From: owner-canslim-digest@lists.xmission.com (canslim-digest) To: canslim-digest@lists.xmission.com Subject: canslim-digest V2 #1349 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 Tuesday, May 8 2001 Volume 02 : Number 1349 In this issue: Re: [CANSLIM] left side of cup Re: EPIQ (was Re: [CANSLIM] ALLY Analysis + EPIQ article) [CANSLIM] IHSC - I don't understand RE: [CANSLIM] IHSC - I don't understand RE: [CANSLIM] IHSC - I don't understand [CANSLIM] TRR B/O [CANSLIM] HGS Watch List [CANSLIM] Re: TRR [CANSLIM] HTF - ESI Re: [CANSLIM] Re: TRR Re: [CANSLIM] Re: TRR Re: [CANSLIM] HTF - ESI Re: [CANSLIM] HTF - ESI Re: [CANSLIM] HGS Watch List Re: [CANSLIM] Re: TRR RE: [CANSLIM] was IHSC - now distribution days ---------------------------------------------------------------------- Date: Tue, 8 May 2001 10:43:04 EDT From: Spencer48@aol.com Subject: Re: [CANSLIM] left side of cup Tom: I imagine selling rule #1 is to sell if the stock's purchase price falls below 8%. But what is "selling rule #2"? In a message dated 5/8/2001 6:38:48 AM Eastern Daylight Time, stkguru@netside.net writes: << Unfortunately, there are no good short cuts to CANSLIM. It can be time consuming, all depending on how much time and effort you wish to commit. As for a checklist, C A N S L I M chart Selling Rule 1 Selling Rule 2 . >> - - - -To subscribe/unsubscribe, email "majordomo@xmission.com" - -In the email body, write "subscribe canslim" or - -"unsubscribe canslim". Do not use quotes in your email. ------------------------------ Date: Tue, 8 May 2001 11:24:56 -0400 From: asosis@ca.ibm.com Subject: Re: EPIQ (was Re: [CANSLIM] ALLY Analysis + EPIQ article) I bow you, the master. Tom, how do you find them? Anna "Tom Worley" @lists.xmission.com on 05/07/2001 10:00:08 PM Please respond to canslim@lists.xmission.com Sent by: owner-canslim@lists.xmission.com To: cc: Subject: EPIQ (was Re: [CANSLIM] ALLY Analysis + EPIQ article) J I can only smile when my babies are finally "discovered" two years later, and many dollars higher. Probably accounts for the heavy volume and new high today, that couldn't be sustained (closed a lousy dime higher!). Rats, I now am only up 387% in a year. OK, OK, I'll try to quit gloating. And remember that a few of my babies are still costing me money. Tom Worley stkguru@netside.net - ----- Original Message ----- From: To: Sent: Monday, May 07, 2001 2:49 PM Subject: Re: [CANSLIM] ALLY Analysis + EPIQ article Thank you Tim and Patric. Thank you everyone for your inputs on CHIC - I will write a bit more on the topic later. For all EPIQ followers you may want to take a look at this: http://wwwthestreet.com/funds/investing/1417212.html EPIQ is getting public attention now - this should pave the road to the next wave of price advances. (I have attached the article) Three Stocks for the Lean Times (Embedded image moved to file: pic18737.gif)By James Brookes-Avey Special to TheStreet.com 5/5/01 10:30 AM ET With everybody happy all of a sudden about the prospects for the market and the economy, what's an unreconstructed bear to do? Well, you can start by doing your homework and looking for stocks that will thrive in an economic rough patch. In fact, I've done some homework of my own, digging up three stocks that looked poised for strong performance. And if the economy turns south, they'll do even better. Banking on Bankruptcy Little-known Epiq Systems (EPIQ:Nasdaq - news) of Kansas City, Kan., is one company whose business model seems assured to benefit from a decelerating economy. Through an exclusive marketing alliance with Bank of America (BAC:NYSE - news), Epiq provides proprietary case management software to Chapter 7 (liquidation) personal bankruptcy trustees for free. In return, Epiq receives recurring revenue based, in part, upon a percentage of total deposited funds managed by each trustee during asset liquidation. Such deposit accounts can last for years, and the company has trustee relationships with $800 million of the estimated $3 billion worth of Chapter 7 assets managed at any one time. Similarly, Epiq's CasePower software is used by Chapter 13 (repayment plan) trustees and earns fees based on the number of cases trustees manage. Such monthly recurring revenue streams offer excellent earnings visibility going forward (another Epiq division helps corporate clients, like credit-card issuer Visa, secure, format and route business-critical data files). Chairman and CEO Thom Olofson, along with his son, Chris, the president and COO, have delivered steady growth, with revenue, net income and earnings per share all improving yearly since Epiq's low-profile 1997 IPO. Niche-oriented and thinly traded, Epiq