From: owner-canslim-digest@lists.xmission.com (canslim-digest) To: canslim-digest@lists.xmission.com Subject: canslim-digest V2 #1835 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, November 21 2001 Volume 02 : Number 1835 In this issue: RE: [CANSLIM] DRI C&H RE: [CANSLIM] kkd Re: [CANSLIM] DRI C&H [CANSLIM] JAKK, STJ Re: [CANSLIM] JAKK, STJ Re: [CANSLIM] JAKK, STJ [CANSLIM] Steel Re: [CANSLIM] Steel Re: [CANSLIM] Steel Re: [CANSLIM] Steel ---------------------------------------------------------------------- Date: Tue, 20 Nov 2001 21:40:37 -0600 From: "John Adair" Subject: RE: [CANSLIM] DRI C&H This is a multi-part message in MIME format. - ------=_NextPart_000_0010_01C1720B.FE4C3B20 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable X-MIME-Autoconverted: from 8bit to quoted-printable by mail4.brightok.net id VAA26161 - -----Original Message----- From: owner-canslim@lists.xmission.com [mailto:owner-canslim@lists.xmission.com]On Behalf Of Tom Worley Sent: Tuesday, November 20, 2001 5:40 AM To: canslim@lists.xmission.com Subject: Re: [CANSLIM] DRI C&H John, There is a disproportionate drop in the RS line compared to the droop in = the handle, would make me concerned about overhead resistance. Also, earnings growth for current year forecast at only 13%, another negative. DGO puts = ADV at 799,600 so you need nearly 1.6 million for a good b/o. Tom Worley stkguru@netside.net AIM: TexWorley - ----- Original Message ----- From: John Adair To: Canslim@Lists.Xmission.Com Sent: Monday, November 19, 2001 9:29 PM Subject: [CANSLIM] DRI C&H Today=92s ibd stock screen lists DRI . There is a good base and the hand= le is forming over a 2 week period. Volume is drying up The pivot is about 31.6= 5 I would expect the volume would have to reach over 1,000000 for a go= od blastoff The rest of the numbers look good. I expect if tomorrow is an = up day it will go. - ------=_NextPart_000_0010_01C1720B.FE4C3B20 Content-Type: text/html; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable

<= /p>

-----Original Message-----
From: owner-canslim@lists.xmission.com [mailto:owner-canslim@lists.xmission.com]On Behalf Of Tom Worley
Sent: Tuesday, November 20, 2001 5:40 AM
To: canslim@lists.xmission.com
Subject:= Re: [CANSLIM] DRI C&H

John,

There is a disproportionate drop in the RS line compared to the = droop in the handle, would make me concerned about overhead resistance. Also, earnings growth for current year forecast at only 13%, another negative. = DGO puts ADV at 799,600 so you need nearly 1.6 million for a good = b/o.

Tom Worley
stkguru@netside.net<= br> AIM: TexWorley

----- Original Message -----

From: John Adair

To: Canslim@Lists.Xmission.Com =

Sent: Monday, November 19, 2001 9:29 = PM

Subject:<= /font> [CANSLIM] DRI = C&H

Today’s ibd stock = screen lists DRI . There is a good base and = the handle is forming over a 2 week period. Volume is drying up The pivot is = about 31.65 I would expect the = volume would have to reach over 1,000000 for a good blastoff = The rest of the numbers look good. I expect if = tomorrow is an up day it will = go.

