Go to Jeff Salisbury LWGate Home Page.From: "Katherine Malm" <kmalm@earthlink.net>
Subject: Re: [CANSLIM]earnings reporting
Date: Tue, 15 Jan 2002 22:25:42 -0600
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Any question in anybody's mind why the Anderson Consulting group, now =
spun off as Accenture (ACN, by the way stands for Accent on the Future), =
wanted to distance themselves from the Mother Ship at Anderson? No =
dummies *there.*=20
Katherine
- ----- Original Message -----=20
From: Tom Worley=20
To: canslim@lists.xmission.com=20
Sent: Tuesday, January 15, 2002 10:32 PM
Subject: Re: [CANSLIM]earnings reporting
John, I read today in the local paper where several Sunbeam executives =
just settled a shareholder class action lawsuit for a measly $15 million =
so they can concentrate on defending themselves against an upcoming SEC =
charge of fraud regarding their accounting practices. Their auditor?? =
Andersen.
Tom Worley
stkguru@netside.net
AIM: TexWorley
----- Original Message -----=20
From: John Adair=20
To: canslim@lists.xmission.com=20
Sent: Tuesday, January 15, 2002 10:55 PM
Subject: RE: [CANSLIM]earnings reporting
I assume everyone uses earnings reports as a basic tool for =
evaluating a stock . Furthermore a stock 's relative strength is derived =
mostly from that earnings report. We have all heard about Enron. This =
morning I read Dollar General found a $100,000,000 "error "in their =
earnings report which would have changed their earnings from $.55 to =
$.65/ share . In the same local paper Sunbeam also reported a similar =
"error". I am of the opinion its time to become a squeaky wheel with our =
elected representatives. I know there will be hearings but likely no =
significant lasting changes unless it is demanded by the investing =
public. It is time to criminalize as well as penalize with punitive =
damages all misleading and erroneous accounting activity with the =
accountant as well as the board of directors and operating officers of =
the offending firm.
Lets let all of our elected representatives know just how big the =
investing community is. This is not a republican or democrat or a =
campaign contribution issue but an integrity in reporting of accounting =
issue. Wont you join me in contacting your elected representatives.
Sincerely=20
John R. Adair, M.D. Ret.
=20
-----Original Message-----
From: owner-canslim@lists.xmission.com =
[mailto:owner-canslim@lists.xmission.com]On Behalf Of Katherine Malm
Sent: Tuesday, January 15, 2002 9:04 AM
To: canslim@lists.xmission.com
Subject: Re: [CANSLIM] market direction/EFTs
=20
Sorry, that was a typo...It should have read 3/21/00 and should read =
(465 days). Thanks for pointing that out.
=20
Katherine
----- Original Message -----=20
From: Gyorgy Veszpremi=20
To: canslim@lists.xmission.com=20
Sent: Tuesday, January 15, 2002 9:01 AM
Subject: Re: [CANSLIM] market direction/EFTs
=20
Actually the bull market top was in March of 2000.=20
Katherine Malm wrote:=20
Here's a good way to look at the relative performance of the markets =
since key dates: I like to see these in bar chart view, but you can use =
line charts as well, as both are available: Look at comparisons from key =
dates to Friday's close (1/11/02): Bull market top: 3/21/2001 (202 =
days)Latest market peak: 5/21/2001 (160 days)Follow-thru day: 9/28/2001 =
(73 days) This will give you a comparison between Russell 2000 (small =
cap), MidCap, Large Cap, Naz100 (large cap tech), Dow and total market =
proxies:http://stockcharts.com/webcgi/wb.exe?Perf.web+IWM,MDY,QQQ,DIA,IYY=
There is a bar at the bottom of the chart that you can stretch to the =
days right and left that you want to consider once the chart is built. =
Roll your cursor over the chart and the key information for each index =
will pop up. This will give you a comparison between styles Sm Cap =
Growth, Mid Cap Growth, Lg Cap Growth,Sm Cap Val, Mid Cap Val, Lg Cap =
Val. Again, run these from the key date until today and you will be able =
to make your own conclusions about =
growth/value.http://stockcharts.com/webcgi/wb.exe?Perf.web+IJT,IJK,IVW,IJ=
S,IJJ,IVE For a more general comparison between growth, value, total =
market, try:http://stockcharts.com/webcgi/wb.exe?Perf.web+IWZ,IWW,IYY =
Katherine=20
----- Original Message -----
From: Ann
To: canslim@lists.xmission.com
Sent: Sunday, January 13, 2002 12:05 PM
Subject: Re: [CANSLIM] market direction/EFTs
Thanks for your response, Andreas. I think I see what you are =
saying.=20
I invested in a SmallCap EFT recently, and was wondering whether I =
should=20
have!=20
----- Original Message -----=20
From: "Andreas Himmelreich" <judgejimmy@web.de>=20
To: <canslim@lists.xmission.com>=20
Sent: Sunday, January 13, 2002 12:27 PM=20
Subject: AW: [CANSLIM] market direction=20
=20
: You do not have to buy stocks with high PEs. Just go into value =
and growth=20
and=20
: let the BOs of ultra High PE stocks fail.=20
:=20
: David Ryan says in Market Wizards that the PE (or the Value) is =
important=20
(even Won does not say it) for=20
: the probabillity of a good breakout.=20
:=20
: I do belive that the market right now differenciates, its not a =
nutty bull=20
market like in the 90s where=20
