RE: [CANSLIM] Date: Sun, 24 Feb 2002 15:11:27 -0500


From: "Cefaloni, John L Jr. [AMSTA-AR-WEA]" <cefaloni@pica.army.mil>
Subject: RE: [CANSLIM] Date: Sun, 24 Feb 2002 15:11:27 -0500
Date: Mon, 25 Feb 2002 09:06:12 -0500

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Katherine,
 
With all due respect, what harm would be done to your portfolio by revealing
what stocks you are looking to buy/short - or at least what stocks you just
bought/shorted? 
 
John C.

- -----Original Message-----
From: Katherine Malm [mailto:kmalm@earthlink.net]
Sent: Monday, February 25, 2002 8:54 AM
To: canslim@lists.xmission.com
Subject: Re: [CANSLIM] Date: Sun, 24 Feb 2002 15:11:27 -0500


Morning, Tom.
 
It was a funny thing admitting those feelings to the list as I don't think I
had even admitted it to myself in quite those words. But the truth is, I'll
go out of my way to help absolutely anybody, share what I know so that
others can become better investors, and ask plenty of questions and listen
in order to learn from others and become a better investor myself.  But by
golly....when it comes to my money and the issue of privacy....I look at it
very differently. There are only of couple of things I *won't* do....discuss
specifics on performance, tell people what stocks I'm looking to buy/short,
or reveal the positions I'm currently in. Short list, but that's just part
of the guidelines I've set. 
 
I can't say I'm all that thrilled about the list turning into some big
"collective mining effort," but Duke's a sport for bringing it up and I
admire his in-your-face attitude about getting the effort underway as there
*are* list members who will benefit. 
 
Have a great day,
Katherine

- ----- Original Message ----- 
From: Tom  <mailto:stkguru@netside.net> Worley 
To: canslim@lists.xmission.com <mailto:canslim@lists.xmission.com>  
Sent: Monday, February 25, 2002 5:36 AM
Subject: Re: [CANSLIM] Date: Sun, 24 Feb 2002 15:11:27 -0500

Katherine, I am quite willing to admit the same thing, I put a huge amount
of work into my investing, and intend that I benefit from it. My style is
strictly my own, and I have found that since I gave up handling retail
clients that I make far better decisions for myself without the
responsibility for others. I am sure many members must have thought I was
insane a few weeks ago when I mentioned that I not only fully invested my
cash acct, but went to the full margin limits as well. Despite a very dismal
"M" since then, I am up over 13% (and yeah, for the doubters I can prove it)
and could once again cash out and sit in a money market for the rest of the
year. But I don't expect to do that, since I prefer to be invested than in
cash.
 
Profits can be made on the long side even in a poor market, even if
shorting, with its higher risks, may be easier. So long as I continue to
enjoy the challenge, and need to earn extra money, and it continues to work
for me, I will pursue my style of investing but not share my stock picks.
 
Tom Worley
stkguru@netside.net <mailto:stkguru@netside.net> 
AIM: TexWorley

- ----- Original Message ----- 
From: Katherine  <mailto:kmalm@earthlink.net> Malm 
To: canslim@lists.xmission.com <mailto:canslim@lists.xmission.com>  
Sent: Sunday, February 24, 2002 7:10 PM
Subject: Re: [CANSLIM] Date: Sun, 24 Feb 2002 15:11:27 -0500

Hi Duke,
 
I believe that what you are suggesting is something that already goes on
quite frequently on the list. That is, people share their read on a stock
from both fundamental and technical perspectives. These "examples" as you
call them are instructive and I agree with you on that count. I have 3
binders full of "lessons" that I've acquired over the years from others,
from my own observations/successes/failures, from the IBD, from 2 of the
advanced IBD seminars and from this list. But I still won't submit a stock
and say "you should buy this because xyz." While I am looking to enter a
trade or while I am in the trade I really don't want to attract *more* eyes
to the stock. I would prefer that we accomplish what you are suggesting by
doing post analysis instead. And honestly, why should I submit the
conclusions of all my hard work in stock selection so that others
(especially non-contributors) can make money? I'll gladly share knowledge
and take on a debate so as to learn something,  but I won't share stock
picks. I'm sure there are others who feel the same but are less willing to
admit it publicly.
 
