From: owner-canslim-digest@lists.xmission.com (canslim-digest) To: canslim-digest@lists.xmission.com Subject: canslim-digest V2 #1285 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, April 16 2001 Volume 02 : Number 1285 In this issue: Re: [CANSLIM] DGO List Re: [CANSLIM] HGS Watch List Re: [CANSLIM] ACF Re: [CANSLIM] DGO List [CANSLIM] Fw: Top Cos in Top Industry Groups Report [T20010415005B] Re: [CANSLIM] Top Companies in Top Industry Groups - Special Report RE: [CANSLIM] tomorrow? Re: [CANSLIM] Top Companies in Top Industry Groups - Special Report Re: [CANSLIM] tomorrow? Re: [CANSLIM] Top Companies in Top Industry Groups - Special Report Re: [CANSLIM] Top Companies in Top Industry Groups - Special Report [CANSLIM] Tiptoeing In [CANSLIM] FW: Good Values in the Software & Computer Services Sector ---------------------------------------------------------------------- Date: Mon, 16 Apr 2001 16:33:39 -0400 From: "Don Canfield" Subject: Re: [CANSLIM] DGO List This is a multi-part message in MIME format. - ------=_NextPart_000_005B_01C0C692.FE216460 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable RANord is Roger Nordstrom.=20 Don't know much about him, except he's highly regarded on other CANSLIM = sites. His data is pretty much pure IRL from what I understand. It's = kind of nice to see the historic progressions, and his industry group = chart show quite nicely what group is where, and where it's come from. = With a little reading between the lines, you can anticipate the = about-to-be "in favor" groups pretty well. Since the data is available = in CSV files right from the site, you can easily sort all this stuff any = way you find useful. From a spreadsheet, it's really easy to lift text = lists of stock symbols straight into charting programs like TC2000. =20 The data on the sight has made ME money. Roger seems to do this mostly = out of the goodness of his heart. If you use his lists and make money, = send him a gift certificate. If nothing else, it's good karma. good luck Don ----- Original Message -----=20 From: Gene Ricci=20 To: canslim@lists.xmission.com=20 Sent: Monday, April 16, 2001 12:41 PM Subject: Re: [CANSLIM] DGO List Rick, don't know that much about the site. Seems to be a little guy = that is trying to make a couple of bucks (very few) by taking data and = re-arranging it using EXCEL. Looks to me to be a combo of IBD and IRL = data but don't know how accurate it is. I've seen the site referenced = quite a bit here and that's why I asked if Tim used Ranord instead of = DGO. =20 Gene ----- Original Message -----=20 From: Rick Parsons=20 To: canslim@lists.xmission.com=20 Sent: Monday, April 16, 2001 11:01 AM Subject: RE: [CANSLIM] DGO List Thanks. First time I have seen that website. Could someone fill me = in with the history of this site, the source of data etc. =20 Thanks, Rick -----Original Message----- From: owner-canslim@lists.xmission.com = [mailto:owner-canslim@lists.xmission.com]On Behalf Of Gene Ricci Sent: Monday, April 16, 2001 11:20 AM To: canslim@lists.xmission.com Subject: Re: [CANSLIM] DGO List =20 Who is "Ranord" ?? =20 Rick http://members.aol.com/~ranord/reports/PUBSTKA.HTM - ------=_NextPart_000_005B_01C0C692.FE216460 Content-Type: text/html; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable
RANord is Roger = Nordstrom. 
 
Don't know much about him, except he's = highly=20 regarded on other CANSLIM sites.  His data is pretty much pure IRL = from=20 what I understand.  It's kind of nice to see the historic = progressions, and=20 his industry group chart show quite nicely what group is where, and = where it's=20 come from.  With a little reading between the lines, you can = anticipate the=20 about-to-be "in favor" groups pretty well.  Since the data is = available in=20 CSV files right from the site, you can easily sort all this stuff any = way you=20 find useful.  From a spreadsheet, it's really easy to lift text = lists=20 of stock symbols straight into charting programs like TC2000.  =
 
The data on the sight has made ME=20 money.  Roger seems to do=20 this mostly out of the goodness of his heart.  If you = use his=20 lists and make money, send him a gift certificate.  If nothing = else,=20 it's good karma.
 
good luck
Don
 
 
----- Original Message -----
From:=20 Gene = Ricci
To: canslim@lists.xmission.com =
Sent: Monday, April 16, 2001 = 12:41=20 PM
Subject: Re: [CANSLIM] DGO = List

Rick, don't know that much about the = site.=20 Seems to be a little guy that is trying to make a couple of bucks = (very few)=20 by taking data and re-arranging it using EXCEL. Looks to me to be a = combo of=20 IBD and IRL data but don't know how accurate it is. I've seen the site = referenced quite a bit here and that's why I asked if Tim used Ranord = instead=20 of DGO.
 
