Re: [CANSLIM] Boomer Babies

From: "zillagirl" <zillagirl@email.msn.com>
Subject: Re: [CANSLIM] Boomer Babies
Date: Thu, 11 Jul 2002 10:25:32 -0700
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duke-I own a few shares of  a company that might have a future with boomers
in healthcare. The symbol is ISPH. The company developed a prescription drug
to treat 'dry eye condition'. It has gotten stage III approval from the FDA
but not final approval to produce yet.   If and when they get this they
expect to be to market in apx. 1 year.   No competitive treatment except
surgery.    I saw CEO on TV and she estimated it to be a  700 million dollar
market.  The condition affects primarily older women.  At present time apx.
10 million women have this problem-many more will develop it as the boomers
get older.       It is not a canslim stock but it does have the N if nothing
else.  Its about 3.50 a share now.   In January it gapped way down because
it didn't get the 3rd stage approval, had to do more work -did it - and got
approval.  It ran up to 16.00 a share in anticipation in Jan.   If it
doesn't fall through the proverbial cracks I believe this stock could very
well become a canslim stock in the future. May want to watch if nothing
else.      These are the kind of microcaps I try to find.   Most canslim
stocks were like this at one time-struggled their way up -became the perfect
stock to buy  on a breakout on heavy volume.  More risk but potentially more
reward it the stars are aligned just right(smile)  zillagirl
- ----- Original Message -----
From: "Duke Miller" <dukemill@tampabay.rr.com>
To: <canslim@lists.xmission.com>
Sent: Thursday, July 11, 2002 5:24 AM
Subject: [CANSLIM] Boomer Babies


> WON would tell you you're correct about the market telling us (hopefully
> before "the middle of the next bull market") the identity of the next
> leading groups.
>
> As some of you know, because I've leaned this way more than once on this
> list, I'm mining for companies that can turn big profits from the wave
> of boomers heading for retirement.  I call these my Boomer Babies.  For
> instance, right now, you're seeing boomers drive the high-end housing
> markets, and don't forget the impact of their off-spring in this search,
> i.e., HOTT, et al.
>
> A recent Smart Money column listed some Boomer Babies; a list of "...the
> best names in each of the major health-care industries: pharmacy,
> devices, biotech, hospitals, drug distributors, and health-care
> conglomerates."  They listed AMGN, BAX, CAH, JNJ, NVS, PFE, THC. The
> article did not mention boomers, but my assumption is healthcare is very
> much boomer driven and that will only increase as they age. Granted,
> these are not exactly "N" stocks, but very soon they could meet the
> criteria for CAN SLIM.  I quote again from the article: "Two years ago,
> health-care stocks were pricey, but now much of the sector is at that
> sweet spot where fundamentals are turning up just as stock prices are
> bottoming out." (This was written June 24, well before the "bottom"
> we're at now!)
>
> I guess the problem, as it relates to CAN SLIM, is boomer babies more
> likely will be spread across numerous industry groups, and as we say in
> today's Corner, next to markets, the groups rule.  Most of the time,
> anyway.
>
> So, that's the mine I'm panning for gold in at this time whilst perched
> atop my stash of cash.  If you have any suggestions, I'll be gladly be
> the repository for Boomer Babies and keep a list going.  (During the
> coming week I will be sorting through six months of IBD's, scouring New
> America and other areas for some gems to add to my list.)
>
> Duke
>
>
>
>
> -----Original Message-----
> From: owner-canslim@lists.xmission.com
> [mailto:owner-canslim@lists.xmission.com] On Behalf Of Patrick Wahl
> Sent: Wednesday, July 10, 2002 11:48 PM
> To: canslim@lists.xmission.com
> Subject: Re: [CANSLIM] sweet chart
>
>
> I see a few charts holding up (adult education type stuff like COCO) and
> a few
> retailers, but these don't seem like industries that produce market
> leaders (I guess a
> few retailers in the past have been leaders, like WMT and HD), so I'm
> still not able
> to figure out which industries might produce the next batch of leading
> stocks.  We
> really had a technology explosion in the nineties, a number of tech
> sectors grew like
> crazy, but now bunches of them (DELL, MSFT, INTC, etc) seem like mature
> companies that are too large to produce rapid growth, and their
> respective
> businesses aren't growing as quickly anymore either.  I suppose sooner
> or later
> some new industries will emerge, it will become clear in about the
> middle of the
> next bull market.
>
>
>
> On 10 Jul 2002 at 21:31, Tom Worley wrote:
>
> > On the other hand, this is an excellent time to be honing our chart
> > reading skills, and looking for the ones that are holding up. Chances
> > are that the future leaders, whether they emerge this month, year,
> > decade (century??) will come from that group.
>
>
>
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