From: owner-canslim-digest@lists.xmission.com (canslim-digest) To: canslim-digest@lists.xmission.com Subject: canslim-digest V2 #3067 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 3 2002 Volume 02 : Number 3067 In this issue: Re: [CANSLIM] ARTI - fishtails [CANSLIM] American Vanguard [CANSLIM] The IBD Acc/Dis numbers are becoming interesting. Re: computer / net security group (was Re: [CANSLIM] ROOM) Re: computer / net security group (was Re: [CANSLIM] ROOM) RE: [CANSLIM] question? Re: [CANSLIM] question? RE: [CANSLIM] question? RE: [CANSLIM] question? Re: [CANSLIM] American Vanguard [CANSLIM] November SOD's [CANSLIM] Accessing the discussion canslim archives... [CANSLIM] CANSLIM List FAQ (Monthly Posting) ---------------------------------------------------------------------- Date: Mon, 2 Dec 2002 11:31:31 -0600 From: "Katherine Malm" Subject: Re: [CANSLIM] ARTI - fishtails This is a multi-part message in MIME format. - ------=_NextPart_000_0509_01C299F6.5CCF01B0 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable Hi Chris, I never like to see a strong reversal with a tail while in an uptrend, = but as with most things, I think context is important. For example, if = ARTI had been in a late stage base and reversed immediately after its = breakout, I'd be inclined to put a lot of weight on it. On the other = hand, ARTI was breaking free of a downtrend, the market is still = tentative, the tail was followed immediately by a strong up move the = next day, and a weekly chart shows very strong accumulation on the right = side of the cup and the subsequent move up. Other semis like IDCC and = CREE have darn near the same pattern and others such as OVTI and SNDK = are doing particularly well. All told, I think the preponderance of = evidence would have me treating this as a yellow warning flag that a = pullback could be in the works, but I don't see it as a giant "get me = outta there red flag" just yet. I've marked both a weekly and daily = chart to show what I see in the evidence department at: http://WallStreet-LLC.com/canslim/ARTI120202wkly.JPG http://WallStreet-LLC.com/canslim/ARTI120202.JPG Katherine ----- Original Message -----=20 From: Chris Dempsey=20 To: Canslim=20 Sent: Wednesday, November 27, 2002 11:37 AM Subject: [CANSLIM] ARTI - fishtails Katherine, you were the first that I can recall that commented on = fishtails. =20 Would you please comment on ARTI. Any other comments are welcome also. =20 Chris - ------=_NextPart_000_0509_01C299F6.5CCF01B0 Content-Type: text/html; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable
Hi Chris,
 
I never like to see a strong reversal with a tail while = in an=20 uptrend, but as with most things, I think context is important. For = example, if=20 ARTI had been in a late stage base and reversed immediately after its = breakout,=20 I'd be inclined to put a lot of weight on it. On the other hand, ARTI = was=20 breaking free of a downtrend, the market is still tentative, the tail = was=20 followed immediately by a strong up move the next day, and a weekly = chart shows=20 very strong accumulation on the right side of the cup and the subsequent = move=20 up. Other semis like IDCC and CREE have darn near the same pattern and = others=20 such as OVTI and SNDK are doing particularly well. All told, I think the = preponderance of evidence would have me treating this as a yellow = warning flag=20 that a pullback could be in the works, but I don't see it as a giant = "get me=20 outta there red flag" just yet. I've marked both a weekly and daily = chart to=20 show what I see in the evidence department at:
 
http://Wall= Street-LLC.com/canslim/ARTI120202wkly.JPG
http://WallStre= et-LLC.com/canslim/ARTI120202.JPG
 
Katherine
 
----- Original Message -----
From:=20 Chris Dempsey =
To: Canslim
Sent: Wednesday, November 27, = 2002 11:37=20 AM
Subject: [CANSLIM] ARTI - = fishtails

Katherine,=20 you were the first that I can recall that commented on=20 fishtails.

 

Would=20 you please comment on ARTI. Any other comments are welcome=20 also.

 

Chris

- ------=_NextPart_000_0509_01C299F6.5CCF01B0-- - - - -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, 02 Dec 2002 10:32:38 -0800 From: Ian Subject: [CANSLIM] American Vanguard Hi all: In my world of low-volume microcaps, AVD is a nice CANSLIM (94 93 early last week) stock that appears to be breaking out of a decent C&H right here, right now around $24. They make chemicals for the agricultural industry - crop protection etc... The average daily volume is only 4000 shares, so todays breakout on 6X ADV is encouraging to me. It had above average volume the last 2 days as well. We'll see. Ian - - - -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, 2 Dec 2002 12:16:05 -0600 From: "Fred Richards" Subject: [CANSLIM] The IBD Acc/Dis numbers are becoming interesting. This is a multi-part message in MIME format. - ------=_NextPart_000_0008_01C299FC.969439A0 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: 7bit Just back from a 3 week trip and have posted the IBD Acc/Dis charts which have broken the 600 level during the past week. Maybe the institutions are beginning to enter the market . . . of course, with their recent track record plus being a bunch of lemmings, who knows if they are correct. Does anyone really know the Pied Piper? The charts are available at: http://www.adrich.com/SI/Info/A's.htm Trust that you all had a great Thanksgiving! - ---------------------------------------------------------------------------- - ---- Fred Richards Corruptisima republica plurimae leges. [The more corrupt a republic, the more laws.] - - Tacitus, Annuals III 27 www.adrich.com - ------=_NextPart_000_0008_01C299FC.969439A0 Content-Type: text/html; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable
Just = back from a 3=20 week trip and have posted the IBD Acc/Dis charts which have broken the = 600 level=20 during the past week. Maybe the institutions are beginning to enter the = market .=20 . . of course, with their recent track record plus being a bunch of = lemmings,=20 who knows if they are correct.
 
