From: owner-canslim-digest@lists.xmission.com (canslim-digest) To: canslim-digest@lists.xmission.com Subject: canslim-digest V2 #917 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 Saturday, June 10 2000 Volume 02 : Number 917 In this issue: RE: [CANSLIM] REAL clean, renewable oil alternative RE: [CANSLIM] REAL clean, renewable oil alternative [CANSLIM] High Handles Re: [CANSLIM] Holding time for Institutions Re: [CANSLIM] Holding time for Institutions Re: [CANSLIM] Holding time for Institutions [CANSLIM] Army picks Re: [CANSLIM] Re: Stocks ready to break out ACTL ( was Re: [CANSLIM] Re: Stocks ready to break out) Re: [CANSLIM] ADCT B/O [CANSLIM] distribution after 'B/O"? [CANSLIM] interesting article Re: [CANSLIM] Army picks Re: [CANSLIM] Army picks [CANSLIM] DGO List - Part 1 ---------------------------------------------------------------------- Date: Thu, 8 Jun 2000 21:03:49 -0400 From: "Hugh Fader" Subject: RE: [CANSLIM] REAL clean, renewable oil alternative I work in powertrain engineering in the auto industry. I can tell you that conspiracy theories like this have been going around for many many years. Others include a pill that turns water to gasoline and a carburetor which achieves 150 miles per gallon. Often the theory involves a conspiracy between the auto companies and the oil companies to keep the invention off of the market. I like this one because it sounds like the generator in "Atlas Shrugged" which converted static electricity in the atmosphere into usable energy. Regards, Hugh - -----Original Message----- From: owner-canslim@lists.xmission.com [mailto:owner-canslim@lists.xmission.com]On Behalf Of han.26@osu.edu Sent: Thursday, June 08, 2000 12:29 PM To: canslim@lists.xmission.com Subject: [CANSLIM] REAL clean, renewable oil alternative There's a $2000 invention that is supposedly proven to convert any current gasoline engine into a nuclear engine that runs on water. It uses the hydrogen in the H2O and releases O2 [oxygen] into the atmosphere. Apparently, someone (from an OPEC country) offered $1,000,000,000 for the patent and the inventor (a retired millionaire inventor from here in central Ohio) refused to sell. Yet for some reason, he also refuses to produce it. I can't remember his reason (either waiting for some reason or because of religious beliefs). Jim off-the-topic - - - - ------------------------------ Date: Thu, 8 Jun 2000 18:12:48 -0700 (PDT) From: Pritish Shah Subject: RE: [CANSLIM] REAL clean, renewable oil alternative Geez, I thought that the email was a joke. If someone was really thinking that it is possible, then I would have given a little physics lesson to the person. Ofcourse, it is possible to get cars that run on water but the only way I can think of is having a little nuclear plant inside the car with heavy water. Did you know that nuclear powered aircraft carriers can go for 22 years before requiring refueling. Just imagine driving a car for 22 years without requiring to refuel at all. Now imagine millions of cars with little nuclear reactor running around, and hundreds of thousands crashing. Now imagine nuclear winter Brrr..... Cold... Dead. Regards, Shah 408-525-4263 On Thu, 8 Jun 2000, Hugh Fader wrote: > I work in powertrain engineering in the auto industry. I can tell you that > conspiracy theories like this have been going around for many many years. > Others include a pill that turns water to gasoline and a carburetor which > achieves 150 miles per gallon. Often the theory involves a conspiracy > between the auto companies and the oil companies to keep the invention off > of the market. > > I like this one because it sounds like the generator in "Atlas Shrugged" > which converted static electricity in the atmosphere into usable energy. > > Regards, > Hugh > > -----Original Message----- > From: owner-canslim@lists.xmission.com > [mailto:owner-canslim@lists.xmission.com]On Behalf Of han.26@osu.edu > Sent: Thursday, June 08, 2000 12:29 PM > To: canslim@lists.xmission.com > Subject: [CANSLIM] REAL clean, renewable oil alternative > > > There's a $2000 invention that is supposedly proven to convert any current > gasoline engine into a nuclear engine that runs on water. It uses the > hydrogen in > the H2O and releases O2 [oxygen] into the atmosphere. Apparently, someone > (from > an OPEC country) offered $1,000,000,000 for the patent and the inventor (a > retired > millionaire inventor from here in central Ohio) refused to sell. Yet for > some > reason, he