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From: owner-canslim-digest@lists.xmission.com (canslim-digest)
To: canslim-digest@lists.xmission.com
Subject: canslim-digest V2 #824
Reply-To: canslim
Sender: owner-canslim-digest@lists.xmission.com
Errors-To: owner-canslim-digest@lists.xmission.com
Precedence: bulk
Content-Transfer-Encoding: quoted-printable
X-No-Archive: yes
canslim-digest Wednesday, February 16 2000 Volume 02 : Number 824
In this issue:
[CANSLIM] Introduction: Steve Faust
[CANSLIM] cbs marketwatch article
Re: [CANSLIM] Merrill announces 3 new Internet HOLDRS
[CANSLIM] E-Signal
Re: [CANSLIM] cbs marketwatch article
[CANSLIM] Acc/Dis Numbers
[CANSLIM] Re: Steve's intro
Re: [CANSLIM] Re: Steve's intro / Introduction
[CANSLIM] Introduction: Matt Robinson
Re: [CANSLIM] Introduction: Matt Robinson
[CANSLIM] Changing your canslim subscription
[CANSLIM] I'm back (still think I'm a high risk nut)
[CANSLIM] A: ready to break?
[CANSLIM] Explosive revenue growth - JNPR
Re: [CANSLIM] A: ready to break?
Re: [CANSLIM] A: ready to break?
[CANSLIM] KEI
Re: [CANSLIM] I'm back (still think I'm a high risk nut)
----------------------------------------------------------------------
Date: Mon, 14 Feb 2000 16:47:04 -0800 (PST)
From: Steve F <stevepdv@yahoo.com>
Subject: [CANSLIM] Introduction: Steve Faust
Introduction-
My name is Steve Faust and I have been a lurker, on
and off, for years. I have found the information that
I picked up here marginally useful in the past and
hence my moderate interest.
However, in recent months this board seemed to change
drastically for me. The posts of Johan, Jeff and Tom
have been incredibly useful and informative. The
recent post by Tom of bases that are beginning and
bases that have formed opened up a clearer picture of
what CANSLIM is all about.
I am a subscriber to DGO and it has been a wonderful
tool for me, not only in screening potential
investments but in preventing me from making foolish
ones. It has turned me into a profitable investor. I
feel I would be lost without it.
I am not yet a full fledge adherent to WON but I am
trying, working on my discipline.
My biggest problem is, of course, when to sell.
My most recent CANSLIM purchase CGN, up around 20%
in a couple of weeks and, typically, dont know how
long to hold on.
Thanks you all for your great input. I hope that one
day to feel comfortable enough to contribute here.
Steve
__________________________________________________
Do You Yahoo!?
Talk to your friends online with Yahoo! Messenger.
http://im.yahoo.com
- -
------------------------------
Date: Mon, 14 Feb 2000 18:15:13 -0800
From: "Patrick Wahl" <pwahl@prodigy.net>
Subject: [CANSLIM] cbs marketwatch article
Cedd Moses is getting worried, for those who are interested, here
is a link to the article (front page of CBS Marketwatch). One
interesting observation he makes on how extended the NASDAQ
is: it could pull back 45% and still meet the definition of an uptrend.
http://cbs.marketwatch.com/news/current/moses.htx?source=htx/ht
tp2_mw
- -
------------------------------
Date: Mon, 14 Feb 2000 20:39:15 -0500
From: Walter Stock <wstock@cgocable.net>
Subject: Re: [CANSLIM] Merrill announces 3 new Internet HOLDRS
Hi Michael,
The Merrill Lynch site does not mention their HOLDRs.
Rumour is that they are going to create a separate site just
for HOLDRs, especially given that there are apparently
going to be many more kinds of HOLDRs issued over
the next months and years.
The only place to go for good first-hand information is the
freeedgar site at:
www.freeedgar.com
Again, you will need to use the full-text search (beta)
and the keyword "HOLDRs".