Gene
 
----- Original Message -----
From:=20 Rick Parsons
To: canslim@lists.xmission.com =
Sent: Monday, April 16, 2001 = 11:01=20 AM
Subject: RE: [CANSLIM] DGO = List

Thanks.  First time I have seen that = website. =20 Could someone fill me in with the history of this site, the source = of data=20 etc.
 
Thanks,
 
Rick
-----Original Message-----
From: owner-canslim@lists.xmis= sion.com=20 [mailto:owner-canslim@lists.xmission.com]On Behalf Of Gene=20 Ricci
Sent: Monday, April 16, 2001 11:20 = AM
To: canslim@lists.xmission.com=
Subject:=20 Re: [CANSLIM] DGO List

 
Who is = "Ranord"=20 ??
 
Rick
http://member= s.aol.com/~ranord/reports/PUBSTKA.HTM
=
- ------=_NextPart_000_005B_01C0C692.FE216460-- - - - -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, 16 Apr 2001 13:44:02 -0700 From: Joe Maguire Subject: Re: [CANSLIM] HGS Watch List Tim fisher ..thx for great list ,Joe M Tim Fisher wrote: > I've attached today's HGS scan from HGS Mining Co. > > The unedited version is at http://members.aol.com/~ranord/reports/PUBSTKA.HTM > > ------------------------------------------------------------------------ > > Pubstka.csvName: Pubstka.csv > Type: Plain Text (text/plain) > > ------------------------------------------------------------------------ > Tim Fisher > Ore-Rock-On and Pacific Fishery Biologists WWW Sites > > Tim@OreRockOn.com > WWW: http://OreRockOn.com > See naked fish and rocks! - - - -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, 16 Apr 2001 14:16:02 -0700 From: Tim Fisher Subject: Re: [CANSLIM] ACF Earl, subbed to your clearstation list, you noticed ACF too. A clarification is that it broke out on Thurs (Fri was a M holiday) and it wasn't exactly a picture perfect B/O. Opened at the high and closed near the low. Weakened further today. I passed because of the action Thursday. Tim Fisher Ore-Rock-On and Pacific Fishery Biologists WWW Sites Tim@OreRockOn.com WWW: http://OreRockOn.com See naked fish and rocks! - - - -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, 16 Apr 2001 15:09:02 -0700 From: Tim Fisher Subject: Re: [CANSLIM] DGO List You know much more about it than me. Thanks for responding for me... On 01:33 PM 4/16/01, Don Canfield Said: >RANord is Roger Nordstrom. > >Don't know much about him, except he's highly regarded on other CANSLIM >sites. His data is pretty much pure IRL from what I understand. It's >kind of nice to see the historic progressions, and his industry group >chart show quite nicely what group is where, and where it's come >from. With a little reading between the lines, you can anticipate the >about-to-be "in favor" groups pretty well. Since the data is available in >CSV files right from the site, you can easily sort all this stuff any way >you find useful. From a spreadsheet, it's really easy to lift text lists >of stock symbols straight into charting programs like TC2000. > >The data on the sight has made ME money. Roger seems to do this mostly >out of the goodness of his heart. If you use his lists and make money, >send him a gift certificate. If nothing else, it's good karma. > >good luck >Don > > >>----- Original Message ----- >>From: Gene Ricci >>To: canslim@lists.xmission.com >>Sent: Monday, April 16, 2001 12:41 PM >>Subject: Re: [CANSLIM] DGO List >> >>Rick, don't know that much about the site. Seems to be a little guy that >>is trying to make a couple of bucks (very few) by taking data and >>re-arranging it using EXCEL. Looks to me to be a combo of IBD and IRL >>data but don't know how accurate it is. I've seen the site referenced >>quite a bit here and that's why I asked if Tim used Ranord instead of DGO. >> >>Gene >> >>>----- Original Message ----- >>>From: Rick Parsons >>>To: canslim@lists.xmission.com >>>Sent: Monday, April 16, 2001 11:01 AM >>>Subject: RE: [CANSLIM] DGO List >>> >>>Thanks. First time I have seen that website. Could someone fill me in >>>with the history of this site, the source of data etc. >>> >>>Thanks, >>> >>>Rick >>>-----Original Message----- >>>From: >>>owner-canslim@lists.xmission.com >>> [mailto:owner-canslim@lists.xmission.com]On Behalf Of Gene Ricci >>>Sent: Monday, April 16, 2001 11:20 AM >>>To: canslim@lists.xmission.com >>>Subject: Re: [CANSLIM] DGO List >>> >>> >>>>Who is "Ranord" ?? >>>> >>>>Rick >>>>http://members.aol.com/~ranord/reports/PUBSTKA.HTM >>>> Tim Fisher Ore-Rock-On and Pacific Fishery Biologists WWW Sites Tim@OreRockOn.com WWW: http://OreRockOn.com See naked fish and rocks! - - - -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, 16 Apr 2001 18:08:06 -0400 From: "Tom Worley" Subject: [CANSLIM] Fw: Top Cos in Top Industry Groups Report [T20010415005B] Guess this is the final answer, so still don't know what, if any, message they were trying to send. Tom Worley stkguru@netside.net - ----- Original Message ----- From: To: Sent: Monday, April 16, 2001 12:59 PM Subject: RE: Top Cos in Top Industry Groups Report [T20010415005B] Hi Tom, The sorting of stocks was actually based on the summation of the EPS Rating and the RS Rating and run with Tuesday's closing