From: owner-canslim-digest@lists.xmission.com (canslim-digest) To: canslim-digest@lists.xmission.com Subject: canslim-digest V2 #779 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 Sunday, December 26 1999 Volume 02 : Number 779 In this issue: [CANSLIM] gnet - cup and handle formation? [CANSLIM] CANSLIM Approach Ideas [CANSLIM] Antivirus software Re: [CANSLIM] gnet - cup and handle formation? Re: [CANSLIM] CANSLIM Approach Ideas Re: [CANSLIM] Approach Ideas Re: [CANSLIM] CANSLIM Approach Ideas [CANSLIM] DELL [CANSLIM] Another Canslim Service [CANSLIM] DGO List (delayed) Re: [CANSLIM] DGO List (delayed) [CANSLIM] Greed is good--but like dynamite must be handled with care. [CANSLIM] An analysis of FORR and GICOF [CANSLIM] Another pick ---------------------------------------------------------------------- Date: Sat, 25 Dec 1999 12:24:43 EST From: Mypiason3@aol.com Subject: [CANSLIM] gnet - cup and handle formation? the handle is a longer than Oniels requirements. I wanted to toss this stock out for discussion regarding wether internet stocks can extend O'niels rules due to their extreme volitality. Thanks Frank - - ------------------------------ Date: Sat, 25 Dec 1999 10:30:51 -0700 From: Earl Setser Subject: [CANSLIM] CANSLIM Approach Ideas First, I hope everyone is having a wonderful Christmas morning. The 1 Million presents have been opened, the chocolate eaten, and the kids are happily watching one of their Pokemon movies while playing with a favorite toy. The wife is napping to make up for the tough night before. And I am catching up on my email, and getting ready to test my kid's older computers for Y2K compiance. I have made (am making?) some changes to my general investing ideas, and I thought I would share it with you and ask for feedback. I have been buying most any stock that meets my criteria, and watching some great successes as well as some that haven't worked out all that well. I have changed from an A/B industry group rank, to an A industry group rank. As I've gone on through various purchases and sells, I've decided I should be a little more picky on my selections. Specifically: 1 - I am just buying 4 stocks right now. I have decided that I should always own 4 different industry groups. (At one point, I had 3 semiconductors out of 4 holdings!!) I expect to go up to 6-8 stocks over the next year (as I add more funds), and I would still prefer 6-8 industry groups with maybe 1 or 2 groups with 2 stocks owned. 2 - I have been buying whatever stocks looked good. I've decided that I should focus on "Industry Leaders" for each group. My plan is to try and pick out 3-5 stocks in each of the leading industries. I will choose these based on EPS/RPS sum and whatever "New" info I can pick out that will help me pick these. My thought is it might be better to wait and grab a QCOM-like leader in one group rather than grabbing a different stock since it presents itself as a buy sooner. My goal is to buy stocks that I can hold onto longer term, given that I get a little breathing room on the stock soon after the purchase. Examples of stocks I own or have owned that I would put in the "leader" category would be CMVT and QLGC (Still own), LGTO (just bought again), SEBL, RFMD, and ETEK. I plan to be a little more patient to pick these up, or willing to sell a different holding when an opportunity presents itself. For instance, I was holding RMDY in the Enterprise SW group, and it was beginning to move up nicely, but then LGTO broke out of a short 4 week base, so I sold RMDY to buy LGTO. Well let me know what you think. FWIW, my present holdings are CMVT, QLGC, LGTO, APEX. I just sold RMDY and VNWK, so you guys may want to pick those up quickly, since my history shows my sell date to be an ideal BUY date :). I'll try and post a year-end summary of my CANSLIM results. But overall, I am up about 28% since I commited some real money to this approach on Aug 1. This is both GREAT (beating the S&P big time) and JUST OKAY (I have several mutual funds that are up more than 30% since Nov 1!!!!). - - ------------------------------ Date: Sat, 25 Dec 1999 12:22:50 -0500 From: "Tom Worley" Subject: [CANSLIM] Antivirus software Jeff Salisbury made a good point - it can't hurt to have extra protection right now as we approach the millennium. Most of the antivirus software makers are giving away 60 day free trials to get us all thru the changeover, and hopefully recruit new customers. I downloaded from both Mcafee and Computer Associates, and just upgraded to new versions and updated for the latest viruses this weekend. Try http://antivirus.cai.com/cgi-bin/ipe/update.cgi for Computer Assoc. So far, I have been unable to get an update