Go to Jeff Salisbury LWGate Home Page.From: "Tom Worley" <stkguru@bellsouth.net>
Subject: Re: [CANSLIM] Screening
Date: Sun, 7 Jul 2002 21:51:33 -0400
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MessageI would take it a step further, since campaign reforms have yet =
to eliminate the requirement for major financing. I think a lot of =
politicians are thinking beyond their term of office, and making sure =
they are well connected when they return to the "private" world.
- ----- Original Message -----=20
From: Duke Miller=20
To: canslim@lists.xmission.com=20
Sent: Sunday, July 07, 2002 9:49 PM
Subject: RE: [CANSLIM] Screening
Hold it! Do you suppose, just maybe the reason they are "like a magnet =
to big money," is because....because....because without a lot of money =
they won't win the election?
-----Original Message-----
From: owner-canslim@lists.xmission.com =
[mailto:owner-canslim@lists.xmission.com] On Behalf Of Mike Gibbons
Sent: Sunday, July 07, 2002 9:37 PM
To: canslim@lists.xmission.com
Subject: RE: [CANSLIM] Screening
Perhaps its an old saw, but a cynic recently observed to me that our =
government is "of the money, by the money, for the money".
Aloha,
Mike Gibbons
Proactive Technologies, LLC
http://www.proactech.com
-----Original Message-----
From: owner-canslim@lists.xmission.com =
[mailto:owner-canslim@lists.xmission.com]On Behalf Of Tom Worley
Sent: Sunday, July 07, 2002 3:26 PM
To: canslim@lists.xmission.com
Subject: Re: [CANSLIM] Screening
Not Democrat or Republican bashing, truth is most major corps have =
been cuddling up to politicians for decades, if not centuries. Doesn't =
matter which party is in power, they are like a magnet to big money. =
Special interests have carried far too much influence for far too many =
years, and it's measured in how much money can be donated quietly, how =
many staffers can leave govt and land a fat salary in corporate America, =
how many politicians can end up on a Board of Directors with stock =
options.
----- Original Message -----=20
From: Dan Forant=20
To: canslim@lists.xmission.com=20
Sent: Sunday, July 07, 2002 9:23 PM
Subject: Re: [CANSLIM] Screening
Not Democrat Bashing. Where were all the articles and SEC during =
the last Administration. Before Martha gets swallowed whole, she better =
visit Jenny Craig.
DanF
----- Original Message -----=20
From: zillagirl=20
To: canslim@lists.xmission.com=20
Sent: Sunday, July 07, 2002 8:54 PM
Subject: Re: [CANSLIM] Screening
Good article on FREE REAL TIME.COM today. Compares what President =
Bush did when he was director of Harden Oil and sold 850,000.00 worth of =
stock right before they disclosed how much debt the company had been =
hiding , to the Enron problems. Was in the Wall Street Journal. Said he =
may have gotten off because his dad was president. NOT REPUBLICAN =
BASHING!!! Just noting how hard it is to get meaningful change in our =
political system because everyone(on both sides) has too much to gain by =
leaving things the way the are. I guess swallowing Martha Stewart whole =
will have to satisfy our appetites for justice. Lets just hope it =
satisfies the markets also, especially those of the European investors =
who are pulling more and more money out every day.
----- Original Message -----=20
From: zillagirl=20
To: canslim@lists.xmission.com=20
Sent: Sunday, July 07, 2002 1:47 PM
Subject: Re: [CANSLIM] Screening
tom-would be interested in reading the article on halliburton if =
you can tell me where to find it. Article in L.A. Times business section =
on pennystocks. Said they are becoming more popular because people are =
feeling like if they are gambling on stocks may as well be cheap ones. =
Noted WCOM went up 376% last week after new CEO came out and said it was =
to big and important a company to go under. not so much canslim note as =
M note. zillagirl
----- Original Message -----=20
From: Tom Worley=20
To: canslim@lists.xmission.com=20
Sent: Sunday, July 07, 2002 9:56 AM
Subject: Re: [CANSLIM] Screening
Duke, aside from raising my upper price limit to $20 from $18 =
and market cap from $500 million to $650 million some months ago =
(partially because of greater buying power thanks to early profits), I =
have made little change in screening. I have been far less restrictive =
on RS on stocks I already hold so long as fundamentals are holding up to =
my expectations.
