From: owner-canslim-digest@lists.xmission.com (canslim-digest) To: canslim-digest@lists.xmission.com Subject: canslim-digest V2 #1516 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 Tuesday, June 19 2001 Volume 02 : Number 1516 In this issue: Re: [CANSLIM] PSTA Re: [CANSLIM] RMCI - 77 98 E B A Re: [CANSLIM] Buying in a base Re: [CANSLIM] JNJ - really not a true canslim but ... Re: [CANSLIM] PSTA Re: [CANSLIM] CANSLIM] Cramer on KKD Re: [CANSLIM] CANSLIM] Cramer on KKD #part 2 [CANSLIM] ASCA - some may like this one Re: [CANSLIM] CANSLIM holding period RE: [CANSLIM] PSTA ---------------------------------------------------------------------- Date: Tue, 19 Jun 2001 16:19:05 -0400 From: "Tom Worley" Subject: Re: [CANSLIM] PSTA Sorry, Peter, try Florida, though that is little better when it comes to pasta, Tom Worley stkguru@netside.net AIM: TexWorley - ----- Original Message ----- From: Peter Christiansen To: Sent: Tuesday, June 19, 2001 12:30 PM Subject: RE: [CANSLIM] PSTA Nancy, Bear in mind that he is in Texas, for crying out loud! Peter At 09:22 AM 6/19/2001 -0700, you wrote: >Pasta is not just pasta. 100% durum semolina Italian pasta like Barilla >or Del Verde will cook al dente and not turn into glue. Different types >of pastas correspond with different recipes, hence diverse wines. >ie. Linguine with fresh garlic sauteed in 100% extra virgin oil (white >Trebbiano d'Abruzzo [my region]), penne with peas and tomato sauce.( >Chianti or Valpolicella), etc. > >What's the matter with you guys? > >Nancy > > >-----Original Message----- >From: Tom Worley [mailto:stkguru@netside.net] >Sent: Monday, June 18, 2001 5:57 PM >To: canslim@lists.xmission.com >Subject: Re: [CANSLIM] PSTA > >Well said, Gene. Guess I can get excited about a hot KK glazed right off >the rack, where pasta is still pasta to me. > >Maybe reality sets in a little faster for me with pasta. > >Tom Worley >stkguru@netside.net >AIM: TexWorley >----- Original Message ----- >From: Gene Ricci >To: canslim@lists.xmission.com >Sent: Monday, June 18, 2001 8:45 PM >Subject: Re: [CANSLIM] PSTA > >kinda like Krispy Kreme.... dough with sugar on it is still dough with >sugar on it....... >----- Original Message ----- >From: Tom Worley >To: canslim@lists.xmission.com >Sent: Monday, June 18, 2001 7:42 PM >Subject: Re: [CANSLIM] PSTA > >It keeps popping up on my small cap radar screen, but just can't get that >excited about pasta. It's not a brand I buy, or even see in the grocery >store. And as a non-discer ning eater of pasta, I go to the stock market to >buy technology, I go to the grocery store to buy whatever pasta is best >priced (usually Muellers). > >I never understood all the hoopla about pasta, pasta is pasta, like coffee >is still colored and flavored water you rent. > >Tom Worley >stkguru@netside.net >AIM: TexWorley >----- Original Message ----- >From: Hotmail-Canslim >To: canslim@lists.xmission.com >Sent: Monday, June 18, 2001 3:14 PM >Subject: [CANSLIM] PSTA > >Hello all, > >What does anyone think of PSTA? > >Thanks, > >SL > >"WorldSecure " made the following >annotations on 06/19/01 09:20:16 >---------------------------------------------------------------- - -------------- >PLEASE NOTE: This message, including any attachments, may include >privileged, confidential and/or inside information. Any distribution or >use of this communication by anyone other than the intended recipient(s) >is strictly prohibited and may be unlawful. If you are not the intended >recipient, please notify the sender by replying to this message and then >delete it from your system. Thank you. > > >================================================================ ============== - - - -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: Tue, 19 Jun 2001 16:25:16 -0400 From: "Tom Worley" Subject: Re: [CANSLIM] RMCI - 77 98 E B A The 20% spike today on the news takes it past 10% over the pivot, so if you were not in early, you have missed it, barring a pullback. I have seen several small cap employment agencies that also looked attractive. With all the layoffs, there are bound to be some companies that find it cheaper to outsource some of their labor, and others that cut too much, or scare off critical employees into quitting. There has also been a substantial increase in the labor pool of professionals available for hire as temps or permanent employment. I would expect this sector to show steady growth for the next six months or more. Tom Worley stkguru@netside.net AIM: TexWorley - ----- Original Message ----- From: Ian To: Sent: Tuesday, June 19, 2001 12:49 PM Subject: [CANSLIM] RMCI - 77 98 E B A RMCI was one of my favourite ideas based on the last quarters results. Today, they pre-announced that the current economy is being extremely good to them: http://biz.yahoo.com/bw/010619/2368.html The stock bounced off of its 50-day ema the last couple of days ($19), and is now