Go to Jeff Salisbury LWGate Home Page.From: "Duke Miller" <dukemill@tampabay.rr.com>
Subject: RE: TOO (was:[CANSLIM] WebLinks)
Date: Thu, 16 May 2002 09:29:02 -0400
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Can't tell you how many stocks I've passed on with over 50%
institutional.
Care to elaborate on your comment about S?
Thanks
Duke
- -----Original Message-----
From: owner-canslim@lists.xmission.com
[mailto:owner-canslim@lists.xmission.com] On Behalf Of Tom Worley
Sent: Wednesday, May 15, 2002 11:03 PM
To: canslim@lists.xmission.com
Subject: Re: TOO (was:[CANSLIM] WebLinks)
Duke, not that many years ago, WON's exhortations to pick stocks with a
few (but not many) institutional investors already holding it was the
gospel. But that seems to have gone out the window along with the rules
on "S"
- ----- Original Message -----
From: Duke <mailto:dukemill@tampabay.rr.com> Miller
To: canslim@lists.xmission.com
Sent: Wednesday, May 15, 2002 11:00 PM
Subject: RE: TOO (was:[CANSLIM] WebLinks)
Thanks, Katherine,
I just am guilty of interpreting WON too tightly, sometimes. His whole
point (I thought) seems to be you got to get in before they do, lest you
be subject to their whims, blah, blah...
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 3:41 PM
To: canslim@lists.xmission.com
Subject: Re: TOO (was:[CANSLIM] WebLinks)
Hi Duke,
I see plenty of stocks doing well and/or setting up good bases that have
lower institutional sponsorship. Unless the % is extraordinarily high,
it doesn't bother me all that much. Afterall, CANSLIM is about riding on
the coat tails of the big money, so no institutional money, no coat
tails!
Katherine
- ----- Original Message -----
From: Duke Miller <mailto:dukemill@tampabay.rr.com>
To: canslim@lists.xmission.com
Sent: Wednesday, May 15, 2002 7:19 AM
Subject: RE: TOO (was:[CANSLIM] WebLinks)
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....
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<DIV><SPAN class=3D233102713-16052002><FONT face=3DArial>Can't tell you =
how many=20
stocks I've passed on with over 50% institutional. =
</FONT></SPAN></DIV>
<DIV><SPAN class=3D233102713-16052002><FONT =
face=3DArial></FONT></SPAN> </DIV>
<DIV><SPAN class=3D233102713-16052002><FONT face=3DArial>Care to =
elaborate on your=20
comment about S?</FONT></SPAN></DIV>
<DIV><SPAN class=3D233102713-16052002><FONT =
face=3DArial></FONT></SPAN> </DIV>
<DIV><SPAN class=3D233102713-16052002><FONT =
face=3DArial>Thanks</FONT></SPAN></DIV>
<DIV><SPAN class=3D233102713-16052002><FONT =
face=3DArial></FONT></SPAN> </DIV>
<DIV><SPAN class=3D233102713-16052002><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>Tom Worley<BR><B>Sent:</B> Wednesday, May 15, 2002 =
11:03=20
PM<BR><B>To:</B> canslim@lists.xmission.com<BR><B>Subject:</B> Re: TOO =
(was:[CANSLIM] WebLinks)<BR><BR></FONT></DIV>
<DIV><FONT face=3DArial>Duke, not that many years ago, WON's =
exhortations to=20
pick stocks with a few (but not many) institutional investors already =
holding=20
it was the gospel. But that seems to have gone out the window along =
with the=20
rules on "S"</FONT></DIV>
<DIV> </DIV>
<DIV style=3D"FONT: 10pt arial">----- Original Message -----=20
<DIV style=3D"BACKGROUND: #e4e4e4; font-color: black"><B>From:</B> <A=20
title=3Ddukemill@tampabay.rr.com =
href=3D"mailto:dukemill@tampabay.rr.com">Duke=20
Miller</A> </DIV>
<DIV><B>To:</B> <A title=3Dcanslim@lists.xmission.com=20
=
href=3D"mailto:canslim@lists.xmission.com">canslim@lists.xmission.com</A>=
</DIV>
<DIV><B>Sent:</B> Wednesday, May 15, 2002 11:00 PM</DIV>
<DIV><B>Subject:</B> RE: TOO (was:[CANSLIM] WebLinks)</DIV></DIV>
<DIV><BR></DIV>
<DIV><SPAN class=3D295595802-16052002><FONT face=3DArial>Thanks,=20
Katherine,</FONT></SPAN></DIV>
<DIV><SPAN class=3D295595802-16052002><FONT=20
face=3DArial></FONT></SPAN> </DIV>