Katherine

- ----- Original Message ----- 
From: Duke Miller <mailto:dukemill@tampabay.rr.com>  
To: canslim@lists.xmission.com <mailto:canslim@lists.xmission.com>  
Sent: Sunday, February 24, 2002 5:50 PM
Subject: RE: [CANSLIM] Date: Sun, 24 Feb 2002 15:11:27 -0500

Katherine:
 
I understand TOTALLY your opinion; I joined this list for many of the same
reasons you did.  
 
But...your rationale for joining this list only SUPPORTS my concept.  What
better way to become adept and expand your horizons regarding CANSLIM than
with real life, actual examples, I.e., our LIMITED submissions of potential
CANSLIM stocks (not "stock picks") for the Mother List?  
 
Have you been to a CANSLIM seminar?   I don't know about you, but 90% of my
takeaway is in the form of actual charts illustrating real life situations
with notes as to the discussions.  I see a lot of that in the Mother list:
Forcing "members" to justify their picks before they make this list has
immense educational potential.  In other words, don't tell us you think this
is a good pick....tell us WHY!
 
So, my intent is NOT to have the concept become a list of stock picks.
Rather, a list of stocks that students of CANSLIM are dxxn near willing to
fight for; stocks they don't want to see removed from the list for this
reason or that; stocks they (and all others) can potentially make money on.
My wording about "CANSLIM this and CANSLIM that" was poorly chosen.  I
didn't mean to imply boredom.  But if all that CANSLIM this and CANSLIM that
is backed up by actual real life, this is my money examples....won't it mean
more?
 
(Not to beat a dead horse, but did you see in the Sunday WSJ that Southwest
Airlines is going to change their system.  No more colored boarding cards.
Even they are looking at the world a bit differently.)
 
Debate on!
 
Duke

- -----Original Message-----
From: owner-canslim@lists.xmission.com
[mailto:owner-canslim@lists.xmission.com]On Behalf Of Katherine Malm
Sent: Sunday, February 24, 2002 6:20 PM
To: canslim@lists.xmission.com
Subject: Re: [CANSLIM] Date: Sun, 24 Feb 2002 15:11:27 -0500


Hi Duke,
 
I've been mulling over your "mother of all lists" idea all day. I understand
your desire to share "collective wisdom" regarding stock picks, but I don't
agree with it, for the same reason you listed in your comment (b). Even more
so, however, when I was reviewing archives in many communities in order to
decide which list to join, one of the things I looked for was a community
that hadn't reduced discussion of CANSLIM down to endless stock "picks" but
instead a discussion of the underlying principles that make CANSLIM tick;
processes for finding and evaluating stocks; clarifications of investing
concepts; and practice in the interpretation of technicals, fundamentals,
market health and CANSLIM guidelines. While some may argue that such
discussion makes CANSLIM overly complex, I think this is precisely what
makes this a community that helps to build knowledgeable CANSLIMers. In my
mind, it is the exchange of ideas and viewpoints, not stock picks, which
creates value.
 
Southwest Airlines has had many copycat competitors over the years,
attracted to the business by the notion that following Southwest's "simple"
approach to flying was easy and repeatable. All of the early copycats'
businesses failed because they did not understand the most important part of
Southwest's strategy, i.e., that many dedicated people work exceptionally
hard and utilize a complex systematic approach to doing business that
*appears* to be simple to the customers who fly with them.
 
Katherine
 
- ----- Original Message ----- 

From: Duke Miller <mailto:dukemill@tampabay.rr.com>  
To: Canslim@Lists. Xmission.  <mailto:Canslim@Lists. Xmission. Com> Com 
Sent: Sunday, February 24, 2002 2:12 PM
Subject: [CANSLIM] Date: Sun, 24 Feb 2002 15:11:27 -0500

Being new to this list, I'd like to share a few observations and proffer a
what-if.

a)  Working through this market, tugging constantly with my buy checklist,
it helps to have company that's a) knowledgeable, b) successful (or
committed to striving for it), and c) CERTAINLY unbiased!

b)  The debate herein over the merits of CANSLIM-this and/or CANSLIM-that is
unending (as it should be).  The arguments haven't changed since the concept
was developed.  NO matter how hard we try to stay between the lines, we each
have our own variation(s), don't we?

c)  It seems we're all watch-listing and waiting, ever confident the
market's going to eventually break out ONLY when it's ready to. I agree with
Katherine, that we can certainly "mine" some winners these days.  I've got
two that are showing promise, buy a dozen more I've been "whipsawed" out of.
(One thing WON taught me is not to "hide" from my blunders, rather study and
learn from them.  I still hate doing that!)