Does = anyone really=20 know the Pied Piper?
 
The = charts are=20 available at:
 
http://www.adrich.com/SI/I= nfo/A's.htm
 
Trust = that you all=20 had a great Thanksgiving!
 

Fred Richards
 
Corruptisima republica plurimae = leges.  [The=20 more corrupt a republic, the more laws.]  - - Tacitus, Annuals III=20 27
 
www.adrich.com
 
- ------=_NextPart_000_0008_01C299FC.969439A0-- - - - -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, 2 Dec 2002 14:31:07 -0800 From: "rchodes" Subject: Re: computer / net security group (was Re: [CANSLIM] ROOM) If they train left the station, Wachovia Securities called it back. They downgraded SFNT and ISSX today with both losing significant amounts. - ----- Original Message ----- From: "Kelly Short" To: Sent: Monday, December 02, 2002 8:23 AM Subject: RE: computer / net security group (was Re: [CANSLIM] ROOM) Tom, If I were interested in the network security group would you recommend finding a fund that tracks these stocks (and if so, do you know of one) or has the train left the station? Kelly - -----Original Message----- From: Tom Worley [mailto:stkguru@bellsouth.net] Sent: Thursday, November 21, 2002 10:32 PM To: canslim@lists.xmission.com Subject: computer / net security group (was Re: [CANSLIM] ROOM) no problem, Kelly, I am so brain dead so much of the time lately that I sometimes need a name tag just to know who I am. I forgot about the comment below. I am very pleased with the security group, being up 7.6% today for the portfolio (despite one outside the group I bot today that went down), and gaining nearly as much yesterday as well. My VR Fund also benefited, owning some of the same stocks, popping up over 4.5%. It was a risk for me to go totally into one sector, never did that before, nor was I ever a "group follower". So naturally I am pleased as punch that (so far) I look like a genius (ok, so I am not very humble when I am proven right, at least temporarily, you got to grab glory when you can). I am a risk taker, so I was looking at the group well before it was highly ranked. The stocks I bought were mostly in the RS 30 to 50 at the time. Even now, several are only up into the 70 or so range, and almost all are still well under highs set earlier this year, so still have overhead resistance, especially now that we are entering tax related selling times. On the other hand, I am a long term investor, and bought these for 18 months or so out, so I was not so concerned at entering them at a "perfect" price. Naturally, like any investor, I always like to be up on trade date, and I was. But since got back to almost the cost of commissions to return to 100% cash, which was not pleasant. From everything I read, this is one of the few sectors that is expanding sales during a stagnant economy, and is also expected to be one of the first ones to benefit when corporations again start spending on IT products. So I remain quite positive on this sector. - ----- Original Message ----- From: "Kelly Short" To: Sent: Thursday, November 21, 2002 9:44 AM Subject: RE: [CANSLIM] ROOM Tom, Forgive me- was not trying to box you into a corner. You speak "positively" of the internet / computer security group. Do you still (today) speak positively of these groups or would you say their steam has been expelled? Kelly - -----Original Message----- From: Tom Worley [mailto:stkguru@bellsouth.net] Sent: Wednesday, November 20, 2002 8:50 PM To: canslim@lists.xmission.com Subject: Re: [CANSLIM] ROOM I don't recall saying any particular about the e-commerce sector. I did speak positively of the internet / computer security groups. - ----- Original Message ----- From: "Kelly Short" To: Sent: Wednesday, November 20, 2002 4:19 PM Subject: RE: [CANSLIM] ROOM Tom, If I remember correctly you suggested a move in the e-commerce realm a few weeks ago- would you still advise the same today? Kelly - -----Original Message----- From: Tom Worley [mailto:stkguru@bellsouth.net] Sent: Tuesday, November 19, 2002 6:07 AM To: canslim@lists.xmission.com Subject: Re: [CANSLIM] ROOM Norm, the internet e-commerce group has been strong lately, hence the group RS of 93 now. Others in the top six are AMZN, EXPE, UOPX, GYI, & TREE. - ----- Original Message ----- From: "Norman Boyd" To: Sent: Monday, November 18, 2002 10:41 PM Subject: [CANSLIM] ROOM Anyone else notice this one did what SYMC did. Specifically, a low vol breakout from a handle. SYMC immediately pulled back on below-avg-vol. Norm - - - -To subscribe/unsubscribe, email "majordomo@xmission.com" - -In the email body, write "subscribe canslim" or - -"unsubscribe canslim". Do not use quotes in your email. ____________________________________________________________________________ For your protection, this e-mail message has been scanned for viruses. Visit us at http://www.neoris.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: Mon, 2 Dec 2002 20:14:04 -0500 From: "Tom Worley" Subject: Re: computer / net security group (was Re: [CANSLIM] ROOM) Hi Kelly, I bought this sector with an 18 month horizon, so my one month gain of about 30% (despite some losses today), has not changed my outlook, nor my goal of netting 100% ++. If you don't want the headache and hassle and work of picking some individual ones, you could try to find a fund, however it is such a narrow niche that you may have trouble finding a single fund so specialized. You may have to settle for a mixed fund, or if you can find one or two, gamble on which is well managed. - ----- Original Message ----- From: "Kelly Short" To: Sent: Monday, December 02, 2002 11:23 AM Subject: RE: computer / net security group (was Re: [CANSLIM] ROOM) Tom, If I were interested in the network security group would you