remains largely unknown to investors. Yet it has consistently delivered robust growth, with top- and bottom-line three-year combined annual growth rates of 40% and 33%, respectively, based mostly on its bread-and-butter Chapter 7 software. Last year 1.25 million bankruptcies were filed, 70% of those under Chapter 7, and a slowing economy should precipitate more such filings. Epiq ranked 83rd on Forbes "200 Best Small Companies" list and ended 2000 with record revenue of $23.3 million, up 57% over the previous year's results. Net income ($2.6 million) and earnings per share (55 cents) were also records and surpassed their year-ago benchmarks by 43% and 45%, respectively. But the recent passage of the Bankruptcy Reform Act, the largest overhaul of the federal bankruptcy system in nearly 25 years, may cloud Epiq's immediate future. By tightening Chapter 7 filing requirements and shifting people into more onerous Chapter 13 settlements, the new law could alter Epiq's revenue mix. The strategy of pursuing Chapter 7 trustee market share served Epiq well; adjusting to lower-margin, document-intensive Chapter 13 work may prove challenging. However, Sue Johnson, Epiq's investor relations manager, argues that it may actually improve the company's earnings as it would replace so-called no-asset Chapter 7 liquidations with fee-producing Chapter 13 cases. Time will tell. Epiq's stock has had a smart run-up of late, more than doubling since the beginning of the year alone, and the company sports a lofty trailing price-to-earnings ratio of 68, but the stock still looks like a solid long-term buy. Starting Over or Starting Out Meeting the needs of those newly laid off, downsized, starting over or just plain starting out, is Rent-A-Center (RCII:Nasdaq - news). Based in Plano, Texas, Rent-A-Center is the leading operator in the rent-to-own market for items like televisions and refrigerators with 2,174 company-owned stores and through its ColorTyme subsidiary, 365 franchised units. Regardless of the Fed's interest-rate moves, the Nasdaq's convolutions or changes in the job market, people will always need their "stuff," and ways must be found to provide for it. Rent-A-Center caters to people with little or no credit, providing flexible rental-purchase agreements offering eventual ownership of modern household essentials (TVs, refrigerators, washer-dryers, computers, etc.) from high-quality brand names like Sony, Whirlpool and Dell. Rentals of home electronics account for 40% of the company's revenue, furniture and accessories 30%, appliances and computers 18% and 10%, respectively. Charge-offs from unrecoverable merchandise account for a mere 2.5% of revenue -- proving once again that the most conscientious bill payers are often those who have very little. Following a string of recent acquisitions, involving some 60 separate transactions, Rent-A-Center has emerged as the dominant player in this industry, with a 27% market share measured by store count. Serving a market estimated at 3.3 million U.S. households that are largely ignored by traditional retailers has paid off: Rent-A-Center boasts three-year combined annual growth rates in sales and earnings per share of 81% and 34%, respectively. Return on equity is 39% and gross margins are exceptional, standing at 92%. Rent-A-Center delivered record sales and net earnings in 2000 and seems likely to benefit from any continued economic uncertainty. Yet one price of the company's rapid growth has been a spate of lawsuits, some by former employees alleging gender and race discrimination. Peter Bates, vice president of finance, acknowledges this is terrible publicity for the company, but insists such complaints stem from disgruntled employees absorbed during acquisitions and subsequently laid off for underperformance. Investors should keep a wary eye on this matter because any legal judgment against the company could wreak havoc with earnings and seriously alienate the very customer base it has sought to cultivate. Rent-A-Center's shares closed at $39.75 Friday, up about 9% this year. The stock sports a trailing P/E of 13. Come Back to the Five & Dime At first glance, discount general merchandise retailers like Dollar Tree (DLTR :Nasdaq - news), 99 Cents Only (NDN:NYSE - news) and Family Dollar (FDO:NYSE - news) would seem like obvious beneficiaries for lean times. As their names imply, they appeal to price-conscious consumers. Yet these modern "five & dime" chains have suffered, too: Chesapeake, Va. - -based Dollar Tree lost a quarter of its market value on March 15 alone on an earnings warning. Reduced foot traffic due in part to heavy snows in the first quarter was