- ------=_NextPart_000_0010_01C1720B.FE4C3B20-- - - - -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, 21 Nov 2001 07:16:17 -0500 From: "Cefaloni, John L Jr. [AMSTA-AR-WEA]" Subject: RE: [CANSLIM] kkd Walter, Forks? Knives? That just slows you down. The only way to eat the buns is with your BARE HANDS! (just kidding, but if no one is watching...) Have a happy Thanksgiving. - -----Original Message----- From: walter nusbaum [mailto:wnusbaum@airmail.net] Sent: Tuesday, November 20, 2001 7:24 PM To: canslim@lists.xmission.com Subject: Re: [CANSLIM] kkd - ----- Original Message ----- From: "Cefaloni, John L Jr. [AMSTA-AR-WEA]" To: Sent: Tuesday, November 20, 2001 12:15 PM Subject: RE: [CANSLIM] kkd > The whole point that freshness is a big part of food quality and therefore > brand loyalty reminds me of a recent trip to Cinnabon's. I got a pack of > minibons-to-go and they were cold and hard. I think the idea is to heat > them in your microwave oven, but I took them to my son's soccer game to > share with other parents and there was no microwave around. Anyway, it just > wasn't the same as getting them fresh and I probably won't buy them "to go" > again, whether I have a microwave available or not. (Snip) John, On a return trip from Vegas a couple of weeks ago, I stopped in Cinnabon's for the first time. As I stood in line I watched as the buns were coated with a sugar topping and then placed in an oven. At the table I hungrily attacked the bun and broke two plastic forks. I then got a plastic knife which was of little use against the hard, cardboard-like substance. Never again! Best wishes, Walt - - - -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, 21 Nov 2001 11:15:37 -0500 From: Dave Subject: Re: [CANSLIM] DRI C&H You may have spoke to soon. Norman wrote: > Sorry Kent, > > The curse failed to kill EPIQ (yet) so it is null and void :-) > > Norm > > ----- Original Message ----- > From: "Kent Norman" > To: > Sent: Tuesday, November 20, 2001 9:16 PM > Subject: Re: [CANSLIM] DRI C&H > > > Let'ssee if the IBDcurse is still inforce ! > > > > Kent Norman > > > > --- John Adair wrote: > > > Today's ibd stock screen lists DRI . There is a good > > > base and the handle is > > > forming over a 2 week period. Volume is drying up > > > The pivot is about 31.65 > > > I would expect the volume would have to reach over > > > 1,000000 for a good > > > blastoff The rest of the numbers look good. I > > > expect if tomorrow is an up > > > day it will go. > > > > > > > > > __________________________________________________ > > Do You Yahoo!? > > Yahoo! GeoCities - quick and easy web site hosting, just $8.95/month. > > http://geocities.yahoo.com/ps/info1 > > > > - > > -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: Wed, 21 Nov 2001 11:36:58 -0500 From: "Dave" Subject: [CANSLIM] JAKK, STJ JAKK broke out of a pretty nice cup handle last week and since then has pulled back on lower volume, now almost within 5% of the pivot. A second chance to buy? IBD Ratings are good and the holiday season is typically strong for gaming companies. What about STJ? A huge breakout to new highs but not much of a base. Haven't seen any news to account for this move. - - - -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, 21 Nov 2001 11:05:18 -0600 From: "Katherine Malm" Subject: Re: [CANSLIM] JAKK, STJ Here it is Dave, From Briefing.com 08:23 ET Guidant Corp (GDT) 46.82: Goldman upgrades to MARKET OUTPERFORM from Market Perform; yesterday the company announced an early halt to its MADIT II trial by the trial's Data and Safety Monitoring Board due to a greater than 30% reduction in mortality; firm believes this represents a major event that should benefit all major defib manufacturers by potentially doubling the addressable target. Believes GDT could see low 50's near-term; also sees MDT and STJ as beneficiaries. 10:50 ET Medical Devices Update : Guidant (+9%) and St. Jude (+8%) up sharply on news of early halt to GDT's MADIT II trial (see 8:23 comment). Wilson Greatbatch Technologies (GB), a supplier to Guidant, St. Jude Medical and Medtronic, is up 9%. MDT is up 4%. Katherine - ----- Original Message ----- From: "Dave" To: Sent: Wednesday, November 21, 2001 10:36 AM Subject: [CANSLIM] JAKK, STJ > JAKK broke out of a pretty nice cup handle last week and since then has > pulled back on lower volume, now almost within 5% of the pivot. A second > chance to buy? IBD Ratings are good and the holiday season is typically > strong for gaming companies. > > What about STJ? A huge breakout to new highs but not