Go to Jeff Salisbury LWGate Home Page.From: "Duke Miller" <dukemill@tampabay.rr.com>
Subject: RE: TOO (was:[CANSLIM] WebLinks)
Date: Wed, 15 May 2002 08:19:29 -0400
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Top of Thread: Re: TOO (was:[CANSLIM] WebLinks) "Katherine Malm"
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So, Katherine,
What's your take on the institutional domination of a lot of the better
looking stocks (at least for now). Could it be these are in the
limelight because it's the only place the institutions have been
venturing into?
Duke
- -----Original Message-----
From: owner-canslim@lists.xmission.com
[mailto:owner-canslim@lists.xmission.com] On Behalf Of Katherine Malm
Sent: Wednesday, May 15, 2002 2:03 AM
To: canslim@lists.xmission.com
Subject: Re: TOO (was:[CANSLIM] WebLinks)
Hi Tom,
I'm not surprised by the low management ownership, as it's common when a
stock is a spin-off. (This, from LTD in Aug '99). While I know you much
prefer companies still in the entrepreneurial stage with high mgmt
ownership, spin-offs have a history of doing very well in most cases.
Freedom from the mother-ship allows the new company to focus on their
specific product/marketing niche. TOO seems pretty savvy at attacking
the pre-teen girl niche. They have few competitors that serve the market
as comprehensively.
I don't remember exactly when, but TOO was added to the S&P Small Cap
600 recently. I remember at the time that there was a big runup in price
in anticipation. Once it was officially added, the price took a hike
South. The addition to the index may explain the fairly high
institutional ownership.
Katherine
PS...Darn...was hoping the weblink was gone for good!! :)) I really HATE
all those eyeballs....
- ----- Original Message -----
From: Tom <mailto:stkguru@bellsouth.net> Worley
To: canslim@lists.xmission.com
Sent: Tuesday, May 14, 2002 11:35 PM
Subject: Re: [CANSLIM] WebLinks
Duke, I also note that IBD seems to be reinventing their own version of
CANSLIM. WON, in HTMMIS, talks about selecting stocks with at least 25%
earnings growth. The forecast for TOO, per DGO, is only 18% for present
year.
DGO does not show total institutional holdings, only funds and banks.
For
funds, they show 35%. With Management only holding a paltry 1%, then
funds
alone control this stock. And the big quarter is naturally the 4th,
ending
Jan '03, so you won't now into well into next year if they will even
make
that 18%.
- ----- Original Message -----
From: "Duke Miller" <dukemill@tampabay.rr.com>
To: <canslim@lists.xmission.com>
Sent: Tuesday, May 14, 2002 10:15 PM
Subject: RE: [CANSLIM] WebLinks
Norm & Katherine, et al:
Yes, it is back.
And tooday's feature, TOO, doesn't look too bad either. But 78%
Institutional? Somebody correct me if I'm wrong, but don't the reasons
you want low sponsorship include a) so you can get in before the
institutional folks who are responsible for 75% of the volume, etc, and
b) so you can avoid the huge gyrations those people can cause in a
stock?
I find it odd they feature these stocks in the Web link, but don't
venture here. Note in the Too analysis, they speak to the fact the high
volume, 1,100,000 AVD, means it's "institutional quality."
I'm beginning to think maybe WON isn't screening his own paper's
editorial that much. I'm also starting to believe a lot of what's
getting passed off in IBD is horse puckey! Or maybe I'm just getting
frustrated that the pickin's they're slim.
Duke
- -----Original Message-----
From: owner-canslim@lists.xmission.com
[mailto:owner-canslim@lists.xmission.com] On Behalf Of Norman
Sent: Tuesday, May 14, 2002 7:59 PM
To: canslim@lists.xmission.com
Subject: Re: [CANSLIM] WebLinks
And it's back again. And still free. Must be magic!
Sorry Katherine.
I find it odd that this is available to the non-subscribing public
though. A departure from their "sell everything" philosophy.
