Go to Jeff Salisbury LWGate Home Page.From: "Katherine Malm" <kmalm@earthlink.net>
Subject: Re: [CANSLIM] Healthcare breakouts
Date: Thu, 30 May 2002 18:49:17 -0500
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MessageHi 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 -----=20
From: Duke Miller=20
To: canslim@lists.xmission.com=20
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
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<BODY bgColor=3D#ffffff>
<DIV>Hi Duke,</DIV>
<DIV> </DIV>
<DIV>No specific comments on the stocks you mention, but a more general =
comment=20
on the Healthcare sector which, as a whole, is as strong as a horse. =
Better yet,=20
healthcare fits your recently mentioned macrotheme and a very =
important=20
secular trend in my mind, i.e., healthcare for the baby boomers. I've =
been=20
chomping at the bit to play biotechs for ....well....forever, but looks =
like the=20
more mundane aspects of the sector are the best way to play the =
theme--services,=20
supplies, healthcare providers, etc. While it might not be as thrilling =
as a=20
cure for cancer or the mapping of the human genome, growth is growth and =
hard to=20
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 =
href=3D"mailto:dukemill@tampabay.rr.com">Duke=20
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>=
</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 on=20
these?</FONT></SPAN></DIV>
<DIV><SPAN class=3D515443923-30052002><FONT=20
face=3DArial></FONT></SPAN> </DIV>
<DIV><SPAN class=3D515443923-30052002><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>J. Lobatto<BR><B>Sent:</B> Thursday, May 30, =
2002 11:40=20
AM<BR><B>To:</B> canslim@lists.xmission.com<BR><B>Subject:</B> =
[CANSLIM]=20
Healthcare breakouts<BR><BR></FONT></DIV>
<DIV><FONT face=3DArial color=3D#0000ff>A number of the healthcare =
stocks (OXHP,=20
UNH) are calmly breaking out today following on Triad =
(TRI)=20
yesterday. TRI broke out on impressive volume, the others today are =
a bit=20
weak on volume, but it does appear the group is for =
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></BODY></HTML>
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