I think you'll all agree, trying to unearth the one stock in four that
doesn't shake us out unmercifully in this market we're in is not fun.  So
here's a  what if from the glistening Gulf shores of Anna Maria Island:  Is
it conceivable we might better devote our time to channeling our collective
energies toward building "all-star" watch list?  One that, when the M does
turn, we can be ready in the wings?

Forgive me if the thought isn't totally developed yet (or original to this
group), but what if...those interested "sign up" to each "nominate" one,
two, or three personal-favorite watch stocks.  Ones you'd buy for your own
mother! (The "mother" of all lists???)   And we take that list, follow its
contents' progress together and, on-going, "debate" the merits of each
"nomination," old or new.

Just today we got lists from Tim and John;  I wonder which three from each
list they'd nominate for the Mother List?

IMHO, this: a) would help us expand and refine our own lists; b) steepen our
CANSLIM learning curves via the debates; c) benefit all of us when the
tide(s) turn; and c), would be a source for a little fun (while we wait for
M)!

If there's enough interest, I'll be glad to suggest a nomination checklist
which we can improvise as we go along, etc, etc, etc.  So what do you think?

A final note:  I'm out of town until Thursday, but will be monitoring as
best I can from my remote hotmail account, iffy at best.  Worst case
scenario, I'll compile a wrap-up of your input by week's end.

