Re: [CANSLIM] Rotation from value to growth on small caps

From: Ian <ianstm@shaw.ca>
Subject: Re: [CANSLIM] Rotation from value to growth on small caps
Date: Fri, 19 Apr 2002 08:22:56 -0700

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The smallcap growth stocks that I follow have all been on a tear since early
March, with hardly a breather (the first 2 weeks of February were ugly for
this group). I feels like I have only had 1 or 2 red days in my VR fund in
the last 3-4 weeks. New highs every day. And at the same time, I keep
kicking myself for all the ones that I let get away - which tells me that
there are a lot to choose from.

I'm hoping it will continue - solely based on my observation that there
aren't a lot of growth stocks anywhere else. As I do my daily earnings
scans, I am finding fewer and fewer issues exhibiting the kind of solid top
and bottom line growth that I look for - most of the ones that do are small
cap growth, and they all seem to be getting warm market receptions.


Ian




- ----- Original Message -----
From: Tom Worley <stkguru@bellsouth.net>
To: CANSLIM <canslim@lists.xmission.com>
Sent: Friday, April 19, 2002 5:40 AM
Subject: [CANSLIM] Rotation from value to growth on small caps


> 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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