: everything went up, no matter its fundamentals (in some stages of =
the bull=20
market).=20
:=20
: But the market is not so bad, that it sends down all stocks, it=20
differenciates, thats all...=20
:=20
: I do actually not care about the market direction too much. The =
only=20
question that is interesting:=20
: Is there an area which is profitable? (so far only on the long =
side) There=20
where 100000s of long chances even in 2000 and 2001.=20
:=20
: Are there Industry Groups that set up a bull market for its member =
stocks?=20
If yes, money is around the corner. Pick it up and ride it.=20
: Just look at stuff like TARO, MDCI, AHMH, BZH in 2001...=20
:=20
: December was pretty much flat on the Indexes, but it was a great =
month for=20
a lot of canslim stocks.=20
:=20
: I acutally would like it if the Nasdaq would be still on 2000 =
Points at=20
the end of the year, as long=20
: fundamentally sound stocks go up and grap goes down.=20
:=20
: The only moment you have to be aware of is the moment gets so bad, =
that=20
nothing works, every Industry Group=20
: goes down pricewise, everything rolls over, no matter how good the =
fundamentals of the stocks. Then and only then=20
: it is time to get flat. In 2001 that was from August to the =
beginning of=20
October.=20
:=20
: Sorry to be so opinionated.=20
:=20
: Andreas=20
:=20
:=20
: > -----Ursprungliche Nachricht-----=20
: > Von: rolf hertenstein [SMTP:rolfh@mindspring.com]=20
: > Gesendet am: Sunday, January 13, 2002 5:54 PM=20
: > An: canslim@lists.xmission.com=20
: > Betreff: Re: [CANSLIM] market direction=20
: >=20
: > I'm still concerned about the overall market valuation, which =
remains=20
high.=20
: > Yes, as earnings improve, market P/Es should lower, assuming =
prices=20
: > don't accelerate faster than earnings improve.=20
: >=20
: > Even though WON gives little credence to P/Es, I'm adding a P=20
: > (CANSLIMP ?) for the time being. I think many investors will be =
spooked=20
: > by high P/Es (e.g., KKD) and tend towards solid companies with=20
relatively=20
: > low P/Es. Just one new investor's opinion.=20
: >=20
: > Rolf=20
: >=20
: > ----- Original Message -----=20
: > From: "Dan Forant" <dforant1@nycap.rr.com>=20
: > To: <canslim@lists.xmission.com>=20
: > Sent: Sunday, January 13, 2002 9:31 AM=20
: > Subject: Re: [CANSLIM] market direction=20
: >=20
: >=20
: > > I have been saying all along this is going to be a =
sloooooooowwwww,=20
: > > recovery. Well into the year. All we have to do is *read* the =
news. I=20
: > listen=20
: > > to a local analyst here named Larry King, he's with Smith =
Barney. A=20
few=20
: > > weeks ago he was calling for a quick market return. Just =
Friday he=20
changed=20
: > > course and now calls for growth but very slow. Analysts jobs =
from=20
: > brokerage=20
: > > houses are to soften the tone of bad news. They can even make =
it sound=20
: > good.=20
: > > Sure there are stocks out there that the savvy trader may =
pick, but on=20
: > > average not. It takes months to years for rate and tax cuts to =
filter=20
into=20
: > > the economy.=20
: > >=20
: > > DanF=20
: > >=20
: > >=20
: > > ----- Original Message -----=20
: > > From: "Kent Norman" <kent_norman@yahoo.com>=20
: > > To: "CANSLIM" <canslim@xmission.com>=20
: > > Sent: Sunday, January 13, 2002 10:11 AM=20
: > > Subject: [CANSLIM] market direction=20
: > >=20
: > >=20
: > > > Many "experts" are expecting the market to follow=20
: > > > tradition and rise in January and go flat to down for=20
: > > > a few months. Do you think this weeks 5 down days are=20
: > > > meaningful?=20
: > > >=20
: > > > I know WON says we don't need to be concerned with=20
: > > > where the market is heading, just where it is.=20
: > > >=20
: > > > So where is it? Is the party over? Should we all get=20
: > > > out of the pool?=20
: > > >=20
: > > > Kent Norman=20
: > > >=20
: > > >=20
: > > > =3D=3D=3D=3D=3D=20
: > > > Opportunities always look bigger going than coming.=20
: > > >=20
: > > > __________________________________________________=20
: > > > Do You Yahoo!?=20
: > > > Send FREE video emails in Yahoo! Mail!=20
: > > > http://promo.yahoo.com/videomail/=20
: > > >=20
: > > > -=20
: > > > -To subscribe/unsubscribe, email "majordomo@xmission.com"=20
: > > > -In the email body, write "subscribe canslim" or=20
: > > > -"unsubscribe canslim". Do not use quotes in your email.=20
: > > >=20
: > >=20
: > >=20
: > > -=20
: > > -To subscribe/unsubscribe, email "majordomo@xmission.com"=20
: > > -In the email body, write "subscribe canslim" or=20
: > > -"unsubscribe canslim". Do not use quotes in your email.=20
: > >=20
: >=20
: >=20
: > -=20
: > -To subscribe/unsubscribe, email "majordomo@xmission.com"=20
: > -In the email body, write "subscribe canslim" or=20
: > -"unsubscribe canslim". Do not use quotes in your email.=20
:=20
: -=20
: -To subscribe/unsubscribe, email "majordomo@xmission.com"=20
: -In the email body, write "subscribe canslim" or=20
: -"unsubscribe canslim". Do not use quotes in your email.=20
:=20
=20
-=20
-To subscribe/unsubscribe, email "majordomo@xmission.com"=20
-In the email body, write "subscribe canslim" or=20
-"unsubscribe canslim". Do not use quotes in your email.