recommend finding a fund that tracks these stocks (and if so, do you know of one) or has the train left the station? Kelly - -----Original Message----- From: Tom Worley [mailto:stkguru@bellsouth.net] Sent: Thursday, November 21, 2002 10:32 PM To: canslim@lists.xmission.com Subject: computer / net security group (was Re: [CANSLIM] ROOM) no problem, Kelly, I am so brain dead so much of the time lately that I sometimes need a name tag just to know who I am. I forgot about the comment below. I am very pleased with the security group, being up 7.6% today for the portfolio (despite one outside the group I bot today that went down), and gaining nearly as much yesterday as well. My VR Fund also benefited, owning some of the same stocks, popping up over 4.5%. It was a risk for me to go totally into one sector, never did that before, nor was I ever a "group follower". So naturally I am pleased as punch that (so far) I look like a genius (ok, so I am not very humble when I am proven right, at least temporarily, you got to grab glory when you can). I am a risk taker, so I was looking at the group well before it was highly ranked. The stocks I bought were mostly in the RS 30 to 50 at the time. Even now, several are only up into the 70 or so range, and almost all are still well under highs set earlier this year, so still have overhead resistance, especially now that we are entering tax related selling times. On the other hand, I am a long term investor, and bought these for 18 months or so out, so I was not so concerned at entering them at a "perfect" price. Naturally, like any investor, I always like to be up on trade date, and I was. But since got back to almost the cost of commissions to return to 100% cash, which was not pleasant. From everything I read, this is one of the few sectors that is expanding sales during a stagnant economy, and is also expected to be one of the first ones to benefit when corporations again start spending on IT products. So I remain quite positive on this sector. - ----- Original Message ----- From: "Kelly Short" To: Sent: Thursday, November 21, 2002 9:44 AM Subject: RE: [CANSLIM] ROOM Tom, Forgive me- was not trying to box you into a corner. You speak "positively" of the internet / computer security group. Do you still (today) speak positively of these groups or would you say their steam has been expelled? Kelly - -----Original Message----- From: Tom Worley [mailto:stkguru@bellsouth.net] Sent: Wednesday, November 20, 2002 8:50 PM To: canslim@lists.xmission.com Subject: Re: [CANSLIM] ROOM I don't recall saying any particular about the e-commerce sector. I did speak positively of the internet / computer security groups. - ----- Original Message ----- From: "Kelly Short" To: Sent: Wednesday, November 20, 2002 4:19 PM Subject: RE: [CANSLIM] ROOM Tom, If I remember correctly you suggested a move in the e-commerce realm a few weeks ago- would you still advise the same today? Kelly - -----Original Message----- From: Tom Worley [mailto:stkguru@bellsouth.net] Sent: Tuesday, November 19, 2002 6:07 AM To: canslim@lists.xmission.com Subject: Re: [CANSLIM] ROOM Norm, the internet e-commerce group has been strong lately, hence the group RS of 93 now. Others in the top six are AMZN, EXPE, UOPX, GYI, & TREE. - ----- Original Message ----- From: "Norman Boyd" To: Sent: Monday, November 18, 2002 10:41 PM Subject: [CANSLIM] ROOM Anyone else notice this one did what SYMC did. Specifically, a low vol breakout from a handle. SYMC immediately pulled back on below-avg-vol. Norm - - - -To subscribe/unsubscribe, email "majordomo@xmission.com" - -In the email body, write "subscribe canslim" or - -"unsubscribe canslim". Do not use quotes in your email. ____________________________________________________________________________ For your protection, this e-mail message has been scanned for viruses. Visit us at http://www.neoris.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: Mon, 2 Dec 2002 19:16:44 -0600 From: "Curt Corley" Subject: RE: [CANSLIM] question? Tom, I don't know of any indexes that specifically track small-cap tech stocks, let along small-cap growth tech stocks. However, you can start creating your own index, and in a year or two, you'll have a great set of information to work with. Here's how you can download a spreadsheet of all small-cap technology stocks that meet any criteria you want. Forgive me for being extremely detailed with the instructions; I've always been known as an overly verbose person, but I would rather have too much information than not enough. You probably know how to do all this already, but here it goes anyway. (1) Go to http://www.marketguide.com/home.asp (2) Click "Screening Tools" (3) Click the "Add" button (4) In the "Categories" box, choose "Descriptive" (5) In the "Variables" box, choose "SectorCode" (6) Click the "Select" button (7) In the pop-up window, choose the options "In the Set" and "Technology," then click "OK." (8) After the pop-up window goes away, click "OK" in the "Criterion" section. (9) Click the "Add" button again (same as step 3). (10) In the "Categories" box, choose "Share Related Items." (11) In the "Variables" box, choose MktCap. (12) Click the "Select" button. (13) In the Criterion edit box, you should see "{MktCap}." Edit the criterion so that it reads "{MktCap}<=500" (if 500 million is your upper limit for capitalization). (14) Click "OK." NOTE: If you want to add any more screening criteria, you can repeat steps (9) through (14) again and get as picky as you please. (15) In the resulting screen window, you'll see a column called "Results" that lists the number of stocks that meet your criteria. Click on the underlined number of stocks. (16) Now you