Norm
- ----- Original Message -----
From: "Winston Little" <wlittle1@peoplepc.com>
To: <canslim@lists.xmission.com>
Sent: Tuesday, May 14, 2002 4:04 PM
Subject: Re: [CANSLIM] WebLinks
> Duke:
>
> Bingo!
>
> Look for it tomorrow at $2/ company!
>
> ----- Original Message -----
> From: "Duke Miller" <dukemill@tampabay.rr.com>
> To: <canslim@lists.xmission.com>
> Sent: Tuesday, May 14, 2002 4:58 PM
> Subject: RE: [CANSLIM] WebLinks
>
>
> > Thanks Winston and Norm.
> >
> > They're probably figuring a way to charge us for it!
> >
> > Duke
> >
> > -----Original Message-----
> > From: owner-canslim@lists.xmission.com
> > [mailto:owner-canslim@lists.xmission.com] On Behalf Of Winston
> > Little
> > Sent: Tuesday, May 14, 2002 4:14 PM
> > To: canslim@lists.xmission.com
> > Subject: Re: [CANSLIM] WebLinks
> >
> >
> > Duke:
> > The link supplied by Norm worked this morning at about 10:00am.
> > However there were only the Monday feature (AZO) and three prior
> > stocks. The older ones had gone. When I saw your recent note, I
> > tried again and also found the "Page Cannot Be Found " note.
> >
> > Winston.
> >
> > ----- Original Message -----
> > From: "Duke Miller" <dukemill@tampabay.rr.com>
> > To: <canslim@lists.xmission.com>
> > Sent: Tuesday, May 14, 2002 3:55 PM
> > Subject: RE: [CANSLIM] WebLinks
> >
> >
> > > I get only a "Page Cannot be Found" when clicking that link.
> > >
> > > Duke
> > >
> > > -----Original Message-----
> > > From: owner-canslim@lists.xmission.com
> > > [mailto:owner-canslim@lists.xmission.com] On Behalf Of Boyd
> > > Sent: Tuesday, May 14, 2002 9:56 AM
> > > To: canslim@lists.xmission.com
> > > Subject: Re: [CANSLIM] WebLinks
> > >
> > >
> > > Winston,
> > >
> > > Just go to www.investors.com/weblink/. The company profiled today
> > > is AZO, a timely analysis.
> > >
> > > Norm
> > >
> > >
> > >
> > > Winston Little writes:
> > >
> > > > Web Links have disappeared from the IBD web site.
> > > >
> > > > Will they be back tomorrow at $2/ company?
> > >
> > > -
> > > -To subscribe/unsubscribe, email "majordomo@xmission.com" -In the
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> > > Do not use quotes in your email.
> > >
> > >
> > > -
> > > -To subscribe/unsubscribe, email "majordomo@xmission.com" -In the
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> > > Do not use quotes in your email.
> > >
> >
> >
> > -
> > -To subscribe/unsubscribe, email "majordomo@xmission.com" -In the
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> > not use quotes in your email.