also refuses to produce it. I can't remember his reason (either > waiting for some reason or because of religious beliefs). > > Jim off-the-topic > > > - > > > - > > - - ------------------------------ Date: Thu, 8 Jun 2000 22:45:37 -0700 From: "Dave" Subject: [CANSLIM] High Handles Hi All, Some timely comments from Greg Kuhn on high handles. Enjoy! >Look at Newport Corp (NEWP) and SDL Inc. (SDLI). Two leading stocks already out of the chute (ah-ha, got it spelled correctly again), but where do you get on board if you were waiting for a handle to form on their cup formations? I'm not sure at this point. Personally, I wouldn't chase them if they just kept moving higher. However, we can use their strength, and strength-and-follow-through of other breakouts among leading stocks, as useful information. If breakouts are working (i.e., breaking out of solid basing patterns, on healthy volume, and following through to higher levels, especially after successful tests of the breakout area) then it's telling us it's okay to go for it. Period! "Just remember, in a real bull market, leading stocks will break out of proper basing patterns for up to three months. Time is your friend... use it to let the market ultimately prove itself to you, day after day." It appears, for whatever reason, there have been more stocks breaking out from cup formations without handles over the past couple of years. More than what I've witnessed over the past 12 years. Nonetheless, in my observations over this period, these situations have still represented the exceptions. The vast majority of winning stocks over the past two years have had the proper handle setup in a cup-with-handle pattern. Just because a couple of them do it, doesn't mean they're all going to start doing it. Case in point: There were a number of Internet-related names that broke out of cups without handles, or one- or two-day handles, heading right into the Nasdaq Composite's major peak back in March. Names like E Piphany (EPNY) and RSA Security (RSAS) come to mind. They all failed. There were others that just shot right into new high ground, rallying straight up off the base lows over several days. These breakouts also soon failed. This similar performance occurred in Silicon Storage Tech (SSTI) in late April, as it drove straight to new highs off its base lows. It soon thereafter crashed back down. The short, three-week base it broke out from was problematic as well. So, it's still been my experience that the best setups, with rare exceptions, have had the proper basing characteristics that have stood the test of time.< - - ------------------------------ Date: Thu, 8 Jun 2000 22:54:58 -0400 From: "Tom Worley" Subject: Re: [CANSLIM] Holding time for Institutions Hi Eric, There is no minimum holding period for institutionals, they are freely trading just like us. In fact, most institutionals will sell their obscene quantities of IPO shares within minutes of it beginning to trade. On stocks already trading, we go thru a period (usually in the last week or so) of every qtr called "window dressing". As the term implies, this is where the institutionals "dress up" the portfolio that they will report as their end-of-qtr positions. For those funds that do not report to their shareholders when or at what cost basis they bought the positions, it doesn't matter if they only owned the shares for one day, just so long as they own them at the closing bell on the final day of the qtr. They are also actively selling shares in which they have large gains, to boost the qtrly performance ratings. Stocks bot for window dressing may well be out of the portfolio on the first day of the new qtr. I still remember the days not that many years ago when a mutual fund's average ownership of a stock was 18 months. Measured today, I doubt it is even 3 months on most positions. But I have not seen hard data on this in years. Tom Worley stkguru@netside.net chat with me at ICQ # 5568838 get ICQ software at http://www.icq.com/icqhomepage.html - ----- Original Message ----- From: Eric Shen To: CANSLIM Sent: Thursday, June 08, 2000 2:01 PM Subject: [CANSLIM] Holding time for Institutions Hi, Is there a minimum holding time for institutional investors? The reason I'm asking is that IBD publishes the top mutual funds and their purchases in the last quarter. If they are not obligated to hold them for any set period, then it is possible that they may have dumped their shares by the time they publish