Go to Jeff Salisbury LWGate Home Page.From: "Katherine Malm" <kmalm@earthlink.net>
Subject: Re: [CANSLIM] ALLY
Date: Wed, 12 Dec 2001 07:53:16 -0600
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Tom,
Think he was talking about CACI in that comment. CACI develops logistics =
software for the military. But I think this is more about Clinton =
underspending on defense than about war. Already a theme going into =
2001.
Katherine
----- Original Message -----=20
From: Tom Worley=20
To: canslim@lists.xmission.com=20
Sent: Wednesday, December 12, 2001 8:33 AM
Subject: Re: [CANSLIM] ALLY=20
what do you see as the connection between gaming stocks, and war? =
Relief factor?
Tom Worley
stkguru@netside.net
AIM: TexWorley
----- Original Message -----=20
From: Tim Fisher=20
To: canslim@lists.xmission.com=20
Sent: Wednesday, December 12, 2001 9:28 AM
Subject: Re: [CANSLIM] ALLY=20
Maybe, but as long as there is the threat of more war I think it =
will do=20
fine. It has not broken its trading pattern - each B/O is followed =
by an=20
immediate drop into a higher base. I expected the same to happen =
this time=20
and it has. Guess where my stop is ;)
At 01:11 AM 12/12/2001 -0500, you wrote:
>Tim,
>
>By end of day, CACI trading range (both hi and low) were below =
yesterday.=20
>And even tho it closed up a little, volume was down, and well under =
ADV.
>
>Second thoughts at this point, in hindsight? Is it topping out =
short term?
>
>On INTV, serious damage on nearly 9X ADV, any reason? A serious =
"tail" in=20
>Katherine's terms. I have noticed a number of other telecom stocks =
with=20
>negative earnings forecasts for year 2002, surprising given the =
weak=20
>earnings results in 2001. Is there something fundamental going on =
in the=20
>industry with respect to the upcoming year?
>
>Tom Worley
><mailto:stkguru@netside.net>stkguru@netside.net
>AIM: TexWorley
>>----- Original Message -----
>>From: <mailto:Tim@orerockon.com>Tim Fisher
>>To: <mailto:canslim@lists.xmission.com>canslim@lists.xmission.com
>>Sent: Tuesday, December 11, 2001 11:48 AM
>>Subject: [CANSLIM] ALLY
>>
>>B/O this AM. Also CACI looking good altho this one is extended. =
Discl: I
>>own both. INTV: toilet-bound.
>>
>>Tim Fisher
>>Ore-ROCK-On Rockhounding Web Site
>>Pacific Fishery Biologists Information
>><mailto:tim@OreRockOn.com>mailto:tim@OreRockOn.com
>>WWW <http://OreRockOn.com>http://OreRockOn.com
>>
>>
>>-
>>-To subscribe/unsubscribe, email=20
>>"<mailto:majordomo@xmission.com>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 Rockhounding Web Site
>Pacific Fishery Biologists Information
>mailto:tim@OreRockOn.com
>WWW http://OreRockOn.com
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-To subscribe/unsubscribe, email "majordomo@xmission.com"
-In the email body, write "subscribe canslim" or
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<DIV><FONT face=3DArial size=3D2>Tom,</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2>Think he was talking about CACI in that =
comment.=20
CACI develops logistics software for the military. But I think this is =
more=20
about Clinton underspending on defense than about war. Already a theme =
going=20
into 2001.</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2>Katherine</FONT></DIV>
<BLOCKQUOTE dir=3Dltr=20
style=3D"PADDING-RIGHT: 0px; PADDING-LEFT: 5px; MARGIN-LEFT: 5px; =
BORDER-LEFT: #000000 2px solid; MARGIN-RIGHT: 0px">
<DIV style=3D"FONT: 10pt arial">----- Original Message ----- </DIV>
<DIV=20
style=3D"BACKGROUND: #e4e4e4; FONT: 10pt arial; font-color: =
black"><B>From:</B>=20
<A title=3Dstkguru@netside.net href=3D"mailto:stkguru@netside.net">Tom =
Worley</A>=20
</DIV>
<DIV style=3D"FONT: 10pt arial"><B>To:</B> <A =
title=3Dcanslim@lists.xmission.com=20
=
href=3D"mailto:canslim@lists.xmission.com">canslim@lists.xmission.com</A>=
</DIV>
<DIV style=3D"FONT: 10pt arial"><B>Sent:</B> Wednesday, December 12, =
2001 8:33=20
AM</DIV>
<DIV style=3D"FONT: 10pt arial"><B>Subject:</B> Re: [CANSLIM] ALLY =
</DIV>
<DIV><BR></DIV>
<DIV><FONT size=3D2>what do you see as the connection between gaming =
stocks, and=20
war? Relief factor?</FONT></DIV>
<DIV> </DIV>