should be on a web page listing the first 100 stocks that meet your criteria. Use the "Add/Remove/Arrange Columns" button in order to view all the additional information you're interested in (EPS growth or whatever.) (17) Use the "Sort" button to sort the columns by your preference. (18) When you're finished, click "Download to Spreadsheet." That's it. If you plan on downloading the updated spreadsheet frequently, you can do what Mike Gibbons has done for his sector analysis information: make a URL that does all the above for you automatically. Curt - -----Original Message----- From: owner-canslim@lists.xmission.com [mailto:owner-canslim@lists.xmission.com] On Behalf Of Tom Worley Sent: Sunday, December 01, 2002 8:05 AM To: CANSLIM Subject: [CANSLIM] question? any suggestions from the group as to which indexes best measure the performance of a small cap information technology growth fund? I am looking for an index that collectively includes each specific element, that is "small cap", "IT or at least technology", and "growth". I am also looking for a free source where I can download about 16 months of closing values on a number of indexes, including the Dow 30, Naz Comp, NYSE Comp, S&P 400 and 600, and Russell 2000. Daily or weekly (as of Friday) is fine. Tom Worley stkguru@bellsouth.net AIM: TexWorley - - - -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, 2 Dec 2002 20:31:54 -0500 From: "Tom Worley" Subject: Re: [CANSLIM] question? thanks, Curt, I will give it a try - ----- Original Message ----- From: "Curt Corley" To: Sent: Monday, December 02, 2002 8:16 PM Subject: RE: [CANSLIM] question? Tom, I don't know of any indexes that specifically track small-cap tech stocks, let along small-cap growth tech stocks. However, you can start creating your own index, and in a year or two, you'll have a great set of information to work with. Here's how you can download a spreadsheet of all small-cap technology stocks that meet any criteria you want. Forgive me for being extremely detailed with the instructions; I've always been known as an overly verbose person, but I would rather have too much information than not enough. You probably know how to do all this already, but here it goes anyway. (1) Go to http://www.marketguide.com/home.asp (2) Click "Screening Tools" (3) Click the "Add" button (4) In the "Categories" box, choose "Descriptive" (5) In the "Variables" box, choose "SectorCode" (6) Click the "Select" button (7) In the pop-up window, choose the options "In the Set" and "Technology," then click "OK." (8) After the pop-up window goes away, click "OK" in the "Criterion" section. (9) Click the "Add" button again (same as step 3). (10) In the "Categories" box, choose "Share Related Items." (11) In the "Variables" box, choose MktCap. (12) Click the "Select" button. (13) In the Criterion edit box, you should see "{MktCap}." Edit the criterion so that it reads "{MktCap}<=500" (if 500 million is your upper limit for capitalization). (14) Click "OK." NOTE: If you want to add any more screening criteria, you can repeat steps (9) through (14) again and get as picky as you please. (15) In the resulting screen window, you'll see a column called "Results" that lists the number of stocks that meet your criteria. Click on the underlined number of stocks. (16) Now you should be on a web page listing the first 100 stocks that meet your criteria. Use the "Add/Remove/Arrange Columns" button in order to view all the additional information you're interested in (EPS growth or whatever.) (17) Use the "Sort" button to sort the columns by your preference. (18) When you're finished, click "Download to Spreadsheet." That's it. If you plan on downloading the updated spreadsheet frequently, you can do what Mike Gibbons has done for his sector analysis information: make a URL that does all the above for you automatically. Curt - -----Original Message----- From: owner-canslim@lists.xmission.com [mailto:owner-canslim@lists.xmission.com] On Behalf Of Tom Worley Sent: Sunday, December 01, 2002 8:05 AM To: CANSLIM Subject: [CANSLIM] question? any suggestions from the group as to which indexes best measure the performance of a small cap information technology growth fund? I am looking for an index that collectively includes each specific element, that is "small cap", "IT or at least technology", and "growth". I am also looking for a free source where I can download about 16 months of closing values on a number of indexes, including the Dow 30, Naz Comp, NYSE Comp, S&P 400 and 600, and Russell 2000. Daily or weekly (as of Friday) is fine. Tom Worley stkguru@bellsouth.net AIM: TexWorley - - - -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, 2 Dec 2002 19:08:04 -0700 From: "David Taggart" Subject: RE: [CANSLIM] question? Eugene Fama and his EMH buddies have a money management firm called dimensional funds advisors http://www.dfaus.com/ I know they make their funds a lot more specific than most indexers they break them into about 10 market cap areas. I don't know how they do sector work or if they do but I posted the link to their site its worth looking at. Even if they are the anti-market beater :-) David Taggart - -----Original Message----- From: owner-canslim@lists.xmission.com [mailto:owner-canslim@lists.xmission.com] On Behalf Of Tom Worley Sent: Sunday, December 01, 2002 7:05 AM To: CANSLIM Subject: [CANSLIM] question? any suggestions from the group as to which indexes best measure the performance of a small cap information technology growth fund? I am looking for an index that collectively includes each specific element, that is "small cap", "IT or at least technology", and "growth". I am also looking for a free source where I can