They are not mutual funds. They are a fixed basket of
stocks, and can in fact be redeemed for the underlying
stocks. They are very similar to Dow Diamonds
(DIA:Amex) and S&P Spiders (SPY:Amex).
Walter Stock
Oakville, ON, Canada
Michael McCoy wrote:
> Walter: Where can you find out more information about the HOLDRS? The
> checked the Merrill Lynch site but could not find anything. More
> specifically, I am a little confused about how they trade. Is it like an
> open-ended mutual fund that trades at the combined value of the stocks it
> holds with the only difference that you can trade throughout the day, not
> just at the closing value? Or, it is like a closed-end mutual fund which
> can trade at a premium or discount to the "value" of the stocks it holds? I
> have heard both ways and am confused.
>
> Thanks,
>
> Mike
>
> -----Original Message-----
> From: owner-canslim@lists.xmission.com
> [mailto:owner-canslim@lists.xmission.com]On Behalf Of Walter Stock
> Sent: Thursday, February 10, 2000 7:54 PM
> To: Canslim Group
> Subject: [CANSLIM] Merrill announces 3 new Internet HOLDRS
>
> One of the easiest ways to play a leadership industry group
> is through Merrill's "HOLDRS". These securities trade like
> stocks, and each in fact represents a basket of 20 underlying
> industry group stocks.
>
> I have traded the Biotech HOLDR
> (BBH) and the original Internet B2C HOLDR (HHH) since
> they were created last year, and have been well rewarded.
>
> Today three new ones were announced.
> The following is an excerpt from today's Dagen column in
> theStreet.com:
>
> > It's looks like Merrill Lynch (MER:NYSE - news)isn't going to stop
> creating
> > HOLDRs until there's one for every taste.
> >
> > The firm just filed with the Securities and Exchange Commission to
> introduce
> > three new HOLDRs that divvy up the Internet: B2B Internet (BHH:Amex),
> > Internet Architecture (IAH:Amex) and Internet Infrastructure (IIH:Amex).
> >
> > Each security will represent a 20-stock basket that will trade on the
> American
> > Stock Exchange. The structure and purchase constraints of the existing
> > HOLDRs products will apply to these securities.
> >
> > Merrill launched its original Internet HOLDRs (HHH:Amex - news) product in
> > September, but that basket really represents what's known as B2C, or
> > business-to-consumer, companies, such as Yahoo! (YHOO:Nasdaq - news) and
> > Amazon.com (AMZN:Nasdaq - news).
> >
> > The B2B basket will focus on companies in business-to-business commerce
> and
> > will own names like Internet Capital Group (ICGE:Nasdaq - news) and Ariba.
> >
> > The Internet Architecture basket will own companies that make the servers,
> > switchers and routers that build the Internet's backbone. You'll find big
> names
> > like Cisco (CSCO:Nasdaq - news) and IBM (IBM:NYSE - news) there.
> >
> > The Internet Infrastructure portfolio will consist of software and
> services
> > companies that are powering Internet development, such as Exodus
> > Communications (EXDS:Nasdaq - news) and Akamai Technologies
> > (AKAM:Nasdaq - news).
> >
> > To find the complete holdings of each basket, use FreeEDGAR to search for
> the
> > filings. You will need to use the full-text search and the keyword
> "HOLDRs."
> > Hopefully, Merrill will soon create a Web site for these products.
> >
>
> The FreeEdgar site mentioned in the article is at:
> www.freeedgar.com
>
> It is well worth a visit to find out the exact components of
> each HOLDR. Even if you do not want to buy the HOLDRs,
> you may want to use them to track industry group performance.
>
> I like the way that Merrill Lynch has organized these internet
> industry groups a LOT more than the way IBD does.
> IBD's internet industry groups make no sense to me.
>
> Walter Stock
> Oakville, ON, Canada
>
> -
>
> -
- -
------------------------------
Date: Mon, 14 Feb 2000 19:09:59 -0800 (PST)
From: Anthony DiLella <ardiii@yahoo.com>
Subject: [CANSLIM] E-Signal
I would like the groups opinion of e-signal. Is it
worth the expense or is there something else out there
that is just as good.
