From: owner-canslim-digest@lists.xmission.com (canslim-digest) To: canslim-digest@lists.xmission.com Subject: canslim-digest V2 #1889 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, December 4 2001 Volume 02 : Number 1889 In this issue: [CANSLIM] (non Canslim, or only partly) Mark Boucher: The Hedge Fund Edge AW: [CANSLIM] (CANSLIM) Clarify Group RS Re: [CANSLIM] (non Canslim, or only partly) Mark Boucher: The Hedge Fund Edge Re: [CANSLIM] (non Canslim, or only partly) Mark Boucher: The Hedge Fund Edge Re: [CANSLIM] Leadership ( was: Market Cycles) Re: [CANSLIM] Leadership ( was: Market Cycles) Re: [CANSLIM] UTSI [CANSLIM] An observation ---------------------------------------------------------------------- Date: Tue, 4 Dec 2001 16:30:00 +0100 From: Andreas Himmelreich Subject: [CANSLIM] (non Canslim, or only partly) Mark Boucher: The Hedge Fund Edge Katherine, I would like to thank you very, very much that you have recommended the above book some weeks ago to the group. Great Book !!! Andreas - - - -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, 4 Dec 2001 16:30:40 +0100 From: Andreas Himmelreich Subject: AW: [CANSLIM] (CANSLIM) Clarify Group RS Well the thing is: There were very, very good stock opportunities during these years as well (Oneil, Ryan, Driehaus etc. made it big during these times). There where (intermediate) bear markets and bull markets that where profitable, especially if you are able to short (which I still have to learn). Actually, I like times when it is hard to find winners much better then the times where you just pick a .com stock that heads north and nobody knows why. Nevertheless I think it is important to stay flexible: There will be always a market that is profitable. If not stocks, then comodities (like in the 70ths, when inflation was high) or something else. It is going to be a bit harder, but it will work. > -----Ursprungliche Nachricht----- > Von: Kent Norman [SMTP:kent_norman@yahoo.com] > Gesendet am: Sunday, December 02, 2001 4:15 AM > An: canslim@lists.xmission.com > Betreff: Re: [CANSLIM] (CANSLIM) Clarify Group RS > > Perhaps someone would dare to do the math, but how > many years of flat gains for the market (you pick the > index) would it take for those big gains of 98 and 99 > to regress to the mean of 11% > > I have felt something like this would be due, but > didn't want to speak about it. Now that Katherine has > let the cat out of the bag... I guess the damage is > done. Sort of like the IBDcurse ;-) > > Kent Norman > > --- Katherine Malm wrote: > > Chris, > > > > Believe it or not, that wasn't a typo. I have one of > > those big wall charts from IBD called "50 Years of > > News & Markets" purchased back in '98. Sometimes I > > put it very, very far away from me across the room > > and remind myself, that over 50 years the faint > > black line I see is trending up. But then, every > > once and a while I get up very close and look at the > > detail. What has always struck me about this chart > > is the period from 1965-1981. It has oscillations up > > and down, but when you draw a trend line, it's > > sideways. Sideways for 16 years! Criminey, 16 YEARS. > > After such a period of reckless squandering of > > investment dollars and a very long period of "up," > > I'd put the odds of that happening again way up > > there. So, just in case, I'm preparing myself for > > such an environment. > > > > Katherine > > ----- Original Message ----- > > From: Chris Mc > > To: canslim@lists.xmission.com > > Sent: Saturday, December 01, 2001 11:18 AM > > Subject: Re: [CANSLIM] (CANSLIM) Clarify Group RS > > > > >>Just like if you don't have the C & the A, you > > better have the N & the L. It's up to us which > > "sin" we want to commit. > > > > In "easy" bull markets, I think you can fudge > > and get away with this. But the market we are in and > > the market that we will be in for the next 15 years > > or so will not allow for fudging. It's going to be > > very hard work and stock picking skills will be of > > utmost importance. > > > > I hope you means MONTHS, not years! > > > > Chris Mc > > > > > ===== > Opportunities always look bigger going than coming. > > __________________________________________________ > Do You Yahoo!? > Buy the perfect holiday gifts at Yahoo! Shopping. > http://shopping.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. ------------------------------ Date: Tue, 4 Dec 2001 09:30:53 -0600 From: "Katherine Malm" Subject: Re: [CANSLIM] (non Canslim, or only partly) Mark Boucher: The Hedge Fund Edge Andreas, Glad you're enjoying it. Terrific isn't it? A world of wisdom and studies all in one place. Why didn't he write it 20 years ago and save me the trouble of having to figure it out all by myself? Darn. Katherine - ----- Original Message ----- From: "Andreas Himmelreich" To: Sent: Tuesday, December 04, 2001 9:30 AM Subject: [CANSLIM] (non Canslim, or only partly) Mark Boucher: The Hedge Fund Edge > Katherine, > > I would like to thank you very, very much that you have recommended the above book some weeks ago to the group. > Great Book !!! > > Andreas > > - > -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, 4 Dec 2001 11:04:47 -0500 From: "Andy Johnson" Subject: Re: [CANSLIM] (non Canslim, or only partly) Mark Boucher: The Hedge Fund Edge Since you guys brought it up....... Does anyone know how to obtain more information on Mark Boucher's Portfolio Strategy Letter? I have searched at great length on the web and have not been able to find anything. The number he lists in the Hedge Fund Edge has been disconnected (?). I would also be interested