data. This is the reason GPI was not included. Let us know if you have further questions. Frank Daily Graphs Online - - - -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, 16 Apr 2001 18:50:18 -0400 From: "Tom Worley" Subject: Re: [CANSLIM] Top Companies in Top Industry Groups - Special Report I got several "messages" from my email questioning over the weekend, and today's final answer. They combined RS and EPS, first time I see them do that. This permitted some stocks with either RS or EPS less than 80 to make the list. They used a minimum price threshold of $15, rather than the more traditional $12. I have seen a tendency towards that before, but this excluded several stocks I considered superior. They seemed to favor big caps over smaller companies, even when the smaller ones had better characteristics and charts. They only went down nine groups (I still have no response on this issue). Accumulation / Distribution did not seem to be a serious factor, there was one with a "D" and quite a few with a "C". They said it would only be up until Sunday, and they weren't kidding. Tom Worley stkguru@netside.net - ----- Original Message ----- From: To: Sent: Monday, April 16, 2001 2:23 PM Subject: Re: [CANSLIM] Top Companies in Top Industry Groups - Special Report Earl, Tom and Bob, Maybe I'm off base, but from the Canslim e-mails on this subject that I've read so far (and I've been reading a lot of E-mails since I've been away from my computer for several days during the holidays), the bottom line is that, from what I understand the Canslimmers are saying, DGO is suggesting that big-caps are now one of the main considerations in selecting stocks. This appears to go against WON's advice (ie. ignoring, or appraising secondarily, chart formations and selected fundamentals such as EPS and RS rankings). However, perhaps what DGO is saying, is that once a new bull begins (and the charts look more favorably on formations without all the failing BO's that IBD has continually pointed to during this bear market), maybe DGO will look at the other WON chart credentials with more favor. I say this because in the last bull many techs without earnings ran up, and in this bear hi-grade techs (like CSCO, ORCL and GE) have plummeted. So now maybe DGO is gun shy. Thus, it will only recognize established hi-cap companies with sponsorship, because when A/D is "B" or "A" in the high caps, such a signal is a lot more significant than if A/D is B or A in small caps (because of the high average daily volume in the high caps relative to the small and micro caps). When the bull market takes off, chart formations (such as a C&H) show that the stock has enough strength to BO, and the BO won't eventually fail-because of the bear-after a 20-25% gain. However, IBD notes that in a bear market (like this one) about 80% of the stocks fall with the market-and that statistic doesn't even show how debilitating the bear is on the stocks that can claw their way up. By recognizing only hi-caps, DGO may be stating that the probabilities are in the favor of hi -caps with a high A/D-because to get a high A/D on big-caps a lot of buying power is needed, and only institutions can afford such buying power and increase sponsorship. In a message dated 4/15/2001 9:42:55 PM Eastern Daylight Time, esetser@covad.net writes: << Are you discussing DGO here? Specifically, EPS, ROE, and cash flow are all given in DGO. It is a simple step to take cash flow and compare it to the most recent year EPS. I haven't found any significant info discussed in Investor's Corner that isn't in DGO. At 01:22 PM 4/15/01 -0400, you wrote: Tom-Your message concerns me. More importance on large caps, less on chart formations. What is going on over there. This seems to be contradictory to WON. One other thing that concerns me is re DGO. Specifically, in Investor's Corner, they are always giving you great tips on what to look for in potential leaders, ie, cash flow 20% better than eps, roe, and others, yet their database does not give you a way to screen for this information they tell you is indicative of past winners. To me a reference work is judged by the index in the back of the book and how easy it is to access the information you are looking for. IBD does not seem to offer any? maybe that's a little strong, perhaps much would be better, help in sifting through this information for the key variables which they have clearly identified as being important. I guess to me they just don't seem to be that determined to offer all the help they possibly could and really stand out as a superlative service, Which leaves the door open for others to come in and offer better service, maybe for companies like GSA. Maybe it's time for some personnell changes over there. Bob Bob - -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, 16 Apr 2001 19:03:36 -0500 From: "John Adair" Subject: RE: [CANSLIM] tomorrow? Steve Sjuggerud: "Legislators in Japan agreed to cut the capital gains from 26% to 10% for long-term gains and from 26% to 20% on short-term