From: owner-canslim-digest@lists.xmission.com (canslim-digest) To: canslim-digest@lists.xmission.com Subject: canslim-digest V2 #3207 Reply-To: canslim Sender: owner-canslim-digest@lists.xmission.com Errors-To: owner-canslim-digest@lists.xmission.com Precedence: bulk Content-Transfer-Encoding: quoted-printable X-No-Archive: yes canslim-digest Wednesday, March 12 2003 Volume 02 : Number 3207 In this issue: RE: [CANSLIM] OVTI ---------------------------------------------------------------------- Date: Wed, 12 Mar 2003 14:55:23 -0600 From: "Edward W. Gjertsen II" Subject: RE: [CANSLIM] OVTI This is a multi-part message in MIME format. - ------=_NextPart_000_00C3_01C2E8A7.69051B40 Content-Type: multipart/alternative; boundary="----=_NextPart_001_00C4_01C2E8A7.69051B40" - ------=_NextPart_001_00C4_01C2E8A7.69051B40 Content-Type: text/plain; charset="us-ascii" Content-Transfer-Encoding: 7bit Hi Katherine - Thank you for the compliment but it would be wrong of me to accept all the credit. There are two of us who put a lot of effort into our program. For the year, we are still up 2% but it has been a struggle. I have read the posted comments about "M" and for the average investor, there is merit. I believe the era of buying a S&P Index and making 20+% per year is over for awhile. Finding the nuggets of gold amongst all the ore is where money managers will differentiate themselves. Thanks for the screen, I'll take a look at those tonight. Ed Gjertsen II ed@macktracks.com Confidentiality Notice: This e-mail message, including any attachments, is for the sole use of the intended recipient(s) and may contain confidential and privileged information. Any unauthorized review, use, disclosure or distribution is prohibited. If you are not the intended recipient, please contact the sender by reply e-mail and destroy all copies of the original message. - -----Original Message----- From: owner-canslim@lists.xmission.com [mailto:owner-canslim@lists.xmission.com] On Behalf Of Katherine Malm Sent: Wednesday, March 12, 2003 11:56 AM To: canslim@lists.xmission.com Subject: RE: [CANSLIM] OVTI Hi Ed, You seem to have a knack for finding excellent stocks. This one's been on my radar for a while and particularly during recent weeks while it's continued to show real strength in a lousy "M". In our fundamental scoring system, it receives an 8.5 out of a possible 11 and scores in the top 10 in the industry in *both* fundamental and technical scores. (Other stocks that also score top 10 on both accounts are SLAB, ARTI and ICST). The chart is refreshingly strong, all the more important as a stock like this that bucks the trend during the worst of times will most likely outperform during the best of times. See an annotated chart at: http://www.cwhcharts.com/katherine/OVTI031103.JPG showing the textbook cup with handle consolidation pattern, rising RSLine, consistently high RSRank and strong U/D ratio. I also show an Acculation/Distribution ratio over the last 15 days at 1.33. Below is a list of stocks in the industry with Price>=$6, ADV>=30000, sorted in RSRank order. - --Katherine Symbol Company RS SLAB Silicon Labs 87 ARTI Artisan Cpnts 86 ICST Integrtd CrtSy 85 MXIM Maxim IntdPds 47 LLTC Linear Tech 59 OVTI OmniVsion Tech 97 ADI Analog Devcs 47 OIIM 0 2Micro 18 STM STMicroelectrn 26 MOSY Monolithic Sys 9 WEDC White Elec. 47 ALTR Altera Corp. 42 POWI Power Intgrtns 84 ZRAN Zoran Corp. 13 XLNX Xilinx Inc 52 INTC Intel 33 SNDK Sandisk Corp. 52 TSM Taiwan SemiADR 19 CREE Cree Inc 69 FCS Fairchild Semi 20 ACTL Actel Corp 56 SWKS Skyworks Soltn 22 SMTC Semtech Corp. 47 IFX Infineon ADR 10 PXLW Pixelworks Inc 56 EXAR Exar Corp 34 MRVL Marvell Tech 32 RMBS Rambus Inc. 99 NSM Nat'l Semi 44 IDCC InterDigital 85 TXN Texas Instr 30 DSPG D S P Group 46 SMSC Std. MicroSys 17 IRF Int'l Rectifr 29 ISIL Intersil CorpA 25 ESST E S S Tech 13 MU Micron Tech. 5 BRCM Broadcom Corp. 26 PSEM Pericom Semi 38 GNSS Genesis Micro 49 CY Cypress Semi 15 LSCC Lattice Semi 20 MSCC Microsemi Corp 80 MCRL Micrel Inc. 30 CLTK Celeritek Inc. 54 IDTI Integr Device 13 - -----Original Message----- From: owner-canslim@lists.xmission.com [mailto:owner-canslim@lists.xmission.com]On Behalf Of Edward W. Gjertsen II Sent: Friday, February 28, 2003 1:47 PM To: canslim@lists.xmission.com Subject: [CANSLIM] OVTI Any comments on OVTI? Ed Gjertsen II ed@macktracks.com Confidentiality Notice: This e-mail message, including any attachments, is for the sole use of the intended recipient(s) and may contain confidential and privileged information. Any unauthorized review, use, disclosure or distribution is prohibited. If you are not the intended recipient, please contact the sender by reply e-mail and destroy all copies of the original message. - -----Original Message----- From: owner-canslim@lists.xmission.com [mailto:owner-canslim@lists.xmission.com] On Behalf Of Spencer48@aol.com Sent: Friday, February 28, 2003 1:35 PM To: canslim@lists.xmission.com Subject: Re: [CANSLIM] AMI Tom: Thanks. That's a very good point (I wonder if the word"former" in all literature has ever had such significance)! jans In a message dated 2/27/2003 10:01:46 PM Eastern Standard Time, stkguru@bellsouth.net writes: << You should also note that there is a very RED flag screaming right in front of the word "Former". >> - - - -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. - ------=_NextPart_001_00C4_01C2E8A7.69051B40 Content-Type: text/html; charset="us-ascii" Content-Transfer-Encoding: quoted-printable