making new highs. Opinions? Ian - - - -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: Tue, 19 Jun 2001 16:29:58 -0400 From: "Tom Worley" Subject: Re: [CANSLIM] Buying in a base Hi Dave, I love cheese, altho my stomach is no longer so tolerant. Eat it on many foods, especially greasy hamburgers. CHEZ has actually made my watch list several times, and never could convince myself to buy it. My first check is always DGO. After that I may check for news at several sites, and SEC filings at the SEC site. I may also use BigCharts to look at the technicals. Tom Worley stkguru@netside.net AIM: TexWorley - ----- Original Message ----- From: Dave Wulf To: Sent: Tuesday, June 19, 2001 12:45 PM Subject: RE: [CANSLIM] Buying in a base > ---------- > From: Dan Forant[SMTP:dforant1@nycap.rr.com] > Reply To: canslim@lists.xmission.com > Sent: Tuesday, June 19, 2001 11:42 AM > To: dwulf@n-p-s-inc.com; tbates@wbmnet.com > Subject: Re: [CANSLIM] Buying in a base > > Ok..here's a question about a question. Ian asked what the group > felt about RMCI. In response I checked IBD website DGO and Validea and I > have a Bloomberg. When members check "about" a company, where else do > they check? Tom, sometimes you seem to have some good data...where's it > from? PS if you don't like pasta, what do you think about CHEZ? > > DanF > ----- Original Message ----- > From: "Dave Cameron" > To: > Sent: Tuesday, June 19, 2001 12:18 PM > Subject: [CANSLIM] Buying in a base > > > > As a follow-up to Tom and Ian, there's nothing wrong with buying in a > > base - but I feel a need to point out that it is not what O'Neil > > espouses in HTMMIS. He's not against it - but he states that you > > could be waiting for quite a while. He believes that waiting to buy > > on a breakout on strong volume increases your chances of superior > returns. > > > > ===== > > Dave Cameron > > dfcameron@yahoo.com > > > > __________________________________________________ > > Do You Yahoo!? > > Spot the hottest trends in music, movies, and more. > > http://buzz.yahoo.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. > > > - > -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: Tue, 19 Jun 2001 16:42:32 -0400 From: "Tom Worley" Subject: Re: [CANSLIM] JNJ - really not a true canslim but ... JNJ obviously is a big cap stock. Market cap to sales ratio is high, esp for a big cap, at 5. However, it is projected to increase earnings both this year and next at 13%, also very high for a blue chip. You also have a dividend adding about 1.4% to your return. I also saw some info on their new approach to stents. Does seem like they should increase their revenues in this area, but they have competition (one is using a silicone like coating to achieve the same thing). But keep in mind that their stent business is only one small part of an overall huge company, so the effect is diluted unless most (if not all) parts of the company also do well. Tom Worley stkguru@netside.net AIM: TexWorley - ----- Original Message ----- From: Nicholas Barone To: Sent: Tuesday, June 19, 2001 1:53 PM Subject: Re: [CANSLIM] JNJ - really not a true canslim but ... Hi All: I think JNJ is breaking out here - it does not follow CANSLIM - but it has some good things going on. DISCLOSURE I own some. It is really too big to move very fast but I think it could be a slow winner? Comments Volume is high today 52 wk high is 53 ROE 28% EPS 14 16 14 15% N+ new product - stents market Stents are like springs that you can put in blood vessels to hold them open. The problem is they usually reclose. They usually get scarred over with inflammatory tissue and start blocking up again. J&J coated them with drugs that prevent that reclosure, and it's my belief that they have a very good chance at capturing -- right now they're at about 30% market share -- I wouldn't be surprised to seem them go, in a year or two, to about 80% market share. And Just bought Alza - good products. Also - I realize that this is a CANSLIM board - so if my non canslim stocks are a divergence - let me know and I'll stop. NB - - - -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: Tue, 19 Jun 2001 16:43:51 -0400 From: "Tom Worley" Subject: Re: [CANSLIM] PSTA That's dough as in $$$ Tom Worley stkguru@netside.net AIM: TexWorley - ----- Original Message ----- From: Nicholas Barone To: Sent: Tuesday, June 19, 2001 2:04 PM Subject: RE: [CANSLIM] PSTA I agree Nancy these guys are gross and mostly in the waistline - like Ha ha. Pasta is a big growth industry IMHO- Food is real big in America. Specialty Food is what is driving companies like KKD Starbucks and Whole Food markets etc. etc. hey get with the program - Food that is! NB BTW that "sugar on dough" made 40% in a few weeks time. From: "DiFabio, Nancy" >Reply-To: canslim@lists.xmission.com >To: "'canslim@lists.xmission.com'" >Subject: RE: [CANSLIM] PSTA >Date: Tue, 19 Jun 2001 10:42:22 -0700 > >that's gross > >-----Original Message----- >From: Dan Forant [mailto:dforant1@nycap.rr.com] >Sent: Tuesday, June 19, 2001 9:45 AM >To: canslim@lists.xmission.com >Subject: Re: [CANSLIM] PSTA > > >A few drops of oil into boiling water helps keep it from the glue effect. >Then there's Franco American in the can :) > >DanF > _________________________________________________________________ Get your FREE download of MSN Explorer at http://explorer.msn.