Duke





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<DIV><SPAN class=270495713-25022002><FONT face=Arial color=#0000ff 
size=2>Katherine,</FONT></SPAN></DIV>
<DIV><SPAN class=270495713-25022002><FONT face=Arial color=#0000ff 
size=2></FONT></SPAN>&nbsp;</DIV>
<DIV><SPAN class=270495713-25022002><FONT face=Arial color=#0000ff size=2>With 
all due respect, what harm would be done to your portfolio by 
revealing&nbsp;what stocks you are looking to buy/short -&nbsp;or at least what 
stocks you just bought/shorted?&nbsp;</FONT></SPAN></DIV>
<DIV><SPAN class=270495713-25022002><FONT face=Arial color=#0000ff 
size=2></FONT></SPAN>&nbsp;</DIV>
<DIV><SPAN class=270495713-25022002><FONT face=Arial color=#0000ff size=2>John 
C.</FONT></SPAN></DIV>
<BLOCKQUOTE dir=ltr style="MARGIN-RIGHT: 0px">
  <DIV class=OutlookMessageHeader dir=ltr align=left><FONT face=Tahoma 
  size=2>-----Original Message-----<BR><B>From:</B> Katherine Malm 
  [mailto:kmalm@earthlink.net]<BR><B>Sent:</B> Monday, February 25, 2002 8:54 
  AM<BR><B>To:</B> canslim@lists.xmission.com<BR><B>Subject:</B> Re: [CANSLIM] 
  Date: Sun, 24 Feb 2002 15:11:27 -0500<BR><BR></FONT></DIV>
  <DIV>Morning, Tom.</DIV>
  <DIV>&nbsp;</DIV>
  <DIV>It was a funny thing admitting those feelings to the list as I don't 
  think I had even admitted it to myself in quite those words. But the truth is, 
  I'll go out of my way to help absolutely anybody, share what I know so that 
  others can become better investors, and ask plenty of questions and 
  listen&nbsp;in order to learn from others and become a better investor 
  myself.&nbsp;&nbsp;But by golly....when it comes to my money and the issue of 
  privacy....I look at it very differently. There are only of couple of things I 
  *won't* do....discuss specifics on performance, tell people what stocks I'm 
  looking to buy/short, or reveal the positions I'm currently in. Short list, 
  but that's just part of the guidelines I've set. </DIV>
  <DIV>&nbsp;</DIV>
  <DIV>I can't say I'm all that thrilled about the list turning into some big 
  "collective mining effort," but Duke's a sport for bringing it up and I admire 
  his in-your-face attitude about getting the effort underway as there *are* 
  list members who will benefit. </DIV>
  <DIV>&nbsp;</DIV>
  <DIV>Have a great day,</DIV>
  <DIV>Katherine</DIV>
  <BLOCKQUOTE dir=ltr 
  style="PADDING-RIGHT: 0px; PADDING-LEFT: 5px; MARGIN-LEFT: 5px; BORDER-LEFT: #000000 2px solid; MARGIN-RIGHT: 0px">
    <DIV style="FONT: 10pt arial">----- Original Message ----- </DIV>
    <DIV 
    style="BACKGROUND: #e4e4e4; FONT: 10pt arial; font-color: black"><B>From:</B> 
    <A title=stkguru@netside.net href="mailto:stkguru@netside.net">Tom 
    Worley</A> </DIV>
    <DIV style="FONT: 10pt arial"><B>To:</B> <A title=canslim@lists.xmission.com 
    href="mailto:canslim@lists.xmission.com">canslim@lists.xmission.com</A> 
    </DIV>
    <DIV style="FONT: 10pt arial"><B>Sent:</B> Monday, February 25, 2002 5:36 
    AM</DIV>
    <DIV style="FONT: 10pt arial"><B>Subject:</B> Re: [CANSLIM] Date: Sun, 24 
    Feb 2002 15:11:27 -0500</DIV>
    <DIV><BR></DIV>
    <DIV><FONT face=Arial>Katherine, I am quite willing to admit the same thing, 
    I put a huge amount of work into my investing, and intend that I benefit 
    from it. My style is strictly my own, and I have found that since I gave up 
    handling retail clients that I make far better decisions for myself without 
    the responsibility for others. I am sure many members must have thought I 
    was insane a few weeks ago when I mentioned that I not only fully invested 
    my cash acct, but went to the full margin limits as well. Despite a very 
    dismal "M" since then, I am up over 13% (and yeah, for the doubters I can 
    prove it) and could once again cash out and sit in a money market for the 
    rest of the year. But I don't expect to do that, since I prefer to be 
    invested than in cash.</FONT></DIV>
    <DIV><FONT face=Arial></FONT>&nbsp;</DIV>
    <DIV><FONT face=Arial>Profits can be made on the long side even in a poor 
    market, even if shorting, with its higher risks, may be easier. So long as I 
    continue to enjoy the challenge, and need to earn extra money, and it 
    continues to work for me, I will pursue my style of investing but not share 
    my stock picks.</FONT></DIV>
    <DIV><FONT face=Arial></FONT>&nbsp;</DIV>