download about 16 months of closing values on a number of indexes, including the Dow 30, Naz Comp, NYSE Comp, S&P 400 and 600, and Russell 2000. Daily or weekly (as of Friday) is fine. Tom Worley stkguru@bellsouth.net AIM: TexWorley - - - -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, 2 Dec 2002 19:08:04 -0700 From: "David Taggart" Subject: RE: [CANSLIM] question? Eugene Fama and his EMH buddies have a money management firm called dimensional funds advisors http://www.dfaus.com/ I know they make their funds a lot more specific than most indexers they break them into about 10 market cap areas. I don't know how they do sector work or if they do but I posted the link to their site its worth looking at. Even if they are the anti-market beater :-) David Taggart - -----Original Message----- From: owner-canslim@lists.xmission.com [mailto:owner-canslim@lists.xmission.com] On Behalf Of Tom Worley Sent: Sunday, December 01, 2002 7:05 AM To: CANSLIM Subject: [CANSLIM] question? any suggestions from the group as to which indexes best measure the performance of a small cap information technology growth fund? I am looking for an index that collectively includes each specific element, that is "small cap", "IT or at least technology", and "growth". I am also looking for a free source where I can download about 16 months of closing values on a number of indexes, including the Dow 30, Naz Comp, NYSE Comp, S&P 400 and 600, and Russell 2000. Daily or weekly (as of Friday) is fine. Tom Worley stkguru@bellsouth.net AIM: TexWorley - - - -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, 3 Dec 2002 00:38:45 -0500 From: "Tom Worley" Subject: Re: [CANSLIM] American Vanguard Ian, with no consensus of earnings forecasts, I have trouble guessing where either earnings or sales are headed. Both have been too volatile and inconsistent for my tastes. I also see no reason to expect any explosive growth in the future, either for its industry, or this company in particular. - ----- Original Message ----- From: "Ian" To: Sent: Monday, December 02, 2002 1:32 PM Subject: [CANSLIM] American Vanguard Hi all: In my world of low-volume microcaps, AVD is a nice CANSLIM (94 93 early last week) stock that appears to be breaking out of a decent C&H right here, right now around $24. They make chemicals for the agricultural industry - crop protection etc... The average daily volume is only 4000 shares, so todays breakout on 6X ADV is encouraging to me. It had above average volume the last 2 days as well. We'll see. Ian - - - -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, 3 Dec 2002 08:20:35 -0600 From: michael_niemotka@baxter.com Subject: [CANSLIM] November SOD's All, For the month of November, the following stocks showed up in at least 33% of the daily SOD's |------+-------------------| |Symbol|COMPANY NAME | | | | |------+-------------------| |SYMC |Symantec Corp | | | | |------+-------------------| |EBAY |Ebay Inc | | | | |------+-------------------| |EXPE |Expedia Inc | | | | |------+-------------------| |FRX |Forest Labs Inc | | | | |------+-------------------| |MDT |Medtronic Inc | | | | |------+-------------------| |HYSL |Hyperion Solutions | | |Corp | |------+-------------------| |IGT |Intl Game | | |Technology | |------+-------------------| |PECS |P E C Solutions Inc| | | | |------+-------------------| |UOPX |Apollo-Univ Phoenix| | |Onln | |------+-------------------| |ACL |Alcon Inc | | | | |------+-------------------| |APOL |Apollo Group Inc Cl| | |A | |------+-------------------| |BSTE |Biosite Inc | | | | |------+-------------------| |BSX |Boston Scientific | | |Corp | |------+-------------------| |COH |Coach Inc | | | | |------+-------------------| |COLM |Columbia Sportswear| | |Co | |------+-------------------| |CTSH |Cognizant Tech Sol | | |Cl A | |------+-------------------| |INFY |Infosys | | |Technologies Ads | |------+-------------------| |MNTR |Mentor Corp | | | | |------+-------------------| |SLE |Sara Lee Corp | | | | |------+-------------------| |ZMH |Zimmer Holdings Inc| | | | |------+-------------------| Wishing everyone a healthy and happy holiday. Mike Mike Niemotka , PE Sr. Principal Engineer Baxter Healthcare Corporation Route 120 & Wilson Road Round Lake, IL 60073 Tel (847) 270-4075 Fax (847) 270-4525 michael_niemotka@baxter.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: Tue, 03 Dec 2002 08:00:00 -0700 From: owner-canslim@xmission.com (Jeff Salisbury) Subject: [CANSLIM] Accessing the discussion canslim archives... From time to time, CANSLIM members may wish to browse the discussion archives. This posting provides instructions on how to access the archives. Thanks to David Cameron for compiling the essentials of this message. Here are the two ways to access the archives: 1. The best way is to use your web browser. To browse the archives, point your browser to: ftp://ftp.xmission.com/pub/lists/canslim/archive/ 2. (Not as convenient) via email: Send an email to majordomo@xmission.com with the following as the body of your message: "index canslim". Then send a follow up email to request an old email from either the "archive" or "latest" directory. Note that your request must be in the body of your email. For example: "get canslim latest/001" will retrieve file "001" from the "latest" directory. "get canslim archive/v01.n066" will retrieve file "v01.n066" from the "archive" dir. Best Regards, Jeff Salisbury - CANSLIM list owner/admin - - - -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, 3 Dec 2002 09:17:37 -0600 From: "Katherine Malm" Subject: [CANSLIM] CANSLIM List FAQ (Monthly Posting) This is a multi-part message in MIME format. - ------=_NextPart_000_0662_01C29AAC.D225A4D0 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable This FAQ is also available at: = http://WallStreet-LLC.com/canslim/CANSLIMFAQ.doc =20 Scope of discussion, Etiquette:=20 Here are a couple of quotes from the welcome email that Jeff Salisbury, = the list owner and host, sends to each new member: "This is an unmoderated discussion group whose purpose is to provide a = forum for individuals to:=20 1.. Discuss the ideas and concepts of CANSLIM.