in his Midas Funds. Thanks. Please reply to me direct. Andy Johnson Andy_Johnson@drewcorp.com - ----- Original Message ----- From: "Katherine Malm" To: Sent: Tuesday, December 04, 2001 10:30 AM Subject: Re: [CANSLIM] (non Canslim, or only partly) Mark Boucher: The Hedge Fund Edge > Andreas, > > Glad you're enjoying it. Terrific isn't it? A world of wisdom and studies > all in one place. Why didn't he write it 20 years ago and save me the > trouble of having to figure it out all by myself? Darn. > > Katherine > ----- Original Message ----- > From: "Andreas Himmelreich" > To: > Sent: Tuesday, December 04, 2001 9:30 AM > Subject: [CANSLIM] (non Canslim, or only partly) Mark Boucher: The Hedge > Fund Edge > > > > Katherine, > > > > I would like to thank you very, very much that you have recommended the > above book some weeks ago to the group. > > Great Book !!! > > > > Andreas > > > > - > > -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, 4 Dec 2001 12:31:21 -0500 From: "Dan Forant" Subject: Re: [CANSLIM] Leadership ( was: Market Cycles) This is a multi-part message in MIME format. - ------=_NextPart_000_0020_01C17CBF.949B7BA0 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable This mornings news CNBC (an analyst) say's a recovery likely will be = sooner, as early as Spring. Here's hoping but the analyst could turn out = to be a urologist. The market has been making headway on good news from = the economy, even if it's better earnings reports, the market *makes* = them. It has been a nice ride. Since I got in early '00, it's been = shaky. Has this rally gone too far too fast?? DanF ----- Original Message ----- =20 From: Tom Worley=20 To: canslim@lists.xmission.com=20 Sent: Tuesday, December 04, 2001 6:56 AM Subject: Re: [CANSLIM] Leadership ( was: Market Cycles) I disagree, Dan. Expectations drive the market, especially earnings = expectations. Other expectations include those regarding the economy, = consumer sentiment (how likely we are to spend, do we expect to get a = salary increase or bonus, are we secure in our job or fearing a layoff), = and expectations regarding global events (other countries economy, wars = and conflicts, terrorist attacks (do we hunker down in our homes and not = spend, or only spend on the internet). I think it's still too early to know yet if this is the start of a new = bull market or, as you say, simply a rally in a bear market. I suspect = this won't be decided until such time as the economy proves itself to = truly be recovering, and heightens expectations further, along with more = companies raising earnings forecasts for the future. While earnings results, and trends, drives the market technically, it = plays on human psychology which ultimately determines the direction of = the market. Doesn't always have to be logical or rational, but does set = the short term trend, and that can feed on itself and extend the trend = out further. That's why it's so important to not try and decide where = the market is going (or worse still try to tell it where to go), but = rather let "M" tell us where it is taking us if we are aboard for the = ride. And so far, it's been a nice ride for the past 2+ months. Tom Worley stkguru@netside.net AIM: TexWorley ----- Original Message -----=20 From: Dan Forant=20 To: canslim@lists.xmission.com=20 Sent: Monday, December 03, 2001 10:00 PM Subject: Re: [CANSLIM] Leadership ( was: Market Cycles) The economy tells the market where it's headed. The market and us = patsy's follow *it* This is just a rally in a bear market. DanF From: Tom Worley=20 To: canslim@lists.xmission.com=20 Sent: Monday, December 03, 2001 8:24 PM Subject: Re: [CANSLIM] Leadership ( was: Market Cycles) To me, it doesn't "bode" anything, since I don't know what the "M" = is telling me about the future. Just shows me the uncertainty of "M" = right now (e.g. collectively investors, whether retail or institutional, = are not sure about the future earnings, economy, when recovery will be = confirmed, etc.). I think once you have a general consensus of opinion on which are = the "leadership stocks", you will also have a defined trend up or down = on which most agree. Tom Worley stkguru@netside.net AIM: TexWorley ----- Original Message -----=20 From: Kent Norman=20 To: canslim@lists.xmission.com=20 Sent: Monday, December 03, 2001 8:09 PM Subject: Re: [CANSLIM] Leadership ( was: Market Cycles) We have probably talked this one to death before, but... Does the lack of clear leadership bode ill for the market, or are we just not seeing the leaders we hope/expect to see? Kent Norman --- Tom Worley wrote: >=20 > I am also having problems finding clear leadership, > and suspect that will remain the case until there is > solid evidence of either a recovering economy or > earnings / revenue growth. >=20 =3D=3D=3D=3D=3D Opportunities always look bigger going than coming. __________________________________________________ Do You Yahoo!? Buy the perfect holiday gifts at Yahoo! Shopping. http://shopping.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. - ------=_NextPart_000_0020_01C17CBF.949B7BA0 Content-Type: text/html; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable
This mornings news CNBC (an analyst) = say's a=20 recovery likely will be sooner, as early as Spring. Here's hoping but = the=20 analyst could turn out to be a urologist. The market has been making = headway on=20 good news from the economy, even if it's better earnings reports, the = market=20 *makes* them. It has been a nice ride. Since I got in early '00, it's = been=20 shaky. Has this rally gone too far too fast??
 
