AW: [CANSLIM] Market


From: Andreas Himmelreich <judgejimmy@web.de>
Subject: AW: [CANSLIM] Market
Date: Sat, 5 Jan 2002 16:34:12 +0100

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Yep, once in a while I ask my selft if I should stick to CANSLIM.

I was hot on DFXI, CHKP and a lots of other EPS 99ers 2 months ago, why not go into them
just on a projection point of view?

But I guess that is easier if you have a whole fund and be able to spread to 50 Shares or more. In
a portfolio you do not want to project on 8 Shares from a projection or conviction point of view, but
I am not sure here.

Whatever, I will stick to what works for me now best and that is CANSLIM with some individual changes to it.

> -----Ursprungliche Nachricht-----
> Von:	Tom Worley [SMTP:stkguru@netside.net]
> Gesendet am:	Saturday, January 05, 2002 1:54 AM
> An:	canslim@lists.xmission.com
> Betreff:	Re: [CANSLIM] Market
> 
> For what it's worth, Andreas, my Virtual Reality fund has several of the
> ones you mention (TTIL, bought non-CANSLIM now up 73%, GISX up 14.5%).
> 
> 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 10:43 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
> > 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,
> > 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
> > >
> > > Andreas,
> > >
> > > Curious why you kicked out RYL and SIDE, since both appear to be winners
> and
> > > worth holding, IMO.
> > >
> > > 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
> > >
> > >
> > > > 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?
> > > > > >
> > > > > > -
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