Go to Jeff Salisbury LWGate Home Page.From: "Duke Miller" <dukemill@tampabay.rr.com>
Subject: [CANSLIM] Maybe off-topic, but I don't think so
Date: Thu, 30 May 2002 09:49:15 -0400
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This is a multi-part message in MIME format. - ------=_NextPart_000_0014_01C207BF.42491930 Content-Type: text/plain; charset="us-ascii" Content-Transfer-Encoding: 7bit I'm a leading-, leading-edge baby boomer (that's a euphemism for I'm older than most of you, having been born DURING the war, not after!). As I aged, the boomers made my life quite good. To wit: I bought my first home in 1971 for a mere $2500 down (borrowed, of course, from my parents). I recently sold my third home, where I resided for 25 years, parlaying that borrowed $2500 into over $400,000 in equity (without taking another dime beyond that initial $2500 out of my pocket all those years). Thank you boomers for pushing the prices of housing up the way you did. There are other examples too many to mention, like Viagra, dubbed by Hef as the greatest legalized drug of all time, but I'm sure you get the point. You read everyday about the 75,000,000 boomers on the precipice of retirement. Well, while the market is the way it is, I'm looking for some new ideas, and an article in the a.m.'s New America about Monaco Coach Corp. is bang on. "That group's (boomers) growth between 2000 and 2010 is expected to be 65.5% compared to 12.9% for the rest of the population." Same issue, in a blurb about expensive home builder Toll Bros., "The builder of luxury homes expects aging baby boomers to fuel demand in the next few years." And the special section today about financial advisors is all about boomers. The point is, Canslimmers, in the very near future, beer commercials during football games will give way to commercials for Depends! You watch. Further to this issue, I live in a coastal community. A Money survey about five years ago said 44% of all boomers are going to "invest" in property near the water in anticipation of retirement. Well, guess what the boomers are doing right here in our village of 1500 people? Over the last three years, housing costs have risen (documented, mind you) an average of 3% PER MONTH. Obviously rents lag (by a long shot) that kind of inflation, which means I can't afford to invest in that stuff. But I can invest in NFI, a company that finances REIT's (I have a small position in NFI). I can invest in HOV or TOL stock. Or HOTT, which sells clothes to boomer's kids. What about Botox? And, yes, I can invest in Monaco Coach. My question of the week: Can you suggest other boomer-centric companies? We could call the list CANSLIM-B. They don't need to have great charts of fundies right NOW, but I can't help but think if you mix equal parts of CANSLIM and aging boomers, you're going to have some winners that will rival the tech boom of the late nineties. Duke Everybody should believe in something - I believe I'll have another glass of great wine! - ------=_NextPart_000_0014_01C207BF.42491930 Content-Type: text/html; charset="us-ascii" Content-Transfer-Encoding: quoted-printable <!DOCTYPE HTML PUBLIC "-//W3C//DTD HTML 4.0 Transitional//EN"> <HTML><HEAD> <META HTTP-EQUIV=3D"Content-Type" CONTENT=3D"text/html; = charset=3Dus-ascii"> <TITLE>Message</TITLE> <META content=3D"MSHTML 6.00.2716.2200" name=3DGENERATOR></HEAD> <BODY> <DIV><SPAN class=3D312151013-30052002><FONT face=3DArial>I'm a leading-, = leading-edge baby boomer (that's a euphemism for I'm older than most of = you,=20 having been born DURING the war, not after!). As I aged, the = boomers made=20 my life quite good. To wit: I bought my first home in 1971 = for a=20 mere $2500 down (borrowed, of course, from my parents). I recently = sold my=20 third home, where I resided for 25 years, parlaying that borrowed $2500 = into=20 over $400,000 in equity (without taking another dime beyond that initial = $2500 out of my pocket all those years). Thank you boomers = for=20 pushing the prices of housing up the way you did. There are other=20 examples too many to mention, like Viagra, dubbed by Hef as the = greatest=20 legalized drug of all time, but I'm sure you get the = point.</FONT></SPAN></DIV> <DIV><SPAN class=3D312151013-30052002><FONT = face=3DArial></FONT></SPAN> </DIV> <DIV><SPAN class=3D312151013-30052002><FONT face=3DArial>You read = everyday about the=20 75,000,000 boomers on the precipice of retirement. Well, while the = market=20 is the way it is, I'm looking for some new ideas, and an article in the = a.m.'s=20 New America about Monaco Coach Corp. is bang on. = "That=20 group's (boomers) growth between 2000 and 2010 is expected to be = 65.5%=20 compared to 12.9% for the rest of the = population." Same issue,=20 in a blurb about expensive home builder Toll Bros., "The = builder of=20 luxury homes expects aging baby boomers to fuel demand in the next few=20 years." And the special section today about financial advisors is = all=20 about boomers. The point is, Canslimmers, in the very near future, = beer=20 commercials during football games will give way to commercials=20 for Depends! You watch.</FONT></SPAN></DIV> <DIV><SPAN class=3D312151013-30052002><FONT = face=3DArial></FONT></SPAN> </DIV> <DIV><SPAN class=3D312151013-30052002><FONT face=3DArial>Further = to this=20 issue, I live in a coastal community. A Money survey = about five=20 years ago said 44% of all boomers are going to "invest" in property near = the=20 water in anticipation of retirement. Well, guess what the boomers = are=20 doing right here in our village of 1500 people? Over the last = three years,=20 housing costs have risen (documented, mind you) an average of 3% = PER=20 MONTH. Obviously rents lag (by a long shot) that kind of = inflation, which=20 means I can't afford to invest in that stuff. But I can invest in = NFI, a=20 company that finances REIT's (I have a small position in NFI). I = can=20 invest in HOV or TOL stock. Or HOTT, which sells clothes to = boomer's=20 kids. What about Botox? And, yes, I can invest in Monaco=20 Coach.</FONT></SPAN></DIV> <DIV><SPAN class=3D312151013-30052002><FONT = face=3DArial></FONT></SPAN> </DIV> <DIV><SPAN class=3D312151013-30052002><FONT face=3DArial>My question of = the=20 week: Can you suggest other boomer-centric companies? We = could call=20 the list CANSLIM-B. They don't need to have great charts of = fundies right=20 NOW, but I can't help but think if you mix equal parts of CANSLIM = and aging=20 boomers, you're going to have some winners that will rival the tech boom = of the=20 late nineties. </FONT></SPAN></DIV> <DIV><SPAN class=3D312151013-30052002><FONT = face=3DArial></FONT></SPAN> </DIV> <DIV><SPAN class=3D312151013-30052002><FONT = face=3DArial>Duke</FONT></SPAN><SPAN=20 class=3D312151013-30052002><FONT face=3DArial> </FONT></SPAN></DIV> <DIV> </DIV> <DIV align=3Dleft><FONT size=3D2> <P>Everybody should believe in something - I believe I'll have another = glass of=20 great wine!</P></FONT></DIV> <DIV><FONT face=3DArial></FONT> </DIV></BODY></HTML> - ------=_NextPart_000_0014_01C207BF.42491930-- - - - -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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