From: owner-canslim-digest@lists.xmission.com (canslim-digest) To: canslim-digest@lists.xmission.com Subject: canslim-digest V2 #1532 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 Wednesday, June 27 2001 Volume 02 : Number 1532 In this issue: Re: [CANSLIM] Re: BZH [CANSLIM] position sizing Re: [CANSLIM] Re: BZH [CANSLIM] Re: BZH Re: [CANSLIM] Re: BZH Re: [CANSLIM] Re: BZH Re: [CANSLIM] Re: BZH Re: [CANSLIM] Re: BZH Re: [CANSLIM] Re: BZH [CANSLIM] CECO Re: [CANSLIM] COH - where's the BEEF Re: [CANSLIM] Re: BZH Re: [CANSLIM] CECO Re: [CANSLIM] CECO Re: [CANSLIM] CECO ---------------------------------------------------------------------- Date: Wed, 27 Jun 2001 10:26:22 -0700 From: Tim Fisher Subject: Re: [CANSLIM] Re: BZH Sure, would have been a winner if you bot it before the GRS fell 6 weeks ago. If you bot it since then, you're a loser, unless you're short...what exactly was you point, Dan? On 10:05 AM 6/27/01, Dan Forant Said: >Just another not 100% CANSLIM winner for me :-) > >DanF > >DanF >----- Original Message ----- >From: "Tim Fisher" >To: >Sent: Wednesday, June 27, 2001 11:30 AM >Subject: [CANSLIM] Re: BZH > > > > See you didn't get an answer, so I guess I'll take a shot. The #1 reason I > > don't like BZH, or any homebuilder right now, is because GRS has been > > dropping for 6 weeks, from 99 to 78, which is not CANSLIM anymore. Charts > > don't matter a hoot when the stock doesn't make the cut in the first >place... > > > > 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. > > > > >- >-To subscribe/unsubscribe, email "majordomo@xmission.com" >-In the email body, write "subscribe canslim" or >-"unsubscribe canslim". Do not use quotes in your email. 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: Wed, 27 Jun 2001 18:37:54 +0100 From: "Andy Westphal" Subject: [CANSLIM] position sizing This is a multi-part message in MIME format. - ------=_NextPart_000_0044_01C0FF38.475247C0 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable From the latest turtletrader email "Great trading involves proper "bet" size. There is a correct way to bet on each trade. Recently we received a thesis paper from the Department of Psychology, Uppsala University, Stockholm School of Economics. The paper involves an experiment whereby some used money management or bet size and others did not. You can download the free thesis paper above -- and see the results." http://www.turtletrader.com/position.pdf=20 - ------=_NextPart_000_0044_01C0FF38.475247C0 Content-Type: text/html; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable

From the latest turtletrader email

"Great trading = involves=20 proper "bet" size. There is a correct way to
bet on each trade. = Recently we=20 received a thesis paper from the
Department of Psychology, Uppsala=20 University, Stockholm School of
Economics. The paper involves an = experiment=20 whereby some used money
management or bet size and others did not. = You can=20 download the free
thesis paper above -- and see the = results."