=20 2.. Add to the concepts of CANSLIM from personal experience.=20 3.. Exchange sources of information on the internet and software that = can be used to select stocks using the CANSLIM methodology.=20 4.. Discuss specific equities and how they may or may not meet the = CANSLIM criteria. " "Anyone who resorts to rudeness, flaming, and personal attacks will be = removed from our group."=20 "By signing up for this list, you agree to the following: This list is = a private list. All information that you take from this list is for = your private use only. Commercial use of this information is = forbidden." Commonly used (misc) abbreviations: BO or B/O =3D Breakout DD=3D Due Diligence dMA =3D days Moving Average (a simple moving average unless otherwise = specified) FTD =3D Follow Through Day http://www.market-tester.com/primer.htm HTMMIS =3D "How to Make Money in Stocks" by William J. O'Neil IBD =3D Investors Business Daily (www.investors.com) IMHO =3D In My Humble Opinion sometimes used as IMO or JMO or my $0.02 LOL =3D Laughing Out Loud M =3D Market ( the "M" in CANSLIM) MA =3D Moving Average N =3D New (the "N" in CANSLIM) VR =3D Virtual Reality fund WON =3D William O'Neil, originator of CANSLIM IBD/CANSLIM Proprietary Rankings: A/D =3D Accumulation/Distribution EPS =3D Earnings per Share Rank GRS =3D Group Relative Strength RS =3D Relative Strength SMR =3D Sales/Margins/ROE Comp =3D Composite Ranking Accounting/Finance Abbreviations: BS or B/S =3D Balance Sheet cflo =3D Cash Flow D/E =3D Debt to Equity IS or I/S =3D Income Statement PE or P/E =3D Price to Earnings ratio Pro Forma earnings =3D http://www.sec.gov/investor/pubs/proforma12-4.htm =20 Accounting 101: http://uoutperform.com/New_Folder/fundamental_analysis.htm http://www.investopedia.com/university/fundamentalanalysis/ http://www.WallStreet-LLC.com/canslim/Accounting101.doc =20 Commonly discussed technical patterns: 2B=3DDouble Bottoms A Base =3D Ascending Base C&H or CwH =3D Cup and Handle (http://www.cwhcharts.com/WON_cwh.htm.) FB=3DFlat Base HTF =3D High Tight Flag LLUR =3D Lower Left Upper Right (a stock on the rise, channeling in a = tight range) For general discussion of chart patterns: = http://stockcharts.com/education/What/ChartAnalysis/index.html Commonly discussed software/tools: AAII Stock Investor Pro http://www.aaii.com/ - money back guarantee DGO=3D DailyGraphs Online ( www.dailygraphs.com ) - 7 day trial $19.95 HGSI =3D High Growth Stock Investing (www.highgrowthstock.com) - 60 day = paid trial $49 QP2 =3D Quotes Plus (www.qp2.com) TC2000 =3D Worden Brothers TC2000 technical analysis software = (http://www.tc2000.com) -30 day free trial VV=3D VectorVest (www.vectorvest.com) - 5 week trial $9.95 =20 If you are new to CANSLIM investing (or just need a refresher): Take advantage of the excellent learning center at the IBD site-- = www.investors.com/learn Free sites for stock scanning: http://moneycentral.msn.com/investor/finder/predefstocks.asp http://www.marketguide.com/screen/SScreen.asp Free sites for charting: www.stockcharts.com www.bigcharts.com http://www.moneycentral.msn.com/investor/charts/charting.asp?Symbol=3Dcsc= o Due diligence sites: Company's web site http://biz.yahoo.com/p/c/csco.html http://moneycentral.msn.com/investor/research/newsnap.asp?Symbol=3DCSCO www.cwhcharts.com/canslim (limited to 5 stocks per person per day) www.investors.com (Requires subscription-look for the stock checkup = feature) =20 Free resources for real time tracking: www.quotetracker.com Tools provided by members: - -CANSLIM Evaluator provided by Mike Gibbons: A tool that evaluates a = stock against each of the CANSLIM criteria except M. = (http://www.cwhcharts.com/canslim) - -CwH Stock Selector provided by Mike Gibbons: A tool that looks for = stocks that are in the handle of a cup-with-handle base and are = potentially ready for breakout. (http://www.cwhcharts.com/cs.php) - -Charts for CANSLIM provided by Mike Gibbons: A straightforward chart = showing the price/volume action, pivots, % off 52 wk high, RS Line = relative to the S&P500, RS Rank plotted over time, U/D ratio over time. = Displays daily for 3, 6, 9, or 12 months. Updated with delayed intraday = pricing as well. (http://www.cwhcharts.com/charts/kmchart.php) - -CANSLIMLinks provided by Katherine Malm: An Excel spreadsheet that = contains macros for creating links to sites useful for evaluating = CANSLIM stocks. Allows you to list stocks of your choosing. Full = functionality only available with Excel 2000 for Windows. Limited = functionality in prior versions. = (http://WallStreet-LLC.com/canslim/CANSLIMLinksAutomated.zip) - -Favorite Resources provided by Katherine Malm: A Word document listing = various sites I find useful in CANSLIM investing. = (http://WallStreet-LLC.com/canslim/FavoriteResourcesKM.doc) - -Favorite Resources provided by other members-Would love to see more = posted to the FTP site!!! =20 List FAQ compiled by Katherine Malm. If you have suggestions for = additions and/or revisions, please contact me at kmalm@earthlink.net Rev 12/02/02 - ------=_NextPart_000_0662_01C29AAC.D225A4D0 Content-Type: text/html; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable
This FAQ is=20 also available at: http://Wall= Street-LLC.com/canslim/CANSLIMFAQ.doc