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. - - - -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: Tue, 19 Jun 2001 16:49:11 -0400 From: "Tom Worley" Subject: Re: [CANSLIM] CANSLIM] Cramer on KKD What is not mentioned in this is that apparently the sale of 81,000 shares was an illegal short. Before you short, you must arrange to borrow the shares you will short. You cannot sell first, and borrow later. Buy him in and teach him a lesson. Tom Worley stkguru@netside.net AIM: TexWorley - ----- Original Message ----- From: Nicholas Barone To: Sent: Tuesday, June 19, 2001 3:45 PM Subject: [CANSLIM] CANSLIM] Cramer on KKD FYI Cramer on KKD Wrong! Don't Get Kremed by KKD By James J. Cramer 6/19/01 3:19 PM ET They are playing with live bullets in this Krispy Kreme (KKD:NYSE) battleground. It is downright frightening out there. This stock has a lethal combination of over-enthused retail investors and hyper-cynical professional investors. It is a virtual free-fire zone from both sides. The pros know this stock is ridiculously overvalued on earnings and, after a certain point, has to run out of ammo. They don't want to wait until that happens. They are out there dodging .50 caliber machine-gun hot lead, taking solace if the stock is down intraday. But the amateurs! I mean, they are out there with BB guns and they are giving the pros a run for their money. What do retail investors know that the professionals don't? Take this blast of pepper shot: Hi Jim: So I drove to the brand-new KK store in Levittown, Long Island, last weekend. Oh yeah, they do donuts right. The line was wrapped around the store for starters. Well, it's the only KK on Long Island. A kid was passing out still-hot donuts to all of us waiting on line. And then he told me that if I wanted the two-dozen special (a dozen glazed and a dozen mixed) I could go right up to the front. What a pitch! Of course, I bit and went to the front, spending over $10 for 2 dozen of the best donuts I ever ate. Between four of us, they were gone by midnight. Finally, I understand the stock price! I know what you pros are thinking: Oh heck, that's the way Boston Chicken was when it was rolled out. In fact, I remember waiting in line at the first one on Long Island 10 years ago. What a hoot! So you want to put it out. You know that retail can be beaten by your heavy machine-gun fire. To which I say, hold it! A firm I know out West has a seasoned client who sold 81,000 shares of KKD stock and promised to make delivery. He couldn't because there is no stock around. It can't be borrowed. Two extensions (they should never be given but they are) later, the firm bought in some of it. The pros didn't want to buy all of it in because they "know" it is a cult stock and can't go up forever. Then the stock split, and now the broker is short 81,000 shares again and doesn't know what to do. That situation is being repeated all over the Street as brokers find it hard to find more KKD. So, who is the smart one and who is the dumb one? Who is doing the right thing and who is doing the wrong thing? I don't know, but whenever you short a stock and you can't find that stock to send in after you have sold, you know what I think: You have done the wrong thing. There is so much that is so hard about this market, who the heck needs to be in enfilading fire? Certainly not you or me. Something to think about. _________________________________________________________________ Get your FREE download of MSN Explorer at http://explorer.msn.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. - - - -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: Tue, 19 Jun 2001 14:11:24 -0700 From: "Nicholas Barone" Subject: Re: [CANSLIM] CANSLIM] Cramer on KKD #part 2 Yes -- you are right Tom but Cramer has mentioned this before he has written that sometmes to satisfy a big client some firms might allow the short even though they don't have the stock in inventory and then go around and try to find it - this is sometimes what causes a squeeze that results in the stock -- shooting up. This case, I believe, was one of those situations -- but it is illegal. NB >From: "Tom Worley" >Reply-To: canslim@lists.xmission.com >To: >Subject: Re: [CANSLIM] CANSLIM] Cramer on KKD >Date: Tue, 19 Jun 2001 16:49:11 -0400 > >What is not mentioned in this is that apparently the sale of >81,000 shares was an illegal short. Before you short, you must >arrange to borrow