http://www.turtletrader= .com/position.pdf=20

- ------=_NextPart_000_0044_01C0FF38.475247C0-- - - - -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: Wed, 27 Jun 2001 13:51:19 -0400 From: "Dan Forant" Subject: Re: [CANSLIM] Re: BZH bought it today...............at 62.69 DanF - ----- Original Message ----- From: "Tim Fisher" To: Sent: Wednesday, June 27, 2001 1:26 PM Subject: Re: [CANSLIM] Re: BZH > Sure, would have been a winner if you bot it before the GRS fell 6 weeks > ago. If you bot it since then, you're a loser, unless you're short...what > exactly was you point, Dan? > > On 10:05 AM 6/27/01, Dan Forant Said: > >Just another not 100% CANSLIM winner for me :-) > > > >DanF > > > >DanF > >----- Original Message ----- > >From: "Tim Fisher" > >To: > >Sent: Wednesday, June 27, 2001 11:30 AM > >Subject: [CANSLIM] Re: BZH > > > > > > > See you didn't get an answer, so I guess I'll take a shot. The #1 reason I > > > don't like BZH, or any homebuilder right now, is because GRS has been > > > dropping for 6 weeks, from 99 to 78, which is not CANSLIM anymore. Charts > > > don't matter a hoot when the stock doesn't make the cut in the first > >place... > > > > > > 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. > > > > > > > > >- > >-To subscribe/unsubscribe, email "majordomo@xmission.com" > >-In the email body, write "subscribe canslim" or > >-"unsubscribe canslim". Do not use quotes in your email. > > 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. > - - - -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: Wed, 27 Jun 2001 14:35:14 -0400 From: "Surindra" Subject: [CANSLIM] Re: BZH Building industry as a group has been very strong in last 12 months or so. Earnings are superb and good growth overall. Any takes on NVR, HOV, MTH, SHLR? Have a nice day Surindra - -----Original Message----- From: owner-canslim@lists.xmission.com [mailto:owner-canslim@lists.xmission.com]On Behalf Of Dan Forant Sent: Wednesday, June 27, 2001 1:51 PM To: canslim@lists.xmission.com Subject: Re: [CANSLIM] Re: BZH bought it today...............at 62.69 DanF - ----- Original Message ----- From: "Tim Fisher" To: Sent: Wednesday, June 27, 2001 1:26 PM Subject: Re: [CANSLIM] Re: BZH > Sure, would have been a winner if you bot it before the GRS fell 6 weeks > ago. If you bot it since then, you're a loser, unless you're short...what > exactly was you point, Dan? > > On 10:05 AM 6/27/01, Dan Forant Said: > >Just another not 100% CANSLIM winner for me :-) > > > >DanF > > > >DanF > >----- Original Message ----- > >From: "Tim Fisher" > >To: > >Sent: Wednesday, June 27, 2001 11:30 AM > >Subject: [CANSLIM] Re: BZH > > > > > > > See you didn't get an answer, so I guess I'll take a shot. The #1 reason I > > > don't like BZH, or any homebuilder right now, is because GRS has been > > > dropping for 6 weeks, from 99 to 78, which is not CANSLIM anymore. Charts > > > don't matter a hoot when the stock doesn't make the cut in the first > >place... > > > > > > 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. > > > > > > > > >- > >-To subscribe/unsubscribe, email "majordomo@xmission.com" > >-In the email body, write "subscribe canslim" or > >-"unsubscribe canslim". Do not use quotes in your email. > > 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. > - - - -To subscribe/unsubscribe, email "majordomo@xmission.com" - -In the email body, write "subscribe canslim" or - -"unsubscribe canslim". Do not use quotes in your email. _________________________________________________________ Do You Yahoo!? Get your free @yahoo.com address at http://mail.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. ------------------------------ Date: Wed, 27 Jun 2001 12:41:32 -0700 (PDT) From: Kent Norman Subject: Re: [CANSLIM] Re: BZH As has been pointed out before on this group. It is rare to find perfection. Each person has a different tolerance for blemishes. Regards Kent Norman - --- Dan Forant wrote: > Just another not 100% CANSLIM winner for me :-) > > DanF > > DanF > ----- Original Message ----- > From: "Tim Fisher" > To: > Sent: Wednesday, June 27, 2001 11:30 AM > Subject: [CANSLIM] Re: BZH > > __________________________________________________ Do You Yahoo!? Get personalized email addresses from Yahoo! Mail http://personal.mail.