extending into the second quarter, the company warned. (Another competitor, Dollar General (DG:NYSE - news), has suffered for a different reason: The company disclosed in April that it would have to restate earnings downward.) Dollar Tree's strip-center and mall-enclosed stores sell a wide variety of houseware, candy, food, toys and health and beauty products (much of it imported from China) in more than 1,700 stores in 36 states. Offering staples and impulse items, stores typically pay for themselves in 12 months, and the business was thought to be recession resistant. But by sticking to its $1 price point, analysts now fear Dollar Tree may be unable to deep discount slow-moving inventory, possibly delaying an earnings turnaround. Inexplicably, management seemed reluctant to discuss the company's prospects, despite past strong fundamentals. Dollar Tree shares are now more than 50% off their 52-week high of $48.25, closing Friday at $23.50. Are they nearing a turning point? - - - -To subscribe/unsubscribe, email "majordomo@xmission.com" - -In the email body, write "subscribe canslim" or - -"unsubscribe canslim". Do not use quotes in your email. ------------------------------ Date: Tue, 8 May 2001 08:54:04 -0700 From: "Jay Oken" Subject: [CANSLIM] IHSC - I don't understand This is a multi-part message in MIME format. - ------=_NextPart_000_0070_01C0D79C.6EDE3420 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable Can someone please explain to me why this is a canslim stock. Here are = the negatives that I see: 1. ROE of only 15% 2. Poor annual earnings (1999 was a down year and 2000 just matched = 1998 earnings) 3. Growth Rate of only 15% 4. Debt of 90% 5. SMR rating of C 6. Poor quarterly sales growth rate (13% or under for the last 4 = quarters) - ------=_NextPart_000_0070_01C0D79C.6EDE3420 Content-Type: text/html; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable
Can someone please explain to me why = this is a=20 canslim stock. Here are the negatives that I see:
 
1.    ROE of only = 15%
2.    Poor annual = earnings (1999 was=20 a down year and 2000 just matched 1998 earnings)
3.    Growth Rate of = only=20 15%
4.    Debt of = 90%
5.    SMR rating of = C
6.    Poor quarterly = sales growth=20 rate (13% or under for the last 4 quarters)
 
- ------=_NextPart_000_0070_01C0D79C.6EDE3420-- - - - -To subscribe/unsubscribe, email "majordomo@xmission.com" - -In the email body, write "subscribe canslim" or - -"unsubscribe canslim". Do not use quotes in your email. ------------------------------ Date: Tue, 8 May 2001 12:18:41 -0400 From: "Dave Rubin" Subject: RE: [CANSLIM] IHSC - I don't understand This is a multi-part message in MIME format. - ------=_NextPart_000_003B_01C0D7B9.04C75DB0 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: 7bit True, IHSC is not a pure CANSLIM pick. But in a good "M" you can get away with relaxing some of the rigid fundamental rules and take a chance on a good chart. IHSC has an 87 EPS and 96 RS rating. These are good numbers. IBD puts it into the Medical/Dental/Serv group but IHSC (and other companies in this group such as PPDI and DIAN) are more of a fit with the Medical-Outpatient/Hm Care group, which is #2 right now. Earnings growth has accellerated recently, with growth in the most recent quarter of over 80%. The chart is a very nice cup-handle, and was highlighted in last week's IBD Weekend Review. Volume yesterday was very good. The stock is making new highs. True, IHSC has flaws and does not fit all of the CANSLIM guidelines. But sometimes close is good enough to make money in a good market. -----Original Message----- From: owner-canslim@lists.xmission.com [mailto:owner-canslim@lists.xmission.com]On Behalf Of Jay Oken Sent: Tuesday, May 08, 2001 11:54 AM To: Canslim Subject: [CANSLIM] IHSC - I don't understand Can someone please explain to me why this is a canslim stock. Here are the negatives that I see: 1. ROE of only 15% 2. Poor annual earnings (1999 was a down year and 2000 just matched 1998 earnings) 3. Growth Rate of only 15% 4. Debt of 90% 5. SMR rating of C 6. Poor quarterly sales growth rate (13% or under for the last 4 quarters) - ------=_NextPart_000_003B_01C0D7B9.04C75DB0 Content-Type: text/html; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable
True, IHSC is not a pure CANSLIM pick. But in = a good=20 "M" you can get away with relaxing some of the rigid fundamental rules = and take=20 a chance on a good chart.
 
IHSC has an 87 EPS and 96 RS rating. These = are good=20 numbers. IBD puts it into the Medical/Dental/Serv group but IHSC (and = other=20 companies in this group such as PPDI and DIAN) are more of a fit with = the=20 Medical-Outpatient/Hm Care group, which is #2 right now. Earnings growth = has=20 accellerated recently, with growth in the most recent quarter of over=20 80%.
 