the shares you will short. You cannot sell >first, and borrow later. > >Buy him in and teach him a lesson. > >Tom Worley >stkguru@netside.net >AIM: TexWorley > >----- Original Message ----- >From: Nicholas Barone >To: >Sent: Tuesday, June 19, 2001 3:45 PM >Subject: [CANSLIM] CANSLIM] Cramer on KKD > > >FYI > >Cramer on KKD > >Wrong! >Don't Get Kremed by KKD >By James J. Cramer >6/19/01 3:19 PM ET > >They are playing with live bullets in this Krispy Kreme >(KKD:NYSE) >battleground. It is downright frightening out there. This stock >has a lethal >combination of over-enthused retail investors and hyper-cynical >professional >investors. It is a virtual free-fire zone from both sides. > >The pros know this stock is ridiculously overvalued on earnings >and, after a >certain point, has to run out of ammo. They don't want to wait >until that >happens. They are out there dodging .50 caliber machine-gun hot >lead, taking >solace if the stock is down intraday. > >But the amateurs! I mean, they are out there with BB guns and >they are >giving the pros a run for their money. What do retail investors >know that >the professionals don't? Take this blast of pepper shot: > > >Hi Jim: > >So I drove to the brand-new KK store in Levittown, Long Island, >last >weekend. Oh yeah, they do donuts right. The line was wrapped >around the >store for starters. Well, it's the only KK on Long Island. A kid >was passing >out still-hot donuts to all of us waiting on line. And then he >told me that >if I wanted the two-dozen special (a dozen glazed and a dozen >mixed) I could >go right up to the front. What a pitch! Of course, I bit and went >to the >front, spending over $10 for 2 dozen of the best donuts I ever >ate. Between >four of us, they were gone by midnight. Finally, I understand the >stock >price! > >I know what you pros are thinking: Oh heck, that's the way Boston >Chicken >was when it was rolled out. In fact, I remember waiting in line >at the first >one on Long Island 10 years ago. What a hoot! So you want to put >it out. You >know that retail can be beaten by your heavy machine-gun fire. > >To which I say, hold it! A firm I know out West has a seasoned >client who >sold 81,000 shares of KKD stock and promised to make delivery. He >couldn't >because there is no stock around. It can't be borrowed. Two >extensions (they >should never be given but they are) later, the firm bought in >some of it. >The pros didn't want to buy all of it in because they "know" it >is a cult >stock and can't go up forever. Then the stock split, and now the >broker is >short 81,000 shares again and doesn't know what to do. That >situation is >being repeated all over the Street as brokers find it hard to >find more KKD. > >So, who is the smart one and who is the dumb one? Who is doing >the right >thing and who is doing the wrong thing? I don't know, but >whenever you short >a stock and you can't find that stock to send in after you have >sold, you >know what I think: You have done the wrong thing. > >There is so much that is so hard about this market, who the heck >needs to be >in enfilading fire? Certainly not you or me. Something to think >about. >_________________________________________________________________ >Get your FREE download of MSN Explorer at http://explorer.msn.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. > > > >- >-To subscribe/unsubscribe, email "majordomo@xmission.com" >-In the email body, write "subscribe canslim" or >-"unsubscribe canslim". Do not use quotes in your email. _________________________________________________________________ Get your FREE download of MSN Explorer at http://explorer.msn.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. ------------------------------ Date: Tue, 19 Jun 2001 18:12:58 -0400 From: "Tom Worley" Subject: [CANSLIM] ASCA - some may like this one This is a multi-part message in MIME format. - ------=_NextPart_000_00FC_01C0F8EB.78EBDBA0 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable Spotted this casino company on today's new highs. Low priced (closed at = $15.50) and thinly traded (ADV 35,900). Up a buck today crossing the = pivot on 5X ADV. RS of 99, EPS of 79, and earnings forecasted for this = year (ending Dec) at $1.47, up 765% and nearly 10% of today's price. It's tied with ALLY for #1 in the group, GRS at 96. ROE is only 7%, but = cash flow very strong at $1.52 compared to last year's earnings of = $0.17. Tom Worley stkguru@netside.net AIM: TexWorley - ------=_NextPart_000_00FC_01C0F8EB.78EBDBA0 Content-Type: text/html; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable
Spotted this casino company on today's new highs. = Low priced=20 (closed at $15.50) and thinly traded (ADV 35,900). Up a buck today = crossing the=20 pivot on 5X ADV. RS of 99, EPS of 79, and earnings forecasted for this = year=20 (ending Dec) at $1.47, up 765% and nearly 10% of today's = price.
 