their purchases. Also, does anybody know the average time an institutional investor holds a stock? Some of these funds have 200% turnover which implies that a stock could be traded every 6 months. Thanks, Eric - -- - -------------------------------------------------------------- Eric Shen MS LOC3-8 / / / Level One Communications email: eshen@level1.com | | |_/ an Intel company Tel: (916) 855 5177 | |___/ 9750 Goethe Road ext: 4497 |_____/ Sacramento, CA 95827 - - - - ------------------------------ Date: Thu, 8 Jun 2000 20:05:35 -0400 From: "lynn williams" Subject: Re: [CANSLIM] Holding time for Institutions Dear Tom, Thank you for your comments on Institutional trading. This leads me to what i have long suspected that the Mutual Fund Page in IBD where they list the funds profiled for the day, their new buys and their sells which are often several months old, are really useless in so far as info goes..what areyour opinions about that part of IBD? Lynn - ----- Original Message ----- From: "Tom Worley" To: Sent: Thursday, June 08, 2000 10:54 PM Subject: Re: [CANSLIM] Holding time for Institutions > Hi Eric, > > There is no minimum holding period for institutionals, they are > freely trading just like us. In fact, most institutionals will > sell their obscene quantities of IPO shares within minutes of it > beginning to trade. On stocks already trading, we go thru a > period (usually in the last week or so) of every qtr called > "window dressing". As the term implies, this is where the > institutionals "dress up" the portfolio that they will report as > their end-of-qtr positions. For those funds that do not report to > their shareholders when or at what cost basis they bought the > positions, it doesn't matter if they only owned the shares for > one day, just so long as they own them at the closing bell on the > final day of the qtr. They are also actively selling shares in > which they have large gains, to boost the qtrly performance > ratings. Stocks bot for window dressing may well be out of the > portfolio on the first day of the new qtr. > > I still remember the days not that many years ago when a mutual > fund's average ownership of a stock was 18 months. Measured > today, I doubt it is even 3 months on most positions. But I have > not seen hard data on this in years. > > Tom Worley > stkguru@netside.net > chat with me at ICQ # 5568838 > get ICQ software at http://www.icq.com/icqhomepage.html > > > ----- Original Message ----- > From: Eric Shen > To: CANSLIM > Sent: Thursday, June 08, 2000 2:01 PM > Subject: [CANSLIM] Holding time for Institutions > > > > Hi, > > Is there a minimum holding time for institutional investors? > The reason I'm asking is that IBD publishes the top mutual > funds and their purchases in the last quarter. If they > are not obligated to hold them for any set period, then it > is possible that they may have dumped their shares by the time > they publish their purchases. > > Also, does anybody know the average time an institutional > investor holds a stock? Some of these funds have 200% turnover > which implies that a stock could be traded every 6 months. > > Thanks, > Eric > > -- > -------------------------------------------------------------- > Eric Shen MS LOC3-8 / / / Level One Communications > email: eshen@level1.com | | |_/ an Intel company > Tel: (916) 855 5177 | |___/ 9750 Goethe Road > ext: 4497 |_____/ Sacramento, CA 95827 > > - > > > > - > - - ------------------------------ Date: Thu, 8 Jun 2000 23:28:54 -0400 From: "Tom Worley" Subject: Re: [CANSLIM] Holding time for Institutions Hi Lynn, It has been so long since I have had the time to read IBD on a consistent daily basis that I really have no opinion on this. But on mutual fund (and other institutional) data in general, I have little interest in stale dated information. If you have a way of knowing when the data was still current, you may learn something by looking back and seeing how things looked at that time. If current institutional data is important to you, I would suggest finding an online site that daily reports large block trades (e.g. 50,000 shares or more at a time). That could at least give you a clue as to which stocks are being bought or sold on any given day. Tom Worley stkguru@netside.net chat with me at ICQ # 5568838 get ICQ software at http://www.icq.com/icqhomepage.html - ----- Original Message ----- From: lynn williams To: Sent: Thursday, June 08, 2000 8:05 PM Subject: Re: [CANSLIM] Holding time