Go to Jeff Salisbury LWGate Home Page.From: "Duke Miller" <dukemill@tampabay.rr.com>
Subject: RE: [CANSLIM] Healthcare breakouts
Date: Thu, 30 May 2002 22:44:46 -0400
Previous Article (by Date): [CANSLIM] M update "Hill, Ernie"
Top of Thread: RE: [CANSLIM] Healthcare breakouts "Duke Miller"
Articles sorted by: [Date]
[Author]
[Subject]
This is a multi-part message in MIME format.
- ------=_NextPart_000_004E_01C2082B.996F4F60
Content-Type: text/plain;
charset="us-ascii"
Content-Transfer-Encoding: 7bit
Yes, Katherine,
and the growth of that "market" IS a SURE thing. No matter how much
they try (speaking for myself, mind you), they ARE going to get older,
they ARE going to need more pills, parts, and pampers...and somebody has
to take care of all 75,000,000 of them(us)!! As for bio, I'm in the
same frame of mind you are: one little fly gets in the ointment...FDA,
for instance...and oh, those trials...one glitch and it's history.
Duke
- -----Original Message-----
From: owner-canslim@lists.xmission.com
[mailto:owner-canslim@lists.xmission.com] On Behalf Of Katherine Malm
Sent: Thursday, May 30, 2002 7:49 PM
To: canslim@lists.xmission.com
Subject: Re: [CANSLIM] Healthcare breakouts
Hi Duke,
No specific comments on the stocks you mention, but a more general
comment on the Healthcare sector which, as a whole, is as strong as a
horse. Better yet, healthcare fits your recently mentioned macrotheme
and a very important secular trend in my mind, i.e., healthcare for the
baby boomers. I've been chomping at the bit to play biotechs for
....well....forever, but looks like the more mundane aspects of the
sector are the best way to play the theme--services, supplies,
healthcare providers, etc. While it might not be as thrilling as a cure
for cancer or the mapping of the human genome, growth is growth and hard
to ignore.
Katherine
- ----- Original Message -----
From: Duke Miller <mailto:dukemill@tampabay.rr.com>
To: canslim@lists.xmission.com
Sent: Thursday, May 30, 2002 6:42 PM
Subject: RE: [CANSLIM] Healthcare breakouts
I just did a quick look-see on the leaders. HCA looks best of them, but
get a load of the institutions numbers. HCA, 75% held by 1397; PRHC,
95% by 45; THC, 94% by 1574. I'm going to do more digging on HCA and
THC, both with the better ROE. (Did not include TRI...over extended for
now.)
Anyone care to comment on these?
Duke
- -----Original Message-----
From: owner-canslim@lists.xmission.com
[mailto:owner-canslim@lists.xmission.com] On Behalf Of J. Lobatto
Sent: Thursday, May 30, 2002 11:40 AM
To: canslim@lists.xmission.com
Subject: [CANSLIM] Healthcare breakouts
A number of the healthcare stocks (OXHP, UNH) are calmly breaking out
today following on Triad (TRI) yesterday. TRI broke out on impressive
volume, the others today are a bit weak on volume, but it does appear
the group is for real.