gains. Furthermore, taxpayers can carry losses five years forward further still, the first 2 million yen in any year is ENTIRELY TAX EXEMPT. On the 20th of this month, we will know if these proposals will be adopted by the Tax Commission. I'm buying some EWJ on AMEX (basically a Japan index fund) now, and more after the 20th if [the measure is] adopted." This might well help our market John Adair - -----Original Message----- From: owner-canslim@lists.xmission.com [mailto:owner-canslim@lists.xmission.com]On Behalf Of Robert McGill Sent: Monday, April 16, 2001 12:59 AM To: canslim@lists.xmission.com Subject: [CANSLIM] tomorrow? There is way too much negativity and bearishness on the boards tonight. If I had too guess, which I love to do, my guess would be that a perfect short-trap is being set up. I guess we'll know soon enough. Any other opinions? - - - -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, 16 Apr 2001 20:11:01 EDT From: Spencer48@aol.com Subject: Re: [CANSLIM] Top Companies in Top Industry Groups - Special Report Tom: Doesn't their method sound as if they are using us as guinea pigs to test out their Canslimish ideas in this Bear Market? I say this because if a new report is put in, one would think that the concept behind it had been tested and came through with flying colors. But, dropping it this week sounds...well, suspicious. It sounds as if it worked theoretically, but now they want to see if it also works in real-time. The reason that they started up and are dropping the report at discrete times is so that they can now have a captive non-theoretical user to compare their models with (ie. it helps them to see how the report is being used in real life, and whether it is a help in garnering winning stocks or a hindrance in finding them). It baffles me, though, why they would ignore A/D? If A/D can really identify institutional buying, then isn't it foolhardy to ignore it-especially in a bear? Maybe I'm paranoid, but you've remarked in the past that DGO and IBD are separate. Does this new technique (summing RS and EPS and-in effect-ignoring A/D) represent that those in charge of DG are going after WON's Canslim throne by trying to improve on WON's Canslim? Perhaps this new method even has WON's seal of approval-in this bear market he wants to see if CANSLIM can be improved upon. Apparently, he's satisfied the way CANSLIM points out winners in bull markets, but he's tired of saying in IBD that-since this has been a long bear- in bear markets one should keep his powder dry, and look for good stocks-but don't invest in them (because 75-80% of the Canslim winners you invest in in a bear will fall or fail) until the bull starts running. A Thoroughly Befuddled Jans In a message dated 4/16/2001 6:55:16 PM Eastern Daylight Time, stkguru@netside.net writes: << They combined RS and EPS, first time I see them do that. This permitted some stocks with either RS or EPS less than 80 to make the list. They used a minimum price threshold of $15, rather than the more traditional $12. I have seen a tendency towards that before, but this excluded several stocks I considered superior. They seemed to favor big caps over smaller companies, even when the smaller ones had better characteristics and charts. They only went down nine groups (I still have no response on this issue). Accumulation / Distribution did not seem to be a serious factor, there was one with a "D" and quite a few with a "C". They said it would only be up until Sunday, and they weren't kidding. Tom Worley stkguru@netside.net >> - - - -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, 16 Apr 2001 20:17:59 -0400 From: "Tom Worley" Subject: Re: [CANSLIM] tomorrow? I would suggest caution, John. Japan's problems are deeply rooted in many issues, and liquidity tied up in capital gains to avoid taxation is not one I have heard mentioned. With the performance of their stock market over the past few years, it is hard for me to believe there is much in the way of capital gains, long or short term. Same story with their real estate market since the premium prices of the mid and early 90s. That's why the banks are holding so much bad paper, as well as having their investment portfolio sliced and diced to where they need to raise capital. Changing the tax laws on capital gains will do little to resolve the corruption in their banking system, inspire confidence in the govt, or enhance value to an outside investor. It may boost the consumer spending a little, and slow or even reverse the downtrend in its economy, but is unlikely to make a dent in the downturn recently announced of its exports. In fact, it may make it worse by increasing imports by renewed consumer spending. Tom Worley stkguru@netside.net - ----- Original Message ----- From: John Adair To: Sent: Monday, April 16, 2001 8:03 PM Subject: RE: [CANSLIM] tomorrow? Steve Sjuggerud: "Legislators in Japan agreed to cut the capital gains from 26% to 10% for long-term gains and from 26% to 20% on short-term gains. Furthermore, taxpayers can carry