I do think there is the potential for market improvement next =
week, noticed that the 10 day moving average for up / down volume had =
picked up on most indexes, even turned positive on some, so that is =
encouraging. Most stocks are so beaten down right now it will take time =
to see the same on the 10 day new highs / lows numbers.
There are still corporate accounting problems coming out of =
the woodwork, just read an article on Halliburton (Dick Cheney was VP =
there in 2000), and more calls for SEC investigation of Bush and his =
Cabinet. Disclosure by the House that they believe the Board of =
Directors of Enron knew for several years of what was going on is also =
leading to more politically inspired calls for reforms, and =
investigations of Bush. So the politics, if not actual news, will keep =
this issue in the forefront for some time.
As I mentioned yesterday or Friday, the rally on Friday was =
primarily a relief rally that there was no major terrorist attack over =
the holiday (and now thru the weekend). That certainly could inspire a =
day or two of frenzied buying, by value shoppers, by sidelined cash that =
wants to be in the market, and by the shorters having to cover. I have =
less confidence that it could lead to a sustained rally on fundamentals =
and economics, even tho that would be legitimate as I see these factors.
----- Original Message -----=20
From: Duke Miller=20
To: CANSLIM=20
Sent: Sunday, July 07, 2002 12:43 PM
Subject: [CANSLIM] Screening
Ok, wake up out there!! =20
Could it be that things might possibly by some mere stretch of =
the imagination...start looking up? Is it time to proceed with some =
early-on mining?
To that end, I went back through my CAN SLIM Keepers =
folder...you know, where I put stuff my 50-something mind needs to be =
refreshed upon because it's meaningful, and I'm prone to forgetting. =
(See anecdote at end of this message; if it rings a bell, so to speak, =
you need your own CAN SLIM Keepers Folder!).
Katherine Malm is in the "from" line in my Keeper folder more =
than anyone else (wonder why?), so I'm using her as the catapult for my =
query. At the same time, I'm asking others to chime in, PLEASE. =20
On April 29, Katherine, you summarized your screening tactics =
in an email, subject: "How are you choosing your stocks." To =
paraphrase:
RS>=3D60
Price>=3D200dma
Price>=3D50 dma -15%
A/D =3D A, B, or C
EPS Rating =3D>50
Meeting or exceeding these criteria, you flip through the =
charts to see which are setting up, then proceed to additional scrutiny. =
The following is quoting directly from your email:(hilite is mine):
With respect to annual and quarterly growth, ROE, D/E, =
cashflow etc., again, I look at these things in total, knowing that =
accounting rules often obfuscate the "real" story. For that reason, I =
like to skim the recent SEC filings if a stock makes my short due =
diligence list, rather than eliminating stocks entirely just because ROE =
is 14.6 vs 15% for example.=20
At the risk of interrupting Katherine's summer reading =
program, my question for the week:=20
Now that the market has dipped this far, what screen changes, =
if any, are you contemplating to narrow down your selections? =20
I've stated before that my feeling is the stocks that have not =
succumbed as much lately (RS above 90, for instance) will be huge =
winners; they are passing "obfuscated 'real' story" scrutiny. =20
Or will they? Are they more havens than performers, with the =
prospect of giving way to other types of issues destined to surface into =
the winners' pool?
Duke
>Senior Moment:
>An elderly couple had dinner at another couple's house, and =
after
>eating, the wives left the table and went into the kitchen. =
The two=20
>elderly gentlemen were talking, and one said, "Last night we =
went out=20
>to a new restaurant, and it was really great. I would =
recommend it=20
>very highly."
>
>The other man said, "What is the name of the restaurant?" The =
first man
>thought and thought and finally said, "What is the name of =
that flower=20
>you give to someone you love? You know... the one that is red =
and has=20
>thorns.
>
>"Do you mean a rose?"
>
>"Yes," the man said. He turned toward the kitchen and yelled, =
"Hey
>Rose, what's the name of that restaurant we went to last =
night?"
