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canslim-digest          Friday, May 3 2002          Volume 02 : Number 2394



In this issue:

       Re: [CANSLIM] SAH
       Re: [CANSLIM] SAH - now IBD
       Re: [CANSLIM] SAH - now IBD
       Re: [CANSLIM] SAH - now IBD
       Re: [CANSLIM] SAH - now IBD
       Re: [CANSLIM] SAH - now IBD

----------------------------------------------------------------------

Date: Thu, 2 May 2002 23:54:01 -0400
From: "Tom Worley" <[e-mail]>
Subject: Re: [CANSLIM] SAH

Winston,

Guess it depends on the size of your order. My minimum position is 300
shares, and I may buy up to several thousand in several pieces. I am a
patient investor, if I only fill part of my planned position before a stock
takes off, then my glass is half full, and I enjoy that. And if it tanks,
thank goodness my glass is only half full, the damage is not so great.

I usually use market orders on the buy side, altho will also use limits
below the prior day's close when there was a price spike, hoping for a
pullback. On the sell side, I tend to use more limit orders, and be patient,
especially if I have a large position and it is traded thinly.

my typical stock trades under 50K shares a day, many under 10K a day

yes, there are problems with trading thinly traded stocks. I have bought and
sold many where my trade was the total volume for the day. Guess I just have
a knack for it, and enjoy the challenge. That's why I don't post my list of
small caps, it very definitely is not for most investors.

Tom Worley
[e-mail]
AIM: TexWorley
- ----- Original Message -----
From: "Winston Little" <[e-mail]>
To: <[e-mail]>
Sent: Thursday, May 02, 2002 11:44 PM
Subject: Re: [CANSLIM] SAH


Tom:
If you focus on small cap, low volume issues, how do you buy in or sell out?

If one buys more than 50 shares you become the market maker.

In the past several days I remember a lot of group discussion about PMFG
(not your selection) which averages 5700 shares per day! Some days it trades
200 shares TOTAL!
My belief is that with issues trading less than 100,000/day there are often
problems trading in or out.

- ----- Original Message -----
From: "Tom Worley" <[e-mail]>
To: <[e-mail]>
Sent: Thursday, May 02, 2002 11:24 PM
Subject: Re: [CANSLIM] SAH