    <DIV>Tom Worley<BR><A 
    href="mailto:stkguru@netside.net">stkguru@netside.net</A><BR>AIM: 
    TexWorley</DIV>
    <BLOCKQUOTE dir=ltr 
    style="PADDING-RIGHT: 0px; PADDING-LEFT: 5px; MARGIN-LEFT: 5px; BORDER-LEFT: #000000 2px solid; MARGIN-RIGHT: 0px">
      <DIV style="FONT: 10pt arial">----- Original Message ----- </DIV>
      <DIV 
      style="BACKGROUND: #e4e4e4; FONT: 10pt arial; font-color: black"><B>From:</B> 
      <A title=kmalm@earthlink.net href="mailto:kmalm@earthlink.net">Katherine 
      Malm</A> </DIV>
      <DIV style="FONT: 10pt arial"><B>To:</B> <A 
      title=canslim@lists.xmission.com 
      href="mailto:canslim@lists.xmission.com">canslim@lists.xmission.com</A> 
      </DIV>
      <DIV style="FONT: 10pt arial"><B>Sent:</B> Sunday, February 24, 2002 7:10 
      PM</DIV>
      <DIV style="FONT: 10pt arial"><B>Subject:</B> Re: [CANSLIM] Date: Sun, 24 
      Feb 2002 15:11:27 -0500</DIV>
      <DIV><BR></DIV>
      <DIV>Hi Duke,</DIV>
      <DIV>&nbsp;</DIV>
      <DIV>I believe that what you are suggesting is something that already goes 
      on quite frequently on the list. That is, people share their read on a 
      stock from both fundamental and technical perspectives. These "examples" 
      as you call them are instructive and I agree with you on that count. I 
      have 3 binders full of "lessons" that I've acquired over the years from 
      others, from my own observations/successes/failures, from the IBD, from 2 
      of the advanced IBD seminars and from this list. But I still won't submit 
      a stock and say "you should buy this because xyz." While I am looking to 
      enter a trade or while I am in the trade I really don't want to attract 
      *more* eyes to the stock. I would prefer that we accomplish what you are 
      suggesting by doing post analysis instead. And honestly, why should I 
      submit the conclusions of all my hard work in stock selection&nbsp;so that 
      others (especially non-contributors) can make money? I'll gladly share 
      knowledge and take on a debate so as to 
      learn&nbsp;something,&nbsp;&nbsp;but I won't share&nbsp;stock picks. I'm 
      sure there are others who feel the same but are less willing to admit it 
      publicly.</DIV>
      <DIV>&nbsp;</DIV>
      <DIV>Katherine</DIV>
      <BLOCKQUOTE dir=ltr 
      style="PADDING-RIGHT: 0px; PADDING-LEFT: 5px; MARGIN-LEFT: 5px; BORDER-LEFT: #000000 2px solid; MARGIN-RIGHT: 0px">
        <DIV style="FONT: 10pt arial">----- Original Message ----- </DIV>
        <DIV 
        style="BACKGROUND: #e4e4e4; FONT: 10pt arial; font-color: black"><B>From:</B> 
        <A title=dukemill@tampabay.rr.com 
        href="mailto:dukemill@tampabay.rr.com">Duke Miller</A> </DIV>
        <DIV style="FONT: 10pt arial"><B>To:</B> <A 
        title=canslim@lists.xmission.com 
        href="mailto:canslim@lists.xmission.com">canslim@lists.xmission.com</A> 
        </DIV>
        <DIV style="FONT: 10pt arial"><B>Sent:</B> Sunday, February 24, 2002 
        5:50 PM</DIV>
        <DIV style="FONT: 10pt arial"><B>Subject:</B> RE: [CANSLIM] Date: Sun, 
        24 Feb 2002 15:11:27 -0500</DIV>
        <DIV><BR></DIV>
        <DIV><SPAN class=449094023-24022002><FONT 
        face=Arial>Katherine:</FONT></SPAN></DIV>
        <DIV><SPAN class=449094023-24022002><FONT 
        face=Arial></FONT></SPAN>&nbsp;</DIV>
        <DIV><SPAN class=449094023-24022002><FONT face=Arial>I understand 
        TOTALLY your opinion; I joined this list for many of the same reasons 
        you did.&nbsp; </FONT></SPAN></DIV>
        <DIV><SPAN class=449094023-24022002><FONT 
        face=Arial></FONT></SPAN>&nbsp;</DIV>
        <DIV><SPAN class=449094023-24022002><FONT face=Arial>But...your 
        rationale for joining this list only&nbsp;SUPPORTS my concept.&nbsp; 
        What better way to become adept and expand your horizons regarding 
        CANSLIM than with real life, actual examples, I.e., our LIMITED 
        submissions of potential CANSLIM stocks (not "stock picks")&nbsp;for the 
        Mother List?&nbsp; </FONT></SPAN></DIV>
        <DIV><SPAN class=449094023-24022002><FONT 
        face=Arial></FONT></SPAN>&nbsp;</DIV>
        <DIV><SPAN class=449094023-24022002><FONT face=Arial>Have you been to a 
        CANSLIM seminar?&nbsp;&nbsp; I don't know about you, but 90% of my 
        takeaway is in the form of actual charts illustrating real life 