The chart is a very nice cup-handle, and was=20 highlighted in last week's IBD Weekend Review. Volume yesterday was very = good.=20 The stock is making new highs.
 
True, IHSC has flaws and does not fit all of = the=20 CANSLIM guidelines. But sometimes close is good enough to make money in = a good=20 market.
 
 
 -----Original = Message-----
From:=20 owner-canslim@lists.xmission.com = [mailto:owner-canslim@lists.xmission.com]On=20 Behalf Of Jay Oken
Sent: Tuesday, May 08, 2001 11:54=20 AM
To: Canslim
Subject: [CANSLIM] IHSC - I don't=20 understand

Can someone please explain to me why = this is a=20 canslim stock. Here are the negatives that I see:
 
1.    ROE of only = 15%
2.    Poor annual = earnings (1999=20 was a down year and 2000 just matched 1998 earnings)
3.    Growth Rate of = only=20 15%
4.    Debt of = 90%
5.    SMR rating of = C
6.    Poor quarterly = sales growth=20 rate (13% or under for the last 4 quarters)
 
- ------=_NextPart_000_003B_01C0D7B9.04C75DB0-- - - - -To subscribe/unsubscribe, email "majordomo@xmission.com" - -In the email body, write "subscribe canslim" or - -"unsubscribe canslim". Do not use quotes in your email. ------------------------------ Date: Tue, 08 May 2001 09:36:24 -0700 From: Tim Fisher Subject: RE: [CANSLIM] IHSC - I don't understand OTOH, why bother, with so many good candidates to choose from? And who's judgement should we use as to the state of "M". I see at least as many "prognosticators" saying this is just another Bear Market rally as those saying the bear is over. For now I'm 1) sticking with candidates with far better fundamentals than this one 2) sitting on a wad of cash until I see where the new leadership is coming from and 3) waiting to see if this rally holds (i.e. counting the distribution days). On 09:18 AM 5/8/01, Dave Rubin Said: >True, IHSC is not a pure CANSLIM pick. But in a good "M" you can get away >with relaxing some of the rigid fundamental rules and take a chance on a >good chart. > >IHSC has an 87 EPS and 96 RS rating. These are good numbers. IBD puts it >into the Medical/Dental/Serv group but IHSC (and other companies in this >group such as PPDI and DIAN) are more of a fit with the >Medical-Outpatient/Hm Care group, which is #2 right now. Earnings growth >has accellerated recently, with growth in the most recent quarter of over 80%. > >The chart is a very nice cup-handle, and was highlighted in last week's >IBD Weekend Review. Volume yesterday was very good. The stock is making >new highs. > >True, IHSC has flaws and does not fit all of the CANSLIM guidelines. But >sometimes close is good enough to make money in a good market. > > > -----Original Message----- >From: owner-canslim@lists.xmission.com >[mailto:owner-canslim@lists.xmission.com]On Behalf Of Jay Oken >Sent: Tuesday, May 08, 2001 11:54 AM >To: Canslim >Subject: [CANSLIM] IHSC - I don't understand > >>Can someone please explain to me why this is a canslim stock. Here are >>the negatives that I see: >> >>1. ROE of only 15% >>2. Poor annual earnings (1999 was a down year and 2000 just matched >>1998 earnings) >>3. Growth Rate of only 15% >>4. Debt of 90% >>5. SMR rating of C >>6. Poor quarterly sales growth rate (13% or under for the last 4 quarters) >> Tim Fisher Ore-Rock-On and Pacific Fishery Biologists WWW Sites Tim@OreRockOn.com WWW: http://OreRockOn.com See naked fish and rocks! - - - -To subscribe/unsubscribe, email "majordomo@xmission.com" - -In the email body, write "subscribe canslim" or - -"unsubscribe canslim". Do not use quotes in your email. ------------------------------ Date: Tue, 08 May 2001 10:22:44 -0600 From: DougC Subject: [CANSLIM] TRR B/O TRR is up 4 bucks on 4x vol. If it keeps this up over the next couple days and settles around 40 for a breather that would be fine by me. USPH seems to be resting around 1.5x the 50dma so I'm hoping TRR will do the same. If it gets there. CNTL looks like it wants to break out but might end up forming a handle at 19. That'll work for me. This is all counter to the general market. Even the RUT is slightly declining. - - - -To subscribe/unsubscribe, email "majordomo@xmission.com" - -In the email body, write "subscribe canslim" or - -"unsubscribe canslim". Do not use quotes in your email. ------------------------------ Date: Tue, 08 May 2001 09:43:37 -0700 From: Tim Fisher Subject: [CANSLIM] HGS Watch List - --=====================_437335307==_ Content-Type: text/plain; charset="us-ascii"; format=flowed Hopefully it is attached as a csv file. Otherwise, cut-and-paste