Message

From: owner-canslim-digest@lists.xmission.com (canslim-digest) To: canslim-digest@lists.xmission.com Subject: canslim-digest V2 #2677 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 Monday, July 29 2002 Volume 02 : Number 2677 In this issue: RE: [CANSLIM] Question for Bill O'Neil Re: [CANSLIM] question Re: [CANSLIM] Question for Bill O'Neil Re: [CANSLIM] question [CANSLIM] ROE "King"? [CANSLIM] Off and running [CANSLIM] Cramer Re: [CANSLIM] Cramer Re: [CANSLIM] Cramer Re: [CANSLIM] Cheap? Re: [CANSLIM] question RE: [CANSLIM] Cramer Re: [CANSLIM] ROE "King"? ---------------------------------------------------------------------- Date: Mon, 29 Jul 2002 17:46:18 -0400 From: "Duke Miller" Subject: RE: [CANSLIM] Question for Bill O'Neil Let me add to this question... In ad after ad after ad (ad nauseum?) IBD has bragged how they called the downturn in 2000: "If you had been an IBD reader, you would have...." If today is indeed a follow-through day, will WON say so? Will he say, NOW, time to apply the principles and go for it? CANSLIMers need to know!! Duke Miller - -----Original Message----- From: owner-canslim@lists.xmission.com [mailto:owner-canslim@lists.xmission.com] On Behalf Of Mike Gibbons Sent: Monday, July 29, 2002 5:05 PM To: Kudlow-Cramer@CNBC.com Cc: Canslim@Lists. Xmission. Com Subject: [CANSLIM] Question for Bill O'Neil Dear Larry, On your show today, please ask Bill O'Neil if today constituted a follow through day. A large community of CANSLIM invetsors are eager for the answer. Mike Gibbons, Paia, Hi. - - - -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, 29 Jul 2002 15:55:47 -0600 From: "rolf hertenstein" Subject: Re: [CANSLIM] question This is a multi-part message in MIME format. - ------=_NextPart_000_01B2_01C23718.678E0A60 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable Is it "must be held for 8 weeks" or "should be held for 8 weeks"? I hope the latter, since the former implies even hanging on to a=20 loss. Rolf ----- Original Message -----=20 From: Chazmoore@aol.com=20 To: canslim@lists.xmission.com=20 Sent: Monday, July 29, 2002 2:40 PM Subject: Re: [CANSLIM] question Dave: I will take a crack at answering your question by reading out of = the 3rd edition of HTMMIS. "Take 20% profits when you have them (except = with the most powerful of all stocks) and cut losses at a maximum of 8% = below the purchase price." Most powerful is defined as one that = increased in price 20% or more in less than eight weeks and then the = stock must be held for 8 weeks.=20 Charley=20 PS=20 In a bear market is may be prudent to take any profit whenever you can = get it.=20 - ------=_NextPart_000_01B2_01C23718.678E0A60 Content-Type: text/html; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable

Is it "must be held for 8 weeks" or = "should be held=20 for 8 weeks"?

I hope the latter, since the former = implies even=20 hanging on to a

loss.

Rolf

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

From:=20 Chazmoore@aol.com

To: canslim@lists.xmission.com=

Sent: Monday, July 29, 2002 = 2:40 PM

Subject: Re: [CANSLIM] = question

Dave: I will take a crack at = answering your=20 question by reading out of the 3rd edition of HTMMIS. "Take 20% = profits when=20 you have them (except with the most powerful of all stocks) and cut = losses at=20 a maximum of 8% below the purchase price." Most powerful is defined as = one=20 that increased in price 20% or more in less than eight weeks and then = the=20 stock must be held for 8 weeks.