losses five years forward further still, the first 2 million yen in any year is ENTIRELY TAX EXEMPT. On the 20th of this month, we will know if these proposals will be adopted by the Tax Commission. I'm buying some EWJ on AMEX (basically a Japan index fund) now, and more after the 20th if [the measure is] adopted." This might well help our market John Adair - -----Original Message----- From: owner-canslim@lists.xmission.com [mailto:owner-canslim@lists.xmission.com]On Behalf Of Robert McGill Sent: Monday, April 16, 2001 12:59 AM To: canslim@lists.xmission.com Subject: [CANSLIM] tomorrow? There is way too much negativity and bearishness on the boards tonight. If I had too guess, which I love to do, my guess would be that a perfect short-trap is being set up. I guess we'll know soon enough. Any other opinions? - - - -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, 16 Apr 2001 20:46:38 -0400 From: "Tom Worley" Subject: Re: [CANSLIM] Top Companies in Top Industry Groups - Special Report Hi Jans, I have not had direct contact with WON staffers now in over five years, so much may have changed. But from that time, I would have to say that very little went on at IBD or at Daily Graphs without his prior knowledge and consent. They are separate companies, competing for a similar subscribership, but the top leadership is the same. I suspect that this list was thrown together in a brain session, maybe intended to develop some buying opportunities for their institutional clients. Far as I know, WON still owns a private Broker Dealer, and those institutionals that trade thru him get credit for their commissions against the cost of his services. Since his full blown institutional services can easily run hundreds of thousands of dollars a year, it makes business sense to get those institutionals trading again. As was the case with the report that I review every weekend, it was originally a one-time project thrown together over a weekend. Apparently enough liked it that they continued it. I am still bugging them, and encourage all DGO subscribers to do the same, to divorce DG Books and expand that list into one that considers all 5,000+ stocks rather than just those in the Books. This is, of course, very self serving because most of the stocks they exclude are the ones thinly traded or are small caps. I would imagine there is a certain degree of theoretical aspects to this list, but a lot of logic as well, especially if it is being presented to institutional clients looking for a degree of safety by buying only big cap stocks. Should we find ourselves emerging into a brand new bull, then leadership must come from somewhere, and where better than large caps that are still tops (or so) in the top nine groups after a long bear?? I seriously doubt that we subscribers are being used as guinea pigs, rather the list had been developed for other purposes, so why not put it out there for the individual subscribers, as well, as a "value added" report. They did a poor job, in my opinion, of explaining how the new list was constructed. I suspect they will not repeat that mistake in the future. Their reports are usually better described. That poor description suggests to me the haste in which it was put out to the subscribers, and mid-week at that. In turn, that makes me think we were an afterthought. That is one of the reasons I think this was really put together for their institutional clients. Hopefully, I have not offended any WON staffers here present, of which I am sure there are a few. It would be useful to this group to get some confirmation, or denial, of the opinions I have espoused. We are always trying to learn, and get better at CANSLIM and its real world application. The ultimate underlying message may well be that WON, and his staff, think this market has finally bottomed out, and now is a good time to be buying. FWIW, I still have all my cash left, tho am itchy to spend some. Tom Worley stkguru@netside.net - ----- Original Message ----- From: To: Sent: Monday, April 16, 2001 8:11 PM Subject: Re: [CANSLIM] Top Companies in Top Industry Groups - Special Report Tom: Doesn't their method sound as if they are using us as guinea pigs to test out their Canslimish ideas in this Bear Market? I say this because if a new report is put in, one would think that the concept behind it had been tested and came through with flying colors. But, dropping it this week sounds...well, suspicious. It sounds as if it worked theoretically, but now they want to see if it also works in real-time. The reason that they started up and are dropping the report at discrete times is so that they can now have a captive non-theoretical user to compare their models with (ie. it helps them to see how the report is being used in real life, and whether it is a help in garnering winning stocks or a hindrance in finding them). It baffles me, though, why they would ignore A/D? If A/D can really identify institutional buying, then isn't it foolhardy to ignore it-especially in a bear? Maybe I'm paranoid, but you've