> Hi Marty,
>
> My primary focus is on stocks hitting new highs, works especially well in
a
> lousy market, where money is moving back and forth to such an extent that
> indexes stand still, or decline. I use CBS's marketwatch screening tool to
> get a list of new highs that day, then view the stocks in industry groups
I
> like.
>
> Because I only focus on low priced (under $20) small caps, I can set
filters
> which shorten my list down usually to less than 100 stocks. I am also not
> finding many new candidates, and have done no trades in several weeks
> (partially due lack of time to do my usual routine).
>
> Tom Worley
> [e-mail]
> AIM: TexWorley
> ----- Original Message -----
> From: "Marty" <[e-mail]>
> To: <[e-mail]>
> Sent: Thursday, May 02, 2002 11:17 PM
> Subject: Re: [CANSLIM] SAH
>
>
> DGO doesn't have a cwh criteria so how do you find these gems?
>
>
>
> Have you tried any of the following paying sites?
>
>
>
> www.cupwatch.com/
>
> www.cwhcharts.com/
>
>
>
> I figure I should be able to find some of these gems myself instead of
> paying someone else. I have been going to The Official Canslim/ERG Forum
> and getting the IBD A& B list every Friday and searching everyday in IBD
for
> the new companies with a rating of A or B and then scanning through the
> charts for a cwh or long bases. I find this very tedious and a lot of time
> to do and have not come up with much.  I may be missing some graphs due to
> my lack of experience.
>
>
>
> Still new at this and learning so any helpful hints would be appreciated.
>
>
>
> Marty
>
> ----- Original Message -----
> From: "Tom Worley" <[e-mail]>
> To: <[e-mail]>
> Sent: Thursday, May 02, 2002 7:26 PM
> Subject: Re: [CANSLIM] SAH
>
>
> > IBD has a history of featuring stocks long after they are buyable, and
> > already a proven winner. We have had many discussions here about that,
and
> I
> > suspect most members, as well as most paying subscribers, would like
them
> to
> > feature more on current situations. Show the stocks with good c&h
> formations
> > right now that have fundies (fundamentals) that make them worth watching
> > closely.
> >
> > Point out stocks that are ridiculously overextended, or have no fundies
at
> > all, as possible shorts
> >
> > Point out distribution days as they occur, both on indexes and
individual
> > stocks
> >
> > Tom Worley
> > [e-mail]
> > AIM: TexWorley
> > ----- Original Message -----
> > From: "Winston Little" <[e-mail]>
> > To: <[e-mail]>
> > Sent: Thursday, May 02, 2002 10:18 PM
> > Subject: Re: [CANSLIM] SAH
> >
> >
> > Tom:
> >
> > My thinking had been that I was the only one wondering about the
companies
> > selected and somtimes repeated in feature stories a week or two later in
> the
> > paper.
> >
> >
> > ----- Original Message -----
> > From: "Tom Worley" <[e-mail]>
> > To: <[e-mail]>
> > Sent: Thursday, May 02, 2002 9:54 PM
> > Subject: Re: [CANSLIM] SAH
> >
> >
> > > I often wonder where IBD gets its ideas for stocks to feature, would
> like
> > > them to affirmatively disclose if the company is also a client or has
> > other
> > > business relationship.
> > >
> > > What I see at a glance:
> > > stagnant earnings (in cents) 55, 53, 51,  53
> > > stagnant sales (in millions of $) 1626, 1566, 1679, 1605
> > > debt of 99%, but selling this month $130 million of convertible bonds
> > (which
> > > may dilute the present shares)
> > > funds 27%
> > > chart is extended considerably
> > > forecasts are strong, but look very optimistic compared to what the
> > company
> > > has been earning in past 8 qtrs. Add in stagnant results for past 4
> qtrs,
> > > and I am curious how they expect to grow 34% this year.
> > >
> > > Tom Worley
> > > [e-mail]
> > > AIM: TexWorley
> > > ----- Original Message -----
> > > From: "Marty" <[e-mail]>
> > > To: <[e-mail]>
> > > Sent: Thursday, May 02, 2002 8:35 PM
> > > Subject: [CANSLIM] SAH
> > >
> > >
> > > Here one that IBD talked about in their Smart Investor section today.
> SAH
> > > which been on top (high EPS & RS) since Jan of this year. It has a 7
day
> > > base with a break out today but is still %4 off it 52 week high. Would
> pp
> > be
> > > at $38.55?
> > >
> > >
> > >
> > > Here are some main fundies:
> > >
> > > EPS 99
> > >
> > > RS       97
> > >
> > > ROE    17%
> > >
> > > Earnings 1.91            1.69            1.27            .74
> > > (from barchart)
> > >
> > > Group fundamental rating is only at 72
> > >
> > > Group technical rating is at 95
> > >
> > >
> > >
> > > Any thoughts?
> > >
> > >
> > >
> > > Marty
> > >
> > >
> > >
> > > -
> > > -To subscribe/unsubscribe, email "[e-mail]"
> > > -In the email body, write "subscribe canslim" or
> > > -"unsubscribe canslim".  Do not use quotes in your email.
> > >
> > >
> > >
> > >
> > > -
> > > -To subscribe/unsubscribe, email "[e-mail]"
> > > -In the email body, write "subscribe canslim" or
> > > -"unsubscribe canslim".  Do not use quotes in your email.
> > >
> >
> >
> > -
> > -To subscribe/unsubscribe, email "[e-mail]"
> > -In the email body, write "subscribe canslim" or
> > -"unsubscribe canslim".  Do not use quotes in your email.
> >
> >
> >
> >
> > -
> > -To subscribe/unsubscribe, email "[e-mail]"
> > -In the email body, write "subscribe canslim" or
> > -"unsubscribe canslim".  Do not use quotes in your email.
>
>
> -
> -To subscribe/unsubscribe, email "[e-mail]"
> -In the email body, write "subscribe canslim" or
> -"unsubscribe canslim".  Do not use quotes in your email.
>
>
>
>
> -
> -To subscribe/unsubscribe, email "[e-mail]"
> -In the email body, write "subscribe canslim" or
> -"unsubscribe canslim".  Do not use quotes in your email.
>


- -
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------------------------------

Date: Thu, 2 May 2002 21:18:15 -0700
From: "Bill Triffet" <[e-mail]>
Subject: Re: [CANSLIM] SAH - now IBD

I just got done explaining to one of the members offline that the Weekend
Review was a good place to start. Back in 97-99 they had more with actual
bases ready to go. I found some great winners there back then (oh the good
ol days). Perhaps it's out lived it's usefulness. I have noticed this year a
lot more extended stocks than not are put there.  I just think it's a sign
of the market but they must still fill the paper with somthing...

On a related note, I'm about to switch from IBD to Daily Graphs for the
reasons above. While the subcription is a lot more, it's usefulness more
than justifies it. I got REAL tired of reading about how Clinton was the
anti-Christ with no real stock picks to show for it all.