Charley

PS

In = a bear=20 market is may be prudent to take any profit whenever you can get = it.=20 - ------=_NextPart_000_01B2_01C23718.678E0A60-- - - - -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, 29 Jul 2002 14:55:49 -0700 From: "Bill Triffet" Subject: Re: [CANSLIM] Question for Bill O'Neil The point I'm sure will be made that,"while not all follow-thrus signal a new bull, none has started without one". The other point I'm sure will be to use caution as your looking for new leaders. That will be the tricky part. Are banks and financial institutions going to be the new market leaders this time? I hope not, but looking at today's "Where The Big Moneys Flowing" on the IBD website I see they are mostly those. - -Bill - ----- Original Message ----- From: "Duke Miller" To: Sent: Monday, July 29, 2002 2:46 PM Subject: RE: [CANSLIM] Question for Bill O'Neil > Let me add to this question... > > In ad after ad after ad (ad nauseum?) IBD has bragged how they called > the downturn in 2000: "If you had been an IBD reader, you would > have...." If today is indeed a follow-through day, will WON say so? > Will he say, NOW, time to apply the principles and go for it? > > CANSLIMers need to know!! > > Duke Miller > > -----Original Message----- > From: owner-canslim@lists.xmission.com > [mailto:owner-canslim@lists.xmission.com] On Behalf Of Mike Gibbons > Sent: Monday, July 29, 2002 5:05 PM > To: Kudlow-Cramer@CNBC.com > Cc: Canslim@Lists. Xmission. Com > Subject: [CANSLIM] Question for Bill O'Neil > > > Dear Larry, > > On your show today, please ask Bill O'Neil if today constituted a follow > through day. > > A large community of CANSLIM invetsors are eager for the answer. > > Mike Gibbons, > Paia, Hi. > > > - > -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: Mon, 29 Jul 2002 15:28:49 -0700 From: "Mike Lucero" Subject: Re: [CANSLIM] question This is a multi-part message in MIME format. - ------=_NextPart_000_00D4_01C23714.A30E1D40 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable Except one of the rules says to not let a 15%(?) gain turn into a loss. Mike - ----- Original Message -----=20 From: rolf hertenstein=20 To: canslim@lists.xmission.com=20 Sent: Monday, July 29, 2002 2:55 PM Subject: Re: [CANSLIM] question Is it "must be held for 8 weeks" or "should be held for 8 weeks"? I hope the latter, since the former implies even hanging on to a=20 loss. Rolf ----- Original Message -----=20 From: Chazmoore@aol.com=20 To: canslim@lists.xmission.com=20 Sent: Monday, July 29, 2002 2:40 PM Subject: Re: [CANSLIM] question Dave: I will take a crack at answering your question by reading out of = the 3rd edition of HTMMIS. "Take 20% profits when you have them (except = with the most powerful of all stocks) and cut losses at a maximum of 8% = below the purchase price." Most powerful is defined as one that = increased in price 20% or more in less than eight weeks and then the = stock must be held for 8 weeks.=20 Charley=20 PS=20 In a bear market is may be prudent to take any profit whenever you can = get it.=20 - ------=_NextPart_000_00D4_01C23714.A30E1D40 Content-Type: text/html; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable

Except one of the rules says to not let a 15%(?) gain turn into a=20 loss.

Mike

----- Original Message -----=20

From: rolf=20 hertenstein

To: canslim@lists.xmission.com=

Sent: Monday, July 29, 2002 2:55 PM

Subject: Re: [CANSLIM] question

Is it "must be held for 8 weeks" or = "should be held=20 for 8 weeks"?

I hope the latter, since the former = implies even=20 hanging on to a

loss.

Rolf

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

From:=20 Chazmoore@aol.com

To: canslim@lists.xmission.com=

Sent: Monday, July 29, 2002 = 2:40 PM

Subject: Re: [CANSLIM] = question

Last week, = following the=20 BIG day (7/24), I pulled the latest Screens of the Day (SODs) and ran = some=20 numbers on all four to see how the featured stocks faired during an = influx of=20 money.

Of the four screens, "Financial = Efficiency", which=20 focuses on ROE, from 7/15 was tops. The stocks on the sheet are up = an=20 average 15.04% since 7/22. (The other screens were S&P 600 = Leadership, up=20 8.2%, Bolting RS Lines, up 8.7%, Fundamental Leaders, 11.6%). If = your=20 saving SODs and your numbers to jibe with mine, that's because before I = do any=20 calculations, I filter them for my criteria...things like Industry Rank, = SMR,=20 etc.

I've attached the 7/15=20 SOD spreadsheet for your perusal. A major modification: I = included in=20 my calculations ONLY those stocks whose ROE has risen the past two years = (which=20 explains the column TREND, all of which are labeled = UP).

