Re: [CANSLIM] Diss Day

From: "Tom Worley" <stkguru@netside.net>
Subject: Re: [CANSLIM] Diss Day
Date: Mon, 14 Jan 2002 21:18:53 -0500

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Hi Andreas,

I have been cutting some of my positions lately, both the big winners as
well as some that look like they cannot get out of their own way. Sold the
last of my TTIL in my VR fund on a limit today, up just over 100% from the
average cost (2 non-CANSLIM buys on 8/6 and 10/15).  Should have done the
same on GISX while I still had a nice profit, now only up 5% and will likely
cut the position tomorrow. Still holding DOCC, unfortunately only a small
position, but with today now up over 100%. One thing I am noticing, which
may only be coincidence, is that some of my big winners with large mutual
fund ownership are getting hit the hardest right now. I expect to put even
more importance in the future in avoiding the ones already with a lot of
funds ownership.

The groups you mention trending up not only don't excite me, I don't trust
them for either leadership or staying power.

I suspect TTIL still has some juice left, but I bought it right (although
not with good CANSLIM basis), and not willing to give up good profits after
taking the risk.

Tom Worley
stkguru@netside.net
AIM: TexWorley
- ----- Original Message -----
From: "Andreas Himmelreich" <judgejimmy@web.de>
To: <canslim@lists.xmission.com>
Sent: Monday, January 14, 2002 8:04 PM
Subject: [CANSLIM] Diss Day


> Another Diss Day today.
>
> This is the 3rd  since 12/20/01 and the aprox. 11th since 10/03/01(follow
> through day, which was a great call by IBD by the way).
> 50 MA is not far (around 1950).
>
> My Portfolio (FDS, DFXI, TTIL, MME) is doing well, but my watchlist
> (Canslim stocks) get hammered since last Thursday (GISX, DYII, UTSI, ECTX
> etc.).
>
> Small Caps out of COMPUTER SFTWR-ENTERPRSE are doing well (DOCC) but
> elswere I can not find a lot new opportunities....
>
> Uptrending (that did well in the last days) Industry Groups --->
>
> BANKS-NORTHEAST (SIB, SASR, FMAR)
> RETAIL-MISC/DIVERSIFIED
> Retail Restaurants
>
> Do you find right now a lot of opportunities?
>
>
>
>
>
>
>
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>
>



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