into Excel. - --=====================_437335307==_ Content-Type: text/plain; charset="us-ascii" Content-Disposition: attachment; filename="Pubstka.csv" Stock,HGS Group,Scan Group,ERG,E,R,G,Curr G Speed,Prev G Speed,A/D,SMR,Growth,Curr Earn,Prev Earn,Curr Sales,Prev Sales,Proj Earn,Ians Box,Group,Exchange,Price,EPS Due,Date Added NVR,2,1,296,99,98,99,0,0,B,A,73,49,107,6,23,33,3,BUILD_RES,AMEX,185.25,7/25/01,11-Aug BZH,2,1,295,98,98,99,0,0,A,B,34,88,89,12,18,30,5,BUILD_RES,NYSE,62,7/25/01,26-Jan HOV,2,1,294,96,99,99,0,0,A,C,24,147,105,14,19,32,7,BUILD_RES,NYSE,17.39,6/7/01,9-Mar LEN,2,1,294,99,96,99,0,0,A,A,31,88,67,72,78,29,5,BUILD_RES,NYSE,44.7,6/20/01,22-Sep RYL,2,1,293,98,96,99,0,0,B,B,82,44,59,20,26,16,3,BUILD_RES,NYSE,51.96,7/25/01,20-Apr SHFL,1,1,292,97,98,97,0,0,A,A,40,31,69,32,43,23,6,LEIS_GAMES,NASD,27,5/22/01,12-Jan USPH,,1,292,94,99,99,0,0,A,A,20,67,50,23,22,31,8,MED_OUTPAT,NASD,25.99,5/15/01,15-Dec WBB,2,1,291,95,97,99,0,0,B,C,21,28,64,-14,-1,14,9,BUILD_RES,NYSE,39.07,7/25/01,27-Apr PHM,2,1,290,98,93,99,0,0,B,B,44,60,26,7,9,6,5,BUILD_RES,NYSE,43.65,7/25/01,23-Mar RLRN,1,1,290,97,98,95,26,20,A,A,37,25,80,25,27,24,6,COMPS_EDU,NASD,43.4,7/25/01,27-Apr TRR,,1,290,99,98,93,-3,-3,C,B,116,73,77,65,47,66,2,POLUTE_SERVICE,NYSE,32.2,5/10/01,4-May APL,2,1,289,99,99,91,15,13,A,A,294,900,933,196,223,37,1,O&G_PIPES,AMEX,36.6,5/10/01,27-Apr IGT,1,1,289,97,95,97,0,0,B,A,20,106,113,59,46,42,7,LEIS_GAMES,NYSE,55,7/20/01,26-Jan RJR,,1,289,94,97,98,0,0,B,C,61,27,25,2,3,17,3,TOBACCO,NYSE,61.73,7/20/01,23-Feb ACF,,1,286,99,98,89,-3,-3,A,A,47,71,58,67,58,58,5,FIN_CONSUMER,NYSE,47.2,8/3/01,30-Mar CPN,,1,285,99,93,93,8,9,B,A,61,329,200,422,306,66,1,ENER_OTH,NYSE,54.1,7/24/01,20-Apr PVA,,1,284,95,96,93,8,9,B,A,19,88,40,63,60,32,8,ENER_OTH,NYSE,40.9,7/19/01,20-Apr SGR,,1,284,94,98,92,14,23,B,B,26,27,41,97,178,41,6,METAL_PROCESS,NYSE,57.1,7/7/01,27-Apr SRCL,,1,284,96,95,93,-3,-3,C,B,67,32,30,10,46,28,3,POLUTE_SERVICE,NASD,42.85,8/3/01,23-Mar LNCR,,1,283,90,94,99,0,0,C,A,15,16,26,20,24,23,10,MED_OUTPAT,NASD,54.85,7/18/01,6-Oct NYCB,1,1,283,97,98,88,5,-10,A,A,22,136,50,202,99,40,7,BANK_NE,NASD,33.23,7/12/01,4-May CHBS,1,1,282,98,98,86,-3,0,A,A,75,56,86,50,44,21,2,RET_CLOTHES,NASD,37.64,6/14/01,5-Jan CHIC,1,1,282,97,99,86,-3,0,B,A,41,40,52,35,48,33,6,RET_CLOTHES,NASD,33.2,7/13/01,13-Apr HOTT,1,1,281,98,97,86,-3,0,B,A,93,33,55,48,50,20,3,RET_CLOTHES,NASD,33.28,5/15/01,5-Jan CTX,2,1,280,93,88,99,0,0,B,B,30,48,8,15,15,17,6,BUILD_RES,NYSE,43.73,7/25/01,27-Apr JNY,,1,280,98,93,89,-2,-2,A,A,31,136,58,5,4,20,4,TEXT_MFGRS,NYSE,43.91,4/26/01,9-Feb AEOS,1,1,279,96,97,86,-3,0,B,A,114,33,24,48,27,25,3,RET_CLOTHES,NASD,37.39,5/16/01,30-Mar CHS,1,1,278,99,93,86,-3,0,B,A,83,72,87,75,73,27,2,RET_CLOTHES,NYSE,42.64,5/25/01,13-Apr JEC,,1,278,87,96,95,4,7,A,C,16,14,10,15,15,13,10,BUILD_HEAVY,NYSE,66.34,7/18/01,27-Apr USLB,1,1,275,96,99,80,1,-3,A,A,46,75,133,88,124,15,5,COMM_MISC,NASD,13.79,5/9/01,4-May ALLY,1,4,274,78,99,97,0,0,A,-,NA,180,700,15,2,-,7,LEIS_GAMES,NASD,24.16,5/5/01,9-Mar PPDI,1,2,271,95,99,77,12,32,B,A,37,107,11,31,17,35,4,MEDDEN_SERV,NASD,60.63,7/19/01,4-May PENN,1,1,270,90,83,97,0,0,B,A,25,25,18,102,101,26,6,LEIS_GAMES,NASD,16.5,7/25/01,4-May HSIC,1,2,268,94,96,78,-8,-3,B,C,206,37,18,7,4,15,3,MEDDEN_SUPP,NASD,37.63,5/1/01,4-May TTI,1,4,268,78,96,94,-1,2,A,C,NA,600,200,43,40,102,7,O&F_FIELD,NYSE,25.15,7/21/01,26-Jan ESI,1,2,267,95,96,76,-3,-8,A,A,18,25,122,16,21,18,9,COMM_SCHOOL,NYSE,35.79,7/13/01,27-Apr ATK,1,1,265,86,96,83,-3,-4,B,B,15,14,18,-11,-2,14,10,ELEC_MILITARY,NYSE,95.5,5/11/00,26-Jan CEC,2,2,265,94,94,77,-4,-7,B,A,59,29,14,15,13,29,3,RET_REST,NYSE,48.5,7/18/01,27-Apr FED,,2,265,96,93,76,0,-11,B,A,38,43,34,24,23,22,6,FIN_S&L,NYSE,30.5,7/27/01,20-Apr KNGT,,1,265,87,91,87,0,-1,A,A,24,22,13,29,16,18,10,TRANS_TRUCK,NASD,27.01,4/22/00,5-Jan APOL,1,2,264,98,90,76,-3,-8,B,A,36,40,40,22,24,14,6,COMM_SCHOOL,NASD,36.62,6/27/01,27-Apr BPFH,1,1,263,80,95,88,5,-10,B,A,18,40,-17,-*,56,16,9,BANK_NE,NASD,20.3,7/20/01,4-May DIAN,1,2,263,96,90,77,12,32,A,B,40,53,47,21,23,39,5,MEDDEN_SERV,NASD,43,7/21/01,4-May APPB,2,2,262,92,93,77,-4,-7,B,A,18,21,13,13,5,14,10,RET_REST,NASD,43.5,4/26/01,27-Apr DME,,2,262,91,95,76,0,-11,B,A,30,29,5,21,14,15,6,FIN_S&L,NYSE,34.15,7/12/01,20-Apr EDMC,1,2,261,95,90,76,-3,-8,B,A,45,25,21,21,19,24,6,COMM_SCHOOL,NASD,33.7,8/1/01,4-May FLIR,1,4,260,78,99,83,-3,-4,A,E,NA,200,112,38,19,NA,7,ELEC_MILITARY,NASD,14.6,8/15/01,27-Apr STRA,1,2,260,87,97,76,-3,-8,A,A,15,14,13,12,8,11,10,COMM_SCHOOL,NASD,42.05,7/25/01,27-Apr SKX,1,2,257,99,98,60,-10,-17,B,A,149,137,225,71,72,52,1,SHOES,NYSE,34.45,8/1/01,20-Apr WM,,2,257,93,88,76,0,-11,C,A,38,39,18,25,16,28,6,FIN_S&L,NYSE,50,7/19/01,20-Apr