It's tied with ALLY for #1 in the group, GRS at 96. = ROE is=20 only 7%, but cash flow very strong at $1.52 compared to last year's = earnings of=20 $0.17.
 
Tom Worley
stkguru@netside.net
AIM:=20 TexWorley
- ------=_NextPart_000_00FC_01C0F8EB.78EBDBA0-- - - - -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: Tue, 19 Jun 2001 19:26:31 -0400 From: "Dan Forant" Subject: Re: [CANSLIM] CANSLIM holding period No doubt lot's of trading minds have changed some. Maybe more than we realize. Electronic trading has been a boom to the market. Your right about the bear market. I like to be a player, so I have adapted. According to Won, we should not be in at all. I pick and choose and depending on volume buy or pass and normally out when the sun starts to set. DanF - ----- Original Message ----- From: "Bill Triffet" To: Sent: Tuesday, June 19, 2001 2:33 PM Subject: Re: [CANSLIM] CANSLIM holding period > Well, these are interesting times for canslim. IMHO, the last bull market > ended March of 2000. Up till then I had canslim holdings of 3-10 months. I > basically stayed out most of 2000. Now, in 2001, we say new bull started in > April. Many folks have had a hard time with long term holding thus far. > Using the 8 weeks rule has cost me some gains (FEIC and EASI come to mind). > Several here started using a "just take a quick profit" approach and have > faired better. I wish I had but was trying to follow WONs selling rules a > little closer. > > I'm starting to think that electronic trading is affecting the markets far > more now than back in the day when WON first published his book. I think > breakouts are far more visible now and thus they move fast and furious. On > the flipside -when they meet some of WONs selling criteria, once again they > move down just as fast. It is my opinion that the trader will have to be > quicker on the draw at both ends. This may explain why the buying in the > base idea has some merit. > It is also why I'm a firm believer in setting up hard stops now. > > I could be wrong about this and it's just a funky market right now. Your > mileage may very. > > -Bill Triffet > > > > ----- Original Message ----- > From: "Neal" > To: "Jeff Salisbury" > Sent: Tuesday, June 19, 2001 8:58 AM > Subject: [CANSLIM] CANSLIM holding period > > > First, thanks for the warm welcome. I appreciate it very much. > > Again, being rather new using CANSLIM I wonder what others experience in > terms of holding period. It may be a function of the market, but this > system has turned me into a day trader of sorts - holding stocks many times > for only a few days. I bought a few great stocks in mid April (ppdi,skx, > feic) and had big gains. In accordance with WON's laws, since I had more > than 20% gains in a few weeks, I was planning to hold for 8 weeks but the > market started to kill my stocks so I started selling to hold on to some > modest gains. I bought more stocks as the market got weaker and quickly was > stopped out. SO my trading activity went out of sight and I don't want to > trade that much if possible. That was the reason I became interested in > CANSLIM in the first place. > > Can anyone help? > > Thanks, > Neal > > - > -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: Tue, 19 Jun 2001 16:45:05 -0700 From: "DiFabio, Nancy" Subject: RE: [CANSLIM] PSTA This message is in MIME format. Since your mail reader does not understand this format, some or all of this message may not be legible. - ------_=_NextPart_001_01C0F919.CC28BA76 Content-Type: text/plain; charset=iso-8859-1 Content-Transfer-Encoding: 7bit Tom, Your exceptional and outstanding financial knowledge combined with your unvarying readiness to impart your wisdom upon us is immeasurable; of much more import than the grading and ranking of pasta. Nancy - -----Original Message----- From: Tom Worley [mailto:stkguru@netside.net] Sent: Tuesday, June 19, 2001 1:14 PM To: canslim@lists.xmission.com Subject: Re: [CANSLIM] PSTA Sorry, Nancy, just an old widower with an uneducated palate and tired of his own cooking. What can I say? Tom Worley stkguru@netside.net AIM: TexWorley - ----- Original Message ----- From: DiFabio, Nancy To: 'canslim@lists.xmission.com' Sent: Tuesday, June 19, 2001 12:22 PM Subject: RE: [CANSLIM] PSTA Pasta is not just pasta. 