Re: [CANSLIM] SAH - now IBD


From: "Bert Pesak" <bpesak@rcn.com>
Subject: Re: [CANSLIM] SAH - now IBD
Date: Fri, 3 May 2002 16:56:09 -0400

Next Article (by Date): Re: [CANSLIM] SAH "Marty"
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Ian,
How much time do you spend looking at Earnings, WTBMF and New Highs?

I had a friend that showed me a process similar to yours about 12 years ago
and he would set percentage changes (that I don't remember) from the Best
Ups list and then do his fundie DD.  My friend died about 3 years ago.

I take it that you start with the Best Ups list for earnings.  Do you setup
parameters in the Best Ups list like an increase in sales, earnings,
quarterly change, up Arrows?

When I look at WTBMF I don't see any consistency, do you use it as a
starting point for fundie & chart research?

After having gathered the stocks from IBD, what do you look for.
Thanks for the Help.
Bert Pesak
bpesak@rcn.com


- ----- Original Message -----
From: "Ian" <ianstm@shaw.ca>
To: <canslim@lists.xmission.com>
Sent: Friday, May 03, 2002 1:16 AM
Subject: Re: [CANSLIM] SAH - now IBD


> 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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