Thanks,
Tony D.
__________________________________________________
Do You Yahoo!?
Talk to your friends online with Yahoo! Messenger.
http://im.yahoo.com
- -
------------------------------
Date: Mon, 14 Feb 2000 22:17:09 -0500
From: Walter Stock <wstock@cgocable.net>
Subject: Re: [CANSLIM] cbs marketwatch article
Interesting article Patrick. Sounds like Cedd Moses
is shorting the same kinds of stocks that I was last week.
Walter Stock
Oakville, ON, Canada
Patrick Wahl wrote:
> Cedd Moses is getting worried, for those who are interested, here
> is a link to the article (front page of CBS Marketwatch). One
> interesting observation he makes on how extended the NASDAQ
> is: it could pull back 45% and still meet the definition of an uptrend.
>
> http://cbs.marketwatch.com/news/current/moses.htx?source=htx/ht
> tp2_mw
>
> -
- -
------------------------------
Date: Mon, 14 Feb 2000 22:12:56 -0500
From: Robert <fbnairplt@mindspring.com>
Subject: [CANSLIM] Acc/Dis Numbers
Here are the latest Acc/Dis Numbers:
Date A B C D E AB/A:E %E
2/1/2000 1607 2392 1215 1107 578 58% 8%
2/2/2000 1518 2436 1226 1134 568 57% 8%
2/3/2000 1541 2490 1207 1115 539 58% 8%
2/4/2000 1585 2503 1205 1092 526 59% 8%
2/7/2000 1651 2576 1187 1030 489 61% 7%
2/8/2000 1690 2542 1161 1065 486 61% 7%
2/9/2000 1743 2470 1167 1076 501 61% 7%
2/10/2000 1848 2415 1153 1043 518 61% 7%
2/11/2000 1813 2396 1133 1075 553 60% 8%
2/14/2000 1847 2366 1117 1072 576 60% 8%
Spreedsheet version:
Date,A,B,C,D,E,AB/A:E,%E
2/1/2000,1607,2392,1215,1107,578,58%,8%
2/2/2000,1518,2436,1226,1134,568,57%,8%
2/3/2000,1541,2490,1207,1115,539,58%,8%
2/4/2000,1585,2503,1205,1092,526,59%,8%
2/7/2000,1651,2576,1187,1030,489,61%,7%
2/8/2000,1690,2542,1161,1065,486,61%,7%
2/9/2000,1743,2470,1167,1076,501,61%,7%
2/10/2000,1848,2415,1153,1043,518,61%,7%
2/11/2000,1813,2396,1133,1075,553,60%,8%
2/14/2000,1847,2366,1117,1072,576,60%,8%
Robert
- -
------------------------------
Date: Tue, 15 Feb 2000 00:05:20 -0500
From: "Tom Worley" <stkguru@netside.net>
Subject: [CANSLIM] Re: Steve's intro
Hi Steve,
Thanks for the kudos, glad the DGO List is helping someone.
Just remember, it's intended solely to help build a watch
list, not create buys.
CGN looks pretty good to me. It's recent correction from
nearly 25 back down to 20 was on notably low volume, and the
following rally on excellent volume acceleration. It's
earnings and sales growth also look good, and it's earnings
efficiencies (earnings growth in ratio to sales growth) is
impressive. The recent correction now looks like a nice
reentry (or second entry, or add to the position) point. Tho
I must admit, at the time it looked more like a failed
breakout / return to the base scenario.
You might be surprised how much you can contribute just by
asking questions, esp where you are unclear on some point or
application of CANSLIM, or your intrepretation of CANSLIM as
it applies to a particular stock.
