Go to Jeff Salisbury LWGate Home Page.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 > > > > - > -To subscribe/unsubscribe, email "majordomo@xmission.com" > -In the email body, write "subscribe canslim" or > -"unsubscribe canslim". Do not use quotes in your email. - - - -To subscribe/unsubscribe, email "majordomo@xmission.com" - -In the email body, write "subscribe canslim" or - -"unsubscribe canslim". Do not use quotes in your email.
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