>
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<META http-equiv=3DContent-Type content=3D"text/html; =
charset=3Diso-8859-1">
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<DIV><FONT face=3DArial>I would take it a step further, since campaign =
reforms=20
have yet to eliminate the requirement for major financing. I think a lot =
of=20
politicians are thinking beyond their term of office, and making sure =
they are=20
well connected when they return to the "private" world.</FONT></DIV>
<DIV> </DIV>
<DIV style=3D"FONT: 10pt arial">----- Original Message -----=20
<DIV style=3D"BACKGROUND: #e4e4e4; font-color: black"><B>From:</B> <A=20
title=3Ddukemill@tampabay.rr.com =
href=3D"mailto:dukemill@tampabay.rr.com">Duke=20
Miller</A> </DIV>
<DIV><B>To:</B> <A title=3Dcanslim@lists.xmission.com=20
href=3D"mailto:canslim@lists.xmission.com">canslim@lists.xmission.com</A>=
</DIV>
<DIV><B>Sent:</B> Sunday, July 07, 2002 9:49 PM</DIV>
<DIV><B>Subject:</B> RE: [CANSLIM] Screening</DIV></DIV>
<DIV><BR></DIV>
<DIV><SPAN class=3D593024801-08072002><FONT face=3DArial>Hold it! =
Do you=20
suppose, just maybe the reason they are "like a magnet to big money," is =
because....because....because without a lot of money they won't win the=20
election?</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> <A=20
=
href=3D"mailto:owner-canslim@lists.xmission.com">owner-canslim@lists.xmis=
sion.com</A>=20
[mailto:owner-canslim@lists.xmission.com] <B>On Behalf Of </B>Mike=20
Gibbons<BR><B>Sent:</B> Sunday, July 07, 2002 9:37 PM<BR><B>To:</B> <A =
=
href=3D"mailto:canslim@lists.xmission.com">canslim@lists.xmission.com</A>=
<BR><B>Subject:</B>=20
RE: [CANSLIM] Screening<BR><BR></FONT></DIV>
<DIV><SPAN class=3D700283201-08072002><FONT face=3DArial =
color=3D#0000ff=20
size=3D2>Perhaps its an old saw, but a cynic recently observed to =
me that=20
our government is "of the money, by the money, for the=20
money".</FONT></SPAN></DIV>
<DIV><SPAN class=3D700283201-08072002></SPAN> </DIV>
<DIV><FONT face=3DArial size=3D2>Aloha,</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2>Mike Gibbons<BR>Proactive =
Technologies,=20
LLC</FONT></DIV>
<DIV><FONT face=3DArial size=3D2><A=20
=
href=3D"http://www.proactech.com/">http://www.proactech.com</A></FONT></D=
IV>
<BLOCKQUOTE dir=3Dltr style=3D"MARGIN-RIGHT: 0px">
<DIV class=3DOutlookMessageHeader dir=3Dltr align=3Dleft><FONT =
face=3DTahoma=20
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>Tom=20
Worley<BR><B>Sent:</B> Sunday, July 07, 2002 3:26 PM<BR><B>To:</B>=20
canslim@lists.xmission.com<BR><B>Subject:</B> Re: [CANSLIM]=20
Screening<BR><BR></FONT></DIV>
<DIV><FONT face=3DArial>Not Democrat or Republican bashing, truth is =
most=20
major corps have been cuddling up to politicians for decades, if not =
centuries. Doesn't matter which party is in power, they are like a =
magnet to=20
big money. Special interests have carried far too much influence for =
far too=20
many years, and it's measured in how much money can be donated =
quietly, how=20
many staffers can leave govt and land a fat salary in corporate =
America, how=20
many politicians can end up on a Board of Directors with stock=20
options.</FONT></DIV>
<DIV> </DIV>
<DIV style=3D"FONT: 10pt arial">----- Original Message -----=20
<DIV style=3D"BACKGROUND: #e4e4e4; font-color: black"><B>From:</B> =
<A=20
title=3Ddforant1@nycap.rr.com =
href=3D"mailto:dforant1@nycap.rr.com">Dan=20
Forant</A> </DIV>
<DIV><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><B>Sent:</B> Sunday, July 07, 2002 9:23 PM</DIV>
<DIV><B>Subject:</B> Re: [CANSLIM] Screening</DIV></DIV>
<DIV><BR></DIV>
<DIV><FONT face=3DArial size=3D2> Not Democrat =
Bashing. Where=20
