Go to Jeff Salisbury LWGate Home Page.From: "Surindra" <surindra@yahoo.com>
Subject: RE: [CANSLIM] TOL
Date: Sat, 22 Dec 2001 08:36:04 -0500
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Hello Tom:
May be it is the right time to buy a new computer and stimulate the
economy a little bit. Do you still have the antique 466 or moved to
Pentium yet?
Regards
Surindra
- -----Original Message-----
From: owner-canslim@lists.xmission.com
[mailto:owner-canslim@lists.xmission.com] On Behalf Of Tom Worley
Sent: Saturday, December 22, 2001 12:08 AM
To: canslim@lists.xmission.com
Subject: Re: [CANSLIM] TOL
Hi Katherine,
Watch my comments in WWW this weekend (assuming my PC doesn't fail me
again) for some insight on the homebuilders and the economy.
Tom Worley
stkguru@netside.net
AIM: TexWorley
- ----- Original Message -----
From: Katherine <mailto:kmalm@earthlink.net> Malm
To: canslim@lists.xmission.com
Sent: Thursday, December 20, 2001 8:10 AM
Subject: Re: [CANSLIM] TOL
High Dave,
It looks to me as though TOL broke out on 12/12. But in truth, I have a
hard time believing the homebuilders have enough oomph left in them to
go much further; TOL, in particular, since it specializes in high end
homes. If you look back on the industry, the real run is behind them. It
started when the Fed started easing, and this is a typical reaction for
the group. Also, it is common for interest rate sensitive groups such as
homebuilders to lead out of a bear market. They often mark the
transition from bear to new bull. It has been a bit confounding,
however, as they seemed to have done well *while* the bear was going on.
(I suppose a false signal with respect to timing.) I was puzzled when
they fell apart earlier this summer. But this current run is
corresponding more directly with other economic indicators such as an
apparent bottoming in economically sensitive commodities, etc., and
seems to point to a transitional period in the market.
All in all, I'd say my conclusion would be to keep from taking any
*risky* entries on the homebuilders.
Katherine
- ----- Original Message -----
From: J. David <mailto:jdavidstem@msn.com> Stem
To: canslim@lists.xmission.com
Sent: Thursday, December 20, 2001 12:01 AM
Subject: [CANSLIM] TOL
Going through DGO, the stock TOL stood out to me... low PE, 36 M shares,
A's across the board. 97 EPS, 83 RS. It's just broken out of a cup on
very strong volume, yet, alas, there's no handle. Anyone have any
thoughts/experience with patterns of this sort?
Dave
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<DIV><SPAN class=3D200313413-22122001>Hello Tom:</SPAN></DIV>
<DIV><SPAN class=3D200313413-22122001></SPAN> </DIV>
<DIV><SPAN class=3D200313413-22122001>May be it is the right time to buy =
a new=20
computer and stimulate the economy a little bit. Do you still have the =
antique=20
466 or moved to Pentium yet?</SPAN></DIV>
<DIV><SPAN class=3D200313413-22122001></SPAN> </DIV>
<DIV><SPAN class=3D200313413-22122001>Regards</SPAN></DIV>
<DIV><SPAN class=3D200313413-22122001></SPAN> </DIV>
<DIV><SPAN class=3D200313413-22122001>Surindra</SPAN></DIV>
<BLOCKQUOTE dir=3Dltr style=3D"MARGIN-RIGHT: 0px">
<DIV></DIV>
<DIV class=3DOutlookMessageHeader lang=3Den-us dir=3Dltr =
align=3Dleft><FONT=20
face=3DTahoma size=3D2>-----Original Message-----<BR><B>From:</B>=20
owner-canslim@lists.xmission.com =
[mailto:owner-canslim@lists.xmission.com]=20
<B>On Behalf Of </B>Tom Worley<BR><B>Sent:</B> Saturday, December 22, =
2001=20
12:08 AM<BR><B>To:</B> canslim@lists.xmission.com<BR><B>Subject:</B> =
Re:=20
[CANSLIM] TOL<BR><BR></FONT></DIV>
<DIV><FONT size=3D2>Hi Katherine,</FONT></DIV>
<DIV> </DIV>
<DIV><FONT size=3D2>Watch my comments in WWW this weekend (assuming my =
PC=20
doesn't fail me again) for some insight on the homebuilders and the=20
economy.</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 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=3Dkmalm@earthlink.net =
href=3D"mailto:kmalm@earthlink.net">Katherine=20
Malm</A> </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> Thursday, December 20, =
2001 8:10=20
AM</DIV>
<DIV style=3D"FONT: 10pt arial"><B>Subject:</B> Re: [CANSLIM] =
TOL</DIV>
<DIV><BR></DIV>
<DIV>High Dave,</DIV>
<DIV> </DIV>
<DIV>It looks to me as though TOL broke out on 12/12. But in truth, =
I have a=20
hard time believing the homebuilders have enough oomph left in them =
to go=20
much further; TOL, in particular, since it specializes in high end =
homes. If=20
you look back on the industry, the real run is behind them. It =
started when=20
the Fed started easing, and this is a typical reaction for the =
group. Also,=20
it is common for interest rate sensitive groups such as homebuilders =
to lead=20
out of a bear market. They often mark the transition from bear to =
new bull.=20
It has been a bit confounding, however, as they seemed to have done =
well=20
*while* the bear was going on. (I suppose a false signal with =
respect to=20
timing.) I was puzzled when they fell apart earlier this summer. But =
this=20
current run is corresponding more directly with other economic =
indicators=20
such as an apparent bottoming in economically sensitive commodities, =
etc.,=20
and seems to point to a transitional period in the market.</DIV>
<DIV> </DIV>
<DIV>All in all, I'd say my conclusion would be to keep from taking =
any=20
*risky* entries on the homebuilders.</DIV>
<DIV> </DIV>
<DIV>Katherine</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=3Djdavidstem@msn.com =
href=3D"mailto:jdavidstem@msn.com">J. David=20
Stem</A> </DIV>
<DIV style=3D"FONT: 10pt arial"><B>To:</B> <A=20
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> Thursday, December =
20, 2001=20
12:01 AM</DIV>
<DIV style=3D"FONT: 10pt arial"><B>Subject:</B> [CANSLIM] =
TOL</DIV>
<DIV><BR></DIV>
<DIV><FONT face=3DArial size=3D2>Going through DGO, the stock TOL =
stood out to=20
me... low PE, 36 M shares, A's across the board. 97 EPS, 83=20
RS. It's just broken out of a cup on very strong volume, =
yet, alas,=20
there's no handle</FONT><FONT face=3DArial size=3D2>. Anyone =
have any=20
thoughts/experience with patterns of this sort?</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial=20
size=3D2>Dave</FONT></DIV></BLOCKQUOTE></BLOCKQUOTE></BLOCKQUOTE></BODY><=
/HTML>
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Next Article (by Author): Re: [CANSLIM] TOL "Tom Worley"
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