http://www.2fords.net/joe/<= /DIV>

- ------=_NextPart_000_001B_01BD67F1.653CBAE0-- - - ------------------------------ Date: Wed, 15 Apr 1998 02:59:40 GMT From: musicant@autobahn.org (Dan Musicant) Subject: [CANSLIM] TMBS breaking out? Timberline advanced over 8% today on building volume, mostly late in the day (I heard). Earnings are due 4/16 (Thurs.) A.M. If they are good-excellent it could soar. I've heard that this issue is prone to runups at earnings time (typically before?), and this accounts for its recent behavior. Dan BTW, I've got some! - - ------------------------------ Date: Tue, 14 Apr 1998 22:41:29 -0500 From: Dave Cameron Subject: Re: [CANSLIM] THNK > Joe Scott wrote (with his usual disclaimer) on April 2: > > Time to have caught THNK would have been the 25th of Feb @ 10. ? > don't know a thing Could very well be, but buying when you sent this message (Apr 2) would have netted one a 25% gain in 8 trading days. This doesn't seem to me like you "don't know a thing". Regards, Dave Cameron - - ------------------------------ Date: Tue, 14 Apr 1998 22:52:05 -0500 From: Dave Cameron Subject: Re: [CANSLIM] Breakout DLJ Peter Christiansen wrote (on April 7): > > DLJ had a strong out today. Numbers look pretty good. Good call... if you're actually buying these - you'll be ready to buy Thailand one of these days. ;-) Dave Cameron > > Peter Christiansen > Chiang Mai - Thailand > > - - - ------------------------------ Date: Tue, 14 Apr 1998 23:01:37 -0500 From: Dave Cameron Subject: Re: [CANSLIM] PZZA (Was: Too Quiet) Patrick Wahl wrote: > > Ok Tom, here is one for you to look at - Pappa Johns (PZZA). It came > out of a long base on Thursday. 29 million shares, EPS 97, RS 67, > A/D B, P/E 43, growth rate 49%. I'm not sure this is quite new, but > their thing is that they make pizzas with fresh, quality ingedients, > their pizza is more expensive than what you would get from Dominos > (yetch), or others of that ilk, but also better tasting. > Nice follow through today... another lister who hopefully puts his money where his mouth is - both with the pizza and the stock. Hmm... I'm about ready for a midnight snack... Dave Cameron - - ------------------------------ Date: Tue, 14 Apr 1998 23:05:42 -0500 From: Dave Cameron Subject: Re: [CANSLIM] A few stocks OK... while I'm catching up on earlier recommendations. Patrick Wahl wrote: > > A quick run through Bigcharts and the DG turned up these stocks as > possible candidates, anyone interested needs to do more research, but > the charts at least looked interesting to me - > > Men Warehouse (SUIT), EPS 94, RS 77, GRS 97 Continues to base. > Excite (XCIT) EPS 45, RS 99, A/D A, Internet stock, no earnings but > fast growth rate. Yeep! Again, I hope you put money into this! You'll be off the list in no time, enjoying a rich retirement if you can be this timely! > Staples (SPLS) EPS 93, RS 85, GRS 88, A/D A, Shares 250 mil, so not a > small stock. Still... its movin' up! Dave Cameron > > - - - ------------------------------ Date: Tue, 14 Apr 1998 23:13:10 -0500 From: Dave Cameron Subject: Re: [CANSLIM] BNYN Tom Worley wrote: > > Looks like I called it right on Banyan, up 19% now. Tom, How did you possibly catch this - with such lousy earnings & sales trends. Dave Cameron - - ------------------------------ Date: Wed, 15 Apr 1998 00:21:49 EDT From: Mulack Subject: Re: [CANSLIM] BNYN Great call on BNYN. Congradulations. After the mess with your job you deserved this one. Hope you stayed in. Sincerely, Frank Mulack - - ------------------------------ Date: Tue, 14 Apr 1998 23:27:59 -0500 From: Paganini Subject: [CANSLIM] TLAB This is a cryptographically signed message in MIME format. - --------------msC6A0DEE4320DE5B688CF3173 Content-Type: text/plain; charset=us-ascii Content-Transfer-Encoding: 7bit I dunno if TLAB qualifies as CANSLIM but i have bought and held it for a while. i think it has broken a base recently and is moving up nicely... 