on my Mcafee software. Tom Worley stkguru@netside.net chat with me at ICQ # 5568838 get ICQ software at http://www.icq.com/icqhomepage.html - - ------------------------------ Date: Sat, 25 Dec 1999 12:59:23 -0500 From: "Tom Worley" Subject: Re: [CANSLIM] gnet - cup and handle formation? Hi Frank, With a trailing PE of 399, and a mkt cap/sales ratio exceeding 100, it's outside my parameters. I'm also not sure that this is a "handle". To me, it looks more like a correction to excessive valuation, but then I'm biased on the fundies. Tom Worley stkguru@netside.net chat with me at ICQ # 5568838 get ICQ software at http://www.icq.com/icqhomepage.html - -----Original Message----- From: Mypiason3@aol.com To: canslim@xmission.com Date: Saturday, December 25, 1999 12:25 PM Subject: [CANSLIM] gnet - cup and handle formation? the handle is a longer than Oniels requirements. I wanted to toss this stock out for discussion regarding wether internet stocks can extend O'niels rules due to their extreme volitality. Thanks Frank - - - - ------------------------------ Date: 25 Dec 1999 10:23:50 -0800 From: "Tim Fisher" Subject: Re: [CANSLIM] CANSLIM Approach Ideas Why do you want to own 4 groups as a goal? I have owned all semis, all software, all oil services, at one time or another. When a group catches fire wouldn't you want to cash in on it? I am consciously getting into wireless electronics mfgrs this past week since this group seems to be going haywire. Between some of these babies they have put my accounts at an all-time high this week despite the 20% drop in MCD which we own way too much of (not by choice, I might add!). Your mutual funds are probably jumping on the bandwagon of the hot groups - thus their performance. They are probably diversifying as part of their risk management strategy (and because they are required to), but I'd be willing to bet they don't have a goal that could artificially restrict their potential performance. At 10:30 AM 12/25/99 -0700, you wrote: >1 - I am just buying 4 stocks right now. I have decided that I should >always own 4 different industry groups. (At one point, I had 3 >semiconductors out of 4 holdings!!) I expect to go up to 6-8 stocks over >the next year (as I add more funds), and I would still prefer 6-8 industry >groups with maybe 1 or 2 groups with 2 stocks owned. Just a thought - I also at one time strove to buy only "industry leaders" but these tend to be lumbering giants. I started out investing in "leaders" like GE, IBM, DIS, XON, MSFT, etc. I sold them all when I read HTMMIS and only then started making money. But it seems you define "leader" differently? "EPS/RS leader" as I read your definition focuses on the 99/99's like DELL in late '97. IMO they have made most of their run and by the time the EPS/RS is pegged they are set in for a period of so-so performance (witness DELL!). That isn't to say you can't make a buck off of them; my DELL doubled again after it had already doubled for me in late '97. Many of my "home runs" have definitely not been "industry leaders." I make so many mistakes that I need these to keep me in the money (I think that if you can hit 2 of 5 like WON states you are a major league hitter!). I'll use VARL as an example since I'm still basking in the afterglow of a double on that one in 30 days. It's a microcap that has 2 analysts following it and a whole bunch of "n/a's" in the boxes at Yahoo. You would exclude stocks like this if you limited yourself to "leaders". >2 - I have been buying whatever stocks looked good. I've decided that I >should focus on "Industry Leaders" for each group. My plan is to try and >pick out 3-5 stocks in each of the leading industries. I will choose these >based on EPS/RPS sum and whatever "New" info I can pick out that will help >me pick these. My thought is it might be better to wait and grab a >QCOM-like leader in one group rather than grabbing a different stock since >it presents itself as a buy sooner. My goal is to buy stocks that I can >hold onto longer term, given that I get a little breathing room on the >stock soon after the purchase. You mention many below that are almost unknown outside CANSLIM and momentum investing circles. That is why I brought up the "industry leader" question above. I too want RFMD real bad. I have some cash now (my sells are often great buys too, so watch DAVX and INTI on Monday!) so I will hopefully be able to wait out other breakouts and get into RFMD. I have a real problem letting cash sit in my accounts while breakouts are happening all around the stocks I _really_ want. >Examples of stocks I own or have owned that I would put in the "leader" >category would be CMVT and QLGC (Still