RE: [CANSLIM] Boomer Babies

From: "Duke Miller" <dukemill@tampabay.rr.com>
Subject: RE: [CANSLIM] Boomer Babies
Date: Thu, 11 Jul 2002 16:32:33 -0400
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Thank you Zilla,

I'll take a look at it.  Got a good slogan for them:  "Not a dry eye in
the house!"

Us ad guys got all the shots, don't we?

Duke

- -----Original Message-----
From: owner-canslim@lists.xmission.com
[mailto:owner-canslim@lists.xmission.com] On Behalf Of zillagirl
Sent: Thursday, July 11, 2002 1:26 PM
To: canslim@lists.xmission.com
Subject: Re: [CANSLIM] Boomer Babies


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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