From: owner-canslim-digest@lists.xmission.com (canslim-digest) To: canslim-digest@lists.xmission.com Subject: canslim-digest V2 #1704 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, October 2 2001 Volume 02 : Number 1704 In this issue: Re: [CANSLIM] USPH Re: [CANSLIM] USPH Re: [CANSLIM] USPH [CANSLIM] upsh [CANSLIM] Sending large or non-text files to the canslim group [CANSLIM] Quiet Times? Re: [CANSLIM] Quiet Times? ---------------------------------------------------------------------- Date: Mon, 1 Oct 2001 20:21:28 -0400 From: "Tom Worley" Subject: Re: [CANSLIM] USPH This is a multi-part message in MIME format. - ------=_NextPart_000_0007_01C14AB6.A6ADDD00 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable Hi Charlie, Without considering today's closing price, if you were to draw a line = along the highs and lows going back to July 5, you see a clear = downtrend. Today's close appears to just crack the highs line, but one = day doesn't make a trend. On a positive note, I see strong earnings forecast for this year (up = 56%) and next (up another 31%), strong ROE (37%), positive cash flow = (nearly double), and consistent top and bottom line growth both solidly = in the 20%+ range. Balanced against this is the current trailing PE of = 35, but the projected PE drops to 31, and the projected PE for 2002 = drops further to 24. That's not much of a premium for such strong = growth. I also note they took advantage of the ease in SEC rules to announce a = buyback of 9.6% of the issue (equals about 15% of the float). That will = help sustain the earnings growth. I agree that the 50 DMA at 16 looks like resistance (now support), but = would want to see it break decisively over 17.20 (the most recent high) = on volume. I am not sure I would wait for it to break the prior highs at = 18.91 and 19.75. Good luck, Tom Worley stkguru@netside.net AIM: TexWorley ----- Original Message -----=20 From: Charles Cangialosi=20 To: Canslim=20 Sent: Monday, October 01, 2001 10:26 PM Subject: [CANSLIM] USPH I am looking seriously at USPH. I was thinking 17 would have been a = good entry point but got busy and never did the trade, possibly I should = wait to see if it gets to about 17.50. It is above the 50 DMA which looks like = the resistance to me and the volume was good. Any thoughts on this one. Thanks Charlie - -To subscribe/unsubscribe, email "majordomo@xmission.com" -In the email body, write "subscribe canslim" or -"unsubscribe canslim". Do not use quotes in your email. - ------=_NextPart_000_0007_01C14AB6.A6ADDD00 Content-Type: text/html; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable
Hi Charlie,
 
Without considering today's closing price, if you = were to draw=20 a line along the highs and lows going back to July 5, you see a clear=20 downtrend.  Today's close appears to just crack the highs line, but = one day=20 doesn't make a trend.
 
On a positive note, I see strong earnings forecast = for this=20 year (up 56%) and next (up another 31%), strong ROE (37%), positive cash = flow=20 (nearly double), and consistent top and bottom line growth both solidly = in the=20 20%+ range. Balanced against this is the current trailing PE of 35, but = the=20 projected PE drops to 31, and the projected PE for 2002 drops further to = 24.=20 That's not much of a premium for such strong growth.
 
I also note they took advantage of the ease in SEC = rules to=20 announce a buyback of 9.6% of the issue (equals about 15% of the float). = That=20 will help sustain the earnings growth.
 
I agree that the 50 DMA at 16 looks like resistance = (now=20 support), but would want to see it break decisively over 17.20 (the most = recent=20 high) on volume. I am not sure I would wait for it to break the prior = highs at=20 18.91 and 19.75.
 