- -Bill

- ----- Original Message -----
From: "J. Lobatto" <[e-mail]>
To: <[e-mail]>
Sent: Thursday, May 02, 2002 8:19 PM
Subject: Re: [CANSLIM] SAH


> I'll second these thoughts. It always puzzles me why in The Weekend Review
> section they display graphs of stocks that are overextended.
>
> ----- Original Message -----
> From: "Tom Worley" <[e-mail]>
> To: <[e-mail]>
> Sent: Thursday, May 02, 2002 11:04 PM
> Subject: Re: [CANSLIM] SAH
>
>
> > what, we gotta think for ourselves now as well? Actually, I agree, at
> least
> > in part. I just hate IBD always pretending that they know it all, by
using
> > charts already weeks or months, or years, old.
> >
> > I stopped subscribing years ago because, in part, they were not teaching
> me
> > anything new about handling "TODAY'S" market. I can figure out, today,
> real
> > well what I should have done three months ago (and most likely did not
do
> > then). That's easy, try something challenging, like staying fully
invested
> > in today's market place. And making money at the same time.
> >
> > Tom Worley
> > [e-mail]
> > AIM: TexWorley
> > ----- Original Message -----
> > From: "Ian" <[e-mail]>
> > To: <[e-mail]>
> > Sent: Thursday, May 02, 2002 11:20 PM
> > Subject: Re: [CANSLIM] SAH
> >
> >
> > I dunno. I think that would take away some of our advantage.
> >
> > Ian
> >
> >
> > ----- Original Message -----
> > From: Tom Worley <[e-mail]>
> > To: <[e-mail]>
> > Sent: Thursday, May 02, 2002 7:26 PM
> > Subject: Re: [CANSLIM] SAH
> >
> >
> > > IBD has a history of featuring stocks long after they are buyable, and
> > > already a proven winner. We have had many discussions here about that,
> and
> > I
> > > suspect most members, as well as most paying subscribers, would like
> them
> > to
> > > feature more on current situations. Show the stocks with good c&h
> > formations
> > > right now that have fundies (fundamentals) that make them worth
watching
> > > closely.
> > >
> > > Point out stocks that are ridiculously overextended, or have no
fundies
> at
> > > all, as possible shorts
> > >
> > > Point out distribution days as they occur, both on indexes and
> individual
> > > stocks
> > >
> > > Tom Worley
> > > [e-mail]
> > > AIM: TexWorley
> > > ----- Original Message -----
> > > From: "Winston Little" <[e-mail]>
> > > To: <[e-mail]>
> > > Sent: Thursday, May 02, 2002 10:18 PM
> > > Subject: Re: [CANSLIM] SAH
> > >
> > >
> > > Tom:
> > >
> > > My thinking had been that I was the only one wondering about the
> companies
> > > selected and somtimes repeated in feature stories a week or two later
in
> > the
> > > paper.
> > >
> > >
> > > ----- Original Message -----
> > > From: "Tom Worley" <[e-mail]>
> > > To: <[e-mail]>
> > > Sent: Thursday, May 02, 2002 9:54 PM
> > > Subject: Re: [CANSLIM] SAH
> > >
> > >
> > > > I often wonder where IBD gets its ideas for stocks to feature, would
> > like
> > > > them to affirmatively disclose if the company is also a client or
has
> > > other
> > > > business relationship.
> > > >
> > > > What I see at a glance:
> > > > stagnant earnings (in cents) 55, 53, 51,  53
> > > > stagnant sales (in millions of $) 1626, 1566, 1679, 1605
> > > > debt of 99%, but selling this month $130 million of convertible
bonds
> > > (which
> > > > may dilute the present shares)
> > > > funds 27%
> > > > chart is extended considerably
> > > > forecasts are strong, but look very optimistic compared to what the
> > > company
> > > > has been earning in past 8 qtrs. Add in stagnant results for past 4
> > qtrs,
> > > > and I am curious how they expect to grow 34% this year.
> > > >
> > > > Tom Worley
> > > > [e-mail]
> > > > AIM: TexWorley
> > > > ----- Original Message -----
> > > > From: "Marty" <[e-mail]>
> > > > To: <[e-mail]>
> > > > Sent: Thursday, May 02, 2002 8:35 PM
> > > > Subject: [CANSLIM] SAH
> > > >
> > > >
> > > > Here one that IBD talked about in their Smart Investor section
today.
> > SAH
> > > > which been on top (high EPS & RS) since Jan of this year. It has a 7
> day
> > > > base with a break out today but is still %4 off it 52 week high.
Would
> > pp
> > > be
> > > > at $38.55?
> > > >
> > > >
> > > >
> > > > Here are some main fundies:
> > > >
> > > > EPS 99
> > > >
> > > > RS       97
> > > >
> > > > ROE    17%
> > > >
> > > > Earnings 1.91            1.69            1.27            .74
> > > > (from barchart)
> > > >
> > > > Group fundamental rating is only at 72
> > > >
> > > > Group technical rating is at 95
> > > >
> > > >
> > > >
> > > > Any thoughts?
> > > >
> > > >
> > > >
> > > > Marty
> > > >
> > > >
> > > >
> > > > -
> > > > -To subscribe/unsubscribe, email "[e-mail]"
> > > > -In the email body, write "subscribe canslim" or
> > > > -"unsubscribe canslim".  Do not use quotes in your email.
> > > >
> > > >
> > > >
> > > >
> > > > -
> > > > -To subscribe/unsubscribe, email "[e-mail]"
> > > > -In the email body, write "subscribe canslim" or
> > > > -"unsubscribe canslim".  Do not use quotes in your email.
> > > >
> > >
> > >
> > > -
> > > -To subscribe/unsubscribe, email "[e-mail]"
> > > -In the email body, write "subscribe canslim" or
> > > -"unsubscribe canslim".  Do not use quotes in your email.
> > >
> > >
> > >
> > >
> > > -
> > > -To subscribe/unsubscribe, email "[e-mail]"
> > > -In the email body, write "subscribe canslim" or
> > > -"unsubscribe canslim".  Do not use quotes in your email.
> >
> >
> > -
> > -To subscribe/unsubscribe, email "[e-mail]"
> > -In the email body, write "subscribe canslim" or
> > -"unsubscribe canslim".  Do not use quotes in your email.
> >
> >
> >
> >
> > -
> > -To subscribe/unsubscribe, email "[e-mail]"
> > -In the email body, write "subscribe canslim" or
> > -"unsubscribe canslim".  Do not use quotes in your email.
>
>
> -
> -To subscribe/unsubscribe, email "[e-mail]"
> -In the email body, write "subscribe canslim" or
> -"unsubscribe canslim".  Do not use quotes in your email.