DanF
----- Original Message -----  =
From:=20 Tom = Worley=20
Sent: Tuesday, December 04, = 2001 6:56=20 AM
Subject: Re: [CANSLIM] = Leadership ( was:=20 Market Cycles)

I disagree, Dan. Expectations drive the market, = especially=20 earnings expectations. Other expectations include those regarding the = economy,=20 consumer sentiment (how likely we are to spend, do we expect to get a = salary=20 increase or bonus, are we secure in our job or fearing a layoff), and=20 expectations regarding global events (other countries economy, wars = and=20 conflicts, terrorist attacks (do we hunker down in our homes and not = spend, or=20 only spend on the internet).
 
I think it's still too early to know yet if this = is the=20 start of a new bull market or, as you say, simply a rally in a bear = market. I=20 suspect this won't be decided until such time as the economy proves = itself to=20 truly be recovering, and heightens expectations further, along with = more=20 companies raising earnings forecasts for the future.
 
While earnings results, and trends, drives the = market=20 technically, it plays on human psychology which ultimately determines = the=20 direction of the market. Doesn't always have to be logical or = rational, but=20 does set the short term trend, and that can feed on itself and extend = the=20 trend out further. That's why it's so important to not try and decide = where=20 the market is going (or worse still try to tell it where to go), but = rather=20 let "M" tell us where it is taking us if we are aboard for the ride. = And so=20 far, it's been a nice ride for the past 2+ months.
 
Tom Worley
stkguru@netside.net
AIM:=20 TexWorley
----- Original Message -----
From:=20 Dan=20 Forant
Sent: Monday, December 03, = 2001 10:00=20 PM
Subject: Re: [CANSLIM] = Leadership (=20 was: Market Cycles)

The economy tells the market where = it's headed.=20 The market and us patsy's follow *it* This is just a rally in a bear = market.
 
DanF
 
From: Tom Worley
To: canslim@lists.xmission.com= =20
Sent: Monday, December 03, = 2001 8:24=20 PM
Subject: Re: [CANSLIM] = Leadership (=20 was: Market Cycles)

To me, it doesn't "bode" anything, since I = don't know=20 what the "M" is telling me about the future. Just shows me the = uncertainty=20 of "M" right now (e.g. collectively investors, whether retail or=20 institutional, are not sure about the future earnings, economy, = when=20 recovery will be confirmed, etc.).
 