> >
> >
> > -
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> > email body, write "subscribe canslim" or -"unsubscribe canslim". Do
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> >
>
>
> -
> -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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<DIV><SPAN class=3D124171812-15052002><FONT face=3DArial>So,=20
Katherine,</FONT></SPAN></DIV>
<DIV><SPAN class=3D124171812-15052002><FONT =
face=3DArial></FONT></SPAN> </DIV>
<DIV><SPAN class=3D124171812-15052002><FONT face=3DArial>What's your =
take on the=20
institutional domination of a lot of the better looking stocks (at least =
for=20
now). Could it be these are in the limelight because it's the only =
place=20
the institutions have been venturing into?</FONT></SPAN></DIV>
<DIV><SPAN class=3D124171812-15052002><FONT =
face=3DArial></FONT></SPAN> </DIV>
<DIV><SPAN class=3D124171812-15052002><FONT =
face=3DArial>Duke</FONT></SPAN></DIV>
<BLOCKQUOTE dir=3Dltr style=3D"MARGIN-RIGHT: 0px">
<DIV></DIV>
<DIV class=3DOutlookMessageHeader lang=3Den-us dir=3Dltr =
align=3Dleft><FONT=20
face=3DTahoma size=3D2>-----Original Message-----<BR><B>From:</B>=20
owner-canslim@lists.xmission.com =
[mailto:owner-canslim@lists.xmission.com]=20
<B>On Behalf Of </B>Katherine Malm<BR><B>Sent:</B> Wednesday, May 15, =
2002=20
2:03 AM<BR><B>To:</B> canslim@lists.xmission.com<BR><B>Subject:</B> =
Re: TOO=20
(was:[CANSLIM] WebLinks)<BR><BR></FONT></DIV>
<DIV>Hi Tom,</DIV>
<DIV> </DIV>
<DIV>I'm not surprised by the low management ownership, as it's =
common=20
when a stock is a spin-off. (This, from LTD in Aug '99). While I =
know=20
you much prefer companies still in the entrepreneurial stage with high =
mgmt=20
ownership, spin-offs have a history of doing very well in most cases. =
Freedom=20
from the mother-ship allows the new company to focus on their specific =
product/marketing niche. TOO seems pretty savvy at attacking the =
pre-teen girl=20
niche. They have few competitors that serve the market as=20
comprehensively.</DIV>
<DIV> </DIV>
<DIV>I don't remember exactly when, but TOO was added to the S&P =
Small Cap=20
600 recently. I remember at the time that there was a big runup in =
price in=20
anticipation. Once it was officially added, the price took a hike =
South. The=20
addition to the index may explain the fairly high institutional=20
ownership.</DIV>
<DIV> </DIV>
<DIV>Katherine</DIV>
<DIV> </DIV>
<DIV>PS...Darn...was hoping the weblink was gone for good!! :)) I =
really HATE=20
all those eyeballs....</DIV>
<DIV> </DIV>
<BLOCKQUOTE=20
style=3D"PADDING-RIGHT: 0px; PADDING-LEFT: 5px; MARGIN-LEFT: 5px; =
BORDER-LEFT: #000000 2px solid; MARGIN-RIGHT: 0px">
<DIV style=3D"FONT: 10pt arial">----- Original Message ----- </DIV>
<DIV=20
style=3D"BACKGROUND: #e4e4e4; FONT: 10pt arial; font-color: =
black"><B>From:</B>=20
<A title=3Dstkguru@bellsouth.net =
href=3D"mailto:stkguru@bellsouth.net">Tom=20
Worley</A> </DIV>
<DIV style=3D"FONT: 10pt arial"><B>To:</B> <A =
title=3Dcanslim@lists.xmission.com=20
=
href=3D"mailto:canslim@lists.xmission.com">canslim@lists.xmission.com</A>=
=20
</DIV>
<DIV style=3D"FONT: 10pt arial"><B>Sent:</B> Tuesday, May 14, 2002 =
11:35=20
PM</DIV>
<DIV style=3D"FONT: 10pt arial"><B>Subject:</B> Re: [CANSLIM] =
WebLinks</DIV>