100% durum semolina Italian pasta like Barilla or Del Verde will cook al dente and not turn into glue. Different types of pastas correspond with different recipes, hence diverse wines. ie. Linguine with fresh garlic sauteed in 100% extra virgin oil (white Trebbiano d'Abruzzo [my region]), penne with peas and tomato sauce.( Chianti or Valpolicella), etc. What's the matter with you guys? Nancy - -----Original Message----- From: Tom Worley [mailto:stkguru@netside.net] Sent: Monday, June 18, 2001 5:57 PM To: canslim@lists.xmission.com Subject: Re: [CANSLIM] PSTA Well said, Gene. Guess I can get excited about a hot KK glazed right off the rack, where pasta is still pasta to me. Maybe reality sets in a little faster for me with pasta. Tom Worley stkguru@netside.net AIM: TexWorley - ----- Original Message ----- From: Gene Ricci To: canslim@lists.xmission.com Sent: Monday, June 18, 2001 8:45 PM Subject: Re: [CANSLIM] PSTA kinda like Krispy Kreme.... dough with sugar on it is still dough with sugar on it....... - ----- Original Message ----- From: Tom Worley To: canslim@lists.xmission.com Sent: Monday, June 18, 2001 7:42 PM Subject: Re: [CANSLIM] PSTA It keeps popping up on my small cap radar screen, but just can't get that excited about pasta. It's not a brand I buy, or even see in the grocery store. And as a non-discerning eater of pasta, I go to the stock market to buy technology, I go to the grocery store to buy whatever pasta is best priced (usually Muellers). I never understood all the hoopla about pasta, pasta is pasta, like coffee is still colored and flavored water you rent. Tom Worley stkguru@netside.net AIM: TexWorley - ----- Original Message ----- From: Hotmail-Canslim To: canslim@lists.xmission.com Sent: Monday, June 18, 2001 3:14 PM Subject: [CANSLIM] PSTA Hello all, What does anyone think of PSTA? Thanks, SL "WorldSecure " made the following annotations on 06/19/01 09:20:16 - ---------------------------------------------------------------------------- - -- PLEASE NOTE: This message, including any attachments, may include privileged, confidential and/or inside information. Any distribution or use of this communication by anyone other than the intended recipient(s) is strictly prohibited and may be unlawful. If you are not the intended recipient, please notify the sender by replying to this message and then delete it from your system. Thank you. ============================================================================ == "WorldSecure " made the following annotations on 06/19/01 16:43:13 - ------------------------------------------------------------------------------ PLEASE NOTE: This message, including any attachments, may include privileged, confidential and/or inside information. Any distribution or use of this communication by anyone other than the intended recipient(s) is strictly prohibited and may be unlawful. If you are not the intended recipient, please notify the sender by replying to this message and then delete it from your system. Thank you. ============================================================================== - ------_=_NextPart_001_01C0F919.CC28BA76 Content-Type: text/html; charset=iso-8859-1 Content-Transfer-Encoding: 7bit
Tom,
 