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At 04:39 PM 4/14/98 -0500, you wrote:=20 > > According to CANSLIM=A0 if the stock goes +20% in LESS than 8 weeks,=A0 it should > be held for at least 8 weeks minimum, unless it violates the 8% max loss.= =A0=20 I believe WON also recommends that if your stock is up 15%, you should NEVER let it turn into a loss. Peter Christiansen=20 Chiang Mai - Thailand=20 - - ------------------------------ Date: Wed, 15 Apr 1998 11:38:32 +0000 From: Peter Christiansen Subject: Re: [CANSLIM] HYSW At 06:48 PM 4/14/98 -0800, you wrote: >You guys might want to look at Hyperion Software (HYSW), good >numbers, strong group, looks poised to breakout from a sound base. Hope you're correct. I bought it on 3/31 and am impatiently waiting for it to do something. Peter Christiansen Chiang Mai - Thailand - - ------------------------------ Date: Wed, 15 Apr 1998 11:45:48 +0000 From: Peter Christiansen Subject: Re: [CANSLIM] Breakout DLJ >Good call... if you're actually buying these - you'll be >ready to buy Thailand one of these days. ;-) > >Dave Cameron I can't buy them all. I did buy ADV recently, and it is acting well. Quite a few of my recent buys have shot up in a week, only to come back down just as quickly, stopping me out with a break even stop. I bought TWMC yesterday, and was stopped out today. It has been tough to make money and keep it. Peter Christiansen Chiang Mai - Thailand - - ------------------------------ Date: Tue, 14 Apr 1998 22:21:23 -0700 From: Mike Lucero Subject: RE: [CANSLIM] HYSW Me, too. I bought FLEXF six weeks ago as it was breaking out (I thought), and didn't cut it loose when went back into the base. I think it's finally broken out. Mike On Wednesday, April 15, 1998 4:39 AM, Peter Christiansen [SMTP:peterc@loxinfo.co.th] wrote: > At 06:48 PM 4/14/98 -0800, you wrote: > >You guys might want to look at Hyperion Software (HYSW), good > >numbers, strong group, looks poised to breakout from a sound base. > > Hope you're correct. I bought it on 3/31 and am impatiently waiting for it > to do something. > > Peter Christiansen > Chiang Mai - Thailand > > > - - ------------------------------ Date: Tue, 14 Apr 1998 23:09:10 -0700 From: Mike Lucero Subject: RE: [CANSLIM] When to take profits?? Tom, I'm sure you know this directly contradicts what's in the book. Under "Limit your losses to 7% or 8% of your cost" WON says (in bold print) "I am talking about cutting your loss when it is 7% or 8% below the price you paid. Once you are ahead and have a good profit, you can afford to, and should, allow the stock more than 7% or 8% room for normal fluctuations in price. Do *not* sell a stock just because it's off 7% to 8% from its peak price." Do you think he advises the amateurs one way and the institutions a different way? Mike On Thursday, April 09, 1998 11:17 AM, Tom Worley [SMTP:stkguru@netside.net] wrote: > Once you have gained some confidence and experience, and profits, then > you can start applying more subjective rules, the best of which is to > use a stop loss, and keep moving it up as the price increases. The > rules I was trained on by WON staffers was that once you were up 15%, > you moved your original stop loss (of 8% from your entry point) upward > to a stop loss of 8% from the current price. This way you protected > some of your profits, yet gave the stock some room to correct. If it > corrected more than 8% from the new highs, you were out. If it > continued moving higher, you moved your new stop loss higher. > > Tom W > > - - ------------------------------ Date: Wed, 15 Apr 1998 03:51:23 -0400 From: "Tom Worley" Subject: Re: [CANSLIM] Question about MDLK breakout. John and Joe, It's always a tough question knowing the right time to sell. For me, a lot depends on the quality of the chart, and the strength of the CS elements of the stock. Of course, the quality and quantity of the breakout also matters, as well as how the stock closes out the day. MDLK signalled a breakout on Thursday with very good volume, then followed thru on Monday. It not only set a substantially