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<DIV>Any question in anybody's mind why the Anderson Consulting group, =
now spun=20
off as Accenture (ACN, by the way stands for <STRONG>Accent</STRONG> on =
the=20
F<STRONG>uture</STRONG>), wanted to distance themselves from the =
Mother=20
Ship at Anderson? No dummies *there.* </DIV>
<DIV> </DIV>
<DIV>Katherine</DIV>
<DIV>----- Original Message ----- </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=20
style=3D"BACKGROUND: #e4e4e4; FONT: 10pt arial; font-color: =
black"><B>From:</B>=20
<A title=3Dstkguru@netside.net href=3D"mailto:stkguru@netside.net">Tom =
Worley</A>=20
</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>=
</DIV>
<DIV style=3D"FONT: 10pt arial"><B>Sent:</B> Tuesday, January 15, 2002 =
10:32=20
PM</DIV>
<DIV style=3D"FONT: 10pt arial"><B>Subject:</B> Re: [CANSLIM]earnings=20
reporting</DIV>
<DIV><BR></DIV>
<DIV><FONT face=3DArial>John, I read today in the local paper where =
several=20
Sunbeam executives just settled a shareholder class action lawsuit for =
a=20
measly $15 million so they can concentrate on defending themselves =
against an=20
upcoming SEC charge of fraud regarding their accounting practices. =
Their=20
auditor?? Andersen.</FONT></DIV>
<DIV> </DIV>
<DIV>Tom Worley<BR><A=20
href=3D"mailto:stkguru@netside.net">stkguru@netside.net</A><BR>AIM:=20
TexWorley</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=3Dxjadair@brightok.net =
href=3D"mailto:xjadair@brightok.net">John=20
Adair</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> Tuesday, January 15, =
2002 10:55=20
PM</DIV>
<DIV style=3D"FONT: 10pt arial"><B>Subject:</B> RE: =
[CANSLIM]earnings=20
reporting</DIV>
<DIV><BR></DIV>
<DIV class=3DSection1>
<P class=3DMsoNormal><SPAN class=3DEmailStyle18><FONT face=3DArial =
color=3Dnavy=20
size=3D2><SPAN=20
style=3D"FONT-SIZE: 10pt; FONT-FAMILY: Arial; mso-bidi-font-size: =
12.0pt">I=20
assume everyone uses earnings reports as a basic tool for evaluating =
a stock=20
. Furthermore a stock ‘s relative strength is derived mostly =
from that=20
earnings report. We <SPAN style=3D"mso-spacerun: =
yes"> </SPAN>have all=20
heard about Enron. This morning I read Dollar General found a =
$100,000,000=20
“error “in their earnings report which would have =
changed their earnings=20
from $.55 to $.65/ share . In the same local paper Sunbeam also =
reported a=20
similar “error”. I am of the opinion its time to become =
a squeaky wheel with=20
our elected representatives. I know there will be hearings but =
likely no=20
significant lasting changes unless it is demanded by the investing =
public.=20
It is time to criminalize as well as penalize with punitive <SPAN=20
style=3D"mso-spacerun: yes"> </SPAN>damages all misleading and =
erroneous=20
accounting activity with the accountant as well as the board of =
directors=20
and operating officers of the offending=20
firm.<o:p></o:p></SPAN></FONT></SPAN></P>
<P class=3DMsoNormal><SPAN class=3DEmailStyle18><FONT face=3DArial =
color=3Dnavy=20
size=3D2><SPAN=20
style=3D"FONT-SIZE: 10pt; FONT-FAMILY: Arial; mso-bidi-font-size: =
12.0pt">Lets=20
let all of our elected representatives know just how big the =
investing=20
community is. This is not a republican or democrat or a campaign=20
contribution issue but an integrity in reporting of accounting =
issue. Wont=20
you join me in contacting your elected=20
representatives.<o:p></o:p></SPAN></FONT></SPAN></P>
<P class=3DMsoNormal><SPAN class=3DEmailStyle18><FONT face=3DArial =
color=3Dnavy=20
size=3D2><SPAN=20
style=3D"FONT-SIZE: 10pt; FONT-FAMILY: Arial; mso-bidi-font-size: =
12.0pt">Sincerely=20
<o:p></o:p></SPAN></FONT></SPAN></P>
<P class=3DMsoNormal><SPAN class=3DEmailStyle18><FONT face=3DArial =
color=3Dnavy=20
size=3D2><SPAN=20
style=3D"FONT-SIZE: 10pt; FONT-FAMILY: Arial; mso-bidi-font-size: =
12.0pt">John=20
R. Adair, M.D. Ret.<o:p></o:p></SPAN></FONT></SPAN></P>
<P class=3DMsoNormal><SPAN class=3DEmailStyle18><FONT face=3DArial =
color=3Dnavy=20
size=3D2><SPAN=20
style=3D"FONT-SIZE: 10pt; FONT-FAMILY: Arial; mso-bidi-font-size: =
12.0pt"><![if =
!supportEmptyParas]><![endif]> <o:p></o:p></SPAN></FONT></SPAN></P>
<P class=3DMsoNormal style=3D"MARGIN-LEFT: 0.5in"><FONT =
face=3DTahoma color=3Dblack=20
size=3D2><SPAN=20
style=3D"FONT-SIZE: 10pt; COLOR: black; FONT-FAMILY: =
Tahoma">-----Original=20
Message-----<BR><B><SPAN style=3D"FONT-WEIGHT: =
bold">From:</SPAN></B>=20