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. ------------------------------ Date: Wed, 27 Jun 2001 16:10:29 -0700 From: Tim Fisher Subject: Re: [CANSLIM] Re: BZH Soa 1% return qualifies as a winner for you? Don't count your chickens until they appreciate 20%, that's what I say... On 10:51 AM 6/27/01, Dan Forant Said: >bought it today...............at 62.69 > >DanF >----- Original Message ----- >From: "Tim Fisher" >To: >Sent: Wednesday, June 27, 2001 1:26 PM >Subject: Re: [CANSLIM] Re: BZH > > > > Sure, would have been a winner if you bot it before the GRS fell 6 weeks > > ago. If you bot it since then, you're a loser, unless you're short...what > > exactly was you point, Dan? > > > > On 10:05 AM 6/27/01, Dan Forant Said: > > >Just another not 100% CANSLIM winner for me :-) > > > > > >DanF > > > > > >DanF > > >----- Original Message ----- > > >From: "Tim Fisher" > > >To: > > >Sent: Wednesday, June 27, 2001 11:30 AM > > >Subject: [CANSLIM] Re: BZH > > > > > > > > > > See you didn't get an answer, so I guess I'll take a shot. The #1 >reason I > > > > don't like BZH, or any homebuilder right now, is because GRS has been > > > > dropping for 6 weeks, from 99 to 78, which is not CANSLIM anymore. >Charts > > > > don't matter a hoot when the stock doesn't make the cut in the first > > >place... > > > > > > > > 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. > > > > > > > > > > > > >- > > >-To subscribe/unsubscribe, email "majordomo@xmission.com" > > >-In the email body, write "subscribe canslim" or > > >-"unsubscribe canslim". Do not use quotes in your email. > > > > 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. > > > > >- >-To subscribe/unsubscribe, email "majordomo@xmission.com" >-In the email body, write "subscribe canslim" or >-"unsubscribe canslim". Do not use quotes in your email. 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: Wed, 27 Jun 2001 16:13:51 -0700 From: Tim Fisher Subject: Re: [CANSLIM] Re: BZH An industry with negative group acceleration over 6 weeks is more than a blemish for me. It's a sign that it has topped and is giving up the leadership position to other industry groups. In other words, I will not buy homebuilders right now. GRS is important to me, as it should be to anyone professing to follow CANSLIM. Bottom line: picking less than 80/80/80/A/B/C stocks is not CANSLIM, and if it is not CANSLIM, you can bet your sweet petootie I'll point it out...(esp. when I do it !) ;} On 12:41 PM 6/27/01, Kent Norman Said: >As has been pointed out before on this group. It is >rare to find perfection. Each person has a different >tolerance for blemishes. > >Regards >Kent Norman > >--- Dan Forant wrote: > > Just another not 100% CANSLIM winner for me :-) > > > > DanF > > > > DanF > > ----- Original Message ----- > > From: "Tim Fisher" > > To: > > Sent: Wednesday, June 27, 2001 11:30 AM > > Subject: [CANSLIM] Re: BZH > > > > > > >__________________________________________________ >Do You Yahoo!? >Get personalized email addresses from Yahoo! Mail >http://personal.mail.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. 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: Wed, 27 Jun 2001 19:59:58 -0400 From: "Dan Forant" Subject: Re: [CANSLIM] Re: BZH Yep, sold it at 14:04 for 63.70 for a $1.01 per share profit. Not greedy, 11 out of last 16 stocks made $$. When the Bears leave, I'll be much more patient. Until then, I'm nickel and diming em. Day to day, hour to hour. DanF - ----- Original Message ----- From: "Tim Fisher" To: Sent: Wednesday, June 27, 2001 7:10 PM Subject: Re: [CANSLIM] Re: BZH > Soa 1% return qualifies as a winner for you? Don't count your chickens > until they appreciate 20%, that's what I say... > > On 10:51 AM 6/27/01, Dan Forant Said: > >bought it today...............at 62.69 > > > >DanF > >----- Original Message ----- > >From: "Tim Fisher" > >To: > >Sent: Wednesday, June 27, 2001 1:26 PM > >Subject: Re: [CANSLIM] Re: BZH > > > > > > > Sure, would have been a winner if you bot it before the GRS fell 6 weeks > > > ago. If you bot it since then, you're a loser, unless you're short...what > > > exactly was you point, Dan? > > > > > > On 10:05 AM 6/27/01, Dan Forant Said: > > > >Just another not 100% CANSLIM winner for me :-) > > > > > > > >DanF > > > > > > > >DanF > > > >----- Original Message ----- > > > >From: "Tim Fisher" > > > >To: > > > >Sent: Wednesday, June 27, 2001 11:30 AM > > > >Subject: [CANSLIM] Re: BZH > > > > > > > > > > > > > See you didn't get an answer, so I guess I'll take a shot. The #1 > >reason I > > > > > don't like BZH, or any homebuilder right now, is because GRS has been > > > > > dropping for 6 weeks, from 99 to 78, which is not CANSLIM anymore. > >Charts > > > > > don't matter a hoot when the stock doesn't make the cut in the first > > > >place... > > > > > > > > > > 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. > > > > > > > > > > > > > > > > >- > > > >-To subscribe/unsubscribe, email "majordomo@xmission.com" > > > >-In the email body, write "subscribe canslim" or > > > >-"unsubscribe canslim". Do not use quotes in your email. > > > > > > 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. > > > > > > > > >- > >-To subscribe/unsubscribe, email "majordomo@xmission.com" > >-In the email body, write "subscribe canslim" or > >-"unsubscribe canslim". Do not use quotes in your email. > > 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. - - - -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: Wed, 27 Jun 2001 20:07:41 -0400 From: "Dan Forant" Subject: Re: [CANSLIM] Re: BZH Like I said before, WON doesn't pay my bills. I rarely put up a stock to be analyzed because they wouldn't pass CANSLIM judgement in it's totality. Just checking to see if anyone's awake or at the wake. DanF - ----- Original Message ----- From: "Tim Fisher" To: Sent: Wednesday, June 27, 2001 7:13 PM Subject: Re: [CANSLIM] Re: BZH > An industry with negative group acceleration over 6 weeks is more than a > blemish for me. It's a sign that it has topped and is giving up the > leadership position to other industry groups. In other words, I will not > buy homebuilders right now. GRS is important to me, as it should be to > anyone professing to follow CANSLIM. Bottom line: picking less than > 80/80/80/A/B/C stocks is not CANSLIM, and if it is not CANSLIM, you can bet > your sweet petootie I'll point it out...(esp. when I do it !) ;} > > On 12:41 PM 6/27/01, Kent Norman Said: > >As has been pointed out before on this group. It is > >rare to find perfection. Each person has a different > >tolerance for blemishes. > > > >Regards > >Kent Norman > > > >--- Dan Forant wrote: > > > Just another not 100% CANSLIM winner for me :-) > > > > > > DanF > > > > > > DanF > > > ----- Original Message ----- > > > From: "Tim Fisher" > > > To: > > > Sent: Wednesday, June 27, 2001 11:30 AM > > > Subject: [CANSLIM] Re: BZH > > > > > > > > > > > >__________________________________________________ > >Do You Yahoo!? > >Get personalized email addresses from Yahoo! Mail > >http://personal.mail.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. > > 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. > - - - -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: 27 Jun 2001 21:10:00 CDT From: Fanus Subject: [CANSLIM] CECO Thoughts on CECO? = Besides the low EPS Ranking, I think this is a good CANSLIM stock. IMO, = I think the low EPS ranking is because it is only publicly traded for 4 yea= rs and had a dismal start the first year. The last 3 years looks pretty goo= d to me. What I like about it: 69 91 AAA Last two quarters EPS Growth of 33% and 30% Last two quarters Sales growth is 70% and 50%. Next Quarter forecast 0.19 compared to 0.13 last year. (32%). Cache flow 2.30 compared to TTM EPS of 1.11 Management own 30% (According to Yahoo) Shares outstanding 22 million. Its new Online education offering launched in April seems to be doing wel= l. A couple of accumulation days over the last few weeks. Held the 50 day moving avergage pretty good. What I don't like: Institutions own 90%. = ROE at 13 just a tad on the low side, but I am willing to overlook it. Disclaimer: I got in on 6/12 at 51.87 after it bounced of the 50 day MA again. I know, I know... Not a CANSLIM entry, but a low risk entry in my= opinion. - - Fanus - - - -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: Wed, 27 Jun 2001 22:55:50 -0400 From: "Tom Worley" Subject: Re: [CANSLIM] COH - where's the BEEF sounds mighty complicated. DGO responded to my query on this also reflecting that they failed to reflect the divestiture of the Sara Lee interests. Datablock is to be updated overnight. Tom Worley stkguru@netside.net AIM: TexWorley - ----- Original Message ----- From: Nicholas Barone To: Sent: Wednesday, June 27, 2001 11:42 AM Subject: Re: [CANSLIM] COH - where's the BEEF FYI http://news.moneycentral.msn.com/sec/mda.asp?Symbol=3Dcoh PUBLIC OFFERING OF COMMON STOCK AND EXCHANGE OFFER In October 2000, Coach completed an initial public offering of common stock. In conjunction with this offering, the following transactions occurred: - On July 2, 2000, the receivable from Sara Lee was capitalized into stockholders' net investment. No cash was paid or collected by either party. - On October 2, 2000, Coach assumed $190 million of indebtedness to a subsidiary of Sara