higher new high, but did so on heavy volume and closed close to the high of the day. It's making its move off a short base which consolidated recent gains, however it's past chart pattern has been to give back gains, the recent base being an exception as I read it. If I had gone back into it, I would likely sell the first day I didn't see it continuing higher (but then I tend to sell quicker on the second trip than on the first). A different example is BNYN. While it had huge volume (13X ADV) and closed at the high of the day, I still would have sold the same day I bot since it would have been nearly a 50% gain for the day, and there is a point where holding for a likely followthru would be both greedy and stupid, at least for me. Tom W - -----Original Message----- From: Joe Scott To: canslim@lists.xmission.com Date: Tuesday, April 14, 1998 5:40 PM Subject: Re: [CANSLIM] Question about MDLK breakout. That's the loaded question, should I hold, or take my profit. I was reviewing some of my trades and found a few that I gave back the gains, and ended up selling for a small loss, after being up almost 20%. I also found some that I sold to soon, that came back and went higher, that I sold for a push after holding for a couple of weeks, not wanting to sell for a loss after being up. I have a problem with patience, and selling too soon. That wouldn't be to bad if I sold while they were up, but I waited until they fell back then sold. - - ------------------------------ Date: Wed, 15 Apr 1998 04:02:12 -0400 From: "Tom Worley" Subject: Re: [CANSLIM] Re. Lycos (LCOS) I know from time to time we have had some of WON's staffers among our members, and David Ryan even lurked for a short time. I'm not aware of any current members on his staff. Internet stocks, and their valuations, is a pretty hot topic right now with the moves being made on top of already extremely high valuations and recent price moves. As just one example, look at the 7 pt move that XCIT made yesterday on an upgrade, on the heels of the move following YHOO beating earnings estimates. This is a stock with a mkt cap of over $1.25 billion, but with annual revenues just now topping $50 million. That's a very high ratio, and many in the group are far higher. Interesting to note that neither XCIT nor YHOO are in the DG books. Wonder what WON is saying to his institutional clients??? Tom W - -----Original Message----- From: JANSI1AUG1 To: CANSLIM@xmission.com Date: Tuesday, April 14, 1998 5:46 PM Subject: [CANSLIM] Re. Lycos (LCOS) > (I'm sending this to Canslim Digest so that those who want to can read >the article. I'm on AOL, and AOL carries IBD. IBD is also on the Internet, I >believe.) > > Tom: What a coincidence. IBD carries an article examining Internet >stocks, the subject being how to recognize a "blowoff" and when to sell out of >a stock's "buying frenzy". (Does this mean WON subscribes to the >CanslimDigest?) > > jans > > > >- > - - ------------------------------ Date: Wed, 15 Apr 1998 04:12:16 -0400 From: "Tom Worley" Subject: Re: [CANSLIM] BNYN They don't call me "Professor" and "guru" for nothing, Dave! Actually, while sales have not measurably improved, the bottom line appears to have finally been cleaned up, and the company returned to profitability. I spotted this one going thru NASDAQ highs, liked what I saw on the chart in terms of both the CS elements as well as the chart formation (long consolidation, maybe a saucer?, followed by a successful breakout and short consolidation at the new highs, with vol remaining heavy). I suspected institutional interest returning to it. Tom W - -----Original Message----- From: Dave Cameron To: canslim@lists.xmission.com Date: Wednesday, April 15, 1998 12:12 AM Subject: Re: [CANSLIM] BNYN >Tom Worley wrote: >> >> Looks like I called it right on Banyan, up 19% now. > >Tom, > >How did you possibly catch this - with such lousy earnings & sales trends. > >Dave Cameron > >- > - - ------------------------------ Date: Wed, 15 Apr 1998 04:06:36 -0400 From: "Tom Worley" Subject: Re: [CANSLIM] BNYN Unfortunately, it didn't look like it was going to move right away, and was busy checking other quotes and stuff. By the time I realized the significance of the heavy volume, I hesitated to chase it, not expecting such a huge move. Tom W - -----Original Message----- From: Mulack To: canslim@lists.xmission.com Date: Wednesday, April 15, 1998 12:20 AM Subject: Re: [CANSLIM] BNYN >Great call on BNYN. Congradulations. After the mess with your job you >deserved this one. Hope you stayed in. > >Sincerely, > >Frank Mulack > >- > - - ------------------------------ Date: Wed, 15 Apr 1998 04:26:25 -0400 From: "Tom Worley" Subject: Re: [CANSLIM] TMBS breaking out? Dan, I've been keeping my eye on TMBS for several months, and just never had the cash at the right time to try it. Thanks for reminding me about it, as I don't watch as many stocks these days. DG Online shows earnings due 4/17, but they don't confirm this with the company, just add a year to when they reported last year. One item you may have not noticed is that the present CEO is out May 1, I haven't checked news to see if a new one has yet been appointed, but WON has found that a new CEO frequently perks up a stock's performance. I didn't see an earnings forecast for 1998, did you find one? Tom W - -----Original Message----- From: Dan Musicant To: canslim@xmission.com Date: Tuesday, April 14, 1998 10:59 PM Subject: [CANSLIM] TMBS breaking out? Timberline advanced over 8% today on building volume, mostly late in the day (I heard). Earnings are due 4/16 (Thurs.) A.M. If they are good-excellent it could soar. I've heard that this issue is prone to runups at earnings time (typically before?), and this accounts for its recent behavior. Dan BTW, I've got some! - - - - ------------------------------ Date: Wed, 15 Apr 1998 04:32:52 -0400 From: "Tom Worley" Subject: Re: [CANSLIM] When to take profits?? I'm sure that the advice that WON gives his institutional clients would differ from what he might say at a free seminar open to the public and attended by individual investors. It's an entirely different community, with a vastly different level of experience, expertise, and time and staff to do homework. It's much like Connie being comfortable saying things to me, but not as comfortable with all members. He understands I will make my own decisions, and not blame him if my decision happens to jibe with what he says, but both of us end up being wrong. Critical to keeping a tighter stop on rising stocks is being able to follow and read the market, as well as recognize chart patterns. Without ALL of that, then a looser stop is probably better once you are up 15%. Tom W - -----Original Message----- From: Mike Lucero To: 'canslim@lists.xmission.com' Date: Wednesday, April 15, 1998 2:10 AM Subject: RE: [CANSLIM] When to take profits?? >Tom, > >I'm sure you know this directly contradicts what's in the book. Under >"Limit your losses to 7% or 8% of your cost" WON says (in bold print) > >"I am talking about cutting your loss when it is 7% or 8% below the price >you paid. Once you are ahead and have a good profit, you can afford to, and >should, allow the stock more than 7% or 8% room for normal fluctuations in >price. Do *not* sell a stock just because it's off 7% to 8% from its peak >price." > >Do you think he advises the amateurs one way and the institutions a >different way? > >Mike > > >On Thursday, April 09, 1998 11:17 AM, Tom Worley [SMTP:stkguru@netside.net] >wrote: >> Once you have gained some confidence and experience, and profits, then >> you can start applying more subjective rules, the best of which is to >> use a stop loss, and keep moving it up as the price increases. The >> rules I was trained on by WON staffers was that once you were up 15%, >> you moved your original stop loss (of 8% from your entry point) upward >> to a stop loss of 8% from the current price. This way you protected >> some of your profits, yet gave the stock some room to correct. If it >> corrected