were all the articles and SEC during the last Administration. Before =
Martha=20
gets swallowed whole, she better visit Jenny Craig.</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT> </DIV>
<DIV><FONT face=3DArial size=3D2>DanF</FONT></DIV>
<DIV> </DIV>
<DIV>----- Original Message ----- </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=20
style=3D"BACKGROUND: #e4e4e4; FONT: 10pt arial; font-color: =
black"><B>From:</B>=20
<A title=3Dzillagirl@email.msn.com=20
href=3D"mailto:zillagirl@email.msn.com">zillagirl</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> Sunday, July 07, 2002 =
8:54=20
PM</DIV>
<DIV style=3D"FONT: 10pt arial"><B>Subject:</B> Re: [CANSLIM]=20
Screening</DIV>
<DIV><BR></DIV>
<DIV><FONT face=3DArial size=3D2>Good article on FREE REAL =
TIME.COM today.=20
Compares what President Bush did when he was director of Harden =
Oil and=20
sold 850,000.00 worth of stock right before they disclosed how =
much debt=20
the company had been hiding , to the Enron problems. Was in the =
Wall=20
Street Journal. Said he may have gotten off because his dad =
was=20
president. NOT REPUBLICAN BASHING!!! Just noting how =
hard it=20
is to get meaningful change in our political system because =
everyone(on=20
both sides) has too much to gain by leaving things the way =
the=20
are. I guess swallowing Martha Stewart whole will have to =
satisfy=20
our appetites for justice. Lets just hope it satisfies the markets =
also, especially those of the European investors who are =
pulling=20
more and more money out every day.</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=3Dzillagirl@email.msn.com=20
href=3D"mailto:zillagirl@email.msn.com">zillagirl</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> Sunday, July 07, =
2002 1:47=20
PM</DIV>
<DIV style=3D"FONT: 10pt arial"><B>Subject:</B> Re: [CANSLIM]=20
Screening</DIV>
<DIV><BR></DIV>
<DIV><FONT face=3DArial size=3D2>tom-would be interested in =
reading the=20
article on halliburton if you can tell me where to find it. =
Article in=20
L.A. Times business section on pennystocks. Said they are =
becoming more=20
popular because people are feeling like if they are gambling on =
stocks=20
may as well be cheap ones. Noted WCOM went up 376% last week =
after new=20
CEO came out and said it was to big and important a company to =
go under.=20
not so much canslim note as M note. zillagirl</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=3Dstkguru@bellsouth.net =
href=3D"mailto:stkguru@bellsouth.net">Tom=20
Worley</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> Sunday, July 07, =
2002 9:56=20
AM</DIV>
<DIV style=3D"FONT: 10pt arial"><B>Subject:</B> Re: [CANSLIM]=20
Screening</DIV>
<DIV><BR></DIV>
<DIV><FONT face=3DArial>Duke, aside from raising my upper =
price limit to=20
$20 from $18 and market cap from $500 million to $650 million =
some=20
months ago (partially because of greater buying power thanks =
to early=20
profits), I have made little change in screening. I have been =
far less=20
restrictive on RS on stocks I already hold so long as =
fundamentals are=20
holding up to my expectations.</FONT></DIV>
<DIV><FONT face=3DArial></FONT> </DIV>
<DIV><FONT face=3DArial>I do think there is the potential for =
market=20
improvement next week, noticed that the 10 day moving average =
for up /=20
down volume had picked up on most indexes, even turned =
positive on=20
some, so that is encouraging. Most stocks are so beaten down =
right now=20
it will take time to see the same on the 10 day new highs / =
lows=20
numbers.</FONT></DIV>
<DIV><FONT face=3DArial></FONT> </DIV>
<DIV><FONT face=3DArial>There are still corporate accounting =
problems=20