<DIV><BR></DIV>Duke, I also note that IBD seems to be reinventing =
their own=20
version of<BR>CANSLIM. WON, in HTMMIS, talks about selecting stocks =
with at=20
least 25%<BR>earnings growth. The forecast for TOO, per DGO, is only =
18% for=20
present<BR>year.<BR><BR>DGO does not show total institutional =
holdings, only=20
funds and banks. For<BR>funds, they show 35%. With Management only =
holding a=20
paltry 1%, then funds<BR>alone control this stock. And the big =
quarter is=20
naturally the 4th, ending<BR>Jan '03, so you won't now into well =
into next=20
year if they will even make<BR>that 18%.<BR><BR>----- Original =
Message=20
-----<BR>From: "Duke Miller" <<A=20
=
href=3D"mailto:dukemill@tampabay.rr.com">dukemill@tampabay.rr.com</A>>=
<BR>To:=20
<<A=20
=
href=3D"mailto:canslim@lists.xmission.com">canslim@lists.xmission.com</A>=
><BR>Sent:=20
Tuesday, May 14, 2002 10:15 PM<BR>Subject: RE: [CANSLIM]=20
WebLinks<BR><BR><BR>Norm & Katherine, et al:<BR><BR>Yes, it is=20
back.<BR><BR>And tooday's feature, TOO, doesn't look too bad =
either. =20
But 78%<BR>Institutional? Somebody correct me if I'm wrong, =
but don't=20
the reasons<BR>you want low sponsorship include a) so you can get in =
before=20
the<BR>institutional folks who are responsible for 75% of the =
volume, etc,=20
and<BR>b) so you can avoid the huge gyrations those people can cause =
in=20
a<BR>stock?<BR><BR>I find it odd they feature these stocks in the =
Web link,=20
but don't<BR>venture here. Note in the Too analysis, they =
speak to the=20
fact the high<BR>volume, 1,100,000 AVD, means it's "institutional=20
quality."<BR><BR>I'm beginning to think maybe WON isn't screening =
his own=20
paper's<BR>editorial that much. I'm also starting to believe a lot =
of=20
what's<BR>getting passed off in IBD is horse puckey! Or maybe =
I'm just=20
getting<BR>frustrated that the pickin's they're=20
slim.<BR><BR>Duke<BR><BR>-----Original Message-----<BR>From: <A=20
=
href=3D"mailto:owner-canslim@lists.xmission.com">owner-canslim@lists.xmis=
sion.com</A><BR>[mailto:owner-canslim@lists.xmission.com]=20
On Behalf Of Norman<BR>Sent: Tuesday, May 14, 2002 7:59 PM<BR>To: <A =
=
href=3D"mailto:canslim@lists.xmission.com">canslim@lists.xmission.com</A>=
<BR>Subject:=20
Re: [CANSLIM] WebLinks<BR><BR><BR>And it's back again. And =
still=20
free. Must be magic!<BR><BR>Sorry Katherine.<BR><BR>I find it =
odd that=20
this is available to the non-subscribing public<BR>though. A =
departure from=20
their "sell everything" philosophy.<BR><BR>Norm<BR><BR>----- =
Original=20
Message -----<BR>From: "Winston Little" <<A=20
=
href=3D"mailto:wlittle1@peoplepc.com">wlittle1@peoplepc.com</A>><BR>To=
:=20
<<A=20
=
href=3D"mailto:canslim@lists.xmission.com">canslim@lists.xmission.com</A>=
><BR>Sent:=20
Tuesday, May 14, 2002 4:04 PM<BR>Subject: Re: [CANSLIM]=20
WebLinks<BR><BR><BR>> Duke:<BR>><BR>> =
Bingo!<BR>><BR>> Look=20
for it tomorrow at $2/ company!<BR>><BR>> ----- Original =
Message=20
-----<BR>> From: "Duke Miller" <<A=20
=
href=3D"mailto:dukemill@tampabay.rr.com">dukemill@tampabay.rr.com</A>>=
<BR>>=20
To: <<A=20
=
href=3D"mailto:canslim@lists.xmission.com">canslim@lists.xmission.com</A>=
><BR>>=20
Sent: Tuesday, May 14, 2002 4:58 PM<BR>> Subject: RE: [CANSLIM]=20
WebLinks<BR>><BR>><BR>> > Thanks Winston and =