more than 8% from the new highs, you were out. If it >> continued moving higher, you moved your new stop loss higher. >> >> Tom W >> >> > >- > - - ------------------------------ Date: Wed, 15 Apr 1998 01:49:44 -0700 From: Mike Lucero Subject: [CANSLIM] NYSE New Highs Although the DOW hit a new high today, the NYSE composite didn't, and the NYSE New Highs indicator didn't either, it's trend still seems down. Mike - - ------------------------------ Date: Wed, 15 Apr 1998 05:17:33 -0400 From: "Tom Worley" Subject: Re: [CANSLIM] NYSE New Highs Another example of why the Dow 30 shouldn't be used for issues that matter, like circuit breakers (but then they are now designed as of today to be unlikely to ever again be tripped, so guess it doesn't matter after all). I prefer to use the Investors Daily 6000, S&P500 and NASDAQ Composite for a good overall view of the market action. These three all show the mkts consolidating for the past week, despite what the Dow 30 shows. Worth noting that the RS line on NASDAQ has been flat compared to the S&P500 since mid-Nov, and slightly below where it was prior to that. NYSE "new highs" doesn't need to hit a new record, in fact it's well away from that, but it does appear to have begun to increase again. Tom W - -----Original Message----- From: Mike Lucero To: 'canslim@lists.xmission.com' Date: Wednesday, April 15, 1998 4:49 AM Subject: [CANSLIM] NYSE New Highs >Although the DOW hit a new high today, the NYSE composite didn't, and the >NYSE New Highs indicator didn't either, it's trend still seems down. > >Mike > >- > - - ------------------------------ Date: Wed, 15 Apr 1998 07:51:59 EDT From: Mulack Subject: [CANSLIM] INVESTOR RESOURCES A good site for information on recent filings is www.disclosure-investor.com Hope this helps everybody. Frank - - ------------------------------ Date: Wed, 15 Apr 1998 07:55:00 -0400 From: "Tom Worley" Subject: [CANSLIM] TMBS Earnings Estimate Per Zack's, concensus for this year is 80 cents, and for the current qtr is 10 cents (down sharply sequentially from the 28 cents in Q4). At 10 cents it would still compare well for Q1 with a year ago, when they did 5 cents. But if the Q4 results have built up false expectations, there may be a "whisper nr" on the street that may be hard to match or beat. I think I will watch and wait for the results. Tom W - - ------------------------------ Date: Wed, 15 Apr 1998 08:26:11 -0400 From: Ari Lawson Subject: Re: [CANSLIM] ACF What do you guys think about ACF? I'm looking at the chart going back to last OCT. THANKS - - ------------------------------ Date: Wed, 15 Apr 1998 08:34:12 -0400 From: Ari Lawson Subject: Re: [CANSLIM] BNYN TOM, What do you think BNYN will do today? - - ------------------------------ Date: Wed, 15 Apr 1998 09:12:40 -0400 From: "Tom Worley" Subject: Re: [CANSLIM] BNYN trade OK, you didn't ask for sarcasm, I'm just a little annoyed with myself missing a sweet day trade. Technically, it should open up, then correct on profit taking. I haven't checked opening quotes yet, but they should be giving a clue by now. Tom W - -----Original Message----- From: Ari Lawson To: canslim@lists.xmission.com Cc: GURU@smtp2.erols.com Date: Wednesday, April 15, 1998 8:32 AM Subject: Re: [CANSLIM] BNYN >TOM, > What do you think BNYN will do today? > > >- > - - ------------------------------ Date: Wed, 15 Apr 1998 09:19:22 -0400 From: Ari Lawson Subject: Re: [CANSLIM] acf What do you think about acf? Thanks! - - ------------------------------ Date: Wed, 15 Apr 1998 09:23:46 -0400 From: olafur.josefsson@analog.com (Oli Josefsson) Subject: [CANSLIM] BNYN, QMRK ..... Greetings. Tom listed yesterday a few stocks he was adding to his watchlist, including BNYN and QMRK. According to YAHOO both BNYN and QMRK seem to be loosing money hand over fist at this point (negative profit margin and negative earnings, nonexisting P/E ratio (since earnings are less than 0). I have seen other members bring up such stocks also. Educate me here, but does not A and C in