Lee resulting in a reduction in equity. - Coach declared and paid a 35 million to 1.0 common stock dividend. PUBLIC OFFERING OF COMMON STOCK AND EXCHANGE OFFER (CONTINUED) - Coach sold 8.5 million shares of common stock in an initial public offering at a price of $16.00 per share. After deducting the underwriting discount and estimated offering expenses, net proceeds of $122 million were received and used to repay a portion of the indebtedness to a subsidiary of Sara Lee resulting in the then remaining obligation of $68 million. In January 2001, this loan was fully paid off by the Company from operating cash flow and drawings on the revolving credit facility. - Coach issued options to purchase 3.2 million shares of our common stock to full time employees and outside members of the Board of Directors at the offering price. - Coach employees elected to convert previously held Sara Lee options into options to purchase 1.2 million shares of our common stock. - Coach employees elected to convert previously held Sara Lee service-based restricted stock units into 0.03 million Coach service-based restricted stock units. - Coach employees elected to convert previously held Sara Lee restricted stock units under deferred compensation agreements, into 0.1 million shares of Coach restricted stock units. In January 2001, Sara Lee commenced an exchange offer to distribute its shares of Coach common stock. - On January 24, 2001, Sara Lee announced its intent to divest its remaining 80.5% ownership in Coach, pursuant to an exchange offer to Sara Lee shareholders. - On January 26, 2001, Coach filed a registration statement on Form S-4 with the Securities and Exchange Commission to begin the exchange offer process. - On March 5, 2001, Sara Lee announced the terms of the exchange offer. - The exchange offer period for stockholders to tender their Sara Lee common shares for Coach common shares concluded on April 4, 2001. The exchange offer was oversubscribed. The distribution was completed after the close of our third fiscal quarter. >From: "Tom Worley" >Reply-To: canslim@lists.xmission.com >To: >Subject: Re: [CANSLIM] COH >Date: Wed, 27 Jun 2001 07:23:27 -0400 > >That's what the datablock on DGO shows. > >Tom Worley >stkguru@netside.net >AIM: TexWorley > >----- Original Message ----- >From: SRP Singh >To: >Sent: Wednesday, June 27, 2001 5:59 AM >Subject: Re: [CANSLIM] COH > > >As per DGO >outstanding shares =3D 43.5 Million >Float =3D 6.9 Million >Funds 44% > >But as per Yahoo >outstanding shares =3D 43.5 Million >Float =3D 32.2M >=B7 Insider and 5%+ Owners: 26% >=B7 Institutional: 27% (37% of float) > >I failed to rationalize this discrepency. > >Tom, from where did you get data that "management" >only owns 1% of the issue. > >-SRP > >--- Tom Worley wrote: > > The lack of volume, not only today but for the past > > 8 weeks, > > makes it highly suspect in my book. I also note that > > while > > "management" only owns 1% of the issue, there is a > > 36.6 million > > share block unaccounted for between the issue and > > the float > > (issue is only 43.5 million, so this block is huge. > > I would want > > to know who owns that block, and what they are doing > > with it, > > before getting interested. > > > > Tom Worley > > stkguru@netside.net > > AIM: TexWorley > > > > ----- Original Message ----- > > From: Nicholas Barone > > To: > > Sent: Tuesday, June 26, 2001 2:14 PM > > Subject: Re: [CANSLIM] COH > > > > > > COH is breaking out > > > > BUT.... it has no volume > > this is weird > > > > pivot 37 something > > now above old high > > but 1/3 adv > > > > lots of positives on this one > > strange? > > > > comments > > > > NB > > >_______________ _________________________________________________________________ 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: Wed, 27 Jun 2001 23:06:30 -0400 From: "Tom Worley" Subject: Re: [CANSLIM] Re: BZH I agree, Housing construction has been very strong for some time, and with the low rates, and lower taxes, is likely to remain strong for some time. On the other hand, Tim's point is also very true, the GRS has been falling sharply for some weeks now. Currently it is now 71, even worse than Tim mentioned. Most of the stocks you mention, and probably most in the group, show a similar pattern of having fallen from recent highs, and either basing or forming a short double bottom. Some may already be setting up an apparent base for a b/o. While I am not a group follower (another of my many CANSLIM sins), I do try to avoid a group that is rapidly