own), LGTO (just bought again), >SEBL, RFMD, and ETEK. I plan to be a little more patient to pick these up, >or willing to sell a different holding when an opportunity presents itself. > For instance, I was holding RMDY in the Enterprise SW group, and it was >beginning to move up nicely, but then LGTO broke out of a short 4 week >base, so I sold RMDY to buy LGTO. > >Well let me know what you think. > >FWIW, my present holdings are CMVT, QLGC, LGTO, APEX. > >I just sold RMDY and VNWK, so you guys may want to pick those up quickly, >since my history shows my sell date to be an ideal BUY date :). Why sell RMDY? It looks fabulous! Talk about trading off the 50 DMA! >I'll try and post a year-end summary of my CANSLIM results. But overall, I >am up about 28% since I commited some real money to this approach on Aug 1. > This is both GREAT (beating the S&P big time) and JUST OKAY (I have >several mutual funds that are up more than 30% since Nov 1!!!!). Being up 28% since August is not exactly easy. Unless you were 100% invested in QQQ you couldn't expect much more! (Why didn't I put anything into QQQ? It was too OBVIOUS I guess like QCOM or NOK!) Tim Fisher, 1995 President, Pacific Fishery Biologists Ore-ROCK-On Rockhounding Web Site PFB Information mailto:tim@OreRockOn.com WWW http://OreRockOn.com - - ------------------------------ Date: Sat, 25 Dec 1999 20:58:41 +0100 From: Christian Vogt Subject: Re: [CANSLIM] Approach Ideas Hello Earl and all the others, as writting here the first time let me introduce myself shortly: My name ist Christian Vogt, i'm out of Germany, and i don't liked the way stocks are traded here so i took the long way over the ocean to trade in the one and only stock market in this world ... > 1 - I am just buying 4 stocks right now. I have decided that I should > always own 4 different industry groups. (At one point, I had 3 > semiconductors out of 4 holdings!!) I expect to go up to 6-8 stocks over > the next year (as I add more funds), and I would still prefer 6-8 > industry groups with maybe 1 or 2 groups with 2 stocks owned. I think i'm a short-term trader, so 4 stocks are so absolut upper limit. Datek fees are 9.99$, more than 4 stocks would kill my short-term- trading-idea. Also i don't have real enough funds to by more than 4 stocks ... and this 4 stocks are semi-conductors, Inets or out of Biotechnology. I trade only Bluechips like YHOO, SUNW, INTC, MSFT and so on, absolutely industry leaders. There are also some smaller interesting stocks, like CHKP, RSAS, MLNM, ICGE, CMRC, VRSN, CMGI, and i only buy stocks with a volume over 500.000 shares a day! That is my must important guidline! I like the idea that i can sell my stocks whenever i want to in a real market, also afterhours ... > 2 - I have been buying whatever stocks looked good. Sometimes you have a real feeling like ... this stock will boom next week, and sometimes this feeling comes into reality and you can't explain yourself why you haven't bought that stock ... this was my fault with CHKP and RSAS ... but RSAS is still cheap, low P/E... > My goal is to buy stocks that I can hold onto longer term, given that I > get a little breathing room on the stock soon after the purchase. My stop-loss-limits are only 3 to 5 percent away of the actual stock-price, so there is not really a room to breathe ... this can also be a problem when the stocks opens badly on a weak trading-day ... > Examples of stocks I own or have owned that I would put in the "leader" > category would be CMVT and QLGC (Still own), LGTO (just bought again), QLGC and LGTO as Nasdaq-100-members are very interesting in my eyes ... > Well let me know what you think. Well i mostly buy after "messages". Windows 2000 in February, so why not buy MSFT ... brought my easy 20% without that risk hat CMVT and QLGC/LGTO have i think. Also i buy, it can be so simple, splits!, one day before execution and than i watch ... splits and the high volume are very often very positve for the stocks ... Example: SUNW. Bought it for 144$, two days after the split i sold them for 80$, very easy 10% if you ask me. Same goes for ICGE,ARBA,BEAS and so on. Watch CMRC on Monday. Interesting splits this week in my eyes: JDSU (2:1) on 29, and INKT (2:1) and QCOM (4:1) on 30. It would be wonder, if you want have to relativly (after split-conditions) higher prices the next day. With a taff stop-limit only 2%-away you also don't have real risks, i think ... > FWIW, my present holdings are CMVT, QLGC, LGTO, APEX. I hold CMRC, AMGN, INTC, MSFT, NOK. Well, that are five, i know ;-). Thats coz' of i wanted CMRC ... i will sell INTC,MSFT and maybe also NOK on Monday i think, and will buy maybe VRSN,BFRE,AAPL, QLGC, AMZN,EBAY(expensive, but