CANSLIM stand for Annual and Current earnings and these are supposed to be strong (certainly above 0, right). It surely may be worth while investing in such companies but how can they be considered CANSLIM candidates? I have not looked at the EPS rating of BNYN or QMRK but how can they be above 70-80 with negative earnings ? On another note, I am wondering what percentage of their portfolio people devote to CANSLIM. Do people have some core holdings of "blue chip" type of companies and/or mutual funds and then play CANSLIM with the rest ..? I have 3 portfolios (IRA, 401K and a regular account) and have certain non CANSLIM core holdings but I have not put a lot of thought in structuring my portfolios into CANSLIM vs nonCANSLIM. I find it actually hard to have more than one hat on, i.e. to mix investment styles, so perhaps I will just end up mixing mutual funds, and index fund and CANSLIM. Any thoughts ? I am also interested in hearing whether people invest differently in their 401K/IRA accounts vs their taxable accounts. CANSLIM will generate more sales than say a Peter Lynch type of approach of holding stocks through market corrections so perhaps CANSLIM is ideally suited for nontaxable 401K/IRA accounts. I am interested in "hearing" members' thoughts on this.... Thanks, Oli. - - ------------------------------ Date: Wed, 15 Apr 1998 09:24:08 -0400 From: Connie Mack Rea Subject: [CANSLIM] OBV/MF: STO & CACOA Members-- A couple of stocks survived the OBV/MF screen this morning: STO and CACOA. I will try to buy both at yesterday's close or the close plus a quarter. Remember to always take a look at the market before buying [or selling]. A relatively safe period to make a final decision is 9:50-10:05. Such precise times are, of course, arbitrary. However, it is wise to wait beyond the open to take positions. Believe some mentioned TMBS. Have traded the stock in the past. It looks nicely set for a conservative entry. Connie Mack - - ------------------------------ Date: Wed, 15 Apr 1998 09:21:30 -0400 From: Ari Lawson Subject: Re: [CANSLIM]GLYT Also what about GLYT? - - ------------------------------ Date: Wed, 15 Apr 1998 09:28:29 -0400 From: "Tom Worley" Subject: Re: [CANSLIM] BNYN Closed at 9.5, pre-opening quote 9 13/16 to 9.875, so a positive opening. Also noted that NASDAQ in the past two hours has screamed higher, up about a percent. Bodes well for techs. Tom W - -----Original Message----- From: Tom Worley To: CANSLIM Date: Wednesday, April 15, 1998 9:12 AM Subject: Re: [CANSLIM] BNYN >trade > >OK, you didn't ask for sarcasm, I'm just a little annoyed with myself >missing a sweet day trade. Technically, it should open up, then >correct on profit taking. I haven't checked opening quotes yet, but >they should be giving a clue by now. > >Tom W > >-----Original Message----- >From: Ari Lawson >To: canslim@lists.xmission.com >Cc: GURU@smtp2.erols.com >Date: Wednesday, April 15, 1998 8:32 AM >Subject: Re: [CANSLIM] BNYN > > >>TOM, >> What do you think BNYN will do today? >> >> >>- >> > > > >- > - - ------------------------------ Date: Wed, 15 Apr 1998 09:37:31 -0400 From: "Tom Worley" Subject: Re: [CANSLIM]GLYT CS elements look good, strong opening, but may be settling back. I would wait for volume to confirm. Tom W - -----Original Message----- From: Ari Lawson To: canslim@lists.xmission.com Cc: GLYT@smtp2.erols.com Date: Wednesday, April 15, 1998 9:23 AM Subject: Re: [CANSLIM]GLYT >Also what about GLYT? > > >- > - - ------------------------------ Date: Wed, 15 Apr 1998 08:00:05 -0600 From: jeff@scrooge.csd.sdl.usu.edu (Jeff Salisbury) Subject: [CANSLIM] Changing your canslim subscription This is a 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 two remedies for this problem: 1) You can leave our group, or 2) you can switch to the digest version which "conglomerates" many canslim messages into one large message. To change your configuration, 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@xmission.com Best Regards, Jeff Salisbury - CANSLIM list