Re: [CANSLIM] Holy Smokes

From: "zillagirl" <zillagirl@email.msn.com>
Subject: Re: [CANSLIM] Holy Smokes
Date: Mon, 15 Jul 2002 15:30:30 -0700
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I bet if his stocks went up today he would.
- ----- Original Message -----
From: "Winston Little" <wlittle1@peoplepc.com>
To: <canslim@lists.xmission.com>
Sent: Monday, July 15, 2002 12:54 PM
Subject: Re: [CANSLIM] Holy Smokes


> Rocky:
> At bottom DJIA was -436.It recovered to about -100 at 3:50pm.
> Anger and fear were more common on the trading floor according to some
> reports.
>
> While the INDICES  experienced large down drafts certain issues such as
HBHC
> up $3.45, CCMP up $2.87, INVN up $2.75, QLGC up $2.08 went the opposite
way.
> It all depends on where you want to jump on the train ( as it goes over
the
> cliff, or round the bend) depending on your perspective.
>
> ----- Original Message -----
> From: "Rocky Sanghvi" <rs@mylodestar.com>
> To: <canslim@lists.xmission.com>
> Sent: Monday, July 15, 2002 2:21 PM
> Subject: RE: [CANSLIM] Holy Smokes
>
>
> > Tom,
> >
> > While I am writing - Dow is down 375 points, Nasdaq 45 and S&P 31.
Just
> > out of curiosity, would you add to your positions that you initiated
this
> > morning?
> >
> > Rocky
> >
> > -----Original Message-----
> > From: owner-canslim@lists.xmission.com
> > [mailto:owner-canslim@lists.xmission.com]On Behalf Of Tom Worley
> > Sent: Sunday, July 14, 2002 9:17 PM
> > To: canslim@lists.xmission.com
> > Subject: Re: [CANSLIM] Too Much Building
> >
> >
> > some of the construction I see around here in the past few years is
> > replacing older stores with newer ones, often in better locations.
Publix
> > grocery store tore down and replaced two of their stores near me in the
> same
> > location, but that meant some loss of business. Walgreens drug store
> > renovated one store, but built a new one, then closed one older one in a
> > shopping center (I believe they own the new, stand alone ones).
> >
> > ----- Original Message -----
> > From: "zillagirl" <zillagirl@email.msn.com>
> > To: <canslim@lists.xmission.com>
> > Sent: Sunday, July 14, 2002 9:14 PM
> > Subject: Re: [CANSLIM] Too Much Building
> >
> >
> > could it be they need some kind of tax write off , or exspense charge.
> Its
> > strange that it seems to span all types of business and areas.  Its like
> > they found something that is working for them right now and everybody is
> > using it. Dont know much about accounting so maybe I'm wrong. Cant help
be
> > suspicious after all thats going on with the auditors and CEO problems.
> > ----- Original Message -----
> > From: "Kent Norman" <kent_norman@yahoo.com>
> > To: <canslim@lists.xmission.com>
> > Sent: Sunday, July 14, 2002 9:47 AM
> > Subject: Re: [CANSLIM] Too Much Building
> >
> >
> > > Does anyone remember the apartment building boom? I think it was in
the
> > > late '80s ? I remember driving past one project after another, Several
> > > friends made the same comment to the effect of "I can't see why they
> > > are still building when the can't fill the ones they already have".
> > > Then I watched as several projects were boarded up and it took about
10
> > > years for the demand to catch up.
> > >
> > > Now In the Dallas/Fort Worth area, we have a Wallgreens and Eckerd on
> > > opposite corners similar to the way gas stations once were. Home Depot
> > > and Lowes are playing a similar game. I have 3 HDs and 2 Lowes within
> > > about a 6 mile radius. I went to the Lowes last night that is further
> > > from my house just because it has fewer shoppers at the checkouts and
I
> > > don't have to wait in line.
> > >
> > > Regards
> > > Kent Norman
> > >
> > >
> > > --- Tom Worley <stkguru@bellsouth.net> wrote:
> > > > I can comment on Miami (FL). Construction is still vibrant, even
with
> > > > unemployment over the national average. Roads continue to be ripped
> > > > up, and already congested traffic further disrupted, as more and
more
> > > > fiber optic cable continues to be laid. A Home Depot is being built
> > > > only about 4 miles from my home, will save me the longer trip to one
> > > > about 9 miles or so away. Location seems to me ideal, lots of
> > > > apartment and high value residential properties nearby.
> > > >
> > > > ----- Original Message -----
> > > > From: Alicia Lensing
> > > > To: canslim@lists.xmission.com
> > > > Sent: Sunday, July 14, 2002 11:04 AM
> > > > Subject: Re: [CANSLIM] Too Much Building
> > > >
> > > >
> > > > Gene:
> > > >
> > > > I, too, notice this in Dallas,  and thought perhaps it was in part
> > > > due to the ravages of the telecom corridor in Richardson.  However,
> > > > just last evening, we entertained a guest from Miami, as well as one
> > > > from NYC, and the subject of consumer spending arose.  I feel like
> > > > the situation you mention is not confined to Dallas.  Perhaps all
the
> > > > refinane money has been spent, and shoppers are pulling in the
reins.
> > > >
> > > > Alicia
> > > >   ----- Original Message -----
> > > >   From: Gene Ricci
> > > >   To: canslim@lists.xmission.com
> > > >   Sent: Saturday, July 13, 2002 9:52 PM
> > > >   Subject: [CANSLIM] Too Much Building
> > > >
> > > >
> > > >   I've been looking around the Dallas area and all I see is opening
> > > > of new stores and malls. Of course the old ones are empty. An
example
> > > > is COSTCO.... they have 2 stores about 7 miles apart and virtually
> > > > brand new... both have more help than customers. Looks like to
thirst
> > > > for market share hasn't taken a back seat to profits. This 'glut'
> > > > reminds of the gas station on every corner, not too long ago. Is it
> > > > just Dallas or is this happening all over?
> > > >
> > > >   Gene
> > > >
> > >
> > >
> > > =====
> > > Opportunities always look bigger going than coming.
> > >
> > > __________________________________________________
> > > Do You Yahoo!?
> > > Yahoo! Autos - Get free new car price quotes
> > > http://autos.yahoo.com
> > >
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