        situations with notes as to the discussions.&nbsp;&nbsp;I see a lot of 
        that in the Mother list:&nbsp; Forcing "members" to justify their picks 
        before they make this list has immense educational potential.&nbsp; In 
        other words, don't tell us you think this is a good pick....tell us 
        WHY!</FONT></SPAN></DIV>
        <DIV><SPAN class=449094023-24022002><FONT 
        face=Arial></FONT></SPAN>&nbsp;</DIV>
        <DIV><SPAN class=449094023-24022002><FONT face=Arial>So, my intent is 
        NOT to have the concept become a list of stock picks.&nbsp; Rather, a 
        list of stocks that students of CANSLIM are dxxn near willing to fight 
        for; stocks they don't want to see removed from the list for this reason 
        or that; stocks they (and all others) can potentially make money 
        on.&nbsp; My wording about "CANSLIM this and CANSLIM that" was poorly 
        chosen.&nbsp; I didn't mean to imply boredom.&nbsp; But if all that 
        CANSLIM this and CANSLIM that is backed up by actual real life, this is 
        my money examples....won't it mean more?</FONT></SPAN></DIV>
        <DIV><SPAN class=449094023-24022002><FONT 
        face=Arial></FONT></SPAN>&nbsp;</DIV>
        <DIV><SPAN class=449094023-24022002><FONT face=Arial>(Not to beat a dead 
        horse, but did you see in the Sunday WSJ that Southwest Airlines&nbsp;is 
        going to change their system.&nbsp; No more colored boarding 
        cards.&nbsp; Even they are looking at the world a bit 
        differently.)</FONT></SPAN></DIV>
        <DIV><SPAN class=449094023-24022002><FONT 
        face=Arial></FONT></SPAN>&nbsp;</DIV>
        <DIV><SPAN class=449094023-24022002><FONT face=Arial>Debate 
        on!</FONT></SPAN></DIV>
        <DIV><SPAN class=449094023-24022002><FONT 
        face=Arial></FONT></SPAN>&nbsp;</DIV>
        <DIV><SPAN class=449094023-24022002><FONT 
        face=Arial>Duke</FONT></SPAN></DIV>
        <BLOCKQUOTE dir=ltr 
        style="PADDING-LEFT: 5px; MARGIN-LEFT: 5px; BORDER-LEFT: #000000 2px solid; MARGIN-RIGHT: 0px">
          <DIV class=OutlookMessageHeader dir=ltr align=left><FONT face=Tahoma 
          size=2>-----Original Message-----<BR><B>From:</B> 
          owner-canslim@lists.xmission.com 
          [mailto:owner-canslim@lists.xmission.com]<B>On Behalf Of </B>Katherine 
          Malm<BR><B>Sent:</B> Sunday, February 24, 2002 6:20 PM<BR><B>To:</B> 
          canslim@lists.xmission.com<BR><B>Subject:</B> Re: [CANSLIM] Date: Sun, 
          24 Feb 2002 15:11:27 -0500<BR><BR></FONT></DIV>
          <DIV>Hi Duke,</DIV>
          <DIV>&nbsp;</DIV>
          <DIV>I've been mulling over your "mother of all lists" idea all day. I 
          understand your desire to share "collective wisdom" regarding stock 
          picks, but I don't agree with it, for the same reason you listed in 
          your comment (b). Even more so, however, when I was reviewing archives 
          in many communities in order to decide which list to join, one of the 
          things I looked for was a community that hadn't reduced discussion of 
          CANSLIM down to endless stock "picks" but instead a discussion of the 
          underlying principles that make CANSLIM tick; processes for finding 
          and evaluating stocks; clarifications of investing 
          concepts;&nbsp;and&nbsp;practice in the interpretation of technicals, 
          fundamentals, market health and CANSLIM guidelines. While some may 
          argue that such discussion makes CANSLIM overly complex, I think this 
          is precisely what makes this a community that helps to build 
          knowledgeable CANSLIMers. In my mind, it is the exchange of ideas and 
          viewpoints, not stock picks, which creates value.</DIV>
          <DIV>&nbsp;</DIV>
          <DIV>Southwest Airlines has had many copycat competitors over the 
          years, attracted to the business by the notion that following 
          Southwest's "simple" approach to flying was easy and repeatable. All 
          of the early copycats' businesses failed because they did not 
          understand the most important part of Southwest's strategy, i.e., that 
          many dedicated people work exceptionally hard and utilize a complex 
          systematic approach to doing business that *appears* to be simple to 