Jon
- ------=_NextPart_000_004E_01C2082B.996F4F60
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>
<STYLE></STYLE>
</HEAD>
<BODY bgColor=3D#ffffff>
<DIV><SPAN class=3D078573602-31052002><FONT face=3DArial>Yes,=20
Katherine,</FONT></SPAN></DIV>
<DIV><SPAN class=3D078573602-31052002><FONT =
face=3DArial></FONT></SPAN> </DIV>
<DIV><SPAN class=3D078573602-31052002><FONT face=3DArial>and the growth =
of that=20
"market" IS a SURE thing. No matter how much they try =
(speaking for=20
myself, mind you), they ARE going to get older, they ARE going to need =
more=20
pills, parts, and pampers...and somebody has to take care of all =
75,000,000 of=20
them(us)!! As for bio, I'm in the same frame of mind you =
are: one=20
little fly gets in the ointment...FDA, for instance...and oh, those =
trials...one=20
glitch and it's history.</FONT></SPAN></DIV>
<DIV><SPAN class=3D078573602-31052002><FONT =
face=3DArial></FONT></SPAN> </DIV>
<DIV><SPAN class=3D078573602-31052002><FONT =
face=3DArial>Duke</FONT></SPAN></DIV>
<DIV><SPAN class=3D078573602-31052002><FONT =
face=3DArial></FONT></SPAN> </DIV>
<DIV><SPAN class=3D078573602-31052002><FONT =
face=3DArial></FONT></SPAN> </DIV>
<DIV></DIV>
<DIV><FONT face=3DTahoma size=3D2>-----Original =
Message-----<BR><B>From:</B>=20
owner-canslim@lists.xmission.com =
[mailto:owner-canslim@lists.xmission.com] <B>On=20
Behalf Of </B>Katherine Malm<BR><B>Sent:</B> Thursday, May 30, 2002 7:49 =
PM<BR><B>To:</B> canslim@lists.xmission.com<BR><B>Subject:</B> Re: =
[CANSLIM]=20
Healthcare breakouts<BR><BR></DIV></FONT>
<BLOCKQUOTE dir=3Dltr style=3D"MARGIN-RIGHT: 0px">
<DIV>Hi Duke,</DIV>
<DIV> </DIV>
<DIV>No specific comments on the stocks you mention, but a more =
general=20
comment on the Healthcare sector which, as a whole, is as strong as a =
horse.=20
Better yet, healthcare fits your recently mentioned macrotheme and =
a very=20
important secular trend in my mind, i.e., healthcare for the baby =
boomers.=20
I've been chomping at the bit to play biotechs for =
....well....forever, but=20
looks like the more mundane aspects of the sector are the best way to =
play the=20
theme--services, supplies, healthcare providers, etc. While it might =
not be as=20
thrilling as a cure for cancer or the mapping of the human genome, =
growth is=20
growth and hard to ignore.</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 =
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> Thursday, May 30, 2002 =
6:42=20
PM</DIV>
<DIV style=3D"FONT: 10pt arial"><B>Subject:</B> RE: [CANSLIM] =
Healthcare=20
breakouts</DIV>
<DIV><BR></DIV>
<DIV><SPAN class=3D515443923-30052002><FONT face=3DArial>I just did =
a quick=20
look-see on the leaders. HCA looks best of them, but get a =
load of the=20
institutions numbers. HCA, 75% held by 1397; PRHC, 95% by 45; =
THC, 94%=20
by 1574. I'm going to do more digging on HCA and THC, both =
with the=20
better ROE. (Did not include TRI...over extended for=20
now.)</FONT></SPAN></DIV>
<DIV><SPAN class=3D515443923-30052002><FONT=20
face=3DArial></FONT></SPAN> </DIV>
<DIV><SPAN class=3D515443923-30052002><FONT face=3DArial>Anyone care =
to comment=20
on these?</FONT></SPAN></DIV>
<DIV><SPAN class=3D515443923-30052002><FONT=20
face=3DArial></FONT></SPAN> </DIV>
<DIV><SPAN class=3D515443923-30052002><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>=20
owner-canslim@lists.xmission.com =
[mailto:owner-canslim@lists.xmission.com]=20
<B>On Behalf Of </B>J. Lobatto<BR><B>Sent:</B> Thursday, May 30, =
2002=20
11:40 AM<BR><B>To:</B> =
canslim@lists.xmission.com<BR><B>Subject:</B>=20
[CANSLIM] Healthcare breakouts<BR><BR></FONT></DIV>
<DIV><FONT face=3DArial color=3D#0000ff>A number of the healthcare =
stocks=20
(OXHP, UNH) are calmly breaking out today following on =
Triad=20
(TRI) yesterday. TRI broke out on impressive volume, the others =
today are=20
a bit weak on volume, but it does appear the group is for=20
real.</FONT></DIV>
<DIV><FONT face=3DArial color=3D#0000ff></FONT> </DIV>
<DIV><FONT face=3DArial=20
color=3D#0000ff>Jon</FONT></DIV></BLOCKQUOTE></BLOCKQUOTE></BLOCKQUOTE></=
BODY></HTML>
- ------=_NextPart_000_004E_01C2082B.996F4F60--
- -
- -To subscribe/unsubscribe, email "majordomo@xmission.com"
- -In the email body, write "subscribe canslim" or
- -"unsubscribe canslim". Do not use quotes in your email.
Previous Article (by Date): [CANSLIM] M update "Hill, Ernie"
Top of Thread: RE: [CANSLIM] Healthcare breakouts "Duke Miller"
Articles sorted by: [Date]
[Author]
[Subject]