Holding on to a winner past a 20% gain is not necessarily
required. Remember that WON's philosophy is first protect
the capital, then learn how to grow it. In this volatile
and bullish market, it has been relatively easy for many
newcomers not just to CANSLIM but to investing to start off
with 50% or 100% gains, and think they've got the hang of
investing. Selling rules, whether for a profit or to
minimize and prevent further losses, are the most difficult
part of investing, whether done by CANSLIM or any other
technique. And the volatility has been greater than any
period I can presently recall in over 40 years. That makes
it much harder to stay in a stock long term.
But it hasn't been just the internut stocks making the huge
multi-hundred percent gains. I periodically stumble across
one of my microcaps that I missed back in the single or low
double digits, and notice it's now two or three times what
it was worth just six months ago. And it had tremendous
value then, and earnings growth still gives it excellent
value now. So for me, CANSLIM is still a practicable
application in the present marketplace, despite the
volatility (or maybe because of it?).
Probably the best feature of this group isn't that it
collectively has a lot of wisdom (tho it does have that);
it's that it is willing to share that wisdom, and to do so
generally in a most civilized manner, something that has
been noted by outside web observers. When I find the time to
browse thru other stock related chat sites, I am struck by
the contrast between here and there. If there is any place
on the net where someone should feel "safe" in asking a
question or offering an opinion, it is in this group.
So if you, or any other lurkers, are truly trying to better
understand the present day philosophy of CANSLIM (and
believe me, it's evolving even if WON won't commit to that
clearly in print), ask away or offer opinions or your stock
picks. Better to have your favorite stock picks shot down
with some logical unemotional responses than by market
pricing.
In any case, glad to have you in the group.
Tom Worley
stkguru@netside.net
chat with me at ICQ # 5568838
get ICQ software at http://www.icq.com/icqhomepage.html
- ----- Original Message -----
Sent: Monday, February 14, 2000 7:56 PM
16: 47:04 PST
Date: Mon, 14 Feb 2000 16:47:04 -0800 (PST)
From: Steve F <stevepdv@yahoo.com>
Subject: [CANSLIM] Introduction: Steve Faust
To: canslim@lists.xmission.com
MIME-Version: 1.0
Content-Type: text/plain; charset=us-ascii
Sender: owner-canslim@lists.xmission.com
Precedence: bulk
Reply-To: canslim@lists.xmission.com
X-No-Archive: yes
Introduction-
My name is Steve Faust and I have been a lurker, on
and off, for years. I have found the information that
I picked up here marginally useful in the past and
hence my moderate interest.
However, in recent months this board seemed to change
drastically for me. The posts of Johan, Jeff and Tom
have been incredibly useful and informative. The
recent post by Tom of bases that are beginning and
bases that have formed opened up a clearer picture of
what CANSLIM is all about.
I am a subscriber to DGO and it has been a wonderful
tool for me, not only in screening potential
investments but in preventing me from making foolish
ones. It has turned me into a profitable investor. I
feel I would be lost without it.
I am not yet a full fledge adherent to WON but I am
trying, working on my discipline.
My biggest problem is, of course, when to sell.
My most recent CANSLIM purchase CGN, up around 20%
in a couple of weeks and, typically, dont know how
long to hold on.
Thanks you all for your great input. I hope that one
day to feel comfortable enough to contribute here.
Steve
__________________________________________________
Do You Yahoo!?
Talk to your friends online with Yahoo! Messenger.
http://im.yahoo.com
- -
- -
------------------------------
Date: Mon, 14 Feb 2000 21:31:02 -0800 (PST)
From: Matt Robinson <mhr2x@yahoo.com>
Subject: Re: [CANSLIM] Re: Steve's intro / Introduction
Not too much to say....but I too find the DGO list
helpful.
I have been watching CGN as well. I am also looking at
PLMD and NASI. Both PLMD and NASI are medical related,
simply by coincidence, not by what I watch. I think
PLMD is known too well, doesn't have as good growth,
and has already had more of a runup (not that it means
it won't continue) than NASI. I also have a few
concerns about it technically.
I would suggest a peak at NASI.
Matt Robinson
__________________________________________________
Do You Yahoo!?