admin / owner - - ------------------------------ Date: Wed, 15 Apr 1998 10:01:09 -0400 From: Craig Griffin Subject: Re: [CANSLIM]GLYT At 09:21 AM 4/15/98 -0400, you wrote: >Also what about GLYT? Primary breakout on 4/3 with pivot point of 20.00. Secondary breakout yesterday with pivot of 21 1/2. It is extended by 5% and ok to buy up to 22 5/8 (21 1/2 * 1.05 = 22 5/8). Beyond that you are chasing it a bit. Any buy past 10% is too far extended to be chasing, no matter how good the market. (21 1/2 * 1.10 = 23.65). So at this point you have missed both breakouts if you are not in, but it may come back a bit and give you another chance within 5% of the pivot (and of course it may not). It is acting fine this morning. Tempting ... - - ------------------------------ Date: Wed, 15 Apr 1998 21:03:54 +0000 From: Peter Christiansen Subject: [CANSLIM] MTRS MTRS is making new highs on big volume. Peter Christiansen Chiang Mai - Thailand - - ------------------------------ Date: Wed, 15 Apr 1998 14:28:05 GMT From: musicant@autobahn.org (Dan Musicant) Subject: Re: [CANSLIM] TMBS breaking out? On Wed, 15 Apr 1998 04:26:25 -0400, you wrote: :Dan, I've been keeping my eye on TMBS for several months, and just :never had the cash at the right time to try it. Thanks for reminding :me about it, as I don't watch as many stocks these days. : :DG Online shows earnings due 4/17, but they don't confirm this with :the company, just add a year to when they reported last year. I saw a couple of people report that earnings would be released 4/16 at the Silicone Investor. One said in the AM. :One item you may have not noticed is that the present CEO is out May :1, I haven't checked news to see if a new one has yet been appointed, :but WON has found that a new CEO frequently perks up a stock's :performance. I didn't see an earnings forecast for 1998, did you find :one? :Tom W : It was announded some weeks ago that the two founders of the company were going to retire May 1. A long time insider was hand picked something like a year ago as the new CEO. The annual report describes the whole process in much detail. 1998 forecast figures are not available, far as I've seen. Dan - - ------------------------------ Date: Wed, 15 Apr 1998 11:29:32 -0700 From: Subject: [CANSLIM] AACE breaking out??? or over extended It is up 1 1/8 today already take a look and tell me what you think - - - - ------------------------------ Date: Wed, 15 Apr 1998 08:31:12 -0800 From: "Patrick Wahl" Subject: Re: [CANSLIM] HYSW > Date: Wed, 15 Apr 1998 11:38:32 +0000 > To: canslim@lists.xmission.com > > Hope you're correct. I bought it on 3/31 and am impatiently waiting for it > to do something. Looked it up again at the DG and they list earnings as due tomorrow, 4/16, so tomorrow might be the day. - - ------------------------------ Date: Wed, 15 Apr 1998 08:31:12 -0800 From: "Patrick Wahl" Subject: Re: [CANSLIM] BNYN, QMRK ..... > Date: Wed, 15 Apr 1998 09:23:46 -0400 > From: olafur.josefsson@analog.com (Oli Josefsson) > CANSLIM with the rest ..? I have 3 portfolios (IRA, 401K and a regular > account) and have certain non CANSLIM core holdings but I have not > put a lot of thought in structuring my portfolios into CANSLIM vs > nonCANSLIM. I find it actually hard to have more than one hat > on, i.e. to mix investment styles, so perhaps I will just end > up mixing mutual funds, and index fund and CANSLIM. Any thoughts ? I have two different IRA accounts, one I look for growth stocks, but time things a little bit differently, since I try to hold those stocks longer. I am more likely to buy on weakness for that account. I also have a mutual fund that does value type investing. I think that sort of diversification is a good idea since the market tends to reward different investing styles at different times. I can't figure out value, so a mutual fund is a good way to go. - - ------------------------------ End of canslim-digest V2 #188 ***************************** 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.