owner-canslim@lists.xmission.com=20
[mailto:owner-canslim@lists.xmission.com]<B><SPAN=20
style=3D"FONT-WEIGHT: bold">On Behalf Of </SPAN></B>Katherine =
Malm<BR><B><SPAN=20
style=3D"FONT-WEIGHT: bold">Sent:</SPAN></B> Tuesday, January 15, =
2002 9:04=20
AM<BR><B><SPAN style=3D"FONT-WEIGHT: bold">To:</SPAN></B>=20
canslim@lists.xmission.com<BR><B><SPAN=20
style=3D"FONT-WEIGHT: bold">Subject:</SPAN></B> Re: [CANSLIM] market =
direction/EFTs</SPAN></FONT></P>
<P class=3DMsoNormal style=3D"MARGIN-LEFT: 0.5in"><FONT =
face=3D"Times New Roman"=20
size=3D3><SPAN=20
style=3D"FONT-SIZE: 12pt"><![if =
!supportEmptyParas]><![endif]> <o:p></o:p></SPAN></FONT></P>
<P class=3DMsoNormal style=3D"MARGIN-LEFT: 0.5in"><FONT =
face=3D"Times New Roman"=20
color=3Dblack size=3D3><SPAN style=3D"FONT-SIZE: 12pt; COLOR: =
black">Sorry, that=20
was a typo...It should have read 3/21/00 and should read (465 days). =
Thanks=20
for pointing that out.</SPAN></FONT><FONT color=3Dblack><SPAN=20
style=3D"COLOR: black; mso-color-alt: =
windowtext"><o:p></o:p></SPAN></FONT></P>
<P class=3DMsoNormal style=3D"MARGIN-LEFT: 0.5in"><FONT =
face=3D"Times New Roman"=20
color=3Dblack size=3D3><SPAN=20
style=3D"FONT-SIZE: 12pt; COLOR: black"> </SPAN></FONT><FONT=20
color=3Dblack><SPAN=20
style=3D"COLOR: black; mso-color-alt: =
windowtext"><o:p></o:p></SPAN></FONT></P>
<P class=3DMsoNormal style=3D"MARGIN-LEFT: 0.5in"><FONT =
face=3D"Times New Roman"=20
color=3Dblack size=3D3><SPAN=20
style=3D"FONT-SIZE: 12pt; COLOR: black">Katherine</SPAN></FONT><FONT =
color=3Dblack><SPAN=20
style=3D"COLOR: black; mso-color-alt: =
windowtext"><o:p></o:p></SPAN></FONT></P>
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style=3D"BORDER-RIGHT: medium none; PADDING-RIGHT: 0in; BORDER-TOP: =
medium none; PADDING-LEFT: 0in; PADDING-BOTTOM: 0in; MARGIN-LEFT: =
39.75pt; BORDER-LEFT: medium none; PADDING-TOP: 0in; BORDER-BOTTOM: =
medium none; mso-margin-top-alt: auto; mso-margin-bottom-alt: auto; =
mso-border-left-alt: solid black 1.5pt; mso-padding-alt: 0in 0in 0in =
4.0pt"><FONT=20
face=3DArial color=3Dblack size=3D2><SPAN=20
style=3D"FONT-SIZE: 10pt; COLOR: black; FONT-FAMILY: Arial">----- =
Original=20
Message ----- </SPAN></FONT><FONT face=3DArial color=3Dblack =
size=3D2><SPAN=20
style=3D"FONT-SIZE: 10pt; COLOR: black; FONT-FAMILY: Arial; =
mso-color-alt: windowtext"><o:p></o:p></SPAN></FONT></P>
<P class=3DMsoNormal=20
style=3D"BORDER-RIGHT: medium none; PADDING-RIGHT: 0in; BORDER-TOP: =
medium none; PADDING-LEFT: 0in; BACKGROUND: #e4e4e4; PADDING-BOTTOM: =
0in; MARGIN-LEFT: 39.75pt; BORDER-LEFT: medium none; PADDING-TOP: 0in; =
BORDER-BOTTOM: medium none; mso-margin-top-alt: auto; =
mso-margin-bottom-alt: auto; mso-border-left-alt: solid black 1.5pt; =
mso-padding-alt: 0in 0in 0in 4.0pt"><B><FONT=20
face=3DArial color=3Dblack size=3D2><SPAN=20
style=3D"FONT-WEIGHT: bold; FONT-SIZE: 10pt; COLOR: black; =
FONT-FAMILY: Arial">
<DIV style=3D"font-color: black">From:</SPAN></FONT></B><FONT =
face=3DArial=20
color=3Dblack size=3D2><SPAN=20
style=3D"FONT-SIZE: 10pt; COLOR: black; FONT-FAMILY: Arial"> <A=20
title=3DGyorgyV@rcmachine.com =
href=3D"mailto:GyorgyV@rcmachine.com">Gyorgy=20
Veszpremi</A> </SPAN></FONT></DIV><FONT face=3DArial color=3Dblack =
size=3D2><SPAN=20
style=3D"FONT-SIZE: 10pt; COLOR: black; FONT-FAMILY: Arial; =
mso-color-alt: windowtext"><o:p></o:p></SPAN></FONT>
<P></P>
<P class=3DMsoNormal=20
style=3D"BORDER-RIGHT: medium none; PADDING-RIGHT: 0in; BORDER-TOP: =
medium none; PADDING-LEFT: 0in; PADDING-BOTTOM: 0in; MARGIN-LEFT: =
39.75pt; BORDER-LEFT: medium none; PADDING-TOP: 0in; BORDER-BOTTOM: =
medium none; mso-margin-top-alt: auto; mso-margin-bottom-alt: auto; =
mso-border-left-alt: solid black 1.5pt; mso-padding-alt: 0in 0in 0in =
4.0pt"><B><FONT=20
face=3DArial color=3Dblack size=3D2><SPAN=20
style=3D"FONT-WEIGHT: bold; FONT-SIZE: 10pt; COLOR: black; =
FONT-FAMILY: Arial">To:</SPAN></FONT></B><FONT=20
face=3DArial color=3Dblack size=3D2><SPAN=20
style=3D"FONT-SIZE: 10pt; COLOR: black; FONT-FAMILY: Arial"> <A=20
title=3Dcanslim@lists.xmission.com=20
=
href=3D"mailto:canslim@lists.xmission.com">canslim@lists.xmission.com</A>=
=20
</SPAN></FONT><FONT face=3DArial color=3Dblack size=3D2><SPAN=20
style=3D"FONT-SIZE: 10pt; COLOR: black; FONT-FAMILY: Arial; =
mso-color-alt: windowtext"><o:p></o:p></SPAN></FONT></P>
<P class=3DMsoNormal=20
style=3D"BORDER-RIGHT: medium none; PADDING-RIGHT: 0in; BORDER-TOP: =