for Institutions Dear Tom, Thank you for your comments on Institutional trading. This leads me to what i have long suspected that the Mutual Fund Page in IBD where they list the funds profiled for the day, their new buys and their sells which are often several months old, are really useless in so far as info goes..what areyour opinions about that part of IBD? Lynn - ----- Original Message ----- From: "Tom Worley" To: Sent: Thursday, June 08, 2000 10:54 PM Subject: Re: [CANSLIM] Holding time for Institutions > Hi Eric, > > There is no minimum holding period for institutionals, they are > freely trading just like us. In fact, most institutionals will > sell their obscene quantities of IPO shares within minutes of it > beginning to trade. On stocks already trading, we go thru a > period (usually in the last week or so) of every qtr called > "window dressing". As the term implies, this is where the > institutionals "dress up" the portfolio that they will report as > their end-of-qtr positions. For those funds that do not report to > their shareholders when or at what cost basis they bought the > positions, it doesn't matter if they only owned the shares for > one day, just so long as they own them at the closing bell on the > final day of the qtr. They are also actively selling shares in > which they have large gains, to boost the qtrly performance > ratings. Stocks bot for window dressing may well be out of the > portfolio on the first day of the new qtr. > > I still remember the days not that many years ago when a mutual > fund's average ownership of a stock was 18 months. Measured > today, I doubt it is even 3 months on most positions. But I have > not seen hard data on this in years. > > Tom Worley > stkguru@netside.net > chat with me at ICQ # 5568838 > get ICQ software at http://www.icq.com/icqhomepage.html > > > ----- Original Message ----- > From: Eric Shen > To: CANSLIM > Sent: Thursday, June 08, 2000 2:01 PM > Subject: [CANSLIM] Holding time for Institutions > > > > Hi, > > Is there a minimum holding time for institutional investors? > The reason I'm asking is that IBD publishes the top mutual > funds and their purchases in the last quarter. If they > are not obligated to hold them for any set period, then it > is possible that they may have dumped their shares by the time > they publish their purchases. > > Also, does anybody know the average time an institutional > investor holds a stock? Some of these funds have 200% turnover > which implies that a stock could be traded every 6 months. > > Thanks, > Eric > > -- > -------------------------------------------------------------- > Eric Shen MS LOC3-8 / / / Level One Communications > email: eshen@level1.com | | |_/ an Intel company > Tel: (916) 855 5177 | |___/ 9750 Goethe Road > ext: 4497 |_____/ Sacramento, CA 95827 > > - > > > > - > - - - - ------------------------------ Date: Thu, 08 Jun 2000 22:42:39 CDT From: "Dave Massaglia" Subject: [CANSLIM] Army picks I constructed a mock portfolio from the picks listed on this post. The only stocks I left out were EMLX, DCLK and SCMR. Since April 14th when the post was added to the CANSLIM site, these stocks are up 40%! Nice picks .... Ladies and Gents; Great posts . It's wonderful to see that the vast majority of participants here are holding and WILL hold. If you own these "tech generals" : CSCO , NOK , EMC , ORCL , AOL , QCOM , SUNW , IBM , HWP , AMAT , WCOM , VOD , DO NOT TOUCH , you'll do extremely well with them . If you own "colonels" (generals to be ?) WITH REAL EARNINGS AND GROWING FAST : JDSU , SDLI , RFMD , PMCS , VTSS , TQNT , AMCC , NTAP , BRCM , hold , you'll do very well. "Majors" such as : BVSN , RNWK , SEBL , DIGL and even EMLX , real earnings , growing fast and leading positions in respective niches , hold , you'll do very nicely. Among companies with no earnings (yet) stick to the best such as : DCLK , SCMR . All of these guys are involved in building the internet infrastructure in all its facets . They will do more and more business . They will make more and more money . Their stock prices will be higher. There are other companies out there , of course . Can't mention them all . Got to go fishing. P.S. Try to stay away from pure internet plays with no earnings and unproven business models. From now on , I think that the market will have very little tolerance for them ________________________________________________________________________ Get Your Private, Free E-mail from MSN Hotmail