "Tom Worley" Subject: Re: [CANSLIM] LTBG Actually, this is one of the few potential "cup & handles" that I have seen forming lately. Volume in the handle is suspect, and the depth of the cup concerns me, but then it hadn't had a big run-up prior to this formation. Definitely worth watching. Any statements or opinions are strictly my own and not that of my employer. My comments should not be interpreted as a recommendation of any kind. I am a licensed (inactive) broker and an active investor. All investors should do their own research prior to any investment, especially one learned about on the Internet. Hopefully my comments will better inform and educate all investors. tom w - -----Original Message----- From: Antista, Anthony To: 'CANSLIM' Date: Friday, January 23, 1998 5:39 PM Subject: [CANSLIM] LTBG >Does anyone see a c&h forming which started late october 97?? >Any thoughts on CANSLIM?? > >TONY ANTISTA > > > > - - ------------------------------ Date: Sun, 25 Jan 1998 11:48:34 -0500 From: "Surindra Singh" Subject: [CANSLIM] Joke. Could not resist to send to Canslim. This is a multi-part message in MIME format. - ------=_NextPart_000_0028_01BD2987.2A8C3F40 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable Alert: Bill is trying to work out his current problem of miscommunication with Monica Lewinsky and in his most recent phone conversation he suggested = that she probably misunderstood his instruction to lie in that position. = She, of course, misunderstood and thought he said "lie in that deposition"... - ------=_NextPart_000_0028_01BD2987.2A8C3F40 Content-Type: text/html; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable
Alert:
Bill is trying to work out his current problem of=20 miscommunication with
Monica Lewinsky and in his most recent phone=20 conversation he suggested that
she probably misunderstood his = instruction to=20 lie in that position.  She, of
course, misunderstood and thought = he said=20 "lie in that deposition"...
 
 
- ------=_NextPart_000_0028_01BD2987.2A8C3F40-- - - - - ------------------------------ Date: Tue, 27 Jan 1998 21:31:30 -0500 From: "Surindra Singh" Subject: Re: [CANSLIM] Content of group/frequency of postings. Tom: Mine too!!! Surindra If you've got any tips on how to obey the 8% downside sell rule, let me know, it's my biggest and stupidest arena for mistakes. - -----Original Message----- From: Tom Worley To: canslim@lists.xmission.com - - ------------------------------ Date: Tue, 27 Jan 1998 18:44:39 -0700 From: Tim Fisher Subject: RE: [CANSLIM] Quarterly Earnings >On Tuesday, January 27, 1998 3:41 PM, Jerry & Tonia Joldersma >[SMTP:jerryj@sonic.net] wrote: >> From an aspiring CANSLIM'er: WON says that earnings per share during the >> most recent quarter should be up a minimum of 18-20% versus the same >quarter >> the year before. Do negative numbers qualify? would an increase >> from -$1.00/share to -$.50/share qualify? I'd say that losses were halved in this case. You can calculate % change between any two numbers, regardless of their sign! Now as for WON, I don't think he advocates buying any company that is _losing_ money! Tim Fisher, 1995 President, Pacific Fishery Biologists Ore-ROCK-On Rockhounding Web Site PFB Information tfish@spiritone.com WWW http://www.spiritone.com/~tfish -- See naked fish and rocks! - - ------------------------------ Date: Tue, 27 Jan 1998 20:07:59 -0600 From: Dave Baker Subject: RE: [CANSLIM] ACTC ACTC is pursuing a growth-through-acquisition strategy. Their numbers = have looked good at various times, but I can't help but wonder how = management is going to maintain its focus on business issues without = being distracted by organizational ones. The decline in their stock = price which began in the fall of 97 seemed to coincide with a failed = acquisition attempt. The press statements at the time from both ACTC = and its acquisition target sort of soured me on the company. =20 - -----Original Message----- From: James Adams [SMTP:jimadams@may-uky.campus.mci.net] Sent: Tuesday, January 27, 1998 4:35 AM To: Canslim Subject: [CANSLIM] ACTC I remember ACTC being mentioned here a few months ago. I bought it, sold = it for a small profit just before it started down. I noticed that the 200 = dma & 50dma are now trending sideways and ACTC has broken back above both. Any thoughts? Company still appears to