<DIV>Tom Worley<BR><A=20
href=3D"mailto:stkguru@netside.net">stkguru@netside.net</A><BR>AIM:=20
TexWorley<BR></DIV>
<BLOCKQUOTE=20
style=3D"PADDING-RIGHT: 0px; PADDING-LEFT: 5px; MARGIN-LEFT: 5px; =
BORDER-LEFT: #000000 2px solid; MARGIN-RIGHT: 0px">
<DIV style=3D"FONT: 10pt arial">----- Original Message ----- </DIV>
<DIV=20
style=3D"BACKGROUND: #e4e4e4; FONT: 10pt arial; font-color: =
black"><B>From:</B>=20
<A title=3DTim@orerockon.com href=3D"mailto:Tim@orerockon.com">Tim =
Fisher</A>=20
</DIV>
<DIV style=3D"FONT: 10pt arial"><B>To:</B> <A =
title=3Dcanslim@lists.xmission.com=20
=
href=3D"mailto:canslim@lists.xmission.com">canslim@lists.xmission.com</A>=
=20
</DIV>
<DIV style=3D"FONT: 10pt arial"><B>Sent:</B> Wednesday, December 12, =
2001 9:28=20
AM</DIV>
<DIV style=3D"FONT: 10pt arial"><B>Subject:</B> Re: [CANSLIM] ALLY =
</DIV>
<DIV><BR></DIV>Maybe, but as long as there is the threat of more war =
I think=20
it will do <BR>fine. It has not broken its trading pattern - each =
B/O is=20
followed by an <BR>immediate drop into a higher base. I expected the =
same to=20
happen this time <BR>and it has. Guess where my stop is ;)<BR><BR>At =
01:11=20
AM 12/12/2001 -0500, you wrote:<BR>>Tim,<BR>><BR>>By end of =
day,=20
CACI trading range (both hi and low) were below yesterday. =
<BR>>And even=20
tho it closed up a little, volume was down, and well under=20
ADV.<BR>><BR>>Second thoughts at this point, in hindsight? Is =
it=20
topping out short term?<BR>><BR>>On INTV, serious damage on =
nearly 9X=20
ADV, any reason? A serious "tail" in <BR>>Katherine's terms. I =
have=20
noticed a number of other telecom stocks with <BR>>negative =
earnings=20
forecasts for year 2002, surprising given the weak <BR>>earnings =
results=20
in 2001. Is there something fundamental going on in the =
<BR>>industry=20
with respect to the upcoming year?<BR>><BR>>Tom =
Worley<BR>><<A=20
=
href=3D"mailto:stkguru@netside.net">mailto:stkguru@netside.net</A>><A =
=
href=3D"mailto:stkguru@netside.net">stkguru@netside.net</A><BR>>AIM:=20
TexWorley<BR>>>----- Original Message -----<BR>>>From: =
<<A=20
=
href=3D"mailto:Tim@orerockon.com">mailto:Tim@orerockon.com</A>>Tim=20
Fisher<BR>>>To: <<A=20
=
href=3D"mailto:canslim@lists.xmission.com">mailto:canslim@lists.xmission.=
com</A>><A=20
=
href=3D"mailto:canslim@lists.xmission.com">canslim@lists.xmission.com</A>=
<BR>>>Sent:=20
Tuesday, December 11, 2001 11:48 AM<BR>>>Subject: [CANSLIM]=20
ALLY<BR>>><BR>>>B/O this AM. Also CACI looking good =
altho this=20
one is extended. Discl: I<BR>>>own both. INTV:=20
toilet-bound.<BR>>><BR>>>Tim =
Fisher<BR>>>Ore-ROCK-On=20
Rockhounding Web Site<BR>>>Pacific Fishery Biologists=20
Information<BR>>><<A=20
href=3D"mailto:tim@OreRockOn.com">mailto:tim@OreRockOn.com</A>><A =
=
href=3D"mailto:tim@OreRockOn.com">mailto:tim@OreRockOn.com</A><BR>>>=
;WWW=20
<<A href=3D"http://OreRockOn.com">http://OreRockOn.com</A>><A=20
=
href=3D"http://OreRockOn.com">http://OreRockOn.com</A><BR>>><BR>>=
;><BR>>>-<BR>>>-To=20
subscribe/unsubscribe, email <BR>>>"<<A=20
=
href=3D"mailto:majordomo@xmission.com">mailto:majordomo@xmission.com</A>&=
gt;<A=20
=
href=3D"mailto:majordomo@xmission.com">majordomo@xmission.com</A>"<BR>>=
;>-In=20
the email body, write "subscribe canslim" =
or<BR>>>-"unsubscribe=20
canslim". Do not use quotes in your email.<BR>><BR>>Tim=20
Fisher<BR>>Ore-ROCK-On Rockhounding Web Site<BR>>Pacific =
Fishery=20
Biologists Information<BR>><A=20
=
href=3D"mailto:tim@OreRockOn.com">mailto:tim@OreRockOn.com</A><BR>>WWW=
<A=20
=
href=3D"http://OreRockOn.com">http://OreRockOn.com</A><BR><BR><BR>-<BR>-T=
o=20
subscribe/unsubscribe, email "<A=20
=
href=3D"mailto:majordomo@xmission.com">majordomo@xmission.com</A>"<BR>-In=
the=20
email body, write "subscribe canslim" or<BR>-"unsubscribe =
canslim". Do=20
not use quotes in your =
email.<BR></BLOCKQUOTE></BLOCKQUOTE></BODY></HTML>
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Next Article (by Date): Re: [CANSLIM] Dangerous Words Jerry Weiss
Previous Article (by Date): [CANSLIM] Dangerous Words "Katherine Malm"
Top of Thread: Re: [CANSLIM] ALLY "Tim Fisher"
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