Re: [CANSLIM] TOL

From: "Tom Worley" <stkguru@netside.net>
Subject: Re: [CANSLIM] TOL
Date: Sat, 22 Dec 2001 09:19:50 -0500
Previous Article (by Date): RE: [CANSLIM] TOL "Surindra"
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MessageHi Surindra,

My aging 486 is on the verge of retirement, and knows it. So for the =
past week it decided to crash the modem every minute or so, made it =
tough staying online. Thursday, it also dumped the modem data, including =
the dial up number. Thanks to the discussions on the virus which =
infected some of the group, I deleted a kernel file, and now working =
better, tho not perfect.=20

My new Dell 8200 Pentium (1.9 gigahertz processor) is sitting here in =
the cartons just waiting for me to assemble the new computer stand. =
Hopefully this weekend it will be operational. I did my part for the =
economy this month, in addition to the new computer one cat cost me over =
$1,000 in vet bills!! And I sent cash to my kids for Christmas, so they =
can boost their local economy as well (part of my global perspective).=20

Tom Worley
stkguru@netside.net
AIM: TexWorley

  ----- Original Message -----=20
  From: Surindra=20
  To: canslim@lists.xmission.com=20
  Sent: Saturday, December 22, 2001 8:36 AM
  Subject: RE: [CANSLIM] TOL


  Hello Tom:
  =20
  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?
  =20
  Regards
  =20
  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 -----=20
      From: Katherine Malm=20
      To: canslim@lists.xmission.com=20
      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 -----=20
        From: J. David Stem=20
        To: canslim@lists.xmission.com=20
        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?
        =20
        Dave

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<HTML><HEAD><TITLE>Message</TITLE>
<META content=3D"text/html; charset=3Diso-8859-1" =
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<DIV><FONT size=3D2>Hi Surindra,</FONT></DIV>
<DIV>&nbsp;</DIV>
<DIV><FONT size=3D2>My aging 486 is on the verge of retirement, and =
knows it. So=20
for the past week it decided to crash the modem every minute or so, made =
it=20
tough staying online. Thursday, it also dumped the modem data, including =
the=20
dial up number. Thanks to the discussions on the virus which infected =
some of=20
the group, I deleted a kernel file, and now working better, tho not =
perfect.=20
</FONT></DIV>
<DIV>&nbsp;</DIV>
<DIV><FONT size=3D2>My new Dell 8200 Pentium (1.9 gigahertz processor) =
is sitting=20
here in the cartons just waiting for me to assemble the new computer =
stand.=20
Hopefully this weekend it will be operational. I did my part for the =
economy=20
this month, in addition to the new computer one cat cost me over $1,000 =
in vet=20
bills!! And I sent cash to my kids for Christmas, so they can boost =
their local=20
economy as well (part of my global perspective). </FONT></DIV>
<DIV>&nbsp;</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"BORDER-LEFT: #000000 2px solid; MARGIN-LEFT: 5px; MARGIN-RIGHT: =
0px; PADDING-LEFT: 5px; PADDING-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 href=3D"mailto:surindra@yahoo.com" =
title=3Dsurindra@yahoo.com>Surindra</A>=20
  </DIV>
  <DIV style=3D"FONT: 10pt arial"><B>To:</B> <A=20
  href=3D"mailto:canslim@lists.xmission.com"=20
  title=3Dcanslim@lists.xmission.com>canslim@lists.xmission.com</A> =
</DIV>
  <DIV style=3D"FONT: 10pt arial"><B>Sent:</B> Saturday, December 22, =
2001 8:36=20
  AM</DIV>
  <DIV style=3D"FONT: 10pt arial"><B>Subject:</B> RE: [CANSLIM] =
TOL</DIV>
  <DIV><BR></DIV>
  <DIV><SPAN class=3D200313413-22122001>Hello Tom:</SPAN></DIV>
  <DIV><SPAN class=3D200313413-22122001></SPAN>&nbsp;</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>&nbsp;</DIV>
  <DIV><SPAN class=3D200313413-22122001>Regards</SPAN></DIV>
  <DIV><SPAN class=3D200313413-22122001></SPAN>&nbsp;</DIV>
  <DIV><SPAN class=3D200313413-22122001>Surindra</SPAN></DIV>
  <BLOCKQUOTE dir=3Dltr style=3D"MARGIN-RIGHT: 0px">
    <DIV></DIV>
    <DIV align=3Dleft class=3DOutlookMessageHeader dir=3Dltr =
lang=3Den-us><FONT=20
    face=3DTahoma size=3D2>-----Original Message-----<BR><B>From:</B> <A =

