Go to Jeff Salisbury LWGate Home Page.From: "Katherine Malm" <kmalm@earthlink.net>
Subject: Re: [CANSLIM] Market
Date: Fri, 4 Jan 2002 10:10:09 -0600
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This is a multi-part message in MIME format. - ------=_NextPart_000_035C_01C19507.FD7CAA80 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable Andreas, Good point you're making about the industry strength. I think this is = the very phenomenon that is causing stocks like SIDE and RYL to pause. = These are cyclical industries and when high growth stock candidates = begin to shine, money rotates out of the cyclicals that have completed = their runs and into the high growth movers. Doesn't mean the SIDE and = RYL and their brethren will not continue to be highly profitable = businesses, just means that at some point their cycle slows and the = EPS/Rev's begin to deteriorate. That's why they're cyclicals, boom and = bust, back and forth, up and down. Only way to make real money on these = guys is to buy them at the bottom of the bust cycle, sell them at the = top of the boom. No real innovation to spur accelerating growth rates as = their are with real growth stocks and industries. Katherine ----- Original Message -----=20 From: Andreas Himmelreich=20 To: 'canslim@lists.xmission.com'=20 Sent: Friday, January 04, 2002 9:43 AM Subject: AW: [CANSLIM] Market Because from my point of view there are better waves (Industry Groups) = to ride right now. I sticked to ROOM (in since 4 Weeks), chart looks good and the IG = looks great. TELECOMMUNICATIONS-EQUIP COMPUTER SOFTWR-ENTERPSE INTERNET-E COMMERCE looked stronger to me then the BLDG-CONSTR PRODS/MISC and = BLDG-RESIDENT/COMMRCL. I do not say that BLDG-CONSTR PRODS/MISC and BLDG-RESIDENT/COMMRCL = will not run up more, but it seems that they are loosing RS (right now). = Next week that might be different. Got into TTIL, UTSI (yesterday), DFXI, FDS, and GAIA this week. Besides GAIA all nicely profitable (so far). DFXI I am in since 29.50 = (not a big gain here) and wait for=20 the breakout (that hopefully comes). I was in GISX the day before yesterday (15.40 !!!!!!) and then was = chickened out because of the 200% Dept. EVERYTHING ELSE WAS JUST PERFECT, DARRRRRRRRNNNN !!!! But hey, I choose this stock, so I must have made something right. The = only thing is,=20 that I should not put to much to the fundamentals (especially if only = one criteria out of a lot looks not so good). I even had a very tight SL (at 14.50) and this one would have not = touched. I did everything right besides the chicken thing. I will work on it = .... See you Andreas > -----Ursprungliche Nachricht----- > Von: Tom Worley [SMTP:stkguru@netside.net] > Gesendet am: Friday, January 04, 2002 3:10 PM > An: canslim@lists.xmission.com > Betreff: Re: [CANSLIM] Market >=20 > Andreas, >=20 > Curious why you kicked out RYL and SIDE, since both appear to be = winners and > worth holding, IMO. >=20 > Tom Worley > stkguru@netside.net > AIM: TexWorley > ----- Original Message ----- > From: "Andreas Himmelreich" <judgejimmy@web.de> > To: <canslim@lists.xmission.com> > Sent: Friday, January 04, 2002 6:04 AM > Subject: AW: [CANSLIM] Market >=20 >=20 > > I would go out very fast, not only a failed breakout and a retrace = to the > base but on > > very high volumne. The latest I would sell if it falls below 19.50 = ... > > > > I kicked out RYL last week and Side yesterday, since other = industries > > seem to come up. > > > > > -----Ursprungliche Nachricht----- > > > Von: Dan Forant [SMTP:dforant1@nycap.rr.com] > > > Gesendet am: Friday, January 04, 2002 2:00 AM > > > An: canslim@lists.xmission.com > > > Betreff: Re: [CANSLIM] Market > > > > > > I'm still holding onto AAON. Took off well but looks like a = collapse > like > > > many BO's lately. > > > > > > DanF > > > ----- Original Message ----- > > > From: "Andreas Himmelreich" <judgejimmy@web.de> > > > To: <canslim@lists.xmission.com> > > > Sent: Thursday, January 03, 2002 5:39 AM > > > Subject: [CANSLIM] Market > > > > > > > > > > Very Strange Day Yesterday! > > > > > > > > Big Caps rally, smal caps lag and do not react at all. > > > > Almost all Industry Groups that did good the last weeks had a = losing > day > > > and the other way around. > > > > Leading stocks did not behaive like they did the last weeks, = even some > > > failed BOs (AAON). > > > > > > > > Opinions? > > > > > > > > - > > > > -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. > > > > - > > -To subscribe/unsubscribe, email "majordomo@xmission.com" > > -In the email body, write "subscribe canslim" or > > -"unsubscribe canslim". Do not use quotes in your email. > > > > >=20 >=20 >=20 > - > -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. - ------=_NextPart_000_035C_01C19507.FD7CAA80 Content-Type: text/html; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable <!DOCTYPE HTML PUBLIC "-//W3C//DTD HTML 4.0 Transitional//EN"> <HTML><HEAD> <META http-equiv=3DContent-Type content=3D"text/html; = charset=3Diso-8859-1"> <META content=3D"MSHTML 5.50.4611.1300" name=3DGENERATOR> <STYLE></STYLE> </HEAD> <BODY bgColor=3D#ffffff> <DIV>Andreas,</DIV> <DIV> </DIV> <DIV>Good point you're making about the industry strength. I think this = is the=20 very phenomenon that is causing stocks like SIDE and RYL to pause. These = are=20 cyclical industries and when high growth stock candidates begin to = shine, money=20 rotates out of the cyclicals that have completed their runs and into the = high=20 growth movers. Doesn't mean the SIDE and RYL and their brethren will not = continue to be highly profitable businesses, just means that at some = point their=20 cycle slows and the EPS/Rev's begin to deteriorate. That's why they're=20 cyclicals, boom and bust, back and forth, up and down. Only way to make = real=20 money on these guys is to buy them at the bottom of the bust cycle, sell = them at=20 the top of the boom. No real innovation to spur accelerating growth = rates as=20 their are with real growth stocks and industries.</DIV> <DIV> </DIV> <DIV>Katherine</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=3Djudgejimmy@web.de href=3D"mailto:judgejimmy@web.de">Andreas = Himmelreich</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> Friday, January 04, 2002 = 9:43=20 AM</DIV> <DIV style=3D"FONT: 10pt arial"><B>Subject:</B> AW: [CANSLIM] = Market</DIV> <DIV><BR></DIV>Because from my point of view there are better waves = (Industry=20 Groups) to ride right now.<BR><BR>I sticked to ROOM (in since 4 = Weeks), chart=20 looks good and the IG looks = great.<BR><BR>TELECOMMUNICATIONS-EQUIP<BR>COMPUTER=20 SOFTWR-ENTERPSE<BR>INTERNET-E COMMERCE<BR><BR>looked stronger to me = then the=20 BLDG-CONSTR PRODS/MISC and BLDG-RESIDENT/COMMRCL.<BR>I do not say = that =20 BLDG-CONSTR PRODS/MISC and BLDG-RESIDENT/COMMRCL will<BR>not run up = more, but=20 it seems that they are loosing RS (right now). Next week that might be = different.<BR><BR>Got into TTIL, UTSI (yesterday), DFXI, FDS, and GAIA = this=20 week.<BR>Besides GAIA all nicely profitable (so far). DFXI I am in = since 29.50=20 (not a big gain here) and wait for <BR>the breakout (that hopefully=20 comes).<BR><BR>I was in GISX the day before yesterday (15.40 !!!!!!) = and then=20 was chickened out because of the 200% Dept.<BR>EVERYTHING ELSE WAS = JUST=20 PERFECT, DARRRRRRRRNNNN !!!!<BR>But hey, I choose this stock, so I = must have=20 made something right. The only thing is, <BR>that I should not put to = much to=20 the fundamentals (especially if only one criteria out of a lot looks = not so=20 good).<BR>I even had a very tight SL (at 14.50) and this one would = have not=20 touched.<BR>I did everything right besides the chicken thing. I will = work on=20 it ....