both Bluechips, they will come back!). Not uninteresting also: CNET,DISH,EMC,NSOL,RSAS,VRTS Software-stocks: ADBE,ERTS,CORL ... all nice P/E... On Thursday i will switch over to the splits INKT and QCOM. > I just sold RMDY and VNWK, so you guys may want to pick those up quickly, > since my history shows my sell date to be an ideal BUY date :). I also sold German Mannesmann (the Vodafone-Story) before they doubled ... Have a nice day! - - ------------------------------ Date: Sat, 25 Dec 1999 13:10:15 -0700 From: Earl Setser Subject: Re: [CANSLIM] CANSLIM Approach Ideas Thanks for the input. I guess I felt that concentrating on 1 or 2 industry groups instead of 4 or 5 of the top 10 or so, would give you more limited results. I not really tracking the groups closely enough to know that Semis are hot or not versus the other top 20 groups. I was in 3 Semis when they consolidated for a few weeks, and now that I've reduced my holdings, I've watched them come on strong. Hmm, I'll add your notes to the equation and see what I come up with. At 10:23 AM 12/25/99 -0800, you wrote: >Why do you want to own 4 groups as a goal? I have owned all semis, all >software, all oil services, at one time or another. When a group catches >fire wouldn't you want to cash in on it? I am consciously getting into >wireless electronics mfgrs this past week since this group seems to be >going haywire. Between some of these babies they have put my accounts at an >all-time high this week despite the 20% drop in MCD which we own way too >much of (not by choice, I might add!). Your mutual funds are probably >jumping on the bandwagon of the hot groups - thus their performance. They >are probably diversifying as part of their risk management strategy (and >because they are required to), but I'd be willing to bet they don't have a >goal that could artificially restrict their potential performance. > >At 10:30 AM 12/25/99 -0700, you wrote: >>1 - I am just buying 4 stocks right now. I have decided that I should >>always own 4 different industry groups. (At one point, I had 3 >>semiconductors out of 4 holdings!!) I expect to go up to 6-8 stocks over >>the next year (as I add more funds), and I would still prefer 6-8 industry >>groups with maybe 1 or 2 groups with 2 stocks owned. >Just a thought - I also at one time strove to buy only "industry leaders" >but these tend to be lumbering giants. I started out investing in "leaders" >like GE, IBM, DIS, XON, MSFT, etc. I sold them all when I read HTMMIS and >only then started making money. But it seems you define "leader" >differently? "EPS/RS leader" as I read your definition focuses on the >99/99's like DELL in late '97. IMO they have made most of their run and by >the time the EPS/RS is pegged they are set in for a period of so-so >performance (witness DELL!). That isn't to say you can't make a buck off of >them; my DELL doubled again after it had already doubled for me in late '97. > >Many of my "home runs" have definitely not been "industry leaders." I make >so many mistakes that I need these to keep me in the money (I think that if >you can hit 2 of 5 like WON states you are a major league hitter!). I'll >use VARL as an example since I'm still basking in the afterglow of a double >on that one in 30 days. It's a microcap that has 2 analysts following it >and a whole bunch of "n/a's" in the boxes at Yahoo. You would exclude >stocks like this if you limited yourself to "leaders". > >>2 - I have been buying whatever stocks looked good. I've decided that I >>should focus on "Industry Leaders" for each group. My plan is to try and >>pick out 3-5 stocks in each of the leading industries. I will choose these >>based on EPS/RPS sum and whatever "New" info I can pick out that will help >>me pick these. My thought is it might be better to wait and grab a >>QCOM-like leader in one group rather than grabbing a different stock since >>it presents itself as a buy sooner. My goal is to buy stocks that I can >>hold onto longer term, given that I get a little breathing room on the >>stock soon after the purchase. >You mention many below that are almost unknown outside CANSLIM and momentum >investing circles. That is why I brought up the "industry leader" question >above. I too want RFMD real bad. I have some cash now (my sells are often >great buys too, so watch DAVX and INTI on Monday!) so I will hopefully be >able to wait out other breakouts and get into RFMD. I have a real problem >letting cash sit in my accounts while breakouts are happening all around >the stocks I _really_ want. > >>Examples of stocks I own or have owned that I would put in the "leader" >>category would be CMVT and QLGC (Still