remarked in the past that DGO and IBD are separate. Does this new technique (summing RS and EPS and-in effect-ignoring A/D) represent that those in charge of DG are going after WON's Canslim throne by trying to improve on WON's Canslim? Perhaps this new method even has WON's seal of approval-in this bear market he wants to see if CANSLIM can be improved upon. Apparently, he's satisfied the way CANSLIM points out winners in bull markets, but he's tired of saying in IBD that-since this has been a long bear- in bear markets one should keep his powder dry, and look for good stocks-but don't invest in them (because 75-80% of the Canslim winners you invest in in a bear will fall or fail) until the bull starts running. A Thoroughly Befuddled Jans In a message dated 4/16/2001 6:55:16 PM Eastern Daylight Time, stkguru@netside.net writes: << They combined RS and EPS, first time I see them do that. This permitted some stocks with either RS or EPS less than 80 to make the list. They used a minimum price threshold of $15, rather than the more traditional $12. I have seen a tendency towards that before, but this excluded several stocks I considered superior. They seemed to favor big caps over smaller companies, even when the smaller ones had better characteristics and charts. They only went down nine groups (I still have no response on this issue). Accumulation / Distribution did not seem to be a serious factor, there was one with a "D" and quite a few with a "C". They said it would only be up until Sunday, and they weren't kidding. Tom Worley stkguru@netside.net >> - - - -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, 16 Apr 2001 19:24:09 -0600 From: esetser Subject: Re: [CANSLIM] Top Companies in Top Industry Groups - Special Report You know, maybe I'm wrong here, but I think you guys are analyzing this to death. Sometimes, people spend more time disecting something like this than the originator spent generating it. I look at this as a sample report they threw out there to see how it looked. To keep the list relatively short, they picked some numbers: 9 groups 77 EPS and RS or better $15 minimum price 5 stocks per group (EPS+RS picks the top 5) That's it. They throw out various screens on the IBD page all of the time. Some are very interesting, most are not. I guess I've seen so many bad ideas on that page, I don't even give them a second thought any more. I don't think they are "telling us" that the minimum price has changes to $15 from $12, that 77 is okay instead of 80 now, or anything else. I believe they just picked some numbers that gave them a reasonably-sized list of candidates in the top groups. I do something similar to get my "Leaders List". My goal there is to filter down to 300-500 candidates, and let the numbers pick the top 100 or so. The important thing is what you do with this list AFTER they present it to distill it down to your own buy candidates. At 08:11 PM 4/16/01 EDT, you wrote: >Tom: > > Doesn't their method sound as if they are using us as guinea pigs to >test out their Canslimish ideas in this Bear Market? I say this because if a >new report is put in, one would think that the concept behind it had been >tested and came through with flying colors. But, dropping it this week >sounds...well, suspicious. It sounds as if it worked theoretically, but now >they want to see if it also works in real-time. The reason that they started >up and are dropping the report at discrete times is so that they can now have >a captive non-theoretical user to compare their models with (ie. it helps >them to see how the report is being used in real life, and whether it is a >help in garnering winning stocks or a hindrance in finding them). It baffles >me, though, why they would ignore A/D? If A/D can really identify >institutional buying, then isn't it foolhardy to ignore it-especially in a >bear? > > > Maybe I'm paranoid, but you've remarked in the past that DGO and IBD are >separate. Does this new technique (summing RS and EPS and-in effect-ignoring >A/D) represent that those in charge of DG are going after WON's Canslim >throne by trying to improve on WON's Canslim? Perhaps this new method even >has WON's seal of approval-in this bear market he wants to see if CANSLIM can >be improved upon. Apparently, he's satisfied the way CANSLIM points out >winners in bull markets, but he's tired of saying in IBD that-since this has >been a long bear- in bear markets one should keep his powder dry, and look >for good stocks-but don't invest in them (because 75-80% of the Canslim >winners you invest in in a bear will fall or fail) until the bull starts >running. > >A Thoroughly Befuddled Jans > > >In a message dated 4/16/2001 6:55:16 PM Eastern Daylight Time, >stkguru@netside.net writes: > ><< They combined RS and EPS, first time I see them do that. This > permitted some stocks with either RS or EPS less than 80 to make > the list. > > They used a minimum price threshold of $15, rather than the more > traditional $12. I have seen a tendency towards that before, but > this