much of a base. > Haven't seen any news to account for this move. > > > - > -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, 21 Nov 2001 11:08:30 -0600 From: "Katherine Malm" Subject: Re: [CANSLIM] JAKK, STJ Here's a little insight into JAKK from April and August Archive Headline 23-Apr-01 JAKKS Pacific (JAKK) 12.25 +0.85: Having announced three consecutive earnings warnings, beginning with 3Q00, it is fair to say that this multi-line, multi-brand toy company has had its share of earnings problems. Understandably, its stock has had its problems, too, having fallen from a 52-wk high of 24.25 last April to a low of 7.00 in October. JAKK is on the mend today, however, after a better than expected Q1 earnings report and some encouraging guidance. JAKK reported Q1 pro forma net income of $6.2 mln, or $0.33 per diluted share, $0.05 ahead of the First Call consensus. Net sales of $60.0 mln were up 18% and gross margins improved 120 basis points to 40.8%. JAKK's core products include World Wrestling Federation (WWF) action figures and accessories, Flying Colors activity sets, Road Champs vehicle replicas, Remco toy vehicles and playsets, Child Guidance infant and pre-school toys, Pentech writing instruments and activity products, and fashion dolls. JAKK also has a joint venture with THQ, Inc. (THQI 36.69 -2.01), which entered into a license agreement with WWF that gives it the exclusive worldwide right to publish WWF video games on all hardware platforms. JAKK expects to see a significantly greater contribution from the joint venture in 2002. In the interim, it sounds as if the success of its core products will be enough to sustain its improved earnings performance as the company confirmed its previous Q2 forecast for sales to be in the range of $63-$66 mln and diluted earnings to be between $0.34 and $0.37 per share (consensus is $0.33). In addition, JAKK said it remains comfortable with its projection of 15%-23% revenue growth in FY01 and earnings growth of 5%-12%, which would translate to sales of $290-$310 mln and net income of $30-$32 mln, or $1.61-$1.71 per diluted share (consensus is $1.62). The company emphasized that its core business is doing extremely well, and that it should be well-positioned to weather the economic slowdown considering that many of its products sell for less than $10. Aside from that realization, Briefing.com is also encouraged by JAKK's solid balance sheet, highlighted by nearly $3 per share in cash and marketable securities and virtually no debt, the company's announcement that its Board has approved a stock repurchase program of up to one million shares, and an attractive P/E multiple of 7.6x est. FY01 earnings which is roughly a 50% discount to JAKK's projected long-term growth rate. Our 6-9 month price target is $15.-- Patrick J. O'Hare, Briefing.com 21-Aug-01 11:55 ET JAKKS Pacific (JAKK) 18.75 -2.25 (-10.7%): Trading floor sources attributing decline in the maker of action figures to a CFRA note. The report apparently cautions of a rising level of receivables at JAKK, increased inventories, and a sharp decline in operating cash flows. Katherine - ----- Original Message ----- From: "Dave" To: Sent: Wednesday, November 21, 2001 10:36 AM Subject: [CANSLIM] JAKK, STJ > JAKK broke out of a pretty nice cup handle last week and since then has > pulled back on lower volume, now almost within 5% of the pivot. A second > chance to buy? IBD Ratings are good and the holiday season is typically > strong for gaming companies. > > What about STJ? A huge breakout to new highs but not much of a base. > Haven't seen any news to account for this move. > > > - > -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, 21 Nov 2001 11:24:21 -0600 From: "Katherine Malm" Subject: [CANSLIM] Steel This is a multi-part message in MIME format. - ------=_NextPart_000_00AA_01C1727F.10CD7D40 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable I've been watching the steel industry with great interest this last year = for signs of economic recovery. Today, NUE, X, AKS are gapping up and = breaking their downtrends. Granted, this is on news of consolidation in = the industry, but it's exactly what you'd want to see to show signs of a = bottom. Taking out excess capacity in any industry is a sign of a change = in tone. Now, if we can just see more signs that excess capacity in = telecom and fiber optics is occurring, I'd be *very* happy. Katherine - ------=_NextPart_000_00AA_01C1727F.10CD7D40 Content-Type: text/html; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable

I've been watching the steel industry = with great=20 interest this last year for signs of economic recovery. Today, NUE, X, = AKS are=20 gapping up and breaking their downtrends. Granted, this is on news of=20 consolidation in the industry, but it's exactly what you'd want to see = to show=20 signs of a bottom. Taking out excess capacity in any industry is a sign = of a=20 change in tone. Now, if we can just see more signs that excess capacity = in=20 telecom and fiber optics is occurring, I'd be *very* happy.

Katherine

- ------=_NextPart_000_00AA_01C1727F.10CD7D40-- - - - -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, 21 Nov 2001 11:27:51 -0600 From: "Katherine Malm" Subject: Re: [CANSLIM] Steel This is a multi-part message in MIME format. - ------=_NextPart_000_00B3_01C1727F.8DEE43E0 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable Oops, meant to say "taking out excess capacity in telecom and fiber = optics" Katherine - ------=_NextPart_000_00B3_01C1727F.8DEE43E0 Content-Type: text/html; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable

Oops, meant to say "taking = out=20 excess capacity in telecom and fiber optics"

Katherine

- ------=_NextPart_000_00B3_01C1727F.8DEE43E0-- - - - -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, 21 Nov 2001 09:51:13 -0800 From: "Bill Triffet" Subject: Re: [CANSLIM] Steel This is a multi-part message in MIME format. - ------=_NextPart_000_0039_01C17272.0E8ACC20 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable Katherine, I receive this newsletter via email but is online as well called the = Wave Report. This issue has a blurb about the telecom and fiber optics = industry. Its = http://www.wave-report.com/other-html-files/Currentwave.htm Talks about = the meltdown of the telecom service providers and the bandwidth glut. = Says Corning is closing a fiber plant for 3 months. - -Bill ----- Original Message -----=20 From: Katherine Malm=20 To: CANSLIM List Posting=20 Sent: Wednesday, November 21, 2001 9:24 AM Subject: [CANSLIM] Steel I've been watching the steel industry with great interest this last = year for signs of economic recovery. Today, NUE, X, AKS are gapping up = and breaking their downtrends. Granted, this is on news of consolidation = in the industry, but it's exactly what you'd want to see to show signs = of a bottom. Taking out excess capacity in any industry is a sign of a = change in tone. Now, if we can just see more signs that "taking out = excess capacity in telecom and fiber optics is occurring, I'd be *very* = happy. Katherine - ------=_NextPart_000_0039_01C17272.0E8ACC20 Content-Type: text/html; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable

Katherine,

I receive this newsletter via email but = is online=20 as well called the Wave Report. This issue has a blurb about the telecom = and=20 fiber optics industry. Its http= ://www.wave-report.com/other-html-files/Currentwave.htm =20 Talks about the meltdown of the telecom service providers and the = bandwidth=20 glut. Says Corning is closing a fiber plant for 3 months.

-Bill

----- Original Message -----
From:=20 Katherine=20 Malm
To: CANSLIM List Posting

Sent: Wednesday, November 21, = 2001 9:24=20 AM

Subject: [CANSLIM] Steel

I've been watching the steel industry = with great=20 interest this last year for signs of economic recovery. Today, NUE, X, = AKS are=20 gapping up and breaking their downtrends. Granted, this is on news of=20 consolidation in the industry, but it's exactly what you'd want to see = to show=20 signs of a bottom. Taking out excess capacity in any industry is a = sign of a=20 change in tone. Now, if we can just see more signs that = "taking=20 out excess capacity in telecom and fiber optics is occurring, = I'd be=20 *very* happy.