Hi Katherine – Thank you for = the compliment but it would be wrong of me to accept all the credit.  = There are two of us who put a lot of effort into our program.  For the = year, we are still up 2% but it has been a struggle.  I have read the posted = comments about “M” and for the average investor, there is = merit.  I believe the era of buying a S&P Index and making 20+% per year is = over for awhile.  Finding the nuggets of gold amongst all the ore is where = money managers will differentiate themselves.  Thanks for the screen, = I’ll take a look at those tonight. 

 

 

Ed Gjertsen II

ed@macktracks.com

=

 

 

Confidentiality Notice: This = e-mail message, including any attachments, is for the sole use of the intended recipient(s) and may contain confidential and privileged = information.  Any unauthorized review, use, disclosure or distribution is = prohibited.  If you are not the intended recipient, please contact the sender by reply = e-mail and destroy all copies of the original message.

 

-----Original = Message-----
From: owner-canslim@lists.xmission.com = [mailto:owner-canslim@lists.xmission.com] On Behalf Of Katherine Malm
Sent: Wednesday, March = 12, 2003 11:56 AM
To: = canslim@lists.xmission.com
Subject: RE: [CANSLIM] = OVTI

 

Hi Ed,

 

You seem to have a knack for finding = excellent stocks. This one's been on my radar for a while and particularly during recent = weeks while it's continued to show real strength in a lousy "M". In = our fundamental scoring system, it receives an 8.5 out of a possible 11 and = scores in the top 10 in the industry in *both* fundamental and technical = scores. (Other stocks that also score top 10 on both accounts are SLAB, ARTI and = ICST). The chart is refreshingly strong, all the more important as a stock like = this that bucks the trend during the worst of times will most likely = outperform during the best of times.

 

See an annotated chart at: http://www.cwh= charts.com/katherine/OVTI031103.JPG showing the textbook cup with handle consolidation pattern, rising RSLine, = consistently high RSRank and strong U/D ratio. I also show an Acculation/Distribution = ratio over the last 15 days at 1.33.

 

Below is a list of stocks in the industry = with Price>=3D$6, ADV>=3D30000, sorted in RSRank = order.

 

--Katherine 

 

 

Symbol

Company

RS

SLAB

Silicon Labs

87

ARTI

Artisan Cpnts

86

ICST

Integrtd CrtSy

85

MXIM

Maxim IntdPds

47

LLTC

Linear Tech

59

OVTI

OmniVsion Tech

97

ADI

Analog Devcs

47

OIIM

0 2Micro

18

STM

STMicroelectrn

26

MOSY

Monolithic Sys

9

WEDC

White Elec.

47

ALTR

Altera Corp.

42

POWI

Power Intgrtns

84

ZRAN

Zoran Corp.

13

XLNX

Xilinx Inc

52

INTC

Intel

33

SNDK

Sandisk Corp.

52

TSM

Taiwan SemiADR

19

CREE

Cree Inc

69

FCS

Fairchild Semi

20

ACTL

Actel Corp

56

SWKS

Skyworks Soltn

22

SMTC

Semtech Corp.

47

IFX

Infineon ADR

10

PXLW

Pixelworks Inc

56

EXAR

Exar Corp

34

MRVL

Marvell Tech

32

RMBS

Rambus Inc.

99

NSM

Nat'l Semi

44

IDCC

InterDigital

85

TXN

Texas Instr

30

DSPG

D S P Group

46

SMSC

Std. MicroSys

17

IRF

Int'l Rectifr

29

ISIL

Intersil CorpA

25

ESST

E S S Tech

13

MU

Micron Tech.

5

BRCM

Broadcom Corp.

26

PSEM

Pericom Semi

38

GNSS

Genesis Micro

49

CY

Cypress Semi

15

LSCC

Lattice Semi

20

MSCC

Microsemi Corp

80

MCRL

Micrel Inc.

30

CLTK

Celeritek Inc.

54

IDTI

Integr Device

13

 

-----Original Message-----
From: owner-canslim@lists.xmission.com
[mailto:owner-canslim@lis= ts.xmission.com]On Behalf Of Edward W. Gjertsen
II
Sent: Friday, February 28, 2003 1:47 PM
To: canslim@lists.xmission.com
Subject: [CANSLIM] OVTI


Any comments on OVTI?


Ed Gjertsen II
ed@macktracks.com


Confidentiality Notice: This e-mail message, including any = attachments,
is for the sole use of the intended recipient(s) and may contain
confidential and privileged information.  Any unauthorized review, = use,
disclosure or distribution is prohibited.  If you are not the = intended
recipient, please contact the sender by reply e-mail and destroy all
copies of the original message.


- -----Original Message-----
From: owner-canslim@lists.xmission.com
[mailto:owner-canslim@lis= ts.xmission.com] On Behalf Of Spencer48@aol.com
Sent: Friday, February 28, 2003 1:35 PM
To: canslim@lists.xmission.com
Subject: Re: [CANSLIM] AMI

Tom:

     Thanks.  That's a very good point (I = wonder if the word"former" in
all
literature has ever had such significance)!

jans


In a message dated 2/27/2003 10:01:46 PM Eastern Standard Time,
stkguru@bellsouth.net writes:

<< You should also note that there is a very RED flag screaming = right in
front
 of the word "Former".  >>

- -
- -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.

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