    =
href=3D"mailto:owner-canslim@lists.xmission.com">owner-canslim@lists.xmis=
sion.com</A>=20
    [<A=20
    =
href=3D"mailto:owner-canslim@lists.xmission.com">mailto:owner-canslim@lis=
ts.xmission.com</A>]=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>&nbsp;</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>&nbsp;</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"BORDER-LEFT: #000000 2px solid; MARGIN-LEFT: 5px; =
MARGIN-RIGHT: 0px; PADDING-LEFT: 5px; PADDING-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 href=3D"mailto:kmalm@earthlink.net" =
title=3Dkmalm@earthlink.net>Katherine=20
      Malm</A> </DIV>
      <DIV style=3D"FONT: 10pt arial"><B>To:</B> <A=20
      href=3D"mailto:canslim@lists.xmission.com"=20
      title=3Dcanslim@lists.xmission.com>canslim@lists.xmission.com</A> =
</DIV>
      <DIV style=3D"FONT: 10pt arial"><B>Sent:</B> Thursday, December =
20, 2001=20
      8:10 AM</DIV>
      <DIV style=3D"FONT: 10pt arial"><B>Subject:</B> Re: [CANSLIM] =
TOL</DIV>
      <DIV><BR></DIV>
      <DIV>High Dave,</DIV>
      <DIV>&nbsp;</DIV>
      <DIV>It looks to me as though TOL broke out on 12/12. But in =
truth, I have=20
      a hard time believing the homebuilders have enough oomph left in =
them to=20
      go much further; TOL, in particular, since it specializes in high =
end=20
      homes. If you look back on the industry, the real run is behind =
them. It=20
      started when the Fed started easing, and this is a typical =
reaction for=20
      the group. Also, it is common for interest rate sensitive groups =
such as=20
      homebuilders to lead out of a bear market. They often mark the =
transition=20
      from bear to new bull. It has been a bit confounding, however, as =
they=20
      seemed to have done well *while* the bear was going on. (I suppose =
a false=20
      signal with respect to timing.) I was puzzled when they fell apart =
earlier=20
      this summer. But this current run is corresponding more directly =
with=20
      other economic indicators such as an apparent bottoming in =
economically=20
      sensitive commodities, etc., and seems to point to a transitional =
period=20
      in the market.</DIV>
      <DIV>&nbsp;</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>&nbsp;</DIV>
      <DIV>Katherine</DIV>
      <BLOCKQUOTE dir=3Dltr=20
      style=3D"BORDER-LEFT: #000000 2px solid; MARGIN-LEFT: 5px; =
MARGIN-RIGHT: 0px; PADDING-LEFT: 5px; PADDING-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 href=3D"mailto:jdavidstem@msn.com" =
title=3Djdavidstem@msn.com>J. David=20
        Stem</A> </DIV>
        <DIV style=3D"FONT: 10pt arial"><B>To:</B> <A=20
        href=3D"mailto:canslim@lists.xmission.com"=20
        =
title=3Dcanslim@lists.xmission.com>canslim@lists.xmission.com</A> </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=20
        to me... low PE, 36 M shares, A's across the board.&nbsp; 97 =
EPS, 83=20
        RS.&nbsp; It's just broken out of a cup on very strong volume, =
yet,=20
        alas, there's no handle</FONT><FONT face=3DArial =
size=3D2>.&nbsp; Anyone=20
        have any thoughts/experience with patterns of this =
sort?</FONT></DIV>
        <DIV><FONT face=3DArial size=3D2></FONT>&nbsp;</DIV>
        <DIV><FONT face=3DArial=20
  =
size=3D2>Dave</FONT></DIV></BLOCKQUOTE></BLOCKQUOTE></BLOCKQUOTE></BLOCKQ=
UOTE></BODY></HTML>

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