- -
- -To subscribe/unsubscribe, email "[e-mail]"
- -In the email body, write "subscribe canslim" or
- -"unsubscribe canslim".  Do not use quotes in your email.

------------------------------

Date: Fri, 3 May 2002 00:07:10 -0400
From: "Winston Little" <[e-mail]>
Subject: Re: [CANSLIM] SAH - now IBD

The editorials have and still turn off a lot of readers. They would do
better if they confined it to business rather than the customary rantings.


- ----- Original Message -----
From: "Bill Triffet" <[e-mail]>
To: <[e-mail]>
Sent: Friday, May 03, 2002 12:18 AM
Subject: Re: [CANSLIM] SAH - now IBD


> I just got done explaining to one of the members offline that the Weekend
> Review was a good place to start. Back in 97-99 they had more with actual
> bases ready to go. I found some great winners there back then (oh the good
> ol days). Perhaps it's out lived it's usefulness. I have noticed this year
a
> lot more extended stocks than not are put there.  I just think it's a sign
> of the market but they must still fill the paper with somthing...
>
> On a related note, I'm about to switch from IBD to Daily Graphs for the
> reasons above. While the subcription is a lot more, it's usefulness more
> than justifies it. I got REAL tired of reading about how Clinton was the
> anti-Christ with no real stock picks to show for it all.
>
> -Bill
>
> ----- Original Message -----
> From: "J. Lobatto" <[e-mail]>
> To: <[e-mail]>
> Sent: Thursday, May 02, 2002 8:19 PM
> Subject: Re: [CANSLIM] SAH
>
>
> > I'll second these thoughts. It always puzzles me why in The Weekend
Review
> > section they display graphs of stocks that are overextended.
> >
> > ----- Original Message -----
> > From: "Tom Worley" <[e-mail]>
> > To: <[e-mail]>
> > Sent: Thursday, May 02, 2002 11:04 PM
> > Subject: Re: [CANSLIM] SAH
> >
> >
> > > what, we gotta think for ourselves now as well? Actually, I agree, at
> > least
> > > in part. I just hate IBD always pretending that they know it all, by
> using
> > > charts already weeks or months, or years, old.
> > >
> > > I stopped subscribing years ago because, in part, they were not
teaching
> > me
> > > anything new about handling "TODAY'S" market. I can figure out, today,
> > real
> > > well what I should have done three months ago (and most likely did not
> do
> > > then). That's easy, try something challenging, like staying fully
> invested
> > > in today's market place. And making money at the same time.
> > >
> > > Tom Worley
> > > [e-mail]
> > > AIM: TexWorley
> > > ----- Original Message -----
> > > From: "Ian" <[e-mail]>
> > > To: <[e-mail]>
> > > Sent: Thursday, May 02, 2002 11:20 PM
> > > Subject: Re: [CANSLIM] SAH
> > >
> > >
> > > I dunno. I think that would take away some of our advantage.
> > >
> > > Ian
> > >
> > >
> > > ----- Original Message -----
> > > From: Tom Worley <[e-mail]>
> > > To: <[e-mail]>
> > > Sent: Thursday, May 02, 2002 7:26 PM
> > > Subject: Re: [CANSLIM] SAH
> > >
> > >
> > > > IBD has a history of featuring stocks long after they are buyable,
and
> > > > already a proven winner. We have had many discussions here about
that,
> > and
> > > I
> > > > suspect most members, as well as most paying subscribers, would like
> > them
> > > to
> > > > feature more on current situations. Show the stocks with good c&h
> > > formations
> > > > right now that have fundies (fundamentals) that make them worth
> watching
> > > > closely.
> > > >
> > > > Point out stocks that are ridiculously overextended, or have no
> fundies
> > at
> > > > all, as possible shorts
> > > >
> > > > Point out distribution days as they occur, both on indexes and
> > individual