HECO,1,4,256,78,97,81,12,25,B,A,NA,600,999,17,22,4,7,O&G_USEXPL,NASD,12.46,5/10/01,20-Apr AAS,1,2,252,90,95,67,3,7,C,B,19,21,17,22,16,20,10,MED_WDRUG,NYSE,53.17,7/27/01,27-Apr UCOR,1,4,251,76,98,77,12,32,A,C,-10,200,999,29,39,-,7,MEDDEN_SERV,NASD,12,7/25/01,4-May TTEN,1,4,250,78,91,81,12,25,B,C,NA,978,338,311,374,34,7,O&G_USEXPL,NASD,17.19,5/17/01,27-Apr PFGC,2,2,249,93,92,64,-20,-2,C,C,18,31,24,25,23,20,9,RETWHL_FOOD,NASD,28,8/8/01,4-May GCO,1,2,247,93,94,60,-10,-17,C,A,20,31,44,28,26,17,9,SHOES,NYSE,27.1,5/23/01,20-Apr BWS,1,2,245,90,95,60,-10,-17,B,C,49,32,9,14,8,10,6,SHOES,NYSE,18.74,5/17/01,20-Apr - --=====================_437335307==_ Content-Type: text/plain; charset="us-ascii"; format=flowed Tim Fisher Ore-Rock-On and Pacific Fishery Biologists WWW Sites Tim@OreRockOn.com WWW: http://OreRockOn.com See naked fish and rocks! - --=====================_437335307==_-- - - - -To subscribe/unsubscribe, email "majordomo@xmission.com" - -In the email body, write "subscribe canslim" or - -"unsubscribe canslim". Do not use quotes in your email. ------------------------------ Date: Tue, 08 May 2001 09:56:39 -0700 From: Tim Fisher Subject: [CANSLIM] Re: TRR Nice catch, it's on my list. Will be watching to see if it comes down to +5% over the pivot, which I believe is $35.20. Tim Fisher Ore-Rock-On and Pacific Fishery Biologists WWW Sites Tim@OreRockOn.com WWW: http://OreRockOn.com See naked fish and rocks! - - - -To subscribe/unsubscribe, email "majordomo@xmission.com" - -In the email body, write "subscribe canslim" or - -"unsubscribe canslim". Do not use quotes in your email. ------------------------------ Date: Tue, 08 May 2001 10:05:33 -0700 From: Tim Fisher Subject: [CANSLIM] HTF - ESI A textbook HTF, formed from 4/27 through 5/4. Trying to break out of it today. Discl: I was in on the previous b/o. P.S. USPH - resting? I see five straight days of gains. I am cranking up my stop another 20% as a result. THis one is getting rather lofty, IMHO. Tim Fisher Ore-Rock-On and Pacific Fishery Biologists WWW Sites Tim@OreRockOn.com WWW: http://OreRockOn.com See naked fish and rocks! - - - -To subscribe/unsubscribe, email "majordomo@xmission.com" - -In the email body, write "subscribe canslim" or - -"unsubscribe canslim". Do not use quotes in your email. ------------------------------ Date: Tue, 08 May 2001 10:18:04 -0700 From: Tim Fisher Subject: Re: [CANSLIM] Re: TRR Whoa, that was quick! Put in a limit order at 35.20 & it executed in minutes. Must have already been trading near there, or is dropping fast. What was that about catching a falling knife? Oh right, it might cut you... On 09:56 AM 5/8/01, Tim Fisher Said: >Nice catch, it's on my list. Will be watching to see if it comes down to >+5% over the pivot, which I believe is $35.20. > >Tim Fisher >Ore-Rock-On and Pacific Fishery Biologists WWW Sites > >Tim@OreRockOn.com >WWW: http://OreRockOn.com >See naked fish and rocks! > > >- >-To subscribe/unsubscribe, email "majordomo@xmission.com" >-In the email body, write "subscribe canslim" or >-"unsubscribe canslim". Do not use quotes in your email. Tim Fisher Ore-Rock-On and Pacific Fishery Biologists WWW Sites Tim@OreRockOn.com WWW: http://OreRockOn.com See naked fish and rocks! - - - -To subscribe/unsubscribe, email "majordomo@xmission.com" - -In the email body, write "subscribe canslim" or - -"unsubscribe canslim". Do not use quotes in your email. ------------------------------ Date: Tue, 08 May 2001 12:37:48 -0600 From: DougC Subject: Re: [CANSLIM] Re: TRR Last check around 12:30MST it was at 36.48 so your timing was pretty good. Maybe you should try day trading. At 10:18 AM 5/8/01 -0700, you wrote: >Whoa, that was quick! Put in a limit order at 35.20 & it executed in >minutes. Must have already been trading near there, or is dropping fast. >What was that about catching a falling knife? Oh right, it might cut you... > >On 09:56 AM 5/8/01, Tim Fisher Said: >>Nice catch, it's on my list. Will be watching to see if it comes down to >>+5% over the pivot, which I believe is $35.20. >> >>Tim Fisher >>Ore-Rock-On and Pacific Fishery Biologists WWW Sites >> >>Tim@OreRockOn.com >>WWW: http://OreRockOn.com >>See naked fish and rocks! >> >> >>- >>-To subscribe/unsubscribe, email "majordomo@xmission.com" >>-In the email body, write "subscribe canslim" or >>-"unsubscribe canslim". Do not use quotes in your email. > >Tim Fisher >Ore-Rock-On and Pacific Fishery Biologists WWW Sites > >Tim@OreRockOn.com >WWW: http://OreRockOn.com >See naked fish and rocks! > > >- >-To subscribe/unsubscribe, email "majordomo@xmission.com" >-In the email body, write "subscribe canslim" or >-"unsubscribe canslim". Do not use quotes in your email. - - - -To