Good luck,
 
Tom Worley
stkguru@netside.net
AIM:=20 TexWorley
----- Original Message -----
From:=20 Charles=20 Cangialosi
To: Canslim
Sent: Monday, October 01, 2001 = 10:26=20 PM
Subject: [CANSLIM] USPH


I am looking seriously at USPH. I was thinking 17 = would=20 have been a good
entry point but got busy and never did the trade, = possibly=20 I should wait to
see if it gets to about 17.50. It is above the 50 = DMA=20 which looks like the
resistance to me and the volume was good. Any = thoughts=20 on this one.
Thanks
Charlie


-
-To = subscribe/unsubscribe,=20 email "majordomo@xmission.com"
-In= the=20 email body, write "subscribe canslim" or
-"unsubscribe = canslim".  Do=20 not use quotes in your email.
- ------=_NextPart_000_0007_01C14AB6.A6ADDD00-- - - - -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, 1 Oct 2001 20:53:51 -0600 From: "Patrick Wahl" Subject: Re: [CANSLIM] USPH Chart is generally constructive, with a sideways basing period from May to now. Ideally, I think you would like to see it get back near 20 and form a handle type thing, at least pause up at its old highs, and then look for a breakout. On 1 Oct 01, at 19:26, Charles Cangialosi wrote: > > I am looking seriously at USPH. I was thinking 17 would have been a good > entry point but got busy and never did the trade, possibly I should wait to > see if it gets to about 17.50. It is above the 50 DMA which looks like the > resistance to me and the volume was good. Any thoughts on this one. > Thanks > Charlie > > > - > -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, 01 Oct 2001 21:45:59 -0600 From: esetser Subject: Re: [CANSLIM] USPH Ignoring the very questionable "M" at this point, I don't see any CANSLIM entry on this one. You want to buy somewhere at least 1/2 up the cup, which would be somewhere in the 17-18 range, but you want a handle to form to give you the buy price. Buying this one here is just a bet that it will succeed, and according to WON, a handle or new high gives better odds of success with CANSLIM stocks. At 07:26 PM 10/1/01 -0700, you wrote: > > I am looking seriously at USPH. I was thinking 17 would have been a good >entry point but got busy and never did the trade, possibly I should wait to >see if it gets to about 17.50. It is above the 50 DMA which looks like the >resistance to me and the volume was good. Any thoughts on this one. >Thanks >Charlie > > >- >-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, 2 Oct 2001 03:39:44 -0700 From: "Charles Cangialosi" Subject: [CANSLIM] upsh Thanks for the replies. I will probably hold off for a while. Charlie - - - -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, 2 Oct 2001 08:00:01 -0600 From: owner-canslim@xmission.com (Jeff Salisbury) Subject: [CANSLIM] Sending large or non-text files to the canslim group Everyone, There are times when you may wish to share large or non-text files with our group (i.e. gif, jpeg, spreadsheets, etc). Our list is configured to reject all files over 80K. You can attach files under this threshold to your email posting. While files under this 80K threshold are delivered by the canslim list software, receiving mail servers often reject files over 40K. This means that while your file was delivered by the canslim mail server, many users will not have received it because their mail server rejected it... This does not mean you cannot share large files with the group. Rather, the BEST way to share large files with the group (even those under 80K) is to place the file at an ftp site, and then refer to the link in your canslim posting. This way, the reader can read your posting, click on the link, and instantly see what you are talking about. If you have your own ftp site, feel free to use it. If you do not have access to your own ftp site, we have provided an anonymous ftp site. To provide your file to the group, please follow these instructions: 1. Send your file to: "ftp://ftp.xmission.com/pub/users/m/mcjathan/incoming/". If you don't know how to ftp a file, you can use the ftp instructions at the bottom of this message. 2. After not more than 15 minutes, your file will be available for everyone at the URL of: http://WallStreet-LLC.com/pub/your_file_name where "your_file_name" is the exact name of the file you uploaded. This file name should NOT have spaces or other strange characters. Letter, numbers, and "." are always good, i.e. "canslim_25.gif". 3. Before posting your message to the group, test the URL of your file by copying the web address: http://WallStreet-LLC.com/pub/your_file_name into your browser and seeing if your browser displays the file properly. 