> > > > stocks
> > > >
> > > > Tom Worley
> > > > [e-mail]
> > > > AIM: TexWorley
> > > > ----- Original Message -----
> > > > From: "Winston Little" <[e-mail]>
> > > > To: <[e-mail]>
> > > > Sent: Thursday, May 02, 2002 10:18 PM
> > > > Subject: Re: [CANSLIM] SAH
> > > >
> > > >
> > > > Tom:
> > > >
> > > > My thinking had been that I was the only one wondering about the
> > companies
> > > > selected and somtimes repeated in feature stories a week or two
later
> in
> > > the
> > > > paper.
> > > >
> > > >
> > > > ----- Original Message -----
> > > > From: "Tom Worley" <[e-mail]>
> > > > To: <[e-mail]>
> > > > Sent: Thursday, May 02, 2002 9:54 PM
> > > > Subject: Re: [CANSLIM] SAH
> > > >
> > > >
> > > > > I often wonder where IBD gets its ideas for stocks to feature,
would
> > > like
> > > > > them to affirmatively disclose if the company is also a client or
> has
> > > > other
> > > > > business relationship.
> > > > >
> > > > > What I see at a glance:
> > > > > stagnant earnings (in cents) 55, 53, 51,  53
> > > > > stagnant sales (in millions of $) 1626, 1566, 1679, 1605
> > > > > debt of 99%, but selling this month $130 million of convertible
> bonds
> > > > (which
> > > > > may dilute the present shares)
> > > > > funds 27%
> > > > > chart is extended considerably
> > > > > forecasts are strong, but look very optimistic compared to what
the
> > > > company
> > > > > has been earning in past 8 qtrs. Add in stagnant results for past
4
> > > qtrs,
> > > > > and I am curious how they expect to grow 34% this year.
> > > > >
> > > > > Tom Worley
> > > > > [e-mail]
> > > > > AIM: TexWorley
> > > > > ----- Original Message -----
> > > > > From: "Marty" <[e-mail]>
> > > > > To: <[e-mail]>
> > > > > Sent: Thursday, May 02, 2002 8:35 PM
> > > > > Subject: [CANSLIM] SAH
> > > > >
> > > > >
> > > > > Here one that IBD talked about in their Smart Investor section
> today.
> > > SAH
> > > > > which been on top (high EPS & RS) since Jan of this year. It has a
7
> > day
> > > > > base with a break out today but is still %4 off it 52 week high.
> Would
> > > pp
> > > > be
> > > > > at $38.55?
> > > > >
> > > > >
> > > > >
> > > > > Here are some main fundies:
> > > > >
> > > > > EPS 99
> > > > >
> > > > > RS       97
> > > > >
> > > > > ROE    17%
> > > > >
> > > > > Earnings 1.91            1.69            1.27            .74
> > > > > (from barchart)
> > > > >
> > > > > Group fundamental rating is only at 72
> > > > >
> > > > > Group technical rating is at 95
> > > > >
> > > > >
> > > > >
> > > > > Any thoughts?
> > > > >
> > > > >
> > > > >
> > > > > Marty
> > > > >
> > > > >
> > > > >
> > > > > -
> > > > > -To subscribe/unsubscribe, email "[e-mail]"
> > > > > -In the email body, write "subscribe canslim" or
> > > > > -"unsubscribe canslim".  Do not use quotes in your email.
> > > > >
> > > > >
> > > > >
> > > > >
> > > > > -
> > > > > -To subscribe/unsubscribe, email "[e-mail]"
> > > > > -In the email body, write "subscribe canslim" or
> > > > > -"unsubscribe canslim".  Do not use quotes in your email.
> > > > >
> > > >
> > > >
> > > > -
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Date: Thu, 02 May 2002 22:16:18 -0700
From: Ian <[e-mail]>
Subject: Re: [CANSLIM] SAH - now IBD

I'll chip in with a more optimistic view of IBD:

All I ever read is the 'earnings', 'WTBMF' and 'new highs' sections, and I
come away with a great appreciation for the paper. I am a big, big fan of
their earnings section - it is thorough, comprehensive and has enough data
to do some serious mining. They charge me $2.50/day for it here, which is
the best money I spend on investing tools, by a country mile.