own), LGTO (just bought again), >>SEBL, RFMD, and ETEK. I plan to be a little more patient to pick these up, >>or willing to sell a different holding when an opportunity presents itself. >> For instance, I was holding RMDY in the Enterprise SW group, and it was >>beginning to move up nicely, but then LGTO broke out of a short 4 week >>base, so I sold RMDY to buy LGTO. >> >>Well let me know what you think. >> >>FWIW, my present holdings are CMVT, QLGC, LGTO, APEX. >> >>I just sold RMDY and VNWK, so you guys may want to pick those up quickly, >>since my history shows my sell date to be an ideal BUY date :). > >Why sell RMDY? It looks fabulous! Talk about trading off the 50 DMA! > >>I'll try and post a year-end summary of my CANSLIM results. But overall, I >>am up about 28% since I commited some real money to this approach on Aug 1. >> This is both GREAT (beating the S&P big time) and JUST OKAY (I have >>several mutual funds that are up more than 30% since Nov 1!!!!). >Being up 28% since August is not exactly easy. Unless you were 100% >invested in QQQ you couldn't expect much more! (Why didn't I put anything >into QQQ? It was too OBVIOUS I guess like QCOM or NOK!) > > >Tim Fisher, 1995 President, Pacific Fishery Biologists >Ore-ROCK-On Rockhounding Web Site >PFB Information >mailto:tim@OreRockOn.com >WWW http://OreRockOn.com > > >- > > > - - ------------------------------ Date: Sat, 25 Dec 1999 16:08:08 -0500 From: "Zoran Mitrovski" Subject: [CANSLIM] DELL This week DELL had a record weekly close. Many of you may have been watching this one rest on the couch for the past year and build a nice 1 year base -- waiting for its consistently phenomenal earnings to catch up with the price. So watch this one now. You all know what happens after SUNW, CSCO, MSFT, DELL or EMC wake up after a lengthy rest period. Opportunities like this happen perhaps twice per decade per stock. Of course, nothing is a sure thing about the markets. We all merely take calculated risks. Note: I am still keeping my substantial DELL position from Nov 1998 and I just more than doubled up this week. As for the results this year, this was my least active and best year ever. The bulk of the profits were made by the substantial positions I took in SUNW, EMC, CSCO, MSFT and DELL around Nov 1998. I still keep all of these. And the best thing of all is that I may not report any capital gains this year since the smaller short term profits will signifficantly be offset by the losses from the occasional hedges (shorts or puts) I took on SPY, XLK, and/or QQQ during the year in order to improve the Sharpe ratio of my portfolio. I am presently short QQQ which I will cover with a (IRS reportable) loss next week, and I will immediately replace it with an XLK short in order to sleep better as the Y2K walks in. I wish Merry Christmas and a Happy New Year to you all. P.S. Dave, thanks for the nice words. Back to lurking, Zoran - - ------------------------------ Date: Sat, 25 Dec 1999 14:32:19 -0800 From: Michael McCoy Subject: [CANSLIM] Another Canslim Service Has anyone had any experience with Growth Stock Analytics (URL below). I just came across it for the first time. Suppose to follow Canslim to pick stocks and includes a database of applicable criteria. Thanks, Mike http://www.growthstockanalytics.com/ - - ------------------------------ Date: Sat, 25 Dec 1999 20:21:03 -0500 From: "Tom Worley" Subject: [CANSLIM] DGO List (delayed) A frustrating weekend of trying to connect to the net, but finally succeeded. Wasn't worth the effort, total list was only 162 vs 161 a week ago, and most were already well extended. Of the few stocks still basing, most were in a very immature base, and only deserve a watch. Some of the bases I noted are very questionable due the light holiday volume (holiday?? bah humbug, I had to work Christmas eve, will have to work New Year's Eve, as well as New Year's Day, what holiday??) BASES: TQNT, XETA (possible topping, vol down), MRCY, PSUN, NOK, ORBK, MWD, BBOX, KFY (???), KRON, TECH, MTS, DIAN, NICE, AVRT (small cap and low priced), MTG, LOGIY, LEH, APCC, DSET, POS, WPPGY, NBTY, WMT, ESIO Other items: AMM - breaking out from a long c&h POOL - breaking out from a long base Tom Worley stkguru@netside.net chat with me at ICQ # 5568838 get ICQ software at http://www.icq.com/icqhomepage.html - - ------------------------------ Date: Sun, 26 Dec 1999 15:37:15 -0000 From: "Marc Laniado" Subject: Re: [CANSLIM] DGO List (delayed) Well done Tom on your continuous contributions! Merry Christmas - belated Marc - ----- Original Message ----- From: Tom Worley To: CANSLIM Sent: Sunday, December 26, 1999 1:21 AM Subject: [CANSLIM] DGO List (delayed) > A