be very solid and according to PE = should be selling much higher. James Adams......................Maysville, KY USA http://www.cris.com/~jimadams/ Internet Pager 1343361@pager.mirabilis.com - - ------------------------------ Date: Tue, 27 Jan 1998 20:07:59 -0600 From: Dave Baker Subject: RE: [CANSLIM] ACTC - ------ =_NextPart_000_01BD2B68.26069280 Content-Type: text/plain; charset="us-ascii" Content-Transfer-Encoding: quoted-printable ACTC is pursuing a growth-through-acquisition strategy. Their numbers = have looked good at various times, but I can't help but wonder how = management is going to maintain its focus on business issues without = being distracted by organizational ones. The decline in their stock = price which began in the fall of 97 seemed to coincide with a failed = acquisition attempt. The press statements at the time from both ACTC = and its acquisition target sort of soured me on the company. =20 - -----Original Message----- From: James Adams [SMTP:jimadams@may-uky.campus.mci.net] Sent: Tuesday, January 27, 1998 4:35 AM To: Canslim Subject: [CANSLIM] ACTC I remember ACTC being mentioned here a few months ago. I bought it, sold = it for a small profit just before it started down. I noticed that the 200 = dma & 50dma are now trending sideways and ACTC has broken back above both. Any thoughts? Company still appears to be very solid and according to PE = should be selling much higher. 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I did see one upgrade, don't recall if it included any earnings upgrades as well, so at least one firm likes the synergy. Once the acquisition is complete, and that could take some time, you should expect at least one qtr of non-recurring charges as the combined co lays off excess or dup work force and closes/combines comparable or excess facilities. As far as how this affects the trading price, depends on whether the acquisition is viewed as a "good deal" for CPQ. As well, you gotta weigh the possible "oversold" condition of their sector, and how they may be affected by the Asian flu (and now the Clinton itch). Any statements or opinions are strictly my own and not that of my employer. My comments should not be interpreted as a recommendation of any kind. I am a licensed (inactive) broker and an active investor. All investors should do their own research prior to any investment, especially one learned about on the Internet. Hopefully my comments will better inform and educate all investors. tom w - -----Original Message----- From: sboone To: canslim@lists.xmission.com Date: Monday, January 26, 1998 10:16 AM Subject: Re: [CANSLIM] CPQ & DEC >What should I expect to see from CPQ in trading, as a results of acquiring >DEC >-----Original Message----- >From: Tom Worley >To: canslim@lists.xmission.com >Date: Monday, January 26, 1998 7:45 AM >Subject: Re: [CANSLIM] Re: [Globex > > > > > >- > - - - - ------------------------------ Date: Mon, 26 Jan 1998 20:09:41 -0500 From: "Tom Worley" Subject: [CANSLIM] Economic Calendar week of January 26, 1998 MONDAY Existing Home Sales, for Dec, last was 4.38 million annual rate, expected was 4.40 mil, actual was 4.29 mil. BTW, expectation for 1998 in total is for over 4 mil, third year in a row to top that nr. TUESDAY Employment Cost Index, for Q4, last was up 0.8%, estimate for up 0.9% Consumer Confidence, for Jan, last was 134.5, estimate for 132.0 WEDNESDAY Durable Goods Orders, for Dec, last was up 4.8%, estimate for down 3.0% (revised from an earlier estimate of 2.5% drop) THURSDAY Initial Jobless Claims, week to 1/24, last was 326,000, estimate for 325,000 Money Supply (M2), week to 1/19, last was down $17.1 bil, estimate is up $14.5 bil FRIDAY Real GDP, for Q4, last was up 3.1%, estimate for up 3.6% GDP Deflator, for Q4, last was up 1.4%, estimate for up 1.6% Any statements or opinions are strictly my own and not that of my employer. My comments should not be interpreted as a recommendation of any kind. I am a licensed (inactive) broker and an active investor. All investors should do their own research prior to any investment, especially one learned about on the Internet. Hopefully my comments will better inform and educate all investors. tom w - - - - ------------------------------ End of canslim-digest V2 #99 **************************** 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.