at http://www.hotmail.com - - ------------------------------ Date: Fri, 9 Jun 2000 00:26:57 -0400 From: "Tom Worley" Subject: Re: [CANSLIM] Re: Stocks ready to break out haven't had time to study the charts, but the fundies on SANM give me cause to ponder. The sales are growing big time, but earnings are not keeping up. I would expect to see earnings accelerating on this revenue growth, much like LFUS. Tom Worley stkguru@netside.net chat with me at ICQ # 5568838 get ICQ software at http://www.icq.com/icqhomepage.html - ----- Original Message ----- From: To: Sent: Thursday, June 08, 2000 11:51 AM Subject: Re: [CANSLIM] Re: Stocks ready to break out Does anyone have an opinion on how to handle "high handles", eg, SANM, LFUS? Are they too extended or is it ok to buy when (if :) the high of the handle is taken out on preferably significant increase in volume? Anna Sosis "Joseph Weisfish" on 06/08/2000 11:37:48 AM Please respond to canslim@lists.xmission.com To: canslim@lists.xmission.com cc: Subject: Re: [CANSLIM] Re: Stocks ready to break out Take a look at WAT, lets see what the PPI brings on Friday. - ----- Original Message ----- From: To: Sent: Thursday, June 08, 2000 9:15 AM Subject: [CANSLIM] Re: Stocks ready to break out > I remember saying DSPG [&CTSH, NITE, VTSS and others] was [were] ready to break > out after its [their] perfect cup w/ handle just before the M took its nosedive. > It actually DID breakout wonderfully, but this was just as the M topped [or went > into a correction]. I mistakenly assumed the stock would necessarily breakout > just because it met CANSLIM while not paying attention to the GENERAL market > condition. I've done this at least FOUR times with otherwise "perfect" CANSLIM > candidates ready to breakout. A lesson I've hopefully learned [never to ignore > overall M direction regardless of the strength of the individual issue]. > > Jim the-slow-learner > > >>Here are some stocks I observe are ready to break out. All meet the basic > >>CANSLIM requirements: > > >>ADI is forming a handle on a 10-week cup. Up near its 52 week high on > >>Friday. Down on lower volume yesterday and today. > > >>DY is close to breaking out of a double-bottom. > > >>FORR has formed a 12-week cup with handle. > > >>SYK 12-week cup with handle. > > >>TDK 23-week cup with handle. > > >>Regards, > >>Hugh > > > - > - - - - - - ------------------------------ Date: Fri, 9 Jun 2000 01:22:30 -0400 From: "Tom Worley" Subject: ACTL ( was Re: [CANSLIM] Re: Stocks ready to break out) RS = 93, EPS = 93, SMR = A, A/D = A, Timeliness = A, GRS = 92, u/d ratio = 1.5, management 3%, funds 18% Tom Worley stkguru@netside.net chat with me at ICQ # 5568838 get ICQ software at http://www.icq.com/icqhomepage.html - ----- Original Message ----- From: To: Sent: Thursday, June 08, 2000 12:04 PM Subject: Re: [CANSLIM] Re: Stocks ready to break out Does anyone have numbers (EP, RS, A/D, etc.) for Actel ACTL? I cannot find it in the paper. Thank you Anna Sosis - - - - ------------------------------ Date: Fri, 9 Jun 2000 01:28:43 -0400 From: "Tom Worley" Subject: Re: [CANSLIM] ADCT B/O Hi Rocky, Looks to me like it only tagged the 12 month high without breaking it, and closed down from there. Volume was also below 1.5 ADV, so I would not call this a b/o just yet. Tom Worley stkguru@netside.net chat with me at ICQ # 5568838 get ICQ software at http://www.icq.com/icqhomepage.html - ----- Original Message ----- From: Rocky Sanghvi To: Sent: Thursday, June 08, 2000 5:46 PM Subject: RE: [CANSLIM] ADCT B/O Any thoughts on the B/O today by ADCT on heavier than usual volume? I have the feeling that the M is not out of the woods yet, but I am itching to buy this one. Any suggestions and comments will be greatly appreciated. ADCT will one of the future leaders in Telecomm Infrastructure. Rakesh - -----Original Message----- From: lynn williams [mailto:lynnwilliams@mindspring.com] Sent: Thursday, June 08, 2000 2:31 PM To: canslim@lists.xmission.com Subject: Re: [CANSLIM] ELNT B/O I am not sure if I reply to an email if it posts to everyone.. therefore, I am going to attempt to see if it does. has anyone attended one of WON's advanced workshop sessions?? He is having another one in LA on the 29th of July.. if anyone has attended was it worth the 795.00??? Thanks, Lynn - ----- Original Message ----- From: "Walter Stock" To: Sent: Thursday, June 08, 2000 12:34 PM Subject: Re: [CANSLIM] ELNT B/O > Have been tracking ELNT for some time. It is part