medium none; PADDING-LEFT: 0in; PADDING-BOTTOM: 0in; MARGIN-LEFT: =
39.75pt; BORDER-LEFT: medium none; PADDING-TOP: 0in; BORDER-BOTTOM: =
medium none; mso-margin-top-alt: auto; mso-margin-bottom-alt: auto; =
mso-border-left-alt: solid black 1.5pt; mso-padding-alt: 0in 0in 0in =
4.0pt"><B><FONT=20
face=3DArial color=3Dblack size=3D2><SPAN=20
style=3D"FONT-WEIGHT: bold; FONT-SIZE: 10pt; COLOR: black; =
FONT-FAMILY: Arial">Sent:</SPAN></FONT></B><FONT=20
face=3DArial color=3Dblack size=3D2><SPAN=20
style=3D"FONT-SIZE: 10pt; COLOR: black; FONT-FAMILY: Arial"> =
Tuesday, January=20
15, 2002 9:01 AM</SPAN></FONT><FONT face=3DArial color=3Dblack =
size=3D2><SPAN=20
style=3D"FONT-SIZE: 10pt; COLOR: black; FONT-FAMILY: Arial; =
mso-color-alt: windowtext"><o:p></o:p></SPAN></FONT></P>
<P class=3DMsoNormal=20
style=3D"BORDER-RIGHT: medium none; PADDING-RIGHT: 0in; BORDER-TOP: =
medium none; PADDING-LEFT: 0in; PADDING-BOTTOM: 0in; MARGIN-LEFT: =
39.75pt; BORDER-LEFT: medium none; PADDING-TOP: 0in; BORDER-BOTTOM: =
medium none; mso-margin-top-alt: auto; mso-margin-bottom-alt: auto; =
mso-border-left-alt: solid black 1.5pt; mso-padding-alt: 0in 0in 0in =
4.0pt"><B><FONT=20
face=3DArial color=3Dblack size=3D2><SPAN=20
style=3D"FONT-WEIGHT: bold; FONT-SIZE: 10pt; COLOR: black; =
FONT-FAMILY: Arial">Subject:</SPAN></FONT></B><FONT=20
face=3DArial color=3Dblack size=3D2><SPAN=20
style=3D"FONT-SIZE: 10pt; COLOR: black; FONT-FAMILY: Arial"> Re: =
[CANSLIM]=20
market direction/EFTs</SPAN></FONT><FONT face=3DArial color=3Dblack =
size=3D2><SPAN=20
style=3D"FONT-SIZE: 10pt; COLOR: black; FONT-FAMILY: Arial; =
mso-color-alt: windowtext"><o:p></o:p></SPAN></FONT></P>
<P class=3DMsoNormal=20
style=3D"BORDER-RIGHT: medium none; PADDING-RIGHT: 0in; BORDER-TOP: =
medium none; PADDING-LEFT: 0in; PADDING-BOTTOM: 0in; MARGIN-LEFT: =
39.75pt; BORDER-LEFT: medium none; PADDING-TOP: 0in; BORDER-BOTTOM: =
medium none; mso-margin-top-alt: auto; mso-margin-bottom-alt: auto; =
mso-border-left-alt: solid black 1.5pt; mso-padding-alt: 0in 0in 0in =
4.0pt"><FONT=20
face=3D"Times New Roman" color=3Dblack size=3D3><SPAN=20
style=3D"FONT-SIZE: 12pt; COLOR: black"><![if =
!supportEmptyParas]><![endif]> </SPAN></FONT><FONT=20
color=3Dblack><SPAN=20
style=3D"COLOR: black; mso-color-alt: =
windowtext"><o:p></o:p></SPAN></FONT></P>
<P class=3DMsoNormal=20
style=3D"BORDER-RIGHT: medium none; PADDING-RIGHT: 0in; BORDER-TOP: =
medium none; PADDING-LEFT: 0in; PADDING-BOTTOM: 0in; MARGIN-LEFT: =
39.75pt; BORDER-LEFT: medium none; PADDING-TOP: 0in; BORDER-BOTTOM: =
medium none; mso-margin-top-alt: auto; mso-margin-bottom-alt: auto; =
mso-border-left-alt: solid black 1.5pt; mso-padding-alt: 0in 0in 0in =
4.0pt"><FONT=20
face=3D"Times New Roman" color=3Dblack size=3D3><SPAN=20
style=3D"FONT-SIZE: 12pt; COLOR: black">Actually the bull market top =
was in=20
March of 2000. </SPAN></FONT><FONT color=3Dblack><SPAN=20
style=3D"COLOR: black; mso-color-alt: =
windowtext"><o:p></o:p></SPAN></FONT></P>
<P=20
style=3D"BORDER-RIGHT: medium none; PADDING-RIGHT: 0in; BORDER-TOP: =
medium none; PADDING-LEFT: 0in; PADDING-BOTTOM: 0in; MARGIN-LEFT: =
39.75pt; BORDER-LEFT: medium none; PADDING-TOP: 0in; BORDER-BOTTOM: =
medium none; mso-border-left-alt: solid black 1.5pt; mso-padding-alt: =
0in 0in 0in 4.0pt"><FONT=20
face=3D"Times New Roman" color=3Dblack size=3D3><SPAN=20
style=3D"FONT-SIZE: 12pt; COLOR: black">Katherine Malm wrote:=20
</SPAN></FONT><FONT color=3Dblack><SPAN=20
style=3D"COLOR: black; mso-color-alt: =
windowtext"><o:p></o:p></SPAN></FONT></P></DIV>
<DIV=20
style=3D"BORDER-RIGHT: medium none; PADDING-RIGHT: 0in; BORDER-TOP: =
medium none; PADDING-LEFT: 4pt; PADDING-BOTTOM: 0in; BORDER-LEFT: black =
1.5pt solid; PADDING-TOP: 0in; BORDER-BOTTOM: medium none">
<P class=3DMsoNormal=20
style=3D"BORDER-RIGHT: medium none; PADDING-RIGHT: 0in; BORDER-TOP: =
medium none; PADDING-LEFT: 0in; PADDING-BOTTOM: 0in; MARGIN-LEFT: =
75.75pt; BORDER-LEFT: medium none; MARGIN-RIGHT: 0.5in; PADDING-TOP: =
0in; BORDER-BOTTOM: medium none; mso-margin-top-alt: auto; =
mso-margin-bottom-alt: auto; mso-border-left-alt: solid black 1.5pt; =
mso-padding-alt: 0in 0in 0in 4.0pt"><FONT=20
face=3D"Times New Roman" color=3Dblack size=3D3><SPAN=20
style=3D"FONT-SIZE: 12pt; COLOR: black">Here's a good way to look at =
the=20
relative performance of the markets since key dates: I like to =
see=20
these in bar chart view, but you can use line charts as well, as =