 

Scope of=20 discussion, Etiquette:

Here are a = couple=20 of quotes from the welcome email that Jeff Salisbury, the list = owner and=20 host, sends to each new member:

 

"This is an = unmoderated=20 discussion group whose purpose is to provide a forum for individuals to: =

  1. Discuss=20 the ideas and concepts of CANSLIM.=20
  2. Add=20 to the concepts of CANSLIM from personal experience.=20
  3. Exchange=20 sources of information on the internet and software that can be used = to select=20 stocks using the CANSLIM methodology.=20
  4. Discuss=20 specific equities and how they may or may not meet the CANSLIM=20 criteria. "

"Anyone who resorts to rudeness, flaming, and personal attacks will = be=20 removed from our group."

=93By signing up for this list, you agree to the following:  = This list is=20 a private list.  All information that you take from this list is = for your=20 private use only.  Commercial use of this information is = forbidden.=94

Commonly used = (misc)=20 abbreviations:

BO or B/O =3D = Breakout

DD=3D Due = Diligence

dMA =3D days Moving = Average (a=20 simple moving average unless otherwise specified)

FTD =3D Follow = Through Day http://www.market-tester= .com/primer.htm

HTMMIS =3D "How to = Make Money in=20 Stocks" by William J. O'Neil

IBD =3D Investors = Business=20 Daily  (www.investors.com)

IMHO =3D In My Humble = Opinion=20 sometimes used as IMO or JMO or my $0.02

LOL =3D Laughing Out = Loud

M =3D Market ( the = "M" in=20 CANSLIM)

MA =3D Moving = Average

N =3D New (the "N" in = CANSLIM)

VR =3D Virtual = Reality fund

WON =3D William = O'Neil, originator=20 of CANSLIM

 

IBD/CANSLIM = Proprietary=20 Rankings:

