Go to Jeff Salisbury LWGate Home Page.From: Neal Frankle <nfrankle@pacbell.net>
Subject: Re: [CANSLIM] Healthcare breakouts
Date: Fri, 31 May 2002 07:15:59 -0700
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Message"they" becomes "we". its just a matter of time Duke.
Neal
----- Original Message -----=20
From: Duke Miller=20
To: canslim@lists.xmission.com=20
Sent: Thursday, May 30, 2002 7:44 PM
Subject: RE: [CANSLIM] Healthcare breakouts
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 -----=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><FONT face=3DArial size=3D2>"they" becomes "we". its just a =
matter of=20
time Duke.</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2>Neal</FONT></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 =
7:44=20
PM</DIV>
<DIV style=3D"FONT: 10pt arial"><B>Subject:</B> RE: [CANSLIM] =
Healthcare=20
breakouts</DIV>
<DIV><BR></DIV>
<DIV><SPAN class=3D078573602-31052002><FONT face=3DArial>Yes,=20
Katherine,</FONT></SPAN></DIV>
<DIV><SPAN class=3D078573602-31052002><FONT=20
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=20
trials...one glitch and it's history.</FONT></SPAN></DIV>
<DIV><SPAN class=3D078573602-31052002><FONT=20
face=3DArial></FONT></SPAN> </DIV>
<DIV><SPAN class=3D078573602-31052002><FONT =
face=3DArial>Duke</FONT></SPAN></DIV>
<DIV><SPAN class=3D078573602-31052002><FONT=20
face=3DArial></FONT></SPAN> </DIV>
<DIV><SPAN class=3D078573602-31052002><FONT=20
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]=20
<B>On Behalf Of </B>Katherine Malm<BR><B>Sent:</B> Thursday, May 30, =
2002 7:49=20
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=20
a very important secular trend in my mind, i.e., healthcare for =
the=20
baby boomers. I've been chomping at the bit to play biotechs for=20
....well....forever, but looks like the more mundane aspects of the =
sector=20
are the best way to play the theme--services, supplies, healthcare=20
providers, etc. While it might not be as thrilling as a cure for =
cancer or=20
the mapping of the human genome, growth is 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=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> 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=20
the institutions numbers. HCA, 75% held by 1397; PRHC, 95% =
by 45;=20
THC, 94% by 1574. I'm going to do more digging on HCA and =
THC, both=20
with the 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=20
comment 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=20
[mailto:owner-canslim@lists.xmission.com] <B>On Behalf Of </B>J. =
Lobatto<BR><B>Sent:</B> Thursday, May 30, 2002 11:40 =
AM<BR><B>To:</B>=20
canslim@lists.xmission.com<BR><B>Subject:</B> [CANSLIM] =
Healthcare=20
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=20
are 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></=
BLOCKQUOTE></BODY></HTML>
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