Granted, these = four SODs=20 are a small sampling of the universe. However, it's clear to me that = investors=20 are looking to the more financially efficient stocks to bet on. =20

Duke

This email, including any attachments, was scanned by = Norton=20 Anti-Virus prior to being sent.

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Gotta love the P/E = ? =20 Kudlow asked WON about P/E he says I dont really pay attention to = it. If=20 he really reads the paper why did he bother asking that=20 question?

- ------=_NextPart_000_0002_01C2372D.E65AEDD0-- - - - -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, 29 Jul 2002 19:34:24 -0500 From: "Katherine Malm" Subject: Re: [CANSLIM] Cramer This is a multi-part message in MIME format. - ------=_NextPart_000_0151_01C23736.F203EB60 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable Messagehe's just like a lawyer...never ask questions for which you don't = know the answer :)) ----- Original Message -----=20 From: David Taggart=20 To: canslim@lists.xmission.com=20 Sent: Monday, July 29, 2002 7:29 PM Subject: [CANSLIM] Cramer Gotta love the P/E ? Kudlow asked WON about P/E he says I dont really = pay attention to it. If he really reads the paper why did he bother = asking that question? - ------=_NextPart_000_0151_01C23736.F203EB60 Content-Type: text/html; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable Message

he's just like a lawyer...never ask questions for which you don't = know the=20 answer :))

----- Original Message -----
From:=20 David Taggart
To: canslim@lists.xmission.com=

Sent: Monday, July 29, 2002 = 7:29 PM

Subject: [CANSLIM] Cramer

Gotta love the = P/E ? =20 Kudlow asked WON about P/E he says I dont really pay attention to = it. If=20 he really reads the paper why did he bother asking that=20 question?

- ------=_NextPart_000_0151_01C23736.F203EB60-- - - - -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, 29 Jul 2002 19:38:45 -0500 From: "Alicia Lensing" Subject: Re: [CANSLIM] Cramer This is a multi-part message in MIME format. - ------=_NextPart_000_001F_01C23737.8D69DF10 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable MessageDavid: Great point! ----- Original Message -----=20 From: David Taggart=20 To: canslim@lists.xmission.com=20 Sent: Monday, July 29, 2002 7:29 PM Subject: [CANSLIM] Cramer Gotta love the P/E ? Kudlow asked WON about P/E he says I dont really = pay attention to it. If he really reads the paper why did he bother = asking that question? - ------=_NextPart_000_001F_01C23737.8D69DF10 Content-Type: text/html; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable Message

David:

Great=20 point!

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

From:=20 David Taggart

To: canslim@lists.xmission.com =

Sent: Monday, July 29, 2002 = 7:29 PM

Subject: [CANSLIM] Cramer

Gotta love the = P/E ? =20 Kudlow asked WON about P/E he says I dont really pay attention to = it. If=20 he really reads the paper why did he bother asking that=20 question?