excluded several stocks I considered superior. > > They seemed to favor big caps over smaller companies, even when > the smaller ones had better characteristics and charts. > > They only went down nine groups (I still have no response on this > issue). > > Accumulation / Distribution did not seem to be a serious factor, > there was one with a "D" and quite a few with a "C". > > They said it would only be up until Sunday, and they weren't > kidding. > > Tom Worley > stkguru@netside.net > > >> > >- >-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, 16 Apr 2001 19:30:38 -0600 From: esetser Subject: [CANSLIM] Tiptoeing In Well, I tiptoed in today, and so far, I've gotten burned!! I bot CPRT and ACF this morning. The weak market pulled ACF down during the day, and it closed maybe 2% below my purchase. However, it held Thursday's gap for the most part, and I hope it can move up if "M" will cooperate a little very soon. CPRT on the other hand, fell steadily on very high volume after my purchase. It ended the day at the low, and almost caught my 7% stop. I will be very surprised if it doesn't trip at the open tomorrow. In fact, I may go ahead and get to my computer and sell it manually based on the opening action. This isn't real promising on this end!! - - - -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, 16 Apr 2001 21:43:39 -0400 From: Surindra Subject: [CANSLIM] FW: Good Values in the Software & Computer Services Sector This is a multi-part message in MIME format. - ------=_NextPart_000_0008_01C0C6BE.4C581220 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: 8bit I get this e-mail from Strategy.com on daily basis (freebee) and found to be interesting. I want to share this with you and like to know your opinion. Of course, it is not canslim and P/E is probably least important to WON. With Cisco's warning today, I believe that if the stock goes up, the "experts" will comment that the stock is trading at this low level as this "warning" is built in. If on the other hand this goes down, the explanation is evident. Regards Surindra - -----Original Message----- From: Strategy.com Finance [mailto:Finance@strategy.com] Sent: Monday, April 16, 2001 7:10 PM Subject: Good Values in the Software & Computer Services Sector 04/16/2001 Below are the companies with the lowest P/E ratios and strongest analyst recommendations in the Software & Computer Services Sector: Stock Factor Avg Rec # Rec P/E Last Change % Chg High Low Volume BSYS 19.0 1.45 17 36.10 50.090 +1.400 +2.88% 50.200 48.140 407K MAPS 18.0 1.33 6 28.73 23.430 -1.570 -6.28% 24.850 22.790 164K NTCT 17.0 1.60 5 13.68 5.500 +0.240 +4.56% 5.500 5.230 12K SYMC 16.0 1.44 8 23.98 51.290 -0.760 -1.46% 52.380 50.630 697K GTK 15.0 1.00 2 19.57 28.650 -0.570 -1.95% 29.150 28.230 65K ADIC 14.0 1.70 5 8.84 15.770 -0.630 -3.84% 16.400 15.500 279K FDC 13.0 1.47 22 26.67 61.860 -0.790 -1.26% 62.500 61.180 1,181K CTSH 12.0 1.07 7 41.31 31.480 -1.800 -5.41% 33.990 30.350 197K DIGL 11.0 1.50 7 14.99 22.100 -1.490 -6.32% 23.370 21.000 1,373K TTWO 10.0 1.56 8 13.46 12.950 +0.200 +1.57% 13.000 12.600 366K INTU 9.0 1.51 19 21.22 27.230 -1.940 -6.65% 29.160 27.100 2,156K ACXM 8.0 1.68 11 11.08 13.450 -0.120 -0.88% 13.620 13.140 714K SDS 7.0 1.20 10 30.61 49.030 -2.110 -4.13% 50.400 48.750 826K IKOS 6.0 1.50 3 7.28 6.900 -0.220 -3.09% 7.140 6.760 177K ACS 5.0 1.22 10 28.59 66.220 +2.210 +3.45% 67.320 64.050 392K VRTY 4.0 1.30 5 15.82 24.170 -0.330 -1.35% 25.050 23.300 495K DFXI 3.0 1.13 4 18.01 29.000 +0.950 +3.39% 29.000 28.250 185K THQI 2.0 1.00 10 39.04 38.890 +0.600 +1.57% 39.060 37.830 592K RSAS 1.0 1.62 11 7.34 28.010 -1.330 -4.53% 29.200 26.900 821K Legend: BSYS BISYS GROUP INC MAPS MAPINFO CORP NTCT NETSCOUT SYSTEMS INC SYMC SYMANTEC CORP GTK GTECH HOLDINGS CORP ADIC ADVANCED DIGITAL INFORMATION CORP FDC FIRST DATA CORP CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP DIGL DIGITAL LIGHTWAVE INC TTWO TAKE TWO INTERACTIVE SOFTWARE INC INTU INTUIT INC ACXM ACXIOM CORP SDS SUNGARD DATA SYSTEMS INC IKOS IKOS SYSTEMS INC ACS AFFILIATED COMPUTER SERVICES INC VRTY VERITY INC DFXI DIRECT FOCUS INC THQI T HQ INC RSAS RSA SECURITY INC Send us your feedback. Strategy.com Finance Strategy.com Weather Strategy.com News Strategy.com Home | Modify Your Services Copyright 2001 Strategy.com Incorporated. All rights reserved. is a subsidiary of (NASDAQ: MSTR) Quotes delayed at least 20 minutes for NYSE and AMEX, 15 minutes for NASDAQ and 10 minutes for CBOT and CME quotes. Top gaining, top losing and highest trading stocks exclude those that trade at less than $5 per share or with volumes of less than 10,000 shares. Mutual fund NAVs may reflect yesterday's close. - ------=_NextPart_000_0008_01C0C6BE.4C581220 Content-Type: text/html; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable
I get this e-mail = from=20 Strategy.com on daily basis (freebee) and found to be interesting. I = want to=20 share this with you and like to know your opinion. Of course, it is not = canslim=20 and P/E is probably least important to WON.
 
