[CANSLIM] Rotation from value to growth on small caps

From: "Tom Worley" <stkguru@bellsouth.net>
Subject: [CANSLIM] Rotation from value to growth on small caps
Date: Fri, 19 Apr 2002 08:40:22 -0400

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Over about the past month, I have seen the performance of my VR Fund (which
is small cap growth oriented) begin to pick up again, altho I started the
first half of this month slightly in the red. My impression was not so much
that value small caps were being sold, rather that sidelined money was
coming back to small cap growth stocks.

In the past three days, I have gained nearly 6% on the fund, even more on my
IRA and margin accts, including over 1% the past two days when the broad
market was down.

Someone might want to take a good look at the ETF (Exchange Traded Funds)
and see if a pattern is developing, or I am just being lucky. Feels to me
like more money is flowing into growth stocks, so likely the mid caps are
being affected as well. Don't know if the value stocks are performing as
well, either because they have performed and now are not so "value"
underpriced, or are getting hit with profit taking.

Tom Worley
stkguru@bellsouth.net
AIM: TexWorley



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