- ------=_NextPart_000_001F_01C23737.8D69DF10-- - - - -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, 29 Jul 2002 17:38:01 -0700 From: "zillagirl" Subject: Re: [CANSLIM] Cheap? I just saw Bill O'neil on T.V. and I believe he said that historically P.E. does tend to go up and that he would think that a P.E. in the low 20's is reasonable. If he is correct I would think that gives us a little breather, although he did say he didn't put that much in stock in P.E. ratios. - ----- Original Message ----- From: To: Sent: Wednesday, July 17, 2002 11:08 AM Subject: Re: [CANSLIM] Cheap? > zillagirl: > > Interesting observation. I see PE's as being historically > comparable-despite fewer buyers in the past than now-because: PE's are > ratios. The price will go up as demand (buying) increases. However, > earnings (the denominator) will also reflect history's marching-on. Thus, > despite prices increasing, earnings will also increase (whether due to > inflation or productivity increases which lead to real profit growth). Now > if they both increase equivalently-compared to what they were in the > past-PE's should stay the same. > > I believe (I have no evidence of this, nor would I know how to get it) > earnings have increased equivalently with price. The reason I believe this > is that stock prices are based on earnings, and based on realistic and > reputable projections of earnings, investors will buy the stock. This will > cause the price of the stock to rise-but only because investors now see that > earnings will rise (which, if fact, they have). > > The reason why the PE's are comparable (from one era to another) is > because investors psychology does not change-they will always buy, so long as > they believe the earnings merit that the stock should be bought. > > jans (Assuming my answer is-in part-correct, does this mean that "my mind is > smarter" than zillagirls? My vote is "No"-for I wouldn't even [and history > proves this] have thought up the question.) > > > > In a message dated 7/16/2002 11:16:25 PM Eastern Daylight Time, "zillagirl" > writes: > > I have a question for minds that are smarter then my own. When we look at > price to earnings, don't we have to consider the number of people investing > in the market today over what it was in the past. I've read > historically -that in the past- 10 to 15% of households were involved in the > stock market. Now I've seen figures of 50% or more. If 35% more > American households started putting money in the same 10,000 or so stocks > that existed before-it seems like that would drive up the price, even if the > business was no more profitable or productive then before.(supply and > demand). Possible even keeping the price up if these households kept > investing(higher P/E ratios) Hence maybe it would be unrealistic to > think that the correct P/E for this point in time should be exactly in line > with the correct P/Es of the past. Unless of course that extra 35% of the > people got out of the market again. Kind of like saying-the > babyboomers are here and our mind tells us that we need many more retirement > homes- but historically, over the past 75 years, 2 retirement homes per city > have been the norm so that is the figure we will stick with. If this > theory sounds reasonable-it would certainly take some of the fright out of > those charts. >> > > - > -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, 29 Jul 2002 20:45:47 EDT From: Chazmoore@aol.com Subject: Re: [CANSLIM] question - --part1_b8.2b288a06.2a773bbb_boundary Content-Type: text/plain; charset="US-ASCII" Content-Transfer-Encoding: 7bit Should, or may. Charley - --part1_b8.2b288a06.2a773bbb_boundary Content-Type: text/html; charset="US-ASCII" Content-Transfer-Encoding: 7bit Should, or may. Charley - --part1_b8.2b288a06.2a773bbb_boundary-- - - - -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, 29 Jul 2002 21:31:50 -0400 From: "Duke Miller" Subject: RE: [CANSLIM] Cramer This is a multi-part message in MIME format. - ------=_NextPart_000_0058_01C23747.5CD60210 Content-Type: text/plain; charset="US-ASCII" Content-Transfer-Encoding: 7bit The only thing I learned from this show tonight is Autozone (I don't have a position yet) is one hell of a company and possibly the "model" for tomorrow's winners. And Bill O'Neil pretty much brushed them off, answering a question about Autozone with his "there are no apparent new leaders" mantra. For those of you who did not see the show tonight, you missed nothing from Bill. He just towed the usual CANSLIM Investors Corner line. And obviously, no call on whether or not today was an FTD. That remains to be called after (way after?) the fact...as usual. Duke From: owner-canslim@lists.xmission.com [mailto:owner-canslim@lists.xmission.com] On Behalf Of Katherine Malm Sent: Monday, July 29, 2002 8:34 PM To: canslim@lists.xmission.com Subject: Re: [CANSLIM] Cramer he's just like a lawyer...never ask questions for which you don't know the answer :)) - ----- Original Message ----- From: David Taggart To: canslim@lists.xmission.com Sent: Monday, July 29, 2002 7:29 PM Subject: [CANSLIM] Cramer Gotta love the P/E ? Kudlow asked WON about P/E he says I dont really pay attention to it. If he really reads the paper why did he bother asking that question? - ------=_NextPart_000_0058_01C23747.5CD60210 Content-Type: text/html; charset="US-ASCII" Content-Transfer-Encoding: quoted-printable Message

The only thing I learned from this show tonight is Autozone (I = don't have=20 a position yet) is one hell of a company and possibly the "model" for = tomorrow's=20 winners. And Bill O'Neil pretty much brushed them off, = answering a=20 question about Autozone with his "there are no apparent new=20 leaders" mantra.

For those of you who did not see the show tonight, you missed = nothing=20 from Bill. He just towed the usual CANSLIM Investors=20 Corner line. And obviously, no call on whether or not = today was=20 an FTD. That remains to be called after (way after?) the fact...as = usual.