Ian



- ----- Original Message -----
From: Bill Triffet <[e-mail]>
To: <[e-mail]>
Sent: Thursday, May 02, 2002 9:18 PM
Subject: Re: [CANSLIM] SAH - now IBD


> I just got done explaining to one of the members offline that the Weekend
> Review was a good place to start. Back in 97-99 they had more with actual
> bases ready to go. I found some great winners there back then (oh the good
> ol days). Perhaps it's out lived it's usefulness. I have noticed this year
a
> lot more extended stocks than not are put there.  I just think it's a sign
> of the market but they must still fill the paper with somthing...
>
> On a related note, I'm about to switch from IBD to Daily Graphs for the
> reasons above. While the subcription is a lot more, it's usefulness more
> than justifies it. I got REAL tired of reading about how Clinton was the
> anti-Christ with no real stock picks to show for it all.
>
> -Bill
>
> ----- Original Message -----
> From: "J. Lobatto" <[e-mail]>
> To: <[e-mail]>
> Sent: Thursday, May 02, 2002 8:19 PM
> Subject: Re: [CANSLIM] SAH
>
>
> > I'll second these thoughts. It always puzzles me why in The Weekend
Review
> > section they display graphs of stocks that are overextended.
> >
> > ----- Original Message -----
> > From: "Tom Worley" <[e-mail]>
> > To: <[e-mail]>
> > Sent: Thursday, May 02, 2002 11:04 PM
> > Subject: Re: [CANSLIM] SAH
> >
> >
> > > what, we gotta think for ourselves now as well? Actually, I agree, at
> > least
> > > in part. I just hate IBD always pretending that they know it all, by
> using
> > > charts already weeks or months, or years, old.
> > >
> > > I stopped subscribing years ago because, in part, they were not
teaching
> > me
> > > anything new about handling "TODAY'S" market. I can figure out, today,
> > real
> > > well what I should have done three months ago (and most likely did not
> do
> > > then). That's easy, try something challenging, like staying fully
> invested
> > > in today's market place. And making money at the same time.
> > >
> > > Tom Worley
> > > [e-mail]
> > > AIM: TexWorley
> > > ----- Original Message -----
> > > From: "Ian" <[e-mail]>
> > > To: <[e-mail]>
> > > Sent: Thursday, May 02, 2002 11:20 PM
> > > Subject: Re: [CANSLIM] SAH
> > >
> > >
> > > I dunno. I think that would take away some of our advantage.
> > >
> > > Ian
> > >
> > >
> > > ----- Original Message -----
> > > From: Tom Worley <[e-mail]>
> > > To: <[e-mail]>
> > > Sent: Thursday, May 02, 2002 7:26 PM
> > > Subject: Re: [CANSLIM] SAH
> > >
> > >
> > > > IBD has a history of featuring stocks long after they are buyable,
and
> > > > already a proven winner. We have had many discussions here about
that,
> > and
> > > I
> > > > suspect most members, as well as most paying subscribers, would like
> > them
> > > to
> > > > feature more on current situations. Show the stocks with good c&h
> > > formations
> > > > right now that have fundies (fundamentals) that make them worth
> watching
> > > > closely.
> > > >
> > > > Point out stocks that are ridiculously overextended, or have no
> fundies
> > at
> > > > all, as possible shorts
> > > >
> > > > Point out distribution days as they occur, both on indexes and
> > individual
> > > > stocks
> > > >
> > > > Tom Worley
> > > > [e-mail]
> > > > AIM: TexWorley
> > > > ----- Original Message -----
> > > > From: "Winston Little" <[e-mail]>
> > > > To: <[e-mail]>
> > > > Sent: Thursday, May 02, 2002 10:18 PM
> > > > Subject: Re: [CANSLIM] SAH
> > > >
> > > >
> > > > Tom:
> > > >
> > > > My thinking had been that I was the only one wondering about the
> > companies
> > > > selected and somtimes repeated in feature stories a week or two
later
> in
> > > the
> > > > paper.
> > > >
> > > >
> > > > ----- Original Message -----
> > > > From: "Tom Worley" <[e-mail]>
> > > > To: <[e-mail]>
> > > > Sent: Thursday, May 02, 2002 9:54 PM
> > > > Subject: Re: [CANSLIM] SAH
> > > >
> > > >
> > > > > I often wonder where IBD gets its ideas for stocks to feature,
would
> > > like
> > > > > them to affirmatively disclose if the company is also a client or
> has
> > > > other
> > > > > business relationship.
> > > > >
> > > > > What I see at a glance:
> > > > > stagnant earnings (in cents) 55, 53, 51,  53
> > > > > stagnant sales (in millions of $) 1626, 1566, 1679, 1605
> > > > > debt of 99%, but selling this month $130 million of convertible
> bonds
> > > > (which
> > > > > may dilute the present shares)
> > > > > funds 27%
> > > > > chart is extended considerably
> > > > > forecasts are strong, but look very optimistic compared to what
the
> > > > company
> > > > > has been earning in past 8 qtrs. Add in stagnant results for past
4
> > > qtrs,
> > > > > and I am curious how they expect to grow 34% this year.
> > > > >
> > > > > Tom Worley
> > > > > [e-mail]
> > > > > AIM: TexWorley
> > > > > ----- Original Message -----
> > > > > From: "Marty" <[e-mail]>
> > > > > To: <[e-mail]>
> > > > > Sent: Thursday, May 02, 2002 8:35 PM
> > > > > Subject: [CANSLIM] SAH
> > > > >
> > > > >
> > > > > Here one that IBD talked about in their Smart Investor section
> today.
> > > SAH
> > > > > which been on top (high EPS & RS) since Jan of this year. It has a
7
> > day
> > > > > base with a break out today but is still %4 off it 52 week high.
> Would
> > > pp
> > > > be
> > > > > at $38.55?
> > > > >
> > > > >
> > > > >
> > > > > Here are some main fundies:
> > > > >
> > > > > EPS 99
> > > > >
> > > > > RS       97
> > > > >
> > > > > ROE    17%
> > > > >
> > > > > Earnings 1.91            1.69            1.27            .74
> > > > > (from barchart)
> > > > >
> > > > > Group fundamental rating is only at 72
> > > > >
> > > > > Group technical rating is at 95
> > > > >
> > > > >
> > > > >
> > > > > Any thoughts?
> > > > >
> > > > >
> > > > >
> > > > > Marty
> > > > >
> > > > >
> > > > >
> > > > > -
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------------------------------