coming out of the woodwork, just read an article on =
Halliburton (Dick=20
Cheney was VP there in 2000), and more calls for SEC =
investigation of=20
Bush and his Cabinet. Disclosure by the House that they =
believe the=20
Board of Directors of Enron knew for several years of what was =
going=20
on is also leading to more politically inspired calls for =
reforms, and=20
investigations of Bush. So the politics, if not actual news, =
will keep=20
this issue in the forefront for some time.</FONT></DIV>
<DIV><FONT face=3DArial></FONT> </DIV>
<DIV><FONT face=3DArial>As I mentioned yesterday or Friday, =
the rally on=20
Friday was primarily a relief rally that there was no major =
terrorist=20
attack over the holiday (and now thru the weekend). That =
certainly=20
could inspire a day or two of frenzied buying, by value =
shoppers, by=20
sidelined cash that wants to be in the market, and by the =
shorters=20
having to cover. I have less confidence that it could lead to =
a=20
sustained rally on fundamentals and economics, even tho that =
would be=20
legitimate as I see these factors.</FONT></DIV>
<DIV><FONT face=3DArial></FONT> </DIV>
<DIV style=3D"FONT: 10pt arial">----- Original Message -----=20
<DIV style=3D"BACKGROUND: #e4e4e4; font-color: =
black"><B>From:</B> <A=20
title=3Ddukemill@tampabay.rr.com=20
href=3D"mailto:dukemill@tampabay.rr.com">Duke Miller</A> =
</DIV>
<DIV><B>To:</B> <A title=3Dcanslim@lists.xmission.com=20
href=3D"mailto:canslim@lists.xmission.com">CANSLIM</A> </DIV>
<DIV><B>Sent:</B> Sunday, July 07, 2002 12:43 PM</DIV>
<DIV><B>Subject:</B> [CANSLIM] Screening</DIV></DIV>
<DIV><BR></DIV>
<DIV><SPAN class=3D093400116-07072002><FONT=20
face=3DArial></FONT></SPAN> </DIV>
<DIV><SPAN class=3D093400116-07072002><FONT face=3DArial>Ok, =
wake up out=20
there!! </FONT></SPAN></DIV>
<DIV><SPAN class=3D093400116-07072002><FONT=20
face=3DArial></FONT></SPAN> </DIV>
<DIV><SPAN class=3D093400116-07072002><FONT face=3DArial>Could =
it be that=20
things might possibly by some mere stretch of the =
imagination...start=20
looking up? Is it time to proceed with some early-on=20
mining?</FONT></SPAN></DIV>
<DIV><SPAN class=3D093400116-07072002><FONT=20
face=3DArial></FONT></SPAN> </DIV>
<DIV><SPAN class=3D093400116-07072002><FONT face=3DArial>To =
that end, I=20
went back through my CAN SLIM Keepers folder...you know, where =
I put=20
stuff my 50-something mind needs to be refreshed upon because =
it's=20
meaningful, and I'm prone to forgetting. (See anecdote =
at end of=20
this message; if it rings a bell, so to speak, you need your =
own CAN=20
SLIM Keepers Folder!).</FONT></SPAN></DIV>
<DIV><SPAN class=3D093400116-07072002><FONT=20
face=3DArial></FONT></SPAN> </DIV>
<DIV><SPAN class=3D093400116-07072002><FONT=20
face=3DArial>Katherine Malm is in the "from" line in =
my Keeper=20
folder more than anyone else (wonder why?), so I'm =
using her=20
as the catapult for my query. At the same time, I'm =
asking=20
others to chime in, PLEASE. </FONT></SPAN></DIV>
<DIV><SPAN class=3D093400116-07072002><FONT=20
face=3DArial></FONT></SPAN> </DIV>
<DIV><SPAN class=3D093400116-07072002><FONT face=3DArial>On =
April 29,=20
Katherine, you summarized your screening tactics in an email, =
subject:=20
"How are you choosing your stocks." To=20
paraphrase:</FONT></SPAN></DIV>
<DIV><SPAN class=3D093400116-07072002><FONT=20
face=3DArial></FONT></SPAN> </DIV>
<DIV><SPAN class=3D093400116-07072002><FONT=20
face=3DArial>RS>=3D60</FONT></SPAN></DIV>
<DIV><SPAN class=3D093400116-07072002><FONT=20
face=3DArial>Price>=3D200dma</FONT></SPAN></DIV>
<DIV><SPAN class=3D093400116-07072002><FONT =
face=3DArial>Price>=3D50 dma=20
-15%</FONT></SPAN></DIV>