of the > semiconductor industry group and shows high relative strength > within that industry group, as well as compared to the SP500 > and the Nasdaq. > > Interestingly, it is involved in manufacturing high performance > integrated circuits for the DSL market, as well as a host of other > electronic products for a variety of markets including video, and > optical storage. > > I am hoping for it to be a leader in the new bull market. > Full disclosure: I bought three positions on Tuesday's > breakout day. > > Walter Stock > Oakville, ON, Canada > > > Tim Fisher wrote: > > > ELNT is continuing Tuedsay's B/O today. Extended when you posted and > > definitely way extended this AM. > > > > On 01:04 AM 6/7/00, Joseph Weisfish Said: > > >ELNT: Fundamentally perfect although I would like to see higher than 14% > > >ROE, technically; the stock broke out today from a 10 week base on over 244% > > >normal volume, the pattern seems to be too wide and loose, and the handle > > >fell over 31%, it will likely succumb to market fluctuations. However if > > >Friday's follow through confirmation holds it could be one of the first out > > >of the gate, in which case we would like to see confirming action in other > > >stocks of the same industry group. ELNT came up today on my personal nightly > > >filter. > > > > Tim Fisher > > Ore-Rock-On and Pacific Fishery Biologists WWW Sites > > > > Tim@OreRockOn.com > > WWW: http://OreRockOn.com > > See naked fish and rocks! > > > > - > > > - > - - - - - - ------------------------------ Date: Fri, 9 Jun 2000 14:49:52 -0400 From: asosis@ca.ibm.com Subject: [CANSLIM] distribution after 'B/O"? Hi. Sorry about a newbie question, but here it goes: If you buy on a B/O on HUGE vol and the next day the stock continues going up on above ave vol, you have are a happy camper. However, what if the next day the stock turns south (even slightly) on ABOVE AVE volume? Is this a "get out" sign? I know WON says stocks may turn down around the pivot point, but what about volume? Anna Sosis Please respond to canslim@lists.xmission.com To: canslim@lists.xmission.com cc: Subject: [CANSLIM] Army picks I constructed a mock portfolio from the picks listed on this post. The only stocks I left out were EMLX, DCLK and SCMR. Since April 14th when the post was added to the CANSLIM site, these stocks are up 40%! Nice picks .... Ladies and Gents; Great posts . It's wonderful to see that the vast majority of participants here are holding and WILL hold. If you own these "tech generals" : CSCO , NOK , EMC , ORCL , AOL , QCOM , SUNW , IBM , HWP , AMAT , WCOM , VOD , DO NOT TOUCH , you'll do extremely well with them . If you own "colonels" (generals to be ?) WITH REAL EARNINGS AND GROWING FAST : JDSU , SDLI , RFMD , PMCS , VTSS , TQNT , AMCC , NTAP , BRCM , hold , you'll do very well. "Majors" such as : BVSN , RNWK , SEBL , DIGL and even EMLX , real earnings , growing fast and leading positions in respective niches , hold , you'll do very nicely. Among companies with no earnings (yet) stick to the best such as : DCLK , SCMR . All of these guys are involved in building the internet infrastructure in all its facets . They will do more and more business . They will make more and more money . Their stock prices will be higher. There are other companies out there , of course . Can't mention them all . Got to go fishing. P.S. Try to stay away from pure internet plays with no earnings and unproven business models. From now on , I think that the market will have very little tolerance for them ________________________________________________________________________ Get Your Private, Free E-mail from MSN Hotmail at http://www.hotmail.com - - - - ------------------------------ Date: Fri, 09 Jun 2000 14:40:48 -0500 From: Kent Norman Subject: [CANSLIM] interesting article take a look at http://cbs.marketwatch.com/archive/20000602/news/current/charthead.htx?source=blq/yhoo&dist=yhoo Kent - - ------------------------------ Date: Fri, 09 Jun 2000 18:01:34 CDT From: "Dave Massaglia" Subject: Re: [CANSLIM] Army picks Does anyone want to claim posting this original message? I'd be interested (and others are too)in knowing the identity of that person... Thanks Ladies and Gents; > >Great posts . It's wonderful to see that the vast majority of participants >here are holding and WILL hold. If you own these "tech generals" : >CSCO , NOK , EMC , ORCL , AOL , QCOM , SUNW , IBM , HWP , AMAT , WCOM , VOD >, DO NOT TOUCH , you'll do extremely