<DIV><SPAN class=3D295595802-16052002><FONT face=3DArial>I just am =
guilty of=20
interpreting WON too tightly, sometimes. His whole point (I =
thought)=20
seems to be you got to get in before they do, lest you be subject to =
their=20
whims, blah, blah...</FONT></SPAN></DIV>
<DIV><SPAN class=3D295595802-16052002><FONT=20
face=3DArial></FONT></SPAN> </DIV>
<DIV><SPAN class=3D295595802-16052002><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> <A =
=
href=3D"mailto:owner-canslim@lists.xmission.com">owner-canslim@lists.xmis=
sion.com</A>=20
[mailto:owner-canslim@lists.xmission.com] <B>On Behalf Of =
</B>Katherine=20
Malm<BR><B>Sent:</B> Wednesday, May 15, 2002 3:41 PM<BR><B>To:</B>=20
canslim@lists.xmission.com<BR><B>Subject:</B> Re: TOO (was:[CANSLIM] =
WebLinks)<BR><BR></FONT></DIV>
<DIV>Hi Duke,</DIV>
<DIV> </DIV>
<DIV>I see plenty of stocks doing well and/or setting up good bases =
that=20
have lower institutional sponsorship. Unless the % is =
extraordinarily high,=20
it doesn't bother me all that much. Afterall, CANSLIM is about =
riding on the=20
coat tails of the big money, so no institutional money, no coat =
tails!</DIV>
<DIV> </DIV>
<DIV>Katherine</DIV>
<BLOCKQUOTE dir=3Dltr=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=3Ddukemill@tampabay.rr.com=20
href=3D"mailto:dukemill@tampabay.rr.com">Duke Miller</A> </DIV>
<DIV style=3D"FONT: 10pt arial"><B>To:</B> <A=20
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> Wednesday, May 15, =
2002 7:19=20
AM</DIV>
<DIV style=3D"FONT: 10pt arial"><B>Subject:</B> RE: TOO =
(was:[CANSLIM]=20
WebLinks)</DIV>
<DIV><BR></DIV>
<DIV><SPAN class=3D124171812-15052002><FONT face=3DArial>So,=20
Katherine,</FONT></SPAN></DIV>
<DIV><SPAN class=3D124171812-15052002><FONT=20
face=3DArial></FONT></SPAN> </DIV>
<DIV><SPAN class=3D124171812-15052002><FONT face=3DArial>What's =
your take on=20
the institutional domination of a lot of the better looking stocks =
(at=20
least for now). Could it be these are in the limelight =
because it's=20
the only place the institutions have been venturing=20
into?</FONT></SPAN></DIV>
<DIV><SPAN class=3D124171812-15052002><FONT=20
face=3DArial></FONT></SPAN> </DIV>
<DIV><SPAN class=3D124171812-15052002><FONT=20
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> <A=20
=
href=3D"mailto:owner-canslim@lists.xmission.com">owner-canslim@lists.xmis=
sion.com</A>=20
[mailto:owner-canslim@lists.xmission.com] <B>On Behalf Of =
</B>Katherine=20
Malm<BR><B>Sent:</B> Wednesday, May 15, 2002 2:03 =
AM<BR><B>To:</B>=20
canslim@lists.xmission.com<BR><B>Subject:</B> Re: TOO =
(was:[CANSLIM]=20
WebLinks)<BR><BR></FONT></DIV>
<DIV>Hi Tom,</DIV>
<DIV> </DIV>
<DIV>I'm not surprised by the low management ownership, =
as it's=20
common when a stock is a spin-off. (This, from LTD in Aug =
'99).=20
While I know you much prefer companies still in the =
entrepreneurial=20
stage with high mgmt ownership, spin-offs have a history of =
doing very=20
well in most cases. Freedom from the mother-ship allows the new =
company=20
to focus on their specific product/marketing niche. TOO seems =
pretty=20
savvy at attacking the pre-teen girl niche. They have few =
competitors=20
that serve the market as comprehensively.</DIV>
<DIV> </DIV>
<DIV>I don't remember exactly when, but TOO was added to the =
S&P=20
Small Cap 600 recently. I remember at the time that there was a =
big=20
runup in price in anticipation. Once it was officially added, =
the price=20
took a hike South. The addition to the index may explain the =
fairly high=20
institutional ownership.</DIV>
<DIV> </DIV>
<DIV>Katherine</DIV>
<DIV> </DIV>
<DIV>PS...Darn...was hoping the weblink was gone for good!! :)) =
I really=20
HATE all those eyeballs....</DIV>
=
<DIV> </DIV></BLOCKQUOTE></BLOCKQUOTE></BLOCKQUOTE></BLOCKQUOTE></BO=
DY></HTML>
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