frustrating weekend of trying to connect to the net, but > finally succeeded. Wasn't worth the effort, total list was > only 162 vs 161 a week ago, and most were already well > extended. Of the few stocks still basing, most were in a > very immature base, and only deserve a watch. Some of the > bases I noted are very questionable due the light holiday > volume (holiday?? bah humbug, I had to work Christmas eve, > will have to work New Year's Eve, as well as New Year's Day, > what holiday??) > > BASES: > TQNT, XETA (possible topping, vol down), MRCY, PSUN, NOK, > ORBK, MWD, BBOX, KFY (???), KRON, TECH, MTS, DIAN, NICE, > AVRT (small cap and low priced), MTG, LOGIY, LEH, APCC, > DSET, POS, WPPGY, NBTY, WMT, ESIO > > Other items: > AMM - breaking out from a long c&h > POOL - breaking out from a long base > > Tom Worley > stkguru@netside.net > chat with me at ICQ # 5568838 > get ICQ software at http://www.icq.com/icqhomepage.html > > > > > - > > - - ------------------------------ Date: Sun, 26 Dec 1999 10:51:02 -0500 From: Connie Mack Rea Subject: [CANSLIM] Greed is good--but like dynamite must be handled with care. Shoot to kill and take no prisoners. --White House Aide to Clinton So with trading and investing. There is a moral fascination for the prospect of morally regnerating other people, or, failing that, smiting the wicked. May your holidays be happy and may your entries and exits be profitable. Connie Mack Rea - - ------------------------------ Date: Sun, 26 Dec 1999 11:32:06 EST From: SKutney@aol.com Subject: [CANSLIM] An analysis of FORR and GICOF Tom and Tim, Thanks for looking at by buys of FORR and GICOF. I recall from HTMMIS it says someplace that stocks that don't have handles are prone to failing upon breakout. GICOF seems to me to be an example of this. In the Dec. 17th issue of IBD they also featured GICOF in the "NASDAQ Stocks in the News" section. The piece said that "Gilat Communications challenged a key resistance point at 23 on Dec. 9, but pulled back on lighter volume. The stock is now 1% off its July 12 high of 23 1/4." I put in the buy stop because I didn't want to miss the breakout. I thought the stock would form a handle prior to breaking out. That didn't happen. I plan on putting a sell stop in tonight. Maybe at 22.5 or 23. I would like to give it a chance to go back up. Do you enter a sell stop as soon as you enter a buy request? I never did that because of the comments by David Ryan and Bill O'neil on the tapes that are sold through IBD. They say to check their paper the next day. Frequently the paper is about three days behind by the time that I get it. I've talked to the post office. The problem is not with the postal service. Of course, I do check the price online. I also don't quite understand the "Stocks in the News" section." Do you find it usefull? It seems to me that most of the stocks featured are past the buy point by the time you get the paper. From looking at this newsgroup I get the feeling that you must create your own buy list and then watch that. The paper's most useful function is to help you recognize the stocks that are most likely to move in the future. Which means that if your a once and a while buyer the newstand, you will allways be buying at the wrong time. GICOF's move to acquire John Bryce Training Ltd, which is a certified trainer for Oracle, Novell, Microsoft and others is a good move. I used to work at IBM until they sold the division that I work in. We used to get classes from satelite in a similar manner. I was told that it was too expense so they discontinued the service. I would think that that aspect is changing with the increased number of satelites in low earth orbit. The classes offered by Microsoft, Novel, Cisco and others are a hot item for people looking for another job or want to advance their career's. If you take the Microsoft training through traditional classes for NT cirtification it will cost about $12,000. Typically, at class may have 20 people. A class offered through satelite would be much larger. The cost would be much less. I will keep the FORR. Thanks, Steve Kutney - - ------------------------------ Date: Sun, 26 Dec 1999 16:21:59 -0600 From: Dave Cameron Subject: [CANSLIM] Another pick For the CANSLIM purist, AMGN looks like another good one. The base has been drifting upwards. This is a no-no in HTMMIS, but a yes-yes in the Tradehard article recently discussed here. As such, with the strong EPS/RS, the high ratings, and the breakout, I'd add it to the list. Dave Cameron dfcameron@ameritech.net - - ------------------------------ End of canslim-digest V2 #779 ***************************** 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.