both are=20
available: Look at comparisons from key dates to Friday's close =
(1/11/02): Bull market top: 3/21/2001 (202 days)Latest market =
peak:=20
5/21/2001 (160 days)Follow-thru day: 9/28/2001 (73 days) This =
will give=20
you a comparison between Russell 2000 (small cap), MidCap, Large =
Cap, Naz100=20
(large cap tech), Dow and total market proxies:<A=20
=
href=3D"http://stockcharts.com/webcgi/wb.exe?Perf.web+IWM,MDY,QQQ,DIA,IYY=
">http://stockcharts.com/webcgi/wb.exe?Perf.web+IWM,MDY,QQQ,DIA,IYY</A>Th=
ere=20
is a bar at the bottom of the chart that you can stretch to the days =
right=20
and left that you want to consider once the chart is built. Roll =
your cursor=20
over the chart and the key information for each index will pop =
up. This=20
will give you a comparison between styles Sm Cap Growth, Mid Cap =
Growth, Lg=20
Cap Growth,Sm Cap Val, Mid Cap Val, Lg Cap Val. Again, run these =
from the=20
key date until today and you will be able to make your own =
conclusions about=20
growth/value.<A=20
=
href=3D"http://stockcharts.com/webcgi/wb.exe?Perf.web+IJT,IJK,IVW,IJS,IJJ=
,IVE">http://stockcharts.com/webcgi/wb.exe?Perf.web+IJT,IJK,IVW,IJS,IJJ,I=
VE</A> For=20
a more general comparison between growth, value, total market, =
try:<A=20
=
href=3D"http://stockcharts.com/webcgi/wb.exe?Perf.web+IWZ,IWW,IYY">http:/=
/stockcharts.com/webcgi/wb.exe?Perf.web+IWZ,IWW,IYY</A> Katherine=20
</SPAN></FONT><FONT color=3Dblack><SPAN=20
style=3D"COLOR: black; mso-color-alt: =
windowtext"><o:p></o:p></SPAN></FONT></P></DIV>
<DIV=20
style=3D"BORDER-RIGHT: medium none; PADDING-RIGHT: 0in; BORDER-TOP: =
medium none; PADDING-LEFT: 4pt; PADDING-BOTTOM: 0in; BORDER-LEFT: black =
1.5pt solid; PADDING-TOP: 0in; BORDER-BOTTOM: medium none">
<P class=3DMsoNormal=20
style=3D"BORDER-RIGHT: medium none; PADDING-RIGHT: 0in; BORDER-TOP: =
medium none; PADDING-LEFT: 0in; PADDING-BOTTOM: 0in; MARGIN-LEFT: =
79.5pt; BORDER-LEFT: medium none; MARGIN-RIGHT: 0.5in; PADDING-TOP: 0in; =
BORDER-BOTTOM: medium none; mso-margin-top-alt: auto; =
mso-margin-bottom-alt: auto; mso-border-left-alt: solid black 1.5pt; =
mso-padding-alt: 0in 0in 0in 4.0pt"><FONT=20
face=3DArial color=3Dblack size=3D2><SPAN=20
style=3D"FONT-SIZE: 10pt; COLOR: black; FONT-FAMILY: Arial">----- =
Original=20
Message -----</SPAN></FONT><FONT face=3DArial color=3Dblack =
size=3D2><SPAN=20
style=3D"FONT-SIZE: 10pt; COLOR: black; FONT-FAMILY: Arial; =
mso-color-alt: windowtext"><o:p></o:p></SPAN></FONT></P>
<P class=3DMsoNormal=20
style=3D"BORDER-RIGHT: medium none; PADDING-RIGHT: 0in; BORDER-TOP: =
medium none; PADDING-LEFT: 0in; BACKGROUND: #e4e4e4; PADDING-BOTTOM: =
0in; MARGIN-LEFT: 79.5pt; BORDER-LEFT: medium none; MARGIN-RIGHT: 0.5in; =
PADDING-TOP: 0in; BORDER-BOTTOM: medium none; mso-margin-top-alt: auto; =
mso-margin-bottom-alt: auto; mso-border-left-alt: solid black 1.5pt; =
mso-padding-alt: 0in 0in 0in 4.0pt"><B><FONT=20
face=3DArial color=3Dblack size=3D2><SPAN=20
style=3D"FONT-WEIGHT: bold; FONT-SIZE: 10pt; COLOR: black; =
FONT-FAMILY: Arial">
<DIV style=3D"font-color: black">From:</SPAN></FONT></B><FONT =
face=3DArial=20
color=3Dblack size=3D2><SPAN=20
style=3D"FONT-SIZE: 10pt; COLOR: black; FONT-FAMILY: Arial"> <A=20
title=3Dannholly@mediaone.net=20
=
href=3D"mailto:annholly@mediaone.net">Ann</A></SPAN></FONT></DIV><FONT=20
face=3DArial color=3Dblack size=3D2><SPAN=20
style=3D"FONT-SIZE: 10pt; COLOR: black; FONT-FAMILY: Arial; =
mso-color-alt: windowtext"><o:p></o:p></SPAN></FONT>
<P></P>
<P class=3DMsoNormal=20
style=3D"BORDER-RIGHT: medium none; PADDING-RIGHT: 0in; BORDER-TOP: =
medium none; PADDING-LEFT: 0in; PADDING-BOTTOM: 0in; MARGIN-LEFT: =
79.5pt; BORDER-LEFT: medium none; MARGIN-RIGHT: 0.5in; PADDING-TOP: 0in; =
BORDER-BOTTOM: medium none; mso-margin-top-alt: auto; =
mso-margin-bottom-alt: auto; mso-border-left-alt: solid black 1.5pt; =
mso-padding-alt: 0in 0in 0in 4.0pt"><B><FONT=20
face=3DArial color=3Dblack size=3D2><SPAN=20
style=3D"FONT-WEIGHT: bold; FONT-SIZE: 10pt; COLOR: black; =
FONT-FAMILY: Arial">To:</SPAN></FONT></B><FONT=20
face=3DArial color=3Dblack size=3D2><SPAN=20
style=3D"FONT-SIZE: 10pt; COLOR: black; FONT-FAMILY: Arial"> <A=20
title=3Dcanslim@lists.xmission.com=20
=
href=3D"mailto:canslim@lists.xmission.com">canslim@lists.xmission.com</A>=
</SPAN></FONT><FONT=20
face=3DArial color=3Dblack size=3D2><SPAN=20
style=3D"FONT-SIZE: 10pt; COLOR: black; FONT-FAMILY: Arial; =