well with them . If you own "colonels" >(generals to be ?) WITH REAL EARNINGS AND GROWING FAST : JDSU , SDLI , >RFMD >, PMCS , VTSS , TQNT , AMCC , NTAP , BRCM >, hold , you'll do very well. "Majors" such as : BVSN , RNWK , SEBL , DIGL >and even EMLX , real earnings , growing fast and leading positions in >respective niches , hold , you'll do very nicely. >Among companies with no earnings (yet) stick to the best such as : DCLK , >SCMR . All of these guys are involved in building the internet >infrastructure in all its facets . They will do more and more business . >They will make more and more money . Their stock prices will be higher. >There are other companies out there , of course . Can't mention them all . >Got to go fishing. >P.S. Try to stay away from pure internet plays with no earnings and >unproven >business models. From now on , I think that the market will have very >little >tolerance for them > > > > > > > > >________________________________________________________________________ >Get Your Private, Free E-mail from MSN Hotmail at http://www.hotmail.com > > >- > ________________________________________________________________________ Get Your Private, Free E-mail from MSN Hotmail at http://www.hotmail.com - - ------------------------------ Date: Fri, 9 Jun 2000 17:46:21 -0400 From: "lynn williams" Subject: Re: [CANSLIM] Army picks not a clue as to who posted this message ..sorry - ----- Original Message ----- From: "Dave Massaglia" To: Sent: Friday, June 09, 2000 7:01 PM Subject: Re: [CANSLIM] Army picks > Does anyone want to claim posting this original message? I'd be interested > (and others are too)in knowing the identity of that person... > > Thanks > > Ladies and Gents; > > > >Great posts . It's wonderful to see that the vast majority of participants > >here are holding and WILL hold. If you own these "tech generals" : > >CSCO , NOK , EMC , ORCL , AOL , QCOM , SUNW , IBM , HWP , AMAT , WCOM , VOD > >, DO NOT TOUCH , you'll do extremely well with them . If you own "colonels" > >(generals to be ?) WITH REAL EARNINGS AND GROWING FAST : JDSU , SDLI , > >RFMD > >, PMCS , VTSS , TQNT , AMCC , NTAP , BRCM > >, hold , you'll do very well. "Majors" such as : BVSN , RNWK , SEBL , DIGL > >and even EMLX , real earnings , growing fast and leading positions in > >respective niches , hold , you'll do very nicely. > >Among companies with no earnings (yet) stick to the best such as : DCLK , > >SCMR . All of these guys are involved in building the internet > >infrastructure in all its facets . They will do more and more business . > >They will make more and more money . Their stock prices will be higher. > >There are other companies out there , of course . Can't mention them all . > >Got to go fishing. > >P.S. Try to stay away from pure internet plays with no earnings and > >unproven > >business models. From now on , I think that the market will have very > >little > >tolerance for them > > > > > > > > > > > > > > > > > >________________________________________________________________________ > >Get Your Private, Free E-mail from MSN Hotmail at http://www.hotmail.com > > > > > >- > > > > ________________________________________________________________________ > Get Your Private, Free E-mail from MSN Hotmail at http://www.hotmail.com > > > - > - - ------------------------------ Date: Sat, 10 Jun 2000 08:59:50 -0400 From: "Tom Worley" Subject: [CANSLIM] DGO List - Part 1 Thought I'd try to get part 1 out there for those that want it before I go to work. The overall list continues to grow, which is a bullish and healthy sign for me. Total was 169, up from 152 last week, and 121 and 131 the prior weeks. ADCT - LLUR SDLI - B1 TBL - B1 NSIT - B4 RHB - B3 AAON - B1+ TWP - B2 AZZ - B1 (missed this one at 12 on a B4, aarrrrggghhhhh!!!) XLNX - forming a too high handle to the cup, very high mkt cap/sales ratio, earnings should be growing faster on the strong sales growth BBRC - B1, handle to the cup? NOK - B1, range bound?, at upper limit of range? SHFL - B5 (small cap) LLTC - B1 FII B1 SANM - B1 INSUA - B7 MSS - high handle, small cap RHI - B6 COBR - B1 - small cap GBCB - B6 GLW - possible handle CTK - B2 DST - B1+ LLL - B3 LM - B1, handle to the cup? Tom Worley stkguru@netside.net chat with me at ICQ # 5568838 get ICQ software at http://www.icq.com/icqhomepage.html - - ------------------------------ End of canslim-digest V2 #917 ***************************** 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.