Talk to your friends online with Yahoo! Messenger.
http://im.yahoo.com
- -
------------------------------
Date: Mon, 14 Feb 2000 21:38:29 -0800 (PST)
From: Matt Robinson <mhr2x@yahoo.com>
Subject: [CANSLIM] Introduction: Matt Robinson
I began investing (well completely managing my own
portfolio) in the summer of 1998. I am fairly new to
investing principles in general as I am young(20). How
to Make Money in Stocks is one of my favorites which I
am sure is also why many of you are subscribed to this
list.
I, like others have mentioned have had trouble knowing
when to sell. Sometimes, I will let my losses run too
far , but not as often as cutting my profits. For
example, I bought CAMP this past summer at 6, which
would be great if I still owned it. I sold out at 22
and am kicking myself for it. This is an extreme case.
While I realize I can't sell at the top tick, I have
trouble knowing when sell and when not too. I would
enjoy any suggestions on how people decide when to
sell. I find technical analysis somewhat usful (I have
read Technical Analysis of the Financial Markets by
Murphy and a few others), but some of the indicators
seem to falsely signal things too often, partly due to
the volatility in markets these days.
Why can't the markets be like they were in the good
ole days? Just kidding. Along those lines though,
while reading some of the interviews in Market
Wizards, it does seem like things were a lot simplier
and conformed to generalities in the past. Probably
just because it is from their point of view, and they
have all done quite well. Although skeptical at first,
I found the book interesting and insightful having
read it mainly because of the O'Neill and David Ryan
interviews.
Sorry for the length
Matt
__________________________________________________
Do You Yahoo!?
Talk to your friends online with Yahoo! Messenger.
http://im.yahoo.com
- -
------------------------------
Date: Tue, 15 Feb 2000 07:19:27 -0500
From: "Tom Worley" <stkguru@netside.net>
Subject: Re: [CANSLIM] Introduction: Matt Robinson
Hi Matt,
Instead of regretting selling CAMP at 22, and it's now at
40, look at it another way. You seized an opportunity at 6
and more than tripled. Feel sorry instead for those that
bought the base at 25, and haven't even doubled yet. You
leveraged your capital, and now have a choice of buying
another $20 stock, or several lesser priced ones.
CANSLIM is not about buying at the bottom and selling at the
top, esp since no one can accurately predict either the
bottom or the top. Rather, it's about buying at the top, and
selling either for a decent (20%) profit, or simply when the
risks of a correction grow too great. But rule # 1 remains
preservation of your capital. And that rule is superior to
all profit taking rules. If you don't follow that rule,
eventually you will be forced out of the game, and along the
way likely won't have as much fun.
Tom Worley
stkguru@netside.net
chat with me at ICQ # 5568838
get ICQ software at http://www.icq.com/icqhomepage.html
- ----- Original Message -----
From: Matt Robinson <mhr2x@yahoo.com>
To: <canslim@lists.xmission.com>
Sent: Tuesday, February 15, 2000 12:38 AM
Subject: [CANSLIM] Introduction: Matt Robinson
I began investing (well completely managing my own
portfolio) in the summer of 1998. I am fairly new to
investing principles in general as I am young(20). How
to Make Money in Stocks is one of my favorites which I
am sure is also why many of you are subscribed to this
list.
I, like others have mentioned have had trouble knowing
when to sell. Sometimes, I will let my losses run too
far , but not as often as cutting my profits. For
example, I bought CAMP this past summer at 6, which
would be great if I still owned it. I sold out at 22
and am kicking myself for it. This is an extreme case.
While I realize I can't sell at the top tick, I have
trouble knowing when sell and when not too. I would
enjoy any suggestions on how people decide when to
sell. I find technical analysis somewhat usful (I have
read Technical Analysis of the Financial Markets by
Murphy and a few others), but some of the indicators
seem to falsely signal things too often, partly due to
the volatility in markets these days.