mso-color-alt: windowtext"><o:p></o:p></SPAN></FONT></P>
<P class=3DMsoNormal=20
style=3D"BORDER-RIGHT: medium none; PADDING-RIGHT: 0in; BORDER-TOP: =
medium none; PADDING-LEFT: 0in; PADDING-BOTTOM: 0in; MARGIN-LEFT: =
79.5pt; BORDER-LEFT: medium none; MARGIN-RIGHT: 0.5in; PADDING-TOP: 0in; =
BORDER-BOTTOM: medium none; mso-margin-top-alt: auto; =
mso-margin-bottom-alt: auto; mso-border-left-alt: solid black 1.5pt; =
mso-padding-alt: 0in 0in 0in 4.0pt"><B><FONT=20
face=3DArial color=3Dblack size=3D2><SPAN=20
style=3D"FONT-WEIGHT: bold; FONT-SIZE: 10pt; COLOR: black; =
FONT-FAMILY: Arial">Sent:</SPAN></FONT></B><FONT=20
face=3DArial color=3Dblack size=3D2><SPAN=20
style=3D"FONT-SIZE: 10pt; COLOR: black; FONT-FAMILY: Arial"> Sunday, =
January=20
13, 2002 12:05 PM</SPAN></FONT><FONT face=3DArial color=3Dblack =
size=3D2><SPAN=20
style=3D"FONT-SIZE: 10pt; COLOR: black; FONT-FAMILY: Arial; =
mso-color-alt: windowtext"><o:p></o:p></SPAN></FONT></P>
<P class=3DMsoNormal=20
style=3D"BORDER-RIGHT: medium none; PADDING-RIGHT: 0in; BORDER-TOP: =
medium none; PADDING-LEFT: 0in; PADDING-BOTTOM: 0in; MARGIN-LEFT: =
79.5pt; BORDER-LEFT: medium none; MARGIN-RIGHT: 0.5in; PADDING-TOP: 0in; =
BORDER-BOTTOM: medium none; mso-margin-top-alt: auto; =
mso-margin-bottom-alt: auto; mso-border-left-alt: solid black 1.5pt; =
mso-padding-alt: 0in 0in 0in 4.0pt"><B><FONT=20
face=3DArial color=3Dblack size=3D2><SPAN=20
style=3D"FONT-WEIGHT: bold; FONT-SIZE: 10pt; COLOR: black; =
FONT-FAMILY: Arial">Subject:</SPAN></FONT></B><FONT=20
face=3DArial color=3Dblack size=3D2><SPAN=20
style=3D"FONT-SIZE: 10pt; COLOR: black; FONT-FAMILY: Arial"> Re: =
[CANSLIM]=20
market direction/EFTs</SPAN></FONT><FONT face=3DArial color=3Dblack =
size=3D2><SPAN=20
style=3D"FONT-SIZE: 10pt; COLOR: black; FONT-FAMILY: Arial; =
mso-color-alt: windowtext"><o:p></o:p></SPAN></FONT></P>
<P class=3DMsoNormal=20
style=3D"BORDER-RIGHT: medium none; PADDING-RIGHT: 0in; BORDER-TOP: =
medium none; PADDING-LEFT: 0in; PADDING-BOTTOM: 0in; MARGIN-LEFT: =
79.5pt; BORDER-LEFT: medium none; MARGIN-RIGHT: 0.5in; PADDING-TOP: 0in; =
BORDER-BOTTOM: medium none; mso-margin-top-alt: auto; =
mso-margin-bottom-alt: auto; mso-border-left-alt: solid black 1.5pt; =
mso-padding-alt: 0in 0in 0in 4.0pt"><FONT=20
face=3D"Times New Roman" color=3Dblack size=3D3><SPAN=20
style=3D"FONT-SIZE: 12pt; COLOR: black"> Thanks for your =
response,=20
Andreas. I think I see what you are saying. <BR>I invested in a =
SmallCap EFT=20
recently, and was wondering whether I should <BR>have! <BR>----- =
Original=20
Message ----- <BR>From: "Andreas 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>=
>=20
<BR>Sent: Sunday, January 13, 2002 12:27 PM <BR>Subject: AW: =
[CANSLIM]=20
market direction <BR> </SPAN></FONT><FONT color=3Dblack><SPAN=20
style=3D"COLOR: black; mso-color-alt: =
windowtext"><o:p></o:p></SPAN></FONT></P>
<P=20
style=3D"BORDER-RIGHT: medium none; PADDING-RIGHT: 0in; BORDER-TOP: =
medium none; PADDING-LEFT: 0in; PADDING-BOTTOM: 0in; MARGIN-LEFT: =
79.5pt; BORDER-LEFT: medium none; MARGIN-RIGHT: 0.5in; PADDING-TOP: 0in; =
BORDER-BOTTOM: medium none; mso-border-left-alt: solid black 1.5pt; =
mso-padding-alt: 0in 0in 0in 4.0pt"><FONT=20
face=3D"Times New Roman" color=3Dblack size=3D3><SPAN=20
style=3D"FONT-SIZE: 12pt; COLOR: black">: You do not have to buy =
stocks with=20
high PEs. Just go into value and growth <BR>and <BR>: let the BOs of =
ultra=20
High PE stocks fail. <BR>: <BR>: David Ryan says in Market Wizards =
that the=20
PE (or the Value) is important <BR>(even Won does not say it) for =
<BR>: the=20
probabillity of a good breakout. <BR>: <BR>: I do belive that the =
market=20
right now differenciates, its not a nutty bull <BR>market like in =
the 90s=20
where <BR>: everything went up, no matter its fundamentals (in some =
stages=20
of the bull <BR>market). <BR>: <BR>: But the market is not so bad, =
that it=20
sends down all stocks, it <BR>differenciates, thats all... <BR>: =
<BR>: I do=20
actually not care about the market direction too much. The only =
<BR>question=20
that is interesting: <BR>: Is there an area which is profitable? (so =
far=20
only on the long side) There <BR>where 100000s of long chances even =
in 2000=20
and 2001. <BR>: <BR>: Are there Industry Groups that set up a bull =
market=20
for its member stocks? <BR>If yes, money is around the corner. Pick =
it up=20
and ride it. <BR>: Just look at stuff like TARO, MDCI, AHMH, BZH in =