With Cisco's = warning today, I=20 believe that if the stock goes up, the "experts" will comment that the = stock is=20 trading at this low level as this "warning" is built in. If on the other = hand=20 this goes down, the explanation is evident.
 
Regards
 
Surindra
 
-----Original Message-----
From: Strategy.com Finance = [mailto:Finance@strategy.com]
Sent: Monday, April 16, 2001 = 7:10=20 PM
Subject: Good Values in the Software & Computer = Services=20 Sector



04/16/2001

=
Below are=20 the companies with the lowest P/E ratios and strongest analyst=20 recommendations in the Software & Computer Services=20 Sector:

Stock Factor Avg Rec # Rec P/E Last Change % Chg High Low Volume
BSYS 19.0 1.45 17 36.10 50.090 +1.400 +2.88% 50.200 48.140 407K
MAPS 18.0 1.33 6 28.73 23.430 -1.570 -6.28% 24.850 22.790 164K
NTCT 17.0 1.60 5 13.68 5.500 +0.240 +4.56% 5.500 5.230 12K
SYMC 16.0 1.44 8 23.98 51.290 -0.760 -1.46% 52.380 50.630 697K
GTK 15.0 1.00 2 19.57 28.650 -0.570 -1.95% 29.150 28.230 65K
ADIC 14.0 1.70 5 8.84 15.770 -0.630 -3.84% 16.400 15.500 279K
FDC 13.0 1.47 22 26.67 61.860 -0.790 -1.26% 62.500 61.180 1,181K
CTSH 12.0 1.07 7 41.31 31.480 -1.800 -5.41% 33.990 30.350 197K
DIGL 11.0 1.50 7 14.99 22.100 -1.490 -6.32% 23.370 21.000 1,373K
TTWO 10.0 1.56 8 13.46 12.950 +0.200 +1.57% 13.000 12.600 366K
INTU 9.0 1.51 19 21.22 27.230 -1.940 -6.65% 29.160 27.100 2,156K
ACXM 8.0 1.68 11 11.08 13.450 -0.120 -0.88% 13.620 13.140 714K
SDS 7.0 1.20 10 30.61 49.030 -2.110 -4.13% 50.400 48.750 826K
IKOS 6.0 1.50 3 7.28 6.900 -0.220 -3.09% 7.140 6.760 177K
ACS 5.0 1.22 10 28.59 66.220 +2.210 +3.45% 67.320 64.050 392K
VRTY 4.0 1.30 5 15.82 24.170 -0.330 -1.35% 25.050 23.300 495K
DFXI 3.0 1.13 4 18.01 29.000 +0.950 +3.39% 29.000 28.250 185K
THQI 2.0 1.00 10 39.04 38.890 +0.600 +1.57% 39.060 37.830 592K
RSAS 1.0 1.62 11 7.34 28.010 -1.330 -4.53% 29.200 26.900 821K

Legend:
BSYS BISYS GROUP INC
MAPS MAPINFO CORP
NTCT NETSCOUT SYSTEMS INC
SYMC SYMANTEC CORP
GTK GTECH HOLDINGS CORP
ADIC ADVANCED DIGITAL INFORMATION CORP
FDC FIRST DATA CORP
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP
DIGL DIGITAL LIGHTWAVE INC
TTWO TAKE TWO INTERACTIVE SOFTWARE INC
INTU INTUIT INC
ACXM ACXIOM CORP
SDS SUNGARD DATA SYSTEMS INC
IKOS IKOS SYSTEMS INC
ACS AFFILIATED COMPUTER SERVICES INC
VRTY VERITY INC
DFXI DIRECT FOCUS INC
THQI T HQ INC
RSAS RSA SECURITY INC


Send us your = feedback.
Strategy.com Finance=20
Strategy.com Weather=20
Strategy.com News=20 =
Strategy.com = Home=20 | Modify Your Services =


Copyright=20 =A9 2001 Strategy.com Incorporated. All rights reserved.
is a subsidiary of (NASDAQ:=20 MSTR)
3D"Earnings
 3D"Corporate 3D"Historical

Quotes delayed at least 20 minutes for NYSE and = AMEX, 15=20 minutes for NASDAQ and 10 minutes for CBOT=AE and CME quotes. Top = gaining,=20 top losing and highest trading stocks exclude those that trade at = less=20 than $5 per share or with volumes of less than 10,000 = shares.
Mutual=20 fund NAVs may reflect yesterday's close.

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