Duke

From:=20 owner-canslim@lists.xmission.com = [mailto:owner-canslim@lists.xmission.com] On=20 Behalf Of Katherine Malm
Sent: Monday, July 29, 2002 8:34=20 PM
To: canslim@lists.xmission.com
Subject: Re: = [CANSLIM]=20 Cramer

he's just like a lawyer...never ask questions for which you don't = know=20 the answer :))

----- Original Message -----
From:=20 David Taggart
To: canslim@lists.xmission.com= =20

Sent: Monday, July 29, 2002 = 7:29=20 PM

Subject: [CANSLIM] = Cramer

Gotta love the = P/E ? =20 Kudlow asked WON about P/E he says I dont really pay attention to = it. =20 If he really reads the paper why did he bother asking that=20 = question?

- ------=_NextPart_000_0058_01C23747.5CD60210-- - - - -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, 29 Jul 2002 21:34:08 -0400 From: "Ann" Subject: Re: [CANSLIM] ROE "King"? This is a multi-part message in MIME format. - ------=_NextPart_000_0091_01C23747.AC297900 Content-Type: multipart/alternative; boundary="----=_NextPart_001_0092_01C23747.AC297900" - ------=_NextPart_001_0092_01C23747.AC297900 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable MessageThanks, Duke, but nothing's attached? ----- Original Message -----=20 From: Duke Miller=20 To: CANSLIM=20 Sent: Monday, July 29, 2002 7:02 PM Subject: [CANSLIM] ROE "King"? Last week, following the BIG day (7/24), I pulled the latest Screens = of the Day (SODs) and ran some numbers on all four to see how the = featured stocks faired during an influx of money. =20 Of the four screens, "Financial Efficiency", which focuses on ROE, = from 7/15 was tops. The stocks on the sheet are up an average 15.04% = since 7/22. (The other screens were S&P 600 Leadership, up 8.2%, = Bolting RS Lines, up 8.7%, Fundamental Leaders, 11.6%). If your saving = SODs and your numbers to jibe with mine, that's because before I do any = calculations, I filter them for my criteria...things like Industry Rank, = SMR, etc. I've attached the 7/15 SOD spreadsheet for your perusal. A major = modification: I included in my calculations ONLY those stocks whose ROE = has risen the past two years (which explains the column TREND, all of = which are labeled UP). Granted, these four SODs are a small sampling of the universe. = However, it's clear to me that investors are looking to the more = financially efficient stocks to bet on. =20 Duke This email, including any attachments, was scanned by Norton = Anti-Virus prior to being sent.=20 - ------=_NextPart_001_0092_01C23747.AC297900 Content-Type: text/html; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable Message

Thanks, Duke, but nothing's attached?

----- Original Message -----
From:=20 Duke=20 Miller
To: CANSLIM

Sent: Monday, July 29, 2002 = 7:02 PM

Subject: [CANSLIM] ROE = "King"?

Last week, = following the=20 BIG day (7/24), I pulled the latest Screens of the Day (SODs) and ran = some=20 numbers on all four to see how the featured stocks faired during an = influx of=20 money.

Of the four screens, "Financial = Efficiency",=20 which focuses on ROE, from 7/15 was tops. The stocks on the = sheet are up=20 an average 15.04% since 7/22. (The other screens were S&P 600 = Leadership, up=20 8.2%, Bolting RS Lines, up 8.7%, Fundamental Leaders, 11.6%). If = your=20 saving SODs and your numbers to jibe with mine, that's because before = I do any=20 calculations, I filter them for my criteria...things like Industry = Rank, SMR,=20 etc.

I've attached the=20 7/15 SOD spreadsheet for your perusal. A major = modification: I=20 included in my calculations ONLY those stocks whose ROE has risen the = past two=20 years (which explains the column TREND, all of which are labeled=20 UP).

Granted, = these four SODs=20 are a small sampling of the universe. However, it's clear to me that = investors=20 are looking to the more financially efficient stocks to bet on. =20

Duke

This email, including any attachments, was scanned by = Norton=20 Anti-Virus prior to being sent.

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