2001...=20
<BR>: <BR>: December was pretty much flat on the Indexes, but it was =
a great=20
month for <BR>a lot of canslim stocks. <BR>: <BR>: I acutally would =
like it=20
if the Nasdaq would be still on 2000 Points at <BR>the end of the =
year, as=20
long <BR>: fundamentally sound stocks go up and grap goes down. =
<BR>: <BR>:=20
The only moment you have to be aware of is the moment gets so bad, =
that=20
<BR>nothing works, every Industry Group <BR>: goes down pricewise,=20
everything rolls over, no matter how good the <BR>fundamentals of =
the=20
stocks. Then and only then <BR>: it is time to get flat. In 2001 =
that was=20
from August to the beginning of <BR>October. <BR>: <BR>: Sorry to be =
so=20
opinionated. <BR>: <BR>: Andreas <BR>: <BR>: <BR>: > =
- -----Ursprungliche=20
Nachricht----- <BR>: > Von: rolf hertenstein =
[SMTP:rolfh@mindspring.com]=20
<BR>: > Gesendet am: Sunday, January 13, 2002 5:54 PM <BR>: > =
An: <A=20
=
href=3D"mailto:canslim@lists.xmission.com">canslim@lists.xmission.com</A>=
=20
<BR>: > Betreff: Re: [CANSLIM] market direction <BR>: > <BR>: =
> I'm=20
still concerned about the overall market valuation, which remains =
<BR>high.=20
<BR>: > Yes, as earnings improve, market P/Es should lower, =
assuming=20
prices <BR>: > don't accelerate faster than earnings improve. =
<BR>: >=20
<BR>: > Even though WON gives little credence to P/Es, I'm adding =
a P=20
<BR>: > (CANSLIMP ?) for the time being. I think many =
investors=20
will be spooked <BR>: > by high P/Es (e.g., KKD) and tend towards =
solid=20
companies with <BR>relatively <BR>: > low P/Es. Just one =
new=20
investor's opinion. <BR>: > <BR>: > Rolf <BR>: > =
<BR>: >=20
----- Original Message ----- <BR>: > From: "Dan Forant" <<A=20
href=3D"mailto:dforant1@nycap.rr.com">dforant1@nycap.rr.com</A>> =
<BR>: >=20
To: <<A=20
=
href=3D"mailto:canslim@lists.xmission.com">canslim@lists.xmission.com</A>=
>=20
<BR>: > Sent: Sunday, January 13, 2002 9:31 AM <BR>: > =
Subject: Re:=20
[CANSLIM] market direction <BR>: > <BR>: > <BR>: > > I =
have been=20
saying all along this is going to be a sloooooooowwwww, <BR>: > =
>=20
recovery. Well into the year. All we have to do is *read* the news. =
I <BR>:=20
> listen <BR>: > > to a local analyst here named Larry =
King, he's=20
with Smith Barney. A <BR>few <BR>: > > weeks ago he was =
calling for a=20
quick market return. Just Friday he <BR>changed <BR>: > > =
course and=20
now calls for growth but very slow. Analysts jobs from <BR>: > =
brokerage=20
<BR>: > > houses are to soften the tone of bad news. They can =
even=20
make it sound <BR>: > good. <BR>: > > Sure there are stocks =
out=20
there that the savvy trader may pick, but on <BR>: > > average =
not. It=20
takes months to years for rate and tax cuts to filter <BR>into <BR>: =
>=20
> the economy. <BR>: > > <BR>: > > DanF <BR>: > =
> <BR>:=20
> > <BR>: > > ----- Original Message ----- <BR>: > =
> From:=20
"Kent Norman" <<A=20
href=3D"mailto:kent_norman@yahoo.com">kent_norman@yahoo.com</A>> =
<BR>: >=20
> To: "CANSLIM" <<A=20
href=3D"mailto:canslim@xmission.com">canslim@xmission.com</A>> =
<BR>: >=20
> Sent: Sunday, January 13, 2002 10:11 AM <BR>: > > =
Subject:=20
[CANSLIM] market direction <BR>: > > <BR>: > > <BR>: =
> >=20
> Many "experts" are expecting the market to follow <BR>: > =
> >=20
tradition and rise in January and go flat to down for <BR>: > =
> > a=20
few months. Do you think this weeks 5 down days are <BR>: > > =
>=20
meaningful? <BR>: > > > <BR>: > > > I know WON =
says we=20
don't need to be concerned with <BR>: > > > where the =
market is=20
heading, just where it is. <BR>: > > > <BR>: > > > =
So=20
where is it? Is the party over? Should we all get <BR>: > > =
> out=20
of the pool? <BR>: > > > <BR>: > > > Kent Norman =
<BR>:=20
> > > <BR>: > > > <BR>: > > > =
=3D=3D=3D=3D=3D <BR>: >=20
> > Opportunities always look bigger going than coming. <BR>: =
>=20
> > <BR>: > > >=20
__________________________________________________ <BR>: > > =
> Do=20
You Yahoo!? <BR>: > > > Send FREE video emails in Yahoo! =
Mail!=20
<BR>: > > > <A=20
=
href=3D"http://promo.yahoo.com/videomail/">http://promo.yahoo.com/videoma=
il/</A>=20
<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>: =
> >=20
> -"unsubscribe canslim". Do not use quotes in your email. =
<BR>:=20
> > > <BR>: > > <BR>: > > <BR>: > > - =
<BR>: >=20
> -To subscribe/unsubscribe, email "<A=20
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