Go to Jeff Salisbury LWGate Home Page.From: Simon Yang <simoninvestments@yahoo.com>
Subject: Re: [CANSLIM] Rotation from value to growth on small caps
Date: Fri, 19 Apr 2002 08:43:53 -0700 (PDT)
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- --0-1370104995-1019231033=:95354 Content-Type: text/plain; charset=us-ascii Tom, I guess you are pretty active investor, who I was. My analyses of the markets do not indicate such switch noticably. The market still favours the little small caps with very thin volumes, and their values may not so value any more, time to be cautous with them. I do not like ETFs, since they are completely different games from CANSLIM. Simon Yang, simoninvestments.net Tom Worley <stkguru@bellsouth.net> wrote: 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. - --------------------------------- Do You Yahoo!? Yahoo! Tax Center - online filing with TurboTax - --0-1370104995-1019231033=:95354 Content-Type: text/html; charset=us-ascii <P> Tom, <P>I guess you are pretty active investor, who I was. My analyses of the markets do not indicate such switch noticably. The market still favours the little small caps with very thin volumes, and their values may not so value any more, time to be cautous with them. <P>I do not like ETFs, since they are completely different games from CANSLIM. <P>Simon Yang, simoninvestments.net <P> <B><I>Tom Worley <stkguru@bellsouth.net></I></B> wrote: <BLOCKQUOTE style="PADDING-LEFT: 5px; MARGIN-LEFT: 5px; BORDER-LEFT: #1010ff 2px solid">Over about the past month, I have seen the performance of my VR Fund (which<BR>is small cap growth oriented) begin to pick up again, altho I started the<BR>first half of this month slightly in the red. My impression was not so much<BR>that value small caps were being sold, rather that sidelined money was<BR>coming back to small cap growth stocks.<BR><BR>In the past three days, I have gained nearly 6% on the fund, even more on my<BR>IRA and margin accts, including over 1% the past two days when the broad<BR>market was down.<BR><BR>Someone might want to take a good look at the ETF (Exchange Traded Funds)<BR>and see if a pattern is developing, or I am just being lucky. Feels to me<BR>like more money is flowing into growth stocks, so likely the mid caps are<BR>being affected as well. Don't know if the value stocks are performing as<BR>well, either because they have performed and now are not so "value"<BR>underpriced, or are getting hit with profit taking.<BR><BR>Tom Worley<BR>stkguru@bellsouth.net<BR>AIM: TexWorley<BR><BR><BR><BR>-<BR>-To subscribe/unsubscribe, email "majordomo@xmission.com"<BR>-In the email body, write "subscribe canslim" or<BR>-"unsubscribe canslim". Do not use quotes in your email.</BLOCKQUOTE><p><br><hr size=1><b>Do You Yahoo!?</b><br> <a href="$rd_url/welcome/?http://taxes.yahoo.com/">Yahoo! Tax Center</a> - online filing with TurboTax - --0-1370104995-1019231033=:95354-- - - - -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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