I think once you have a general consensus of = opinion on=20 which are the "leadership stocks", you will also have a defined = trend up=20 or down on which most agree.
 
Tom Worley
stkguru@netside.net
AIM:=20 TexWorley
----- Original Message ----- =
From:=20 Kent=20 Norman
To: canslim@lists.xmission.com= =20
Sent: Monday, December = 03, 2001=20 8:09 PM
Subject: Re: [CANSLIM] = Leadership (=20 was: Market Cycles)

We have probably talked this one to death=20 before,
but...
Does the lack of clear leadership bode ill = for=20 the
market, or are we just not seeing the leaders = we
hope/expect=20 to see?

Kent Norman

--- Tom Worley <stkguru@netside.net>=20 wrote:
<snip>
>
> I am also having = problems=20 finding clear leadership,
> and suspect that will remain = the case=20 until there is
> solid evidence of either a recovering = economy=20 or
> earnings / revenue growth.
>=20
<snip>

=3D=3D=3D=3D=3D
Opportunities always = look bigger going=20 than=20 = coming.

__________________________________________________
Do=20 You Yahoo!?
Buy the perfect holiday gifts at Yahoo! = Shopping.
http://shopping.yahoo.com

-=
-To=20 subscribe/unsubscribe, email "majordomo@xmission.com"
-In= =20 the email body, write "subscribe canslim" or
-"unsubscribe=20 canslim".  Do not use quotes in your=20 = email.
- ------=_NextPart_000_0020_01C17CBF.949B7BA0-- - - - -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, 4 Dec 2001 16:55:28 -0600 From: "Katherine Malm" Subject: Re: [CANSLIM] Leadership ( was: Market Cycles) This is a multi-part message in MIME format. - ------=_NextPart_000_0077_01C17CE4.7A3EAC80 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable I just keep thinking about teeter-totters when I was a kid. A some = point, after having a great time, the friend on the other side would get = the idea that it was very funny to sit at the bottom, leaving you = hanging in the air on your side. Sometimes they just got tired of the = game and would push back up to continue the back and forth ride. But, = every once and a while, some big bully would come along, see what was = happening, and before you could say "hey wait a minute," pushed your = friend off. Ooh, what a ride down it was. Ouch. Katherine ----- Original Message -----=20 From: Dan Forant=20 To: canslim@lists.xmission.com=20 Sent: Tuesday, December 04, 2001 11:31 AM Subject: Re: [CANSLIM] Leadership ( was: Market Cycles) This mornings news CNBC (an analyst) say's a recovery likely will be = sooner, as early as Spring. Here's hoping but the analyst could turn out = to be a urologist. The market has been making headway on good news from = the economy, even if it's better earnings reports, the market *makes* = them. It has been a nice ride. Since I got in early '00, it's been = shaky. Has this rally gone too far too fast?? DanF ----- Original Message ----- =20 From: Tom Worley=20 To: canslim@lists.xmission.com=20 Sent: Tuesday, December 04, 2001 6:56 AM Subject: Re: [CANSLIM] Leadership ( was: Market Cycles) I disagree, Dan. Expectations drive the market, especially earnings = expectations. Other expectations include those regarding the economy, = consumer sentiment (how likely we are to spend, do we expect to get a = salary increase or bonus, are we secure in our job or fearing a layoff), = and expectations regarding global events (other countries economy, wars = and conflicts, terrorist attacks (do we hunker down in our homes and not = spend, or only spend on the internet). I think it's still too early to know yet if this is the start of a = new bull market or, as you say, simply a rally in a bear market. I = suspect this won't be decided until such time as the economy proves = itself to truly be recovering, and heightens expectations further, along = with more companies raising earnings forecasts for the future. While earnings results, and trends, drives the market technically, = it plays on human psychology which ultimately determines the direction = of the market. Doesn't always have to be logical or rational, but does = set the short term trend, and that can feed on itself and extend the = trend out further. That's why it's so important to not try and decide = where the market is going (or worse still try to tell it where to go), = but rather let "M" tell us where it is taking us if we are aboard for = the ride. And so far, it's been a nice ride for the past 2+ months. Tom Worley stkguru@netside.net AIM: TexWorley ----- Original Message -----=20 From: Dan Forant=20 To: canslim@lists.xmission.com=20 Sent: Monday, December 03, 2001 10:00 PM Subject: Re: [CANSLIM] Leadership ( was: Market Cycles) The economy tells the market where it's headed. The market and us = patsy's follow *it* This is just a rally in a bear market. DanF From: Tom Worley=20 To: canslim@lists.xmission.com=20 Sent: Monday, December 03, 2001 8:24 PM Subject: Re: [CANSLIM] Leadership ( was: Market Cycles) To me, it doesn't "bode" anything, since I don't know what the = "M" is telling me about the future. Just shows me the uncertainty of "M" = right now (e.g. collectively investors, whether retail or institutional, = are not sure about the future earnings, economy, when recovery will be = confirmed, etc.). I think once you have a general consensus of opinion on which = are the "leadership stocks", you will also have a defined trend up or = down on which most agree. Tom Worley stkguru@netside.net AIM: TexWorley ----- Original Message -----=20 From: Kent Norman=20 To: canslim@lists.xmission.com=20 Sent: Monday, December 03, 2001 8:09 PM Subject: Re: [CANSLIM] Leadership ( was: Market Cycles) We have probably talked this one to death before, but... Does the lack of clear leadership bode ill for the market, or are we just not seeing the leaders we hope/expect to see? Kent Norman --- Tom Worley wrote: >=20 > I am also having problems finding clear leadership, > and suspect that will remain the case until there is > solid evidence of either a recovering economy or > earnings / revenue growth. >=20 =3D=3D=3D=3D=3D Opportunities always look bigger going than coming. __________________________________________________ Do You Yahoo!? Buy the perfect holiday gifts at Yahoo! Shopping. http://shopping.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. - ------=_NextPart_000_0077_01C17CE4.7A3EAC80 Content-Type: text/html; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable
I just keep thinking about = teeter-totters when I=20 was a kid. A some point, after having a great time, the friend on the = other side=20 would get the idea that it was very funny to sit at the bottom, leaving = you=20 hanging in the air on your side. Sometimes they just got tired of the = game and=20 would push back up to continue the back and forth ride. But, every once = and a=20 while, some big bully would come along, see what was happening, and = before you=20 could say "hey wait a minute," pushed your friend off. Ooh, what a ride = down it=20 was. Ouch.
 