Date: Fri, 3 May 2002 02:55:12 -0700
From: "John Calkins" <[e-mail]>
Subject: Re: [CANSLIM] SAH - now IBD

I introduced myself on April 20th, 2002 and showed how I use IBD data for my
lists.  (CANSLIM jc)

I too have thought of stopping the paper then use a follow through week and
get a one month subscription to DGO.  I would like to know how you find the
main concept of WON's elephants in the bathtub without WTBMF in IBD?  This
list "is" IBD, period, if you turn off all the noise! As I indicated in my 4
years of data entry of WTBMF, looking at their charts and selecting a
possible CWH, Double Bottom, or Flat Base and Stocks in the News data lists,
I find some 90% of the time a Mini Graph has shown up to give me the
fundamental data that I use to create my sorted lists....(see my "CANSLIM
jc" from April 20, 2002).

As outlined in his books, tapes, videos, paper, seminars and online, all the
CANSLIM rules should be applied otherwise you are using some other style of
speculation that does not have the models developed my WON.

My observations now are that IBD is not listing as many "NEAR NEW HIGHS" in
the Stocks in the News Mini Graphs, and are listing stocks that appear to be
extended from their consolidations by more than the %15 that they say they
don't show.  So I too am a little confused at times by their
inconsistencies, but maybe with the market we may be seeing some short
candidates and or maybe the CANSLIM CWH's are just not there, yet.  It would
be great to talk to the people who choose which of the New Highs get chosen
for the Stocks in the News.

Has anyone ever found the elephants anywhere else?

JC




- ----- Original Message -----
From: "Ian" <[e-mail]>
To: <[e-mail]>
Sent: Thursday, May 02, 2002 10:16 PM
Subject: Re: [CANSLIM] SAH - now IBD