Norm.<BR>>=20
><BR>> > They're probably figuring a way to charge us for=20
it!<BR>> ><BR>> > Duke<BR>> ><BR>> > =
- -----Original=20
Message-----<BR>> > From: <A=20
=
href=3D"mailto:owner-canslim@lists.xmission.com">owner-canslim@lists.xmis=
sion.com</A><BR>>=20
> [mailto:owner-canslim@lists.xmission.com] On Behalf Of =
Winston<BR>>=20
> Little<BR>> > Sent: Tuesday, May 14, 2002 4:14 PM<BR>> =
>=20
To: <A=20
=
href=3D"mailto:canslim@lists.xmission.com">canslim@lists.xmission.com</A>=
<BR>>=20
> Subject: Re: [CANSLIM] WebLinks<BR>> ><BR>> =
><BR>> >=20
Duke:<BR>> > The link supplied by Norm worked this morning at =
about=20
10:00am.<BR>> > However there were only the Monday feature =
(AZO) and=20
three prior<BR>> > stocks. The older ones had gone. When I saw =
your=20
recent note, I<BR>> > tried again and also found the "Page =
Cannot Be=20
Found " note.<BR>> ><BR>>=20
=
> &nb=
sp; =20
Winston.<BR>> ><BR>> > ----- Original Message =
- -----<BR>> >=20
From: "Duke Miller" <<A=20
=
href=3D"mailto:dukemill@tampabay.rr.com">dukemill@tampabay.rr.com</A>>=
<BR>>=20
> To: <<A=20
=
href=3D"mailto:canslim@lists.xmission.com">canslim@lists.xmission.com</A>=
><BR>>=20
> Sent: Tuesday, May 14, 2002 3:55 PM<BR>> > Subject: RE: =
[CANSLIM]=20
WebLinks<BR>> ><BR>> ><BR>> > > I get only a =
"Page=20
Cannot be Found" when clicking that link.<BR>> > ><BR>> =
>=20
> Duke<BR>> > ><BR>> > > -----Original=20
Message-----<BR>> > > From: <A=20
=
href=3D"mailto:owner-canslim@lists.xmission.com">owner-canslim@lists.xmis=
sion.com</A><BR>>=20
> > [mailto:owner-canslim@lists.xmission.com] On Behalf Of=20
Boyd<BR>> > > Sent: Tuesday, May 14, 2002 9:56 AM<BR>> =
> >=20
To: <A=20
=
href=3D"mailto:canslim@lists.xmission.com">canslim@lists.xmission.com</A>=
<BR>>=20
> > Subject: Re: [CANSLIM] WebLinks<BR>> > ><BR>> =
>=20
><BR>> > > Winston,<BR>> > ><BR>> > > =
Just go=20
to <A=20
=
href=3D"http://www.investors.com/weblink/">www.investors.com/weblink/</A>=
. =20
The company profiled today<BR><BR>> > > is AZO, a timely=20
analysis.<BR>> > ><BR>> > > Norm<BR>> > =
><BR>>=20
> ><BR>> > ><BR>> > > Winston Little =
writes:<BR>>=20
> ><BR>> > > > Web Links have disappeared from the =
IBD web=20
site.<BR>> > > ><BR>> > > > Will they be =
back=20
tomorrow at $2/ company?<BR>> > ><BR>> > > =
- -<BR>> >=20
> -To subscribe/unsubscribe, email "<A=20
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>=20
><BR>> > ><BR>> > > -<BR>> > > -To=20
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subscribe/unsubscribe, email "<A=20
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><BR>> ><BR>> > -<BR>> > -To =
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><BR>><BR>><BR>> -<BR>> -To subscribe/unsubscribe, =
email "<A=20
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canslim". Do not use quotes in your=20
email.<BR>><BR>><BR><BR><BR>-<BR>-To subscribe/unsubscribe, =
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not use quotes in your email.<BR><BR><BR>-<BR>-To =
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email "<A=20
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Previous Article (by Date): Re: [CANSLIM] SAFM "Tom Worley"
Top of Thread: Re: TOO (was:[CANSLIM] WebLinks) "Katherine Malm"
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