Your exceptional and outstanding financial knowledge combined with your unvarying readiness to impart your wisdom upon us is immeasurable; of much more import than the grading and ranking of pasta.
 
Nancy
 
-----Original Message-----
From: Tom Worley [mailto:stkguru@netside.net]
Sent: Tuesday, June 19, 2001 1:14 PM
To: canslim@lists.xmission.com
Subject: Re: [CANSLIM] PSTA

Sorry, Nancy, just an old widower with an uneducated palate and tired of his own cooking. What can I say?
 
Tom Worley
stkguru@netside.net
AIM: TexWorley
----- Original Message -----
Sent: Tuesday, June 19, 2001 12:22 PM
Subject: RE: [CANSLIM] PSTA

Pasta is not just pasta.  100% durum semolina Italian pasta like Barilla or Del Verde will cook al dente and not turn into glue.  Different types of pastas correspond with different recipes, hence diverse wines. ie.  Linguine with fresh garlic sauteed in 100% extra virgin oil (white Trebbiano d'Abruzzo [my region]), penne with peas and tomato sauce.( Chianti or Valpolicella), etc.
 
What's the matter with you guys?
 
Nancy
 
 
-----Original Message-----
From: Tom Worley [mailto:stkguru@netside.net]
Sent: Monday, June 18, 2001 5:57 PM
To: canslim@lists.xmission.com
Subject: Re: [CANSLIM] PSTA

Well said, Gene. Guess I can get excited about a hot KK glazed right off the rack, where pasta is still pasta to me.
 
Maybe reality sets in a little faster for me with pasta.
 
Tom Worley
stkguru@netside.net
AIM: TexWorley
----- Original Message -----
From: Gene Ricci
Sent: Monday, June 18, 2001 8:45 PM
Subject: Re: [CANSLIM] PSTA

kinda like Krispy Kreme.... dough with sugar on it is still dough with sugar on it.......
----- Original Message -----
From: Tom Worley
Sent: Monday, June 18, 2001 7:42 PM
Subject: Re: [CANSLIM] PSTA

It keeps popping up on my small cap radar screen, but just can't get that excited about pasta. It's not a brand I buy, or even see in the grocery store. And as a non-discerning eater of pasta, I go to the stock market to buy technology, I go to the grocery store to buy whatever pasta is best priced (usually Muellers).
 
I never understood all the hoopla about pasta, pasta is pasta, like coffee is still colored and flavored water you rent.
 
Tom Worley
stkguru@netside.net
AIM: TexWorley
----- Original Message -----
Sent: Monday, June 18, 2001 3:14 PM
Subject: [CANSLIM] PSTA

Hello all,
 
What does anyone think of PSTA?
 
Thanks,
 
SL

"WorldSecure <irell.com>" made the following
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"WorldSecure <irell.com>" made the following
annotations on 06/19/01 16:43:13
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PLEASE NOTE: This message, including any attachments, may include privileged, confidential and/or inside information. Any distribution or use of this communication by anyone other than the intended recipient(s) is strictly prohibited and may be unlawful. If you are not the intended recipient, please notify the sender by replying to this message and then delete it from your system. Thank you.


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