Re: [CANSLIM] SAH - now IBD

From: Ian <ianstm@shaw.ca>
Subject: Re: [CANSLIM] SAH - now IBD
Date: Thu, 02 May 2002 22:16:18 -0700
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I'll chip in with a more optimistic view of IBD:

All I ever read is the 'earnings', 'WTBMF' and 'new highs' sections, and I
come away with a great appreciation for the paper. I am a big, big fan of
their earnings section - it is thorough, comprehensive and has enough data
to do some serious mining. They charge me $2.50/day for it here, which is
the best money I spend on investing tools, by a country mile.

Ian



- ----- Original Message -----
From: Bill Triffet <btriffet@earthlink.net>
To: <canslim@lists.xmission.com>
Sent: Thursday, May 02, 2002 9:18 PM
Subject: Re: [CANSLIM] SAH - now IBD


> I just got done explaining to one of the members offline that the Weekend
> Review was a good place to start. Back in 97-99 they had more with actual
> bases ready to go. I found some great winners there back then (oh the good
> ol days). Perhaps it's out lived it's usefulness. I have noticed this year
a
> lot more extended stocks than not are put there.  I just think it's a sign
> of the market but they must still fill the paper with somthing...
>
> On a related note, I'm about to switch from IBD to Daily Graphs for the
> reasons above. While the subcription is a lot more, it's usefulness more
> than justifies it. I got REAL tired of reading about how Clinton was the
> anti-Christ with no real stock picks to show for it all.
>
> -Bill
>
> ----- Original Message -----
> From: "J. Lobatto" <jlobatto@nyc.rr.com>
> To: <canslim@lists.xmission.com>
> Sent: Thursday, May 02, 2002 8:19 PM
> Subject: Re: [CANSLIM] SAH
>
>
> > I'll second these thoughts. It always puzzles me why in The Weekend
Review
> > section they display graphs of stocks that are overextended.
> >
> > ----- Original Message -----
> > From: "Tom Worley" <stkguru@bellsouth.net>
> > To: <canslim@lists.xmission.com>
> > Sent: Thursday, May 02, 2002 11:04 PM
> > Subject: Re: [CANSLIM] SAH
> >
> >
> > > what, we gotta think for ourselves now as well? Actually, I agree, at
> > least
> > > in part. I just hate IBD always pretending that they know it all, by
> using
> > > charts already weeks or months, or years, old.
> > >
> > > I stopped subscribing years ago because, in part, they were not
teaching
> > me
> > > anything new about handling "TODAY'S" market. I can figure out, today,
> > real
> > > well what I should have done three months ago (and most likely did not
> do
> > > then). That's easy, try something challenging, like staying fully
> invested
> > > in today's market place. And making money at the same time.
> > >
> > > Tom Worley
> > > stkguru@bellsouth.net
> > > AIM: TexWorley
> > > ----- Original Message -----
> > > From: "Ian" <ianstm@shaw.ca>
> > > To: <canslim@lists.xmission.com>
> > > Sent: Thursday, May 02, 2002 11:20 PM
> > > Subject: Re: [CANSLIM] SAH
> > >
> > >
> > > I dunno. I think that would take away some of our advantage.
> > >
> > > Ian
> > >
> > >
> > > ----- Original Message -----
> > > From: Tom Worley <stkguru@bellsouth.net>
> > > To: <canslim@lists.xmission.com>
> > > Sent: Thursday, May 02, 2002 7:26 PM
> > > Subject: Re: [CANSLIM] SAH
> > >
> > >
> > > > IBD has a history of featuring stocks long after they are buyable,
and
> > > > already a proven winner. We have had many discussions here about
that,
> > and
> > > I
> > > > suspect most members, as well as most paying subscribers, would like
> > them
> > > to
> > > > feature more on current situations. Show the stocks with good c&h
> > > formations
> > > > right now that have fundies (fundamentals) that make them worth
> watching
> > > > closely.
> > > >
> > > > Point out stocks that are ridiculously overextended, or have no
> fundies
> > at
> > > > all, as possible shorts
> > > >
> > > > Point out distribution days as they occur, both on indexes and
> > individual
> > > > stocks
> > > >
> > > > Tom Worley
> > > > stkguru@bellsouth.net
> > > > AIM: TexWorley
> > > > ----- Original Message -----
> > > > From: "Winston Little" <wlittle1@peoplepc.com>
> > > > To: <canslim@lists.xmission.com>
> > > > Sent: Thursday, May 02, 2002 10:18 PM
> > > > Subject: Re: [CANSLIM] SAH
> > > >
> > > >
> > > > Tom:
> > > >
> > > > My thinking had been that I was the only one wondering about the
> > companies
> > > > selected and somtimes repeated in feature stories a week or two
later
> in
> > > the
> > > > paper.
> > > >
> > > >
> > > > ----- Original Message -----
> > > > From: "Tom Worley" <stkguru@bellsouth.net>
> > > > To: <canslim@lists.xmission.com>
> > > > Sent: Thursday, May 02, 2002 9:54 PM
> > > > Subject: Re: [CANSLIM] SAH
> > > >
> > > >
> > > > > I often wonder where IBD gets its ideas for stocks to feature,
would
> > > like
> > > > > them to affirmatively disclose if the company is also a client or
> has
> > > > other
> > > > > business relationship.
> > > > >
> > > > > What I see at a glance:
> > > > > stagnant earnings (in cents) 55, 53, 51,  53
> > > > > stagnant sales (in millions of $) 1626, 1566, 1679, 1605
> > > > > debt of 99%, but selling this month $130 million of convertible
> bonds
> > > > (which
> > > > > may dilute the present shares)
> > > > > funds 27%
> > > > > chart is extended considerably
> > > > > forecasts are strong, but look very optimistic compared to what
the
> > > > company
> > > > > has been earning in past 8 qtrs. Add in stagnant results for past
4
> > > qtrs,
> > > > > and I am curious how they expect to grow 34% this year.
> > > > >
> > > > > Tom Worley
> > > > > stkguru@bellsouth.net
> > > > > AIM: TexWorley
> > > > > ----- Original Message -----
> > > > > From: "Marty" <majorgenson@attbi.com>
> > > > > To: <canslim@lists.xmission.com>
> > > > > Sent: Thursday, May 02, 2002 8:35 PM
> > > > > Subject: [CANSLIM] SAH
> > > > >
> > > > >
> > > > > Here one that IBD talked about in their Smart Investor section
> today.
> > > SAH
> > > > > which been on top (high EPS & RS) since Jan of this year. It has a
7
> > day
> > > > > base with a break out today but is still %4 off it 52 week high.
> Would
> > > pp
> > > > be
> > > > > at $38.55?
> > > > >
> > > > >
> > > > >
> > > > > Here are some main fundies:
> > > > >
> > > > > EPS 99
> > > > >
> > > > > RS       97
> > > > >
> > > > > ROE    17%
> > > > >
> > > > > Earnings 1.91            1.69            1.27            .74
> > > > > (from barchart)
> > > > >
> > > > > Group fundamental rating is only at 72
> > > > >
> > > > > Group technical rating is at 95
> > > > >
> > > > >
> > > > >
> > > > > Any thoughts?
> > > > >
> > > > >
> > > > >
> > > > > Marty
> > > > >
> > > > >
> > > > >
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