> I'll chip in with a more optimistic view of IBD:
>
> All I ever read is the 'earnings', 'WTBMF' and 'new highs' sections, and I
> come away with a great appreciation for the paper. I am a big, big fan of
> their earnings section - it is thorough, comprehensive and has enough data
> to do some serious mining. They charge me $2.50/day for it here, which is
> the best money I spend on investing tools, by a country mile.
>
> Ian
>
>
>
> ----- Original Message -----
> From: Bill Triffet <[e-mail]>
> To: <[e-mail]>
> Sent: Thursday, May 02, 2002 9:18 PM
> Subject: Re: [CANSLIM] SAH - now IBD
>
>
> > I just got done explaining to one of the members offline that the
Weekend
> > Review was a good place to start. Back in 97-99 they had more with
actual
> > bases ready to go. I found some great winners there back then (oh the
good
> > ol days). Perhaps it's out lived it's usefulness. I have noticed this
year
> a
> > lot more extended stocks than not are put there.  I just think it's a
sign
> > of the market but they must still fill the paper with somthing...
> >
> > On a related note, I'm about to switch from IBD to Daily Graphs for the
> > reasons above. While the subcription is a lot more, it's usefulness more
> > than justifies it. I got REAL tired of reading about how Clinton was the
> > anti-Christ with no real stock picks to show for it all.
> >
> > -Bill
> >
> > ----- Original Message -----
> > From: "J. Lobatto" <[e-mail]>
> > To: <[e-mail]>
> > Sent: Thursday, May 02, 2002 8:19 PM
> > Subject: Re: [CANSLIM] SAH
> >
> >
> > > I'll second these thoughts. It always puzzles me why in The Weekend
> Review
> > > section they display graphs of stocks that are overextended.
> > >
> > > ----- Original Message -----
> > > From: "Tom Worley" <[e-mail]>
> > > To: <[e-mail]>
> > > Sent: Thursday, May 02, 2002 11:04 PM
> > > Subject: Re: [CANSLIM] SAH
> > >
> > >
> > > > what, we gotta think for ourselves now as well? Actually, I agree,
at
> > > least
> > > > in part. I just hate IBD always pretending that they know it all, by
> > using
> > > > charts already weeks or months, or years, old.
> > > >
> > > > I stopped subscribing years ago because, in part, they were not
> teaching
> > > me
> > > > anything new about handling "TODAY'S" market. I can figure out,
today,
> > > real
> > > > well what I should have done three months ago (and most likely did
not
> > do
> > > > then). That's easy, try something challenging, like staying fully
> > invested
> > > > in today's market place. And making money at the same time.
> > > >
> > > > Tom Worley
> > > > [e-mail]
> > > > AIM: TexWorley
> > > > ----- Original Message -----
> > > > From: "Ian" <[e-mail]>
> > > > To: <[e-mail]>
> > > > Sent: Thursday, May 02, 2002 11:20 PM
> > > > Subject: Re: [CANSLIM] SAH
> > > >
> > > >
> > > > I dunno. I think that would take away some of our advantage.
> > > >
> > > > Ian
> > > >
> > > >
> > > > ----- Original Message -----
> > > > From: Tom Worley <[e-mail]>
> > > > To: <[e-mail]>
> > > > Sent: Thursday, May 02, 2002 7:26 PM
> > > > Subject: Re: [CANSLIM] SAH
> > > >
> > > >
> > > > > IBD has a history of featuring stocks long after they are buyable,
> and
> > > > > already a proven winner. We have had many discussions here about
> that,
> > > and
> > > > I
> > > > > suspect most members, as well as most paying subscribers, would
like
> > > them
> > > > to
> > > > > feature more on current situations. Show the stocks with good c&h
> > > > formations
> > > > > right now that have fundies (fundamentals) that make them worth
> > watching
> > > > > closely.
> > > > >
> > > > > Point out stocks that are ridiculously overextended, or have no
> > fundies
> > > at
> > > > > all, as possible shorts
> > > > >
> > > > > Point out distribution days as they occur, both on indexes and
> > > individual
> > > > > stocks
> > > > >
> > > > > Tom Worley
> > > > > [e-mail]
> > > > > AIM: TexWorley
> > > > > ----- Original Message -----
> > > > > From: "Winston Little" <[e-mail]>
> > > > > To: <[e-mail]>
> > > > > Sent: Thursday, May 02, 2002 10:18 PM
> > > > > Subject: Re: [CANSLIM] SAH
> > > > >
> > > > >
> > > > > Tom:
> > > > >
> > > > > My thinking had been that I was the only one wondering about the
> > > companies
> > > > > selected and somtimes repeated in feature stories a week or two
> later
> > in
> > > > the
> > > > > paper.
> > > > >



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------------------------------

Date: Fri, 3 May 2002 03:41:16 -0700 (PDT)
From: Dimitri Katsaros <[e-mail]>
Subject: Re: [CANSLIM] SAH - now IBD

Sorry to be a dunce, but what does WTBMF refer to
again? I tried to do an archive search, but the script
appears to be broken.

Thanks
Dimitri

- --- John Calkins <[e-mail]> wrote:
> I introduced myself on April 20th, 2002 and showed
> how I use IBD data for my
> lists.  (CANSLIM jc)
>
> I too have thought of stopping the paper then use a
> follow through week and
> get a one month subscription to DGO.  I would like
> to know how you find the
> main concept of WON's elephants in the bathtub
> without WTBMF in IBD?  This
> list "is" IBD, period, if you turn off all the
> noise! As I indicated in my 4
> years of data entry of WTBMF, looking at their
> charts and selecting a
> possible CWH, Double Bottom, or Flat Base and Stocks
> in the News data lists,
> I find some 90% of the time a Mini Graph has shown
> up to give me the
> fundamental data that I use to create my sorted
> lists....(see my "CANSLIM
> jc" from April 20, 2002).
>
> As outlined in his books, tapes, videos, paper,
> seminars and online, all the
> CANSLIM rules should be applied otherwise you are
> using some other style of
> speculation that does not have the models developed
> my WON.
>
> My observations now are that IBD is not listing as
> many "NEAR NEW HIGHS" in
> the Stocks in the News Mini Graphs, and are listing
> stocks that appear to be
> extended from their consolidations by more than the
> %15 that they say they
> don't show.  So I too am a little confused at times
> by their
> inconsistencies, but maybe with the market we may be
> seeing some short
> candidates and or maybe the CANSLIM CWH's are just
> not there, yet.  It would
> be great to talk to the people who choose which of
> the New Highs get chosen
> for the Stocks in the News.
>
> Has anyone ever found the elephants anywhere else?
>
> JC

=====
Quiquid latine dictum sit altum viditur

__________________________________________________
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