subscribe/unsubscribe, email "majordomo@xmission.com" - -In the email body, write "subscribe canslim" or - -"unsubscribe canslim". Do not use quotes in your email. ------------------------------ Date: Tue, 8 May 2001 12:58:35 -0600 From: "Patrick Wahl" Subject: Re: [CANSLIM] HTF - ESI I don't think it quite qualifies, because it has an upward drift, a flag is more of a consolidation pattern, where price marks time or drifts down over a period of day, up to 2 weeks maybe. (IMHO anyway) On 8 May 01, at 10:05, Tim Fisher wrote: > A textbook HTF, formed from 4/27 through 5/4. Trying to break out of it > today. Discl: I was in on the previous b/o. > > P.S. USPH - resting? I see five straight days of gains. I am cranking up my > stop another 20% as a result. THis one is getting rather lofty, IMHO. > > Tim Fisher > Ore-Rock-On and Pacific Fishery Biologists WWW Sites > > Tim@OreRockOn.com > WWW: http://OreRockOn.com > See naked fish and rocks! > > > - > -To subscribe/unsubscribe, email "majordomo@xmission.com" > -In the email body, write "subscribe canslim" or > -"unsubscribe canslim". Do not use quotes in your email. - - - -To subscribe/unsubscribe, email "majordomo@xmission.com" - -In the email body, write "subscribe canslim" or - -"unsubscribe canslim". Do not use quotes in your email. ------------------------------ Date: Tue, 08 May 2001 12:44:14 -0700 From: Tim Fisher Subject: Re: [CANSLIM] HTF - ESI What I see is closing prices within a 1/4 pt, and range of 1 pt, for those days, all on moderate vol. The price drifted up before and after those days. This fits all definitions of HTFs I have read. Bonus for you sticklers: It occurred at the end of a run-up from 30-35. Oh yeah and 4/27 is not part of the formation, was reading the Yahoo chart wrong. DateOpenHighLowCloseVolume 4-May-01363635.335.79204400 3-May-0135.4935.7534.9435.75149300 2-May-0135.535.534.435.49177100 1-May-0135.635.633535.5153600 30-Apr-0135.0535.7434.9935.6333000 On 11:58 AM 5/8/01, Patrick Wahl Said: >I don't think it quite qualifies, because it has an upward drift, a flag >is more of a consolidation pattern, where price marks time or drifts >down over a period of day, up to 2 weeks maybe. (IMHO anyway) > >On 8 May 01, at 10:05, Tim Fisher wrote: > > > A textbook HTF, formed from 4/27 through 5/4. Trying to break out of it > > today. Discl: I was in on the previous b/o. > > > > P.S. USPH - resting? I see five straight days of gains. I am cranking > up my > > stop another 20% as a result. THis one is getting rather lofty, IMHO. > > > > Tim Fisher > > Ore-Rock-On and Pacific Fishery Biologists WWW Sites > > > > Tim@OreRockOn.com > > WWW: http://OreRockOn.com > > See naked fish and rocks! > > > > > > - > > -To subscribe/unsubscribe, email "majordomo@xmission.com" > > -In the email body, write "subscribe canslim" or > > -"unsubscribe canslim". Do not use quotes in your email. > > > >- >-To subscribe/unsubscribe, email "majordomo@xmission.com" >-In the email body, write "subscribe canslim" or >-"unsubscribe canslim". Do not use quotes in your email. Tim Fisher Ore-Rock-On and Pacific Fishery Biologists WWW Sites Tim@OreRockOn.com WWW: http://OreRockOn.com See naked fish and rocks! - - - -To subscribe/unsubscribe, email "majordomo@xmission.com" - -In the email body, write "subscribe canslim" or - -"unsubscribe canslim". Do not use quotes in your email. ------------------------------ Date: Tue, 8 May 2001 13:22:18 -0700 From: "Perry Stanfield" Subject: Re: [CANSLIM] HGS Watch List Tim, I got your attachment fine. Thanks tons for getting it into spreadsheet format. Perry - ----- Original Message ----- From: "Tim Fisher" To: Sent: Tuesday, May 08, 2001 9:43 AM Subject: [CANSLIM] HGS Watch List > Hopefully it is attached as a csv file. Otherwise, cut-and-paste into Excel. > - ---------------------------------------------------------------------------- - ---- > Tim Fisher > Ore-Rock-On and Pacific Fishery Biologists WWW Sites > > Tim@OreRockOn.com > WWW: http://OreRockOn.com > See naked fish and rocks! - - - -To subscribe/unsubscribe, email "majordomo@xmission.com" - -In the email body, write "subscribe canslim" or - -"unsubscribe canslim". Do not use quotes in your email. ------------------------------ Date: Tue, 08 May 2001 12:55:11 -0700 From: Tim Fisher Subject: Re: [CANSLIM] Re: TRR Usually it picks me up on the way to failing the B/O or never comes down to pick up my limit. This time it traded down to my limit then went right back up. Good karma today? On 11:37 AM 5/8/01, DougC Said: >Last check around 12:30MST it was at 36.48 so your timing was pretty good. >Maybe you should try day trading. > >At 10:18 AM 5/8/01 -0700, you