Katherine
----- Original Message -----
From:=20 Dan=20 Forant
Sent: Tuesday, December 04, = 2001 11:31=20 AM
Subject: Re: [CANSLIM] = Leadership ( was:=20 Market Cycles)

This mornings news CNBC (an analyst) = say's a=20 recovery likely will be sooner, as early as Spring. Here's hoping but = the=20 analyst could turn out to be a urologist. The market has been making = headway=20 on good news from the economy, even if it's better earnings reports, = the=20 market *makes* them. It has been a nice ride. Since I got in early = '00, it's=20 been shaky. Has this rally gone too far too fast??
 
DanF
----- Original Message -----  =
From:=20 Tom=20 Worley
Sent: Tuesday, December 04, = 2001 6:56=20 AM
Subject: Re: [CANSLIM] = Leadership (=20 was: Market Cycles)

I disagree, Dan. Expectations drive the market, = especially=20 earnings expectations. Other expectations include those regarding = the=20 economy, consumer sentiment (how likely we are to spend, do we = expect to get=20 a salary increase or bonus, are we secure in our job or fearing a = layoff),=20 and expectations regarding global events (other countries economy, = wars and=20 conflicts, terrorist attacks (do we hunker down in our homes and not = spend,=20 or only spend on the internet).
 
I think it's still too early to know yet if this = is the=20 start of a new bull market or, as you say, simply a rally in a bear = market.=20 I suspect this won't be decided until such time as the economy = proves itself=20 to truly be recovering, and heightens expectations further, along = with more=20 companies raising earnings forecasts for the future.
 
While earnings results, and trends, drives the = market=20 technically, it plays on human psychology which ultimately = determines the=20 direction of the market. Doesn't always have to be logical or = rational, but=20 does set the short term trend, and that can feed on itself and = extend the=20 trend out further. That's why it's so important to not try and = decide where=20 the market is going (or worse still try to tell it where to go), but = rather=20 let "M" tell us where it is taking us if we are aboard for the ride. = And so=20 far, it's been a nice ride for the past 2+ months.
 