<BR><BR>See you<BR><BR>Andreas<BR><BR><BR><BR>> = - -----Ursprungliche=20 Nachricht-----<BR>> Von: Tom Worley = [SMTP:stkguru@netside.net]<BR>>=20 Gesendet am: Friday, January 04, 2002 3:10 PM<BR>> An: <A=20 = href=3D"mailto:canslim@lists.xmission.com">canslim@lists.xmission.com</A>= <BR>>=20 Betreff: Re: [CANSLIM] Market<BR>> <BR>> Andreas,<BR>> = <BR>>=20 Curious why you kicked out RYL and SIDE, since both appear to be = winners=20 and<BR>> worth holding, IMO.<BR>> <BR>> Tom Worley<BR>> <A = href=3D"mailto:stkguru@netside.net">stkguru@netside.net</A><BR>> = AIM:=20 TexWorley<BR>> ----- Original Message -----<BR>> From: "Andreas=20 Himmelreich" <<A=20 href=3D"mailto:judgejimmy@web.de">judgejimmy@web.de</A>><BR>> = To: <<A=20 = href=3D"mailto:canslim@lists.xmission.com">canslim@lists.xmission.com</A>= ><BR>>=20 Sent: Friday, January 04, 2002 6:04 AM<BR>> Subject: AW: [CANSLIM]=20 Market<BR>> <BR>> <BR>> > I would go out very fast, not = only a=20 failed breakout and a retrace to the<BR>> base but on<BR>> > = very=20 high volumne. The latest I would sell if it falls below 19.50 = ...<BR>>=20 ><BR>> > I kicked out RYL last week and Side yesterday, since = other=20 industries<BR>> > seem to come up.<BR>> ><BR>> > = >=20 -----Ursprungliche Nachricht-----<BR>> > > Von: Dan Forant=20 [SMTP:dforant1@nycap.rr.com]<BR>> > > Gesendet am: Friday, = January=20 04, 2002 2:00 AM<BR>> > > An: <A=20 = href=3D"mailto:canslim@lists.xmission.com">canslim@lists.xmission.com</A>= <BR>>=20 > > Betreff: Re: [CANSLIM] Market<BR>> > ><BR>> > = >=20 I'm still holding onto AAON. Took off well but looks like a = collapse<BR>>=20 like<BR>> > > many BO's lately.<BR>> > ><BR>> = > >=20 DanF<BR>> > > ----- Original Message -----<BR>> > > = From:=20 "Andreas Himmelreich" <<A=20 href=3D"mailto:judgejimmy@web.de">judgejimmy@web.de</A>><BR>> = > >=20 To: <<A=20 = href=3D"mailto:canslim@lists.xmission.com">canslim@lists.xmission.com</A>= ><BR>>=20 > > Sent: Thursday, January 03, 2002 5:39 AM<BR>> > > = Subject:=20 [CANSLIM] Market<BR>> > ><BR>> > ><BR>> > > = >=20 Very Strange Day Yesterday!<BR>> > > ><BR>> > > = > Big=20 Caps rally, smal caps lag and do not react at all.<BR>> > > = >=20 Almost all Industry Groups that did good the last weeks had a = losing<BR>>=20 day<BR>> > > and the other way around.<BR>> > > > = Leading=20 stocks did not behaive like they did the last weeks, even some<BR>> = >=20 > failed BOs (AAON).<BR>> > > ><BR>> > > >=20 Opinions?<BR>> > > ><BR>> > > > -<BR>> > = >=20 > -To subscribe/unsubscribe, email "<A=20 = href=3D"mailto:majordomo@xmission.com">majordomo@xmission.com</A>"<BR>>= ; >=20 > > -In the email body, write "subscribe canslim" or<BR>> = > >=20 > -"unsubscribe canslim". Do not use quotes in your = email.<BR>>=20 > > ><BR>> > ><BR>> > ><BR>> > > = - -<BR>>=20 > > -To subscribe/unsubscribe, email "<A=20 = href=3D"mailto:majordomo@xmission.com">majordomo@xmission.com</A>"<BR>>= ; >=20 > -In the email body, write "subscribe canslim" or<BR>> > = >=20 -"unsubscribe canslim". Do not use quotes in your email.<BR>> = ><BR>> > -<BR>> > -To subscribe/unsubscribe, email "<A=20 = href=3D"mailto:majordomo@xmission.com">majordomo@xmission.com</A>"<BR>>= ; >=20 -In the email body, write "subscribe canslim" or<BR>> > = - -"unsubscribe=20 canslim". Do not use quotes in your email.<BR>> ><BR>>=20 ><BR>> <BR>> <BR>> <BR>> -<BR>> -To = subscribe/unsubscribe,=20 email "<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>-<BR>-To=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.</BLOCKQUOTE></BODY></HTML> - ------=_NextPart_000_035C_01C19507.FD7CAA80-- - - - -To subscribe/unsubscribe, email "majordomo@xmission.com" - -In the email body, write "subscribe canslim" or - -"unsubscribe canslim". Do not use quotes in your email.
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