Why can't the markets be like they were in the good
ole days? Just kidding. Along those lines though,
while reading some of the interviews in Market
Wizards, it does seem like things were a lot simplier
and conformed to generalities in the past. Probably
just because it is from their point of view, and they
have all done quite well. Although skeptical at first,
I found the book interesting and insightful having
read it mainly because of the O'Neill and David Ryan
interviews.
Sorry for the length
Matt
__________________________________________________
Do You Yahoo!?
Talk to your friends online with Yahoo! Messenger.
http://im.yahoo.com
- -
- -
------------------------------
Date: Tue, 15 Feb 2000 08:00:01 -0700
From: owner-canslim@xmission.com (Jeff Salisbury)
Subject: [CANSLIM] Changing your canslim subscription
This is a twice monthly posting to the CANLSLIM group.
Frequently, people sign up for the canslim list and then are overwhelmed by
the volume of the email. There are three remedies for this problem: 1) You
can leave our group. 2) you can switch to the digest version which
"conglomerates" many canslim messages into one large message. Or, 3) You can
setup customized filters on your own mail client to sort the incoming canslim
messages to its own folder.
If you wish to modify your canslim subscription, email a message to:
majordomo@xmission.com
The remove yourself from the canslim list, write in the body of the email:
unsubscribe canslim
To add yourself to the digest version of the canslim list, write in the
body of the email:
subscribe canslim-digest
For general help with majordomo commands, write in the body of the email:
help
If you need further clarification, write me directly at:
canslim-owner@lists.xmission.com
Best Regards,
Jeff Salisbury - CANSLIM list admin / owner
- -
------------------------------
Date: Tue, 15 Feb 2000 18:39:11 GMT
From: "Poncho Dasantos" <the1poncho@hotmail.com>
Subject: [CANSLIM] I'm back (still think I'm a high risk nut)
When I listed off the stocks I was buying they look to be more like high
stakes gambling than smart investing. Well one I have been buying since
before Christmas looks like its going to go over the DLR mark very soon.
When I posted it here a couple of weeks ago it was at around 0.44 to 0.50
today its sitting at 0.70 hitting as high as 0.90. It makes Internet TV
stations in a box with very little compitition and with a solid rep. they
have done work for Direct TV, and CNN to name a few, check out Emergo I got
in a o.34 :) and I'm still buying it at 0.70, because the story has not been
fully told about this company but when they start doing Investors relations
this puppy is going to really fly, look at how good its going without any
promotion at all..........
______________________________________________________
Get Your Private, Free Email at http://www.hotmail.com
- -
------------------------------
Date: Tue, 15 Feb 2000 22:48:25 +0100
From: Johan Van Houtven <click@ping.be>
Subject: [CANSLIM] A: ready to break?
Agilent Technologies Inc. looks like it is ready to break out. Might want
to keep an eye on it. 83 1/8 might be another buy point.
A: 78 82 B
Disclaimer: I'm already in since 71+ and added at 80 3/16 today.
- -- Johan
- -
------------------------------
Date: Tue, 15 Feb 2000 13:49:03 -0800
From: Tim Fisher <tim@OreRockOn.com>
Subject: [CANSLIM] Explosive revenue growth - JNPR
From Cabot's latest internet stock report (worth the free trial if you ask
me):
(P.S. I own this one!)
JUNIPER NETWORKS (JNPR 204 NSDQ)
ONE OF THE FASTEST GROWING COMPANIES WE'VE EVER SEEN
Juniper develops, builds and sells the fastest Internet backbone routers on
the planet. And this is a big deal. The market for these routers was $169
million in 1998 but should top $5.5 billion in 2003. Of course, there's
already a company named Cisco that has 80% of the high-end router business.
But recently Juniper has been gaining market share in a big way. Cisco's
technology is fairly old. Juniper's hardware and software, dubbed JUNOS,
are designed from the ground up for the Internet market. All digital, all
data. Their engineers are so focused on this one HUGE market opportunity
that we believe they'll thrive despite Cisco's size. In fact, market demand
is growing so fast we believe there's plenty of room for both companies.