<DIV><SPAN class=3D093400116-07072002><FONT face=3DArial>A/D =
=3D A, B,=20
or C</FONT></SPAN></DIV>
<DIV><SPAN class=3D093400116-07072002><FONT face=3DArial>EPS =
Rating=20
=3D>50</FONT></SPAN></DIV>
<DIV><SPAN class=3D093400116-07072002><FONT =
face=3DArial>Meeting or=20
exceeding these criteria, you flip through the charts to see =
which are=20
setting up, then proceed to additional scrutiny. The =
following=20
is quoting directly from your email:(hilite is=20
mine):</FONT></SPAN></DIV>
<DIV><SPAN class=3D093400116-07072002><FONT=20
face=3DArial></FONT></SPAN> </DIV>
<DIV><SPAN class=3D093400116-07072002>With respect to annual =
and=20
quarterly growth, ROE, D/E, cashflow etc., again, I look at =
these=20
things in total, knowing that <FONT color=3D#ff0000>accounting =
rules=20
often obfuscate the "real" story</FONT>. For that reason, I =
like to=20
skim the recent SEC filings if a stock makes my short due =
diligence=20
list, rather than eliminating stocks entirely just because ROE =
is 14.6=20
vs 15% for example. </SPAN></DIV><FONT size=3D2>
<P align=3Dleft></FONT><SPAN class=3D093400116-07072002>At the =
risk of=20
interrupting Katherine's summer reading program, my =
question for=20
the week: </SPAN></P>
<P align=3Dleft><SPAN class=3D093400116-07072002><FONT =
face=3DArial>Now that=20
the market has dipped this far, what screen changes, if =
any, are=20
you contemplating to narrow down your selections? =20
</FONT></SPAN></P>
<P align=3Dleft><SPAN class=3D093400116-07072002><FONT =
face=3DArial>I've=20
stated before that my feeling is the stocks that have not =
succumbed as=20
much lately (RS above 90, for instance) will be huge =
winners;=20
they are passing "obfuscated 'real' story" =
scrutiny. =20
</FONT></SPAN></P>
<P align=3Dleft><SPAN class=3D093400116-07072002><FONT =
face=3DArial>Or will=20
they? Are they more havens than performers, with the =
prospect of=20
giving way to other types of issues destined to surface into =
the=20
winners' pool?</FONT></SPAN></P>
<P align=3Dleft><SPAN class=3D093400116-07072002><FONT=20
face=3DArial>Duke</FONT></SPAN></P><SPAN =
class=3D093400116-07072002>
<P><FONT size=3D2>><SPAN class=3D093400116-07072002>Senior=20
Moment:</SPAN></FONT></P>
<P><SPAN class=3D093400116-07072002></SPAN><FONT =
size=3D2><SPAN=20
class=3D093400116-07072002>></SPAN>An elderly couple had =
dinner at=20
another couple's house, and after</FONT></P>
<P><FONT size=3D2>>eating, the wives left the table and =
went into the=20
kitchen. The two </FONT></P>
<P><FONT size=3D2>>elderly gentlemen were talking, and one =
said,=20
"Last night we went out </FONT></P>
<P><FONT size=3D2>>to a new restaurant, and it was really =
great. I=20
would recommend it </FONT></P>
<P><FONT size=3D2>>very highly."</FONT></P>
<P><FONT size=3D2>></FONT></P>
<P><FONT size=3D2>>The other man said, "What is the name of =
the=20
restaurant?" The first man</FONT></P>
<P><FONT size=3D2>>thought and thought and finally said, =
"What is the=20
name of that flower </FONT></P>
<P><FONT size=3D2>>you give to someone you love? You =
know... the one=20
that is red and has </FONT></P>
<P><FONT size=3D2>>thorns.</FONT></P>
<P><FONT size=3D2>></FONT></P>
<P><FONT size=3D2>>"Do you mean a rose?"</FONT></P>
<P><FONT size=3D2>></FONT></P>
<P><FONT size=3D2>>"Yes," the man said. He turned toward =
the kitchen=20
and yelled, "Hey</FONT></P>
<P><FONT size=3D2>>Rose,<SPAN class=3D093400116-07072002> =
what's the=20
name of that restaurant we went to last =
night?"</SPAN></FONT></P>
<P><FONT=20
=
size=3D2>></FONT></P></BLOCKQUOTE></BLOCKQUOTE></BLOCKQUOTE></BLOCKQUO=
TE></BLOCKQUOTE></SPAN></BODY></HTML>
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