Re: [CANSLIM] our stuff

From: "Tom Worley" <stkguru@bellsouth.net>
Subject: Re: [CANSLIM] our stuff
Date: Fri, 17 May 2002 19:57:47 -0400

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sorry, make that 130K (not 13K)

- ----- Original Message -----
From: "Tom Worley" <stkguru@bellsouth.net>
To: <canslim@lists.xmission.com>
Sent: Friday, May 17, 2002 7:48 PM
Subject: Re: [CANSLIM] our stuff

the two biggest positions (of 3) are over $12 and average 80K to 13K ADV.
Both positions I closed out (one painfully too early RMCI, up another 10%
just today) also were priced in double digits with acceptable liquidity.

- ----- Original Message -----
From: "Hill, Ernie" <Ernie.Hill@ElPaso.com>
To: <canslim@lists.xmission.com>
Sent: Friday, May 17, 2002 7:41 PM
Subject: RE: [CANSLIM] our stuff

Yes, Tom, but you must admit with the exception of Ian most of us don't fish
in your pond.

E

 -----Original Message-----
From: Tom Worley [mailto:stkguru@bellsouth.net]
Sent: Friday, May 17, 2002 5:48 PM
To: canslim@lists.xmission.com
Subject: Re: [CANSLIM] our stuff

Ernie,

I think it lies largely in how you define "our stuff". My margin acct (all
growth small caps) finished the week up 14.4% and 45.8% since I went from
100% cash to fully margined on Jan 30.

wasn't an easy ride, at one point I was down 15%.

- ----- Original Message -----
From: "Hill, Ernie" <Ernie.Hill@ElPaso.com>
To: <canslim@lists.xmission.com>
Sent: Friday, May 17, 2002 10:14 AM
Subject: [CANSLIM] our stuff

Is it just me or is it just our kind of stuff that has not really responded
to the move up in the broader market averages this week. I haven't lost
money, but I haven't kept pace with the S&P either.

Very disappointing, I have been waiting for this little turn up in the
market only to see my recent purchases move only slightly higher. It seems
that the beaten down large caps are the only ones posting good gains.

E

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