Tom Worley
stkguru@netside.net
AIM:=20 TexWorley
----- Original Message ----- =
From:=20 Dan=20 Forant
To: canslim@lists.xmission.com= =20
Sent: Monday, December 03, = 2001 10:00=20 PM
Subject: Re: [CANSLIM] = Leadership (=20 was: Market Cycles)

The economy tells the market = where it's=20 headed. The market and us patsy's follow *it* This is just a rally = in a=20 bear market.
 
DanF
 
From: Tom Worley
To: canslim@lists.xmission.com= =20
Sent: Monday, December = 03, 2001=20 8:24 PM
Subject: Re: [CANSLIM] = Leadership (=20 was: Market Cycles)

To me, it doesn't "bode" anything, since I = don't know=20 what the "M" is telling me about the future. Just shows me the=20 uncertainty of "M" right now (e.g. collectively investors, = whether=20 retail or institutional, are not sure about the future earnings, = economy, when recovery will be confirmed, etc.).
 
I think once you have a general consensus of = opinion=20 on which are the "leadership stocks", you will also have a = defined trend=20 up or down on which most agree.
 
Tom Worley
stkguru@netside.net
AIM:=20 TexWorley
----- Original Message ----- =
From:=20 Kent Norman
To: canslim@lists.xmission.com= =20
Sent: Monday, December = 03, 2001=20 8:09 PM
Subject: Re: [CANSLIM] = Leadership=20 ( was: Market Cycles)

We have probably talked this one to death=20 before,
but...
Does the lack of clear leadership bode = ill for=20 the
market, or are we just not seeing the leaders = we
hope/expect=20 to see?

Kent Norman

--- Tom Worley <stkguru@netside.net>=20 wrote:
<snip>
>
> I am also having = problems=20 finding clear leadership,
> and suspect that will remain = the=20 case until there is
> solid evidence of either a = recovering=20 economy or
> earnings / revenue growth.
>=20
<snip>

=3D=3D=3D=3D=3D
Opportunities = always look bigger=20 going than=20 = coming.

__________________________________________________
Do=20 You Yahoo!?
Buy the perfect holiday gifts at Yahoo! = Shopping.
http://shopping.yahoo.com

-=
-To=20 subscribe/unsubscribe, email "majordomo@xmission.com"
-In= =20 the email body, write "subscribe canslim" or
-"unsubscribe=20 canslim".  Do not use quotes in your=20 = email.
- ------=_NextPart_000_0077_01C17CE4.7A3EAC80-- - - - -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, 04 Dec 2001 18:56:42 -0700 From: esetser Subject: Re: [CANSLIM] UTSI Hey Andy, I don't know about anyone else, but I, for one, took the plunge on this one. It looked good, and the nice move on volume early today looked promising, so I got in a couple of percent above the pivot. Late in the day, it hit the after-burners, and this is a very encouraging start. I hope you are in! Thanks for the heads up!! > >At 09:17 AM 12/3/01 -0500, you wrote: >> Hi all... I thought I would throw out one that I have been >>considering, but I would like some input. UTSI Quarterly Earnings >>and Sales are well above 25% but are falling. The group >>(Telecommunications-Equip) has gone from a rank of 156 (6 months ago) to >>127 (3 months ago) to 112 (last week) to 57 currently. UTSI, according >>to their website, states they focus on the China market, which I have >>heard has the potential to be huge. The weekly chart looks much >>smoother in the handle area (of course!). So who is doing all of the >>trading? Thanks in advance for the responses!! Andy - - - -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, 4 Dec 2001 21:41:17 -0500 From: "Tom Worley" Subject: [CANSLIM] An observation This is a multi-part message in MIME format. - ------=_NextPart_000_0042_01C17D0C.67BFFF00 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable Of course it's only one day, but interesting to note at DGO's beta site = new feature on Industry Groups, that all ten of the top ten performing = groups today were directly technology related groups. The bottom ten = featured both retail and drugs, and not a single tech group. Tom Worley stkguru@netside.net AIM: TexWorley - ------=_NextPart_000_0042_01C17D0C.67BFFF00 Content-Type: text/html; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable
Of course it's only one day, but interesting to note = at DGO's=20 beta site new feature on Industry Groups, that all ten of the top ten = performing=20 groups today were directly technology related groups. The bottom ten = featured=20 both retail and drugs, and not a single tech group.
 
Tom Worley
stkguru@netside.net
AIM:=20 TexWorley
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