A/D =3D=20 Accumulation/Distribution

EPS =3D Earnings per = Share Rank

GRS =3D Group = Relative Strength

RS =3D Relative = Strength

SMR =3D = Sales/Margins/ROE

Comp =3D Composite = Ranking

 

Accounting/Finance=20 Abbreviations:

BS or B/S =3D Balance = Sheet

cflo =3D Cash = Flow

D/E =3D Debt to = Equity

IS or I/S =3D Income = Statement

PE or P/E =3D Price = to Earnings=20 ratio

Pro Forma earnings = =3D http://www.sec= .gov/investor/pubs/proforma12-4.htm

 

Accounting = 101:

http:= //uoutperform.com/New_Folder/fundamental_analysis.htm
http= ://www.investopedia.com/university/fundamentalanalysis/
http://w= ww.WallStreet-LLC.com/canslim/Accounting101.doc

 

Commonly = discussed technical=20 patterns:

2B=3DDouble=20 Bottoms

A Base =3D Ascending = Base

C&H or CwH =3D = Cup and=20 Handle  (http://www.cwhcharts.com/WO= N_cwh.htm.)

FB=3DFlat Base

HTF =3D High Tight = Flag

LLUR =3D Lower Left = Upper=20 Right (a stock on the rise, channeling in a tight range)

For general = discussion of chart=20 patterns: h= ttp://stockcharts.com/education/What/ChartAnalysis/index.html<= /P>

 

Commonly = discussed=20 software/tools:

AAII Stock Investor = Pro http://www.aaii.com/ - money back = guarantee

DGO=3D DailyGraphs=20 Online  ( www.dailygraphs.com ) =96 7 = day trial=20 $19.95

HGSI =3D High Growth = Stock=20 Investing (www.highgrowthstock.com)=20 =96 60 day paid trial $49

QP2 =3D Quotes Plus = (www.qp2.com)

TC2000 =3D  = Worden Brothers=20 TC2000 technical analysis software (http://www.tc2000.com) -30 day free=20 trial

VV=3D VectorVest (www.vectorvest.com) =96 5 week = trial=20 $9.95

 

If you are new to = CANSLIM=20 investing (or just need a refresher):

Take advantage of the = excellent=20 learning center at the IBD site-- www.investors.com/learn

 

Free sites for = stock=20 scanning:

htt= p://moneycentral.msn.com/investor/finder/predefstocks.asp

http://www.marketg= uide.com/screen/SScreen.asp

 

Free sites for=20 charting:

www.stockcharts.com

www.bigcharts.com

http://www.moneycentral.msn.com/investor/charts/charting.asp?S= ymbol=3Dcsco

 

Due diligence = sites:

Company's web = site

http://biz.yahoo.com/p/c/csco= .html

http://moneycentral.msn.com/investor/research/newsnap.asp?Symbol=3D= CSCO

www.cwhcharts.com/canslim = (limited=20 to 5 stocks per person per day)

www.investors.com (Requires=20 subscription-look for the stock checkup feature)

 

 

Free resources = for real time=20 tracking:

www.quotetracker.com

 

Tools provided by = members:

-CANSLIM Evaluator = provided by=20 Mike Gibbons: A tool that evaluates a stock against each of the CANSLIM = criteria=20 except M. (http://www.cwhcharts.com/cansli= m)

-CwH Stock Selector = provided by=20 Mike Gibbons: A tool that looks for stocks that are in the handle = of a=20 cup-with-handle base and are potentially ready for breakout. = (http://www.cwhcharts.com/cs.php)

-Charts for = CANSLIM provided=20 by Mike Gibbons: A straightforward chart showing the price/volume = action,=20 pivots, % off 52 wk high, RS Line relative to the S&P500, RS Rank = plotted=20 over time, U/D ratio over time. Displays daily for 3, 6, 9, or 12 = months.=20 Updated with delayed intraday pricing as well. (http://www.cwhcharts= .com/charts/kmchart.php)

-CANSLIMLinks = provided by=20 Katherine Malm: An Excel spreadsheet that contains macros for creating = links to=20 sites useful for evaluating CANSLIM stocks. Allows you to list stocks of = your=20 choosing. Full functionality only available with Excel 2000 for Windows. = Limited=20 functionality in prior versions. (http= ://WallStreet-LLC.com/canslim/CANSLIMLinksAutomated.zip)

-Favorite Resources = provided by=20 Katherine Malm: A Word document listing various sites I find useful in = CANSLIM=20 investing. (http:/= /WallStreet-LLC.com/canslim/FavoriteResourcesKM.doc)

-Favorite Resources = provided by=20 other members=97Would love to see more posted to the FTP site!!!

 

List FAQ compiled by = Katherine=20 Malm. If you have suggestions for additions and/or revisions, please = contact me=20 at kmalm@earthlink.net

Rev=20 12/02/02

- ------=_NextPart_000_0662_01C29AAC.D225A4D0-- - - - -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 #3067 ****************************** 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.