falling as a group. And that's the case here. I suspect it is not falling so much in terms of sales or earnings, but rather is falling so rapidly because so many other groups are moving up by comparison. And that's where the smart money is heading. Tom Worley stkguru@netside.net AIM: TexWorley - ----- Original Message ----- From: Surindra To: Sent: Wednesday, June 27, 2001 2:35 PM Subject: [CANSLIM] Re: BZH Building industry as a group has been very strong in last 12 months or so. Earnings are superb and good growth overall. Any takes on NVR, HOV, MTH, SHLR? Have a nice day Surindra - -----Original Message----- From: owner-canslim@lists.xmission.com [mailto:owner-canslim@lists.xmission.com]On Behalf Of Dan Forant Sent: Wednesday, June 27, 2001 1:51 PM To: canslim@lists.xmission.com Subject: Re: [CANSLIM] Re: BZH bought it today...............at 62.69 DanF - ----- Original Message ----- From: "Tim Fisher" To: Sent: Wednesday, June 27, 2001 1:26 PM Subject: Re: [CANSLIM] Re: BZH > Sure, would have been a winner if you bot it before the GRS fell 6 weeks > ago. If you bot it since then, you're a loser, unless you're short...what > exactly was you point, Dan? > > On 10:05 AM 6/27/01, Dan Forant Said: > >Just another not 100% CANSLIM winner for me :-) > > > >DanF > > > >DanF > >----- Original Message ----- > >From: "Tim Fisher" > >To: > >Sent: Wednesday, June 27, 2001 11:30 AM > >Subject: [CANSLIM] Re: BZH > > > > > > > See you didn't get an answer, so I guess I'll take a shot. The #1 reason I > > > don't like BZH, or any homebuilder right now, is because GRS has been > > > dropping for 6 weeks, from 99 to 78, which is not CANSLIM anymore. Charts > > > don't matter a hoot when the stock doesn't make the cut in the first > >place... > > > > > > Tim Fisher > > > Ore-Rock-On and Pacific Fishery Biologists WWW Sites > > > - - - -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: Wed, 27 Jun 2001 23:22:49 -0400 From: "Tom Worley" Subject: Re: [CANSLIM] CECO DGO only shows 3% Management ownership (21.7 million issue, 21.0 float). One thing I noted is that in 2000, sequential earnings dropped in both the 1st and 2nd qtrs while sales in those qtrs increased sequentially. They repeated that pattern in 1st qtr this year, and the earnings forecast you quote indicates they will repeat in the 2nd qtr as well, at least on earnings. Maybe there is something seasonal about expenses they book in the first half, but I don't like earnings going down when sales go up. Tom Worley stkguru@netside.net AIM: TexWorley - ----- Original Message ----- From: Fanus To: Sent: Wednesday, June 27, 2001 10:10 PM Subject: [CANSLIM] CECO Thoughts on CECO? Besides the low EPS Ranking, I think this is a good CANSLIM stock. IMO, I think the low EPS ranking is because it is only publicly traded for 4 years and had a dismal start the first year. The last 3 years looks pretty good to me. What I like about it: 69 91 AAA Last two quarters EPS Growth of 33% and 30% Last two quarters Sales growth is 70% and 50%. Next Quarter forecast 0.19 compared to 0.13 last year. (32%). Cache flow 2.30 compared to TTM EPS of 1.11 Management own 30% (According to Yahoo) Shares outstanding 22 million. Its new Online education offering launched in April seems to be doing well. A couple of accumulation days over the last few weeks. Held the 50 day moving avergage pretty good. What I don't like: Institutions own 90%. ROE at 13 just a tad on the low side, but I am willing to overlook it. Disclaimer: I got in on 6/12 at 51.87 after it bounced of the 50 day MA again. I know, I know... Not a CANSLIM entry, but a low risk entry in my opinion. - - Fanus - - - -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: Wed, 27 Jun 2001 22:39:51 -0500 From: "ernieh" Subject: Re: [CANSLIM] CECO Fanus, I have been watching this one. I agree with you that it is a good canslim'er. A little high on valuation for my tastes, but none the less solid on the CANSLI. I have not been a part of this group for long, but I have noticed a preoccupation with the technical aspect of WONology. I have seen quite a few stocks mentioned here because of their chart patterns, specifically b/o's, but when I would look into them they often fall short on the fundamental side. When I do my analysis the last thing I look at is the chart pattern. As we all know it is difficult to find stocks that meet canslim criteria and have a chart pattern described in WON's literature. This is why I will also enter trades based on other chart patterns and support levels that I