4. Finally, send your message to the group describing your file, and be sure to explicity include the URL of your file. Although this may seem unwieldy at first, it really isn't too bad and it solves more problems than it creates. If you have any problems with this procedure, feel free to contact me at mcjathan@xmission.com. Best Regards, Jeff Salisbury =========================================================================== Netscape FTP Instructions: 1. Using Netscape, go to the URL: ftp://ftp.xmission.com/pub/users/m/mcjathan/incoming/ 2. On the Netscape "File" menu, select "Upload File..." This will open a file selection widget on your hard-drive. Select the file you wish to upload and hit the "Ok" button. At this point, your file will be uploaded. 3. Eventhough your file has been uploaded, you will not be able to see the file in your netscape browser. The reason for this is that the "incoming" directory is set to write-only for security reasons. Internet Explorer FTP Instructions: 1. Using "Internet Explorer", go to the URL: ftp://ftp.xmission.com/pub/users/m/mcjathan/incoming/ 2. Open "Windows Explorer" to browse your local hard-drive. Find the file you want to send. Select the file by clicking once. The right-click and "copy" the file. 3. Go back to the Internet Explorer window. Right-click and "paste" the file. It will be uploaded to the canslim ftp site. - - - -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, 02 Oct 2001 16:42:40 -0600 From: esetser Subject: [CANSLIM] Quiet Times? I find it interesting that the overall number of messages has plummeted now that we have had a valid follow-through day!!?? Personally, I did a full update and watch list this weekend, but I'm still 100% cash. I am watching closely, but I would like to see a few good stocks get away before I'm convinced we are really moving back up for any significant period of time. Interesting graphic with today's Investor Corner. The article talks about how you need to watch closely for market direction to properly time your investments. Then it goes on to compare Oct 99 and Jan 01 markets, both which had valid follow-through days. It seems they are trying to say you should have known to be in during Oct and out during Jan, but I don't see anything other than hindsight that indicates that! Am I missing something here? They don't say anything bad about the Jan 01 rally except that 2 distribution days sparked the slide from the short rally. There appears to be 2 similar days during the Oct rally that were simply "pit stops" to use their term. I'm not getting this one. - - - -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, 2 Oct 2001 18:49:58 -0700 (PDT) From: Marc Deiter Subject: Re: [CANSLIM] Quiet Times? I think the key lies in the daily volume for the "pit stop" days in Nov 99 and the "distribution days" for Jan 01. Although I have difficulty in comparing the daily market result to the daily volume due to the small size of the charts, the pit stops in today's Investor's Corner for Nov 99 appear to have lower volume than the previous day while the distribution days in Jan 01 appear to have higher volume than the previous day. In the Essential Lessons column from Friday's paper WON states that "Four days of distribution, if correctly spotted over a two- or three- week period, are often enough to turn a previously advancing market into a decline." The question I have is that today's column seems to indicate you should be out after two distribution days. Marc - --- esetser wrote: > I find it interesting that the overall number of messages has > plummeted now > that we have had a valid follow-through day!!?? Personally, I did > a full > update and watch list this weekend, but I'm still 100% cash. I am > watching > closely, but I would like to see a few good stocks get away before > I'm > convinced we are really moving back up for any significant period > of time. > > Interesting graphic with today's Investor Corner. The article > talks about > how you need to watch closely for market direction to properly time > your > investments. Then it goes on to compare Oct 99 and Jan 01 > markets, both > which had valid follow-through days. It seems they are trying to > say you > should have known to be in during Oct and out during Jan, but I > don't see > anything other than hindsight that indicates that! > > Am I missing something here? They don't say anything bad about the > Jan 01 > rally except that 2 distribution days sparked the slide from the > short > rally. There appears to be 2 similar days during the Oct rally > that were > simply "pit stops" to use their term. I'm not getting this one. > > - > -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!? Listen to your Yahoo! Mail messages from any phone. http://phone.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. ------------------------------ End of canslim-digest V2 #1704 ****************************** 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.