Juniper's most needy customers are Internet Service Providers who must
provide more speed to their customers. Big customers include Qwest
Communications, UUNET (which is part of MCI) and Verio. The company has 320
employees. And there are 155 million shares outstanding, of which
management owns 12%. What's most impressive here is the speed of sales
growth. Just look at the revenue numbers over the past five quarters: $3.8
million, $10.0 million, $17.6 million, $29.6 million, and $45.4 million. We
can't remember ever seeing a company grow this fast. And the company has
just turned profitable. The fourth quarter showed a profit of $.02 per share.
JNPR's price and RP line are climbing strongly, too, telling us investors
keep piling on board this rocketship. We recommend you climb on board, too.
It should be an exciting ride.
Tim Fisher
Ore-Rock-On and Pacific Fishery Biologists WWW Sites
Tim@OreRockOn.com
WWW: http://OreRockOn.com
See naked fish and rocks!
- -
------------------------------
Date: Tue, 15 Feb 2000 14:14:58 -0800
From: Tim Fisher <tim@OreRockOn.com>
Subject: Re: [CANSLIM] A: ready to break?
I rode it up from 39-ish to the recent 25% slide and am still watching it
waiting for a good entry (I thought 2/2 was the last good entry, which I
missed). I sure would hope support is at 70 but who knows where it is; this
is not and will not be a CANSLIM stock until it gets a track record. Heck,
what is ADV on a 70 day old stock? I bought it because it didn't pop on the
IPO, rode it for (what I assume was) that pop, and got out on the first
sign of weakness. This is a trader's stock; I wouldn't even hold it for the
intermediate term. In at 71 sounds like a good trade; in at 83 sounds very
risky to me.
On 01:48 PM 2/15/00 , Johan Van Houtven Said:
>Agilent Technologies Inc. looks like it is ready to break out. Might want
>to keep an eye on it. 83 1/8 might be another buy point.
>
>A: 78 82 B
>
>Disclaimer: I'm already in since 71+ and added at 80 3/16 today.
>
>
>
>-- Johan
>
>
>
>-
Tim Fisher
Ore-Rock-On and Pacific Fishery Biologists WWW Sites
Tim@OreRockOn.com
WWW: http://OreRockOn.com
See naked fish and rocks!
- -
------------------------------
Date: Tue, 15 Feb 2000 23:23:09 +0100
From: Johan Van Houtven <click@ping.be>
Subject: Re: [CANSLIM] A: ready to break?
At 02:14 PM 15-02-00 -0800, you wrote:
>I rode it up from 39-ish to the recent 25% slide and am still watching it
>waiting for a good entry (I thought 2/2 was the last good entry, which I
>missed). I sure would hope support is at 70 but who knows where it is; this
>is not and will not be a CANSLIM stock until it gets a track record. Heck,
>what is ADV on a 70 day old stock? I bought it because it didn't pop on the
>IPO, rode it for (what I assume was) that pop, and got out on the first
>sign of weakness. This is a trader's stock; I wouldn't even hold it for the
>intermediate term. In at 71 sounds like a good trade; in at 83 sounds very
>risky to me.
B^)
Don't care what it is Tim. As long as it does a SIFY. I'll be happy. (SIFY
was my first quick double recently in almost a year.)
>
>On 01:48 PM 2/15/00 , Johan Van Houtven Said:
>>Agilent Technologies Inc. looks like it is ready to break out. Might want
>>to keep an eye on it. 83 1/8 might be another buy point.
>>
>>A: 78 82 B
>>
>>Disclaimer: I'm already in since 71+ and added at 80 3/16 today.
>>
>>
>>
>>-- Johan
>>
>>
>>
>>-
>
>Tim Fisher
>Ore-Rock-On and Pacific Fishery Biologists WWW Sites
>
>Tim@OreRockOn.com
>WWW: http://OreRockOn.com
>See naked fish and rocks!