wrote: >>Whoa, that was quick! Put in a limit order at 35.20 & it executed in >>minutes. Must have already been trading near there, or is dropping fast. >>What was that about catching a falling knife? Oh right, it might cut you... >> >>On 09:56 AM 5/8/01, Tim Fisher Said: >>>Nice catch, it's on my list. Will be watching to see if it comes down to >>>+5% over the pivot, which I believe is $35.20. >>> >>>Tim Fisher >>>Ore-Rock-On and Pacific Fishery Biologists WWW Sites >>> >>>Tim@OreRockOn.com >>>WWW: http://OreRockOn.com >>>See naked fish and rocks! >>> >>> >>>- >>>-To subscribe/unsubscribe, email "majordomo@xmission.com" >>>-In the email body, write "subscribe canslim" or >>>-"unsubscribe canslim". Do not use quotes in your email. >> >>Tim Fisher >>Ore-Rock-On and Pacific Fishery Biologists WWW Sites >> >>Tim@OreRockOn.com >>WWW: http://OreRockOn.com >>See naked fish and rocks! >> >> >>- >>-To subscribe/unsubscribe, email "majordomo@xmission.com" >>-In the email body, write "subscribe canslim" or >>-"unsubscribe canslim". Do not use quotes in your email. > > >- >-To subscribe/unsubscribe, email "majordomo@xmission.com" >-In the email body, write "subscribe canslim" or >-"unsubscribe canslim". Do not use quotes in your email. Tim Fisher Ore-Rock-On and Pacific Fishery Biologists WWW Sites Tim@OreRockOn.com WWW: http://OreRockOn.com See naked fish and rocks! - - - -To subscribe/unsubscribe, email "majordomo@xmission.com" - -In the email body, write "subscribe canslim" or - -"unsubscribe canslim". Do not use quotes in your email. ------------------------------ Date: Tue, 8 May 2001 16:50:38 -0400 From: asosis@ca.ibm.com Subject: RE: [CANSLIM] was IHSC - now distribution days Does anyone remember how many distribution days we need? It seems to me that the rule is that after 3-4 distribution days we need to sell about 25% of the hodlings. Is this right? Anna Tim Fisher @lists.xmission.com on 05/08/2001 12:36:24 PM Please respond to canslim@lists.xmission.com Sent by: owner-canslim@lists.xmission.com To: canslim@lists.xmission.com cc: Subject: RE: [CANSLIM] IHSC - I don't understand OTOH, why bother, with so many good candidates to choose from? And who's judgement should we use as to the state of "M". I see at least as many "prognosticators" saying this is just another Bear Market rally as those saying the bear is over. For now I'm 1) sticking with candidates with far better fundamentals than this one 2) sitting on a wad of cash until I see where the new leadership is coming from and 3) waiting to see if this rally holds (i.e. counting the distribution days). On 09:18 AM 5/8/01, Dave Rubin Said: >True, IHSC is not a pure CANSLIM pick. But in a good "M" you can get away >with relaxing some of the rigid fundamental rules and take a chance on a >good chart. > >IHSC has an 87 EPS and 96 RS rating. These are good numbers. IBD puts it >into the Medical/Dental/Serv group but IHSC (and other companies in this >group such as PPDI and DIAN) are more of a fit with the >Medical-Outpatient/Hm Care group, which is #2 right now. Earnings growth >has accellerated recently, with growth in the most recent quarter of over 80%. > >The chart is a very nice cup-handle, and was highlighted in last week's >IBD Weekend Review. Volume yesterday was very good. The stock is making >new highs. > >True, IHSC has flaws and does not fit all of the CANSLIM guidelines. But >sometimes close is good enough to make money in a good market. > > > -----Original Message----- >From: owner-canslim@lists.xmission.com >[mailto:owner-canslim@lists.xmission.com]On Behalf Of Jay Oken >Sent: Tuesday, May 08, 2001 11:54 AM >To: Canslim >Subject: [CANSLIM] IHSC - I don't understand > >>Can someone please explain to me why this is a canslim stock. Here are >>the negatives that I see: >> >>1. ROE of only 15% >>2. Poor annual earnings (1999 was a down year and 2000 just matched >>1998 earnings) >>3. Growth Rate of only 15% >>4. Debt of 90% >>5. SMR rating of C >>6. Poor quarterly sales growth rate (13% or under for the last 4 quarters) >> Tim Fisher Ore-Rock-On and Pacific Fishery Biologists WWW Sites Tim@OreRockOn.com WWW: http://OreRockOn.com See naked fish and rocks! - - - -To subscribe/unsubscribe, email "majordomo@xmission.com" - -In the email body, write "subscribe canslim" or - -"unsubscribe canslim". Do not use quotes in your email. - - - -To subscribe/unsubscribe, email "majordomo@xmission.com" - -In the email body, write "subscribe canslim" or - -"unsubscribe canslim". Do not use quotes in your email. ------------------------------ End of canslim-digest V2 #1349 ****************************** 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.