have learned over the years. There are more ways to enter a low risk trade than cup & handles. Unfortunately my other methods of entering low risk trades don't present themselves very often either. So for me I will just be patient instead of compromising on the fundamentals. Just my two cents. Good luck on your trade. E - ---------- Original Message ---------------------------------- From: Fanus Reply-To: canslim@lists.xmission.com Date: 27 Jun 2001 21:10:00 CDT >Thoughts on CECO? > >Besides the low EPS Ranking, I think this is a good CANSLIM stock. IMO, I >think the low EPS ranking is because it is only publicly traded for 4 years >and had a dismal start the first year. The last 3 years looks pretty good to >me. > >What I like about it: >69 91 AAA >Last two quarters EPS Growth of 33% and 30% >Last two quarters Sales growth is 70% and 50%. >Next Quarter forecast 0.19 compared to 0.13 last year. (32%). >Cache flow 2.30 compared to TTM EPS of 1.11 >Management own 30% (According to Yahoo) >Shares outstanding 22 million. >Its new Online education offering launched in April seems to be doing well. >A couple of accumulation days over the last few weeks. >Held the 50 day moving avergage pretty good. > >What I don't like: >Institutions own 90%. >ROE at 13 just a tad on the low side, but I am willing to overlook it. > >Disclaimer: I got in on 6/12 at 51.87 after it bounced of the 50 day MA >again. I know, I know... Not a CANSLIM entry, but a low risk entry in my >opinion. > >- Fanus > > >- >-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: Wed, 27 Jun 2001 23:50:12 -0400 From: "Tom Worley" Subject: Re: [CANSLIM] CECO And WON focuses on far more chart patterns than the cup & handle, but for some reason, that seems to be the one that CANLIMers, at least in this group, fixate on. Tom Worley stkguru@netside.net AIM: TexWorley - ----- Original Message ----- From: ernieh To: Sent: Wednesday, June 27, 2001 11:39 PM Subject: Re: [CANSLIM] CECO Fanus, I have been watching this one. I agree with you that it is a good canslim'er. A little high on valuation for my tastes, but none the less solid on the CANSLI. I have not been a part of this group for long, but I have noticed a preoccupation with the technical aspect of WONology. I have seen quite a few stocks mentioned here because of their chart patterns, specifically b/o's, but when I would look into them they often fall short on the fundamental side. When I do my analysis the last thing I look at is the chart pattern. As we all know it is difficult to find stocks that meet canslim criteria and have a chart pattern described in WON's literature. This is why I will also enter trades based on other chart patterns and support levels that I have learned over the years. There are more ways to enter a low risk trade than cup & handles. Unfortunately my other methods of entering low risk trades don't present themselves very often either. So for me I will just be patient instead of compromising on the fundamentals. Just my two cents. Good luck on your trade. E - ---------- Original Message ---------------------------------- From: Fanus Reply-To: canslim@lists.xmission.com Date: 27 Jun 2001 21:10:00 CDT >Thoughts on CECO? > >Besides the low EPS Ranking, I think this is a good CANSLIM stock. IMO, I >think the low EPS ranking is because it is only publicly traded for 4 years >and had a dismal start the first year. The last 3 years looks pretty good to >me. > >What I like about it: >69 91 AAA >Last two quarters EPS Growth of 33% and 30% >Last two quarters Sales growth is 70% and 50%. >Next Quarter forecast 0.19 compared to 0.13 last year. (32%). >Cache flow 2.30 compared to TTM EPS of 1.11 >Management own 30% (According to Yahoo) >Shares outstanding 22 million. >Its new Online education offering launched in April seems to be doing well. >A couple of accumulation days over the last few weeks. >Held the 50 day moving avergage pretty good. > >What I don't like: >Institutions own 90%. >ROE at 13 just a tad on the low side, but I am willing to overlook it. > >Disclaimer: I got in on 6/12 at 51.87 after it bounced of the 50 day MA >again. I know, I know... Not a CANSLIM entry, but a low risk entry in my >opinion. > >- Fanus - - - -To subscribe/unsubscribe, email "majordomo@xmission.com" - -In the email body, write "subscribe canslim" or - -"unsubscribe canslim". Do not use quotes in your email. ------------------------------ End of canslim-digest V2 #1532 ****************************** 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.