>
>
>-
>
>
- -- Johan
- -
------------------------------
Date: Tue, 15 Feb 2000 16:33:30 -0800
From: Tim Fisher <tim@OreRockOn.com>
Subject: [CANSLIM] KEI
I believe someone mentioned KEI (maybe it was me?) on this list a few weeks
ago. Anyway it broke out big today from a short-wide-n-loose secondary base
(is there any other kind these days?). PMCS and AMCC also did nice
reversals today. This encourages me as I had been looking for the next "V"
correction in the NASDAQ but it doesn't look like we're going to get it
just yet.
Tim Fisher
Ore-Rock-On and Pacific Fishery Biologists WWW Sites
Tim@OreRockOn.com
WWW: http://OreRockOn.com
See naked fish and rocks!
- -
------------------------------
Date: Wed, 16 Feb 2000 02:48:58 -0500
From: "Tom Worley" <stkguru@netside.net>
Subject: Re: [CANSLIM] I'm back (still think I'm a high risk nut)
Poncho,
I really do try to be civil here, but it would seem that you
haven't taken the time to understand the tone of this group.
It is a CANSLIM group, that means to one degree or another,
we are all trying to learn, use or apply Wm O'Neil's
philosophy on investing. And one of the elements of that
style of investing is earnings growth accelerating faster
than other stocks.
Promoting a bulletin board listed, foreign penny stock here
shows me that you are either naive and new to investing,
stupid, or a stock promoter. Personally, I suspect the
latter as your writing does not suggest stupid nor innocent
and naive.
Altho I anticipated the results, I went thru the drill,
since I happen to be one of the few CANSLIM proponents that
also favors small and microcap stocks. I have been known to
play (and usually lose money on) penny stocks, including a
few bulletin board stocks. I started with DGO (that's Daily
Graphs Online, a WON product). No surprise, it didn't find
your "gem". So I switched to my live quotes service, already
suspecting this "gem" was a BB stock. No surprise, it
confirmed it. So then I wanted to check out all the great
news you tell us about, sadly, none of the several services
that I use, that are so reliable at bringing up news on all
the other legitimate stocks I check, could seem to find much
info. In fact, the closest I came to actual data was one
quote service that showed the last trade at 37 cents, quite
a distance from the 70 cents you talk about. And it's
usually a very reliable quote service, even on bulletin
board penny stocks. Hummmm, maybe a stale quote? Maybe.
Maybe not. Maybe just it last traded the bid, with the
notorious spread many BB stocks carry, esp when they are a
"pump and dump" promotional feature.
I have always encouraged members to post, and stop lurking.
I guess I must qualify that in the future to only refer to
those really trying to learn and apply CANSLIM.
By the way, Poncho, have you bought a copy of HTMMIS and
started reading it yet?? Have you even taken the time to
learn what HTMMIS is?
Bottom line, I flunk Emergo with a solid E. It won't be on
my watch list this Christmas.
Tom Worley
stkguru@netside.net
chat with me at ICQ # 5568838
get ICQ software at http://www.icq.com/icqhomepage.html
- ----- Original Message -----
From: Poncho Dasantos <the1poncho@hotmail.com>
To: <canslim@lists.xmission.com>
Sent: Tuesday, February 15, 2000 1:39 PM
Subject: [CANSLIM] I'm back (still think I'm a high risk
nut)
When I listed off the stocks I was buying they look to be
more like high
stakes gambling than smart investing. Well one I have been
buying since
before Christmas looks like its going to go over the DLR
mark very soon.
When I posted it here a couple of weeks ago it was at around
0.44 to 0.50
today its sitting at 0.70 hitting as high as 0.90. It makes
Internet TV
stations in a box with very little compitition and with a
solid rep. they
have done work for Direct TV, and CNN to name a few, check
out Emergo I got
in a o.34 :) and I'm still buying it at 0.70, because the
story has not been
fully told about this company but when they start doing
Investors relations
this puppy is going to really fly, look at how good its
going without any
promotion at all..........
______________________________________________________
Get Your Private, Free Email at http://www.hotmail.com
- -
- -
------------------------------
End of canslim-digest V2 #824
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