Katherine

- ------=_NextPart_000_0039_01C17272.0E8ACC20-- - - - -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, 21 Nov 2001 11:53:55 -0600 From: "Katherine Malm" Subject: Re: [CANSLIM] Steel This is a multi-part message in MIME format. - ------=_NextPart_000_00C5_01C17283.32814760 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable Thanks Bill, I'll look forward to taking a look. Lots of dark fiber out there and too much legislation hampering the last = mile. A good combo of legislation that makes the last mile installation = more cost effective for the providers, some good technological = applications and further capacity take-out/industry consolidation should = put the dark fiber to good use. GLW is a start...glad to see their = change in strategy lately. D'you also see that they're refocusing their = attention into other product lines as well? Very nice. Again, thanks for the link, Katherine ----- Original Message -----=20 From: Bill Triffet=20 To: canslim@lists.xmission.com=20 Sent: Wednesday, November 21, 2001 11:51 AM Subject: Re: [CANSLIM] Steel Katherine, I receive this newsletter via email but is online as well called the = Wave Report. This issue has a blurb about the telecom and fiber optics = industry. Its = http://www.wave-report.com/other-html-files/Currentwave.htm Talks about = the meltdown of the telecom service providers and the bandwidth glut. = Says Corning is closing a fiber plant for 3 months. -Bill ----- Original Message -----=20 From: Katherine Malm=20 To: CANSLIM List Posting=20 Sent: Wednesday, November 21, 2001 9:24 AM Subject: [CANSLIM] Steel I've been watching the steel industry with great interest this last = year for signs of economic recovery. Today, NUE, X, AKS are gapping up = and breaking their downtrends. Granted, this is on news of consolidation = in the industry, but it's exactly what you'd want to see to show signs = of a bottom. Taking out excess capacity in any industry is a sign of a = change in tone. Now, if we can just see more signs that "taking out = excess capacity in telecom and fiber optics is occurring, I'd be *very* = happy. Katherine - ------=_NextPart_000_00C5_01C17283.32814760 Content-Type: text/html; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable

Thanks Bill, I'll look forward to = taking a=20 look.

Lots of dark fiber out there and too = much=20 legislation hampering the last mile. A good combo of legislation that = makes the=20 last mile installation more cost effective for the providers, some good=20 technological applications and further capacity take-out/industry=20 consolidation should put the dark fiber to good use. GLW is a = start...glad=20 to see their change in strategy lately. D'you also see that they're = refocusing=20 their attention into other product lines as well? Very = nice.

Again, thanks for the = link,

Katherine

----- Original Message -----
From:=20 Bill=20 Triffet
To: canslim@lists.xmission.com=

Sent: Wednesday, November 21, = 2001 11:51=20 AM

Subject: Re: [CANSLIM] = Steel

Katherine,

I receive this newsletter via email = but is online=20 as well called the Wave Report. This issue has a blurb about the = telecom and=20 fiber optics industry. Its http= ://www.wave-report.com/other-html-files/Currentwave.htm =20 Talks about the meltdown of the telecom service providers and the = bandwidth=20 glut. Says Corning is closing a fiber plant for 3 months.

-Bill

----- Original Message -----
From:=20 Katherine=20 Malm
To: CANSLIM List Posting

Sent: Wednesday, November 21, = 2001 9:24=20 AM

Subject: [CANSLIM] = Steel

I've been watching the steel = industry with=20 great interest this last year for signs of economic recovery. Today, = NUE, X,=20 AKS are gapping up and breaking their downtrends. Granted, this is = on news=20 of consolidation in the industry, but it's exactly what you'd want = to see to=20 show signs of a bottom. Taking out excess capacity in any industry = is a sign=20 of a change in tone. Now, if we can just see more signs that = "taking=20 out excess capacity in telecom and fiber optics is = occurring, I'd=20 be *very* happy.

Katherine

- ------=_NextPart_000_00C5_01C17283.32814760-- - - - -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 #1835 ****************************** 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.