          the customers who fly with them.</DIV>
          <DIV>&nbsp;</DIV>
          <DIV>Katherine</DIV>
          <DIV>&nbsp;</DIV>
          <DIV>----- Original Message ----- </DIV>
          <BLOCKQUOTE 
          style="PADDING-RIGHT: 0px; PADDING-LEFT: 5px; MARGIN-LEFT: 5px; BORDER-LEFT: #000000 2px solid; MARGIN-RIGHT: 0px">
            <DIV 
            style="BACKGROUND: #e4e4e4; FONT: 10pt arial; font-color: black"><B>From:</B> 
            <A title=dukemill@tampabay.rr.com 
            href="mailto:dukemill@tampabay.rr.com">Duke Miller</A> </DIV>
            <DIV style="FONT: 10pt arial"><B>To:</B> <A 
            title=canslim@lists.xmission.com 
            href="mailto:Canslim@Lists. Xmission. Com">Canslim@Lists. Xmission. 
            Com</A> </DIV>
            <DIV style="FONT: 10pt arial"><B>Sent:</B> Sunday, February 24, 2002 
            2:12 PM</DIV>
            <DIV style="FONT: 10pt arial"><B>Subject:</B> [CANSLIM] Date: Sun, 
            24 Feb 2002 15:11:27 -0500</DIV>
            <DIV><BR></DIV>Being new to this list, I'd like to share a few 
            observations and proffer a<BR>what-if.<BR><BR>a)&nbsp; Working 
            through this market, tugging constantly with my buy checklist,<BR>it 
            helps to have company that's a) knowledgeable, b) successful 
            (or<BR>committed to striving for it), and c) CERTAINLY 
            unbiased!<BR><BR>b)&nbsp; The debate herein over the merits of 
            CANSLIM-this and/or CANSLIM-that is<BR>unending (as it should 
            be).&nbsp; The arguments haven't changed since the concept<BR>was 
            developed.&nbsp; NO matter how hard we try to stay between the 
            lines, we each<BR>have our own variation(s), don't 
            we?<BR><BR>c)&nbsp; It seems we're all watch-listing and waiting, 
            ever confident the<BR>market's going to eventually break out ONLY 
            when it's ready to. I agree with<BR>Katherine, that we can certainly 
            "mine" some winners these days.&nbsp; I've got<BR>two that are 
            showing promise, buy a dozen more I've been "whipsawed" out 
            of.<BR>(One thing WON taught me is not to "hide" from my blunders, 
            rather study and<BR>learn from them.&nbsp; I still hate doing 
            that!)<BR><BR>I think you'll all agree, trying to unearth the one 
            stock in four that<BR>doesn't shake us out unmercifully in this 
            market we're in is not fun.&nbsp; So<BR>here's a&nbsp; what if from 
            the glistening Gulf shores of Anna Maria Island:&nbsp; Is<BR>it 
            conceivable we might better devote our time to channeling our 
            collective<BR>energies toward building "all-star" watch list?&nbsp; 
            One that, when the M does<BR>turn, we can be ready in the 
            wings?<BR><BR>Forgive me if the thought isn't totally developed yet 
            (or original to this<BR>group), but what if...those interested "sign 
            up" to each "nominate" one,<BR>two, or three personal-favorite watch 
            stocks.&nbsp; Ones you'd buy for your own<BR>mother! (The "mother" 
            of all lists???)&nbsp;&nbsp; And we take that list, follow 
            its<BR>contents' progress together and, on-going, "debate" the 
            merits of each<BR>"nomination," old or new.<BR><BR>Just today we got 
            lists from Tim and John;&nbsp; I wonder which three from 
            each<BR>list they'd nominate for the Mother List?<BR><BR>IMHO, this: 
            a) would help us expand and refine our own lists; b) steepen 
            our<BR>CANSLIM learning curves via the debates; c) benefit all of us 
            when the<BR>tide(s) turn; and c), would be a source for a little fun 
            (while we wait for<BR>M)!<BR><BR>If there's enough interest, I'll be 
            glad to suggest a nomination checklist<BR>which we can improvise as 
            we go along, etc, etc, etc.&nbsp; So what do you think?<BR><BR>A 
            final note:&nbsp; I'm out of town until Thursday, but will be 
            monitoring as<BR>best I can from my remote hotmail account, iffy at 
            best.&nbsp; Worst case<BR>scenario, I'll compile a wrap-up of your 
            input by week's end.<BR><BR>Duke<BR><BR><BR><BR><BR><BR>-<BR>-To 
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