Go to Jeff Salisbury LWGate Home Page.From: "Katherine Malm" <kmalm@earthlink.net>
Subject: Re: WON & FTD (was:[CANSLIM] Cramer)
Date: Mon, 29 Jul 2002 21:04:53 -0500
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MessageHi Duke,
The market "officially" made a FTD today, but the point that WON made =
was that you can't have a strong bull market with only a few leading =
stocks such as AZO. That may be boilerplate, but an important element of =
WON's discipline. I think the comments in tomorrow's "Big Picture" are =
equally as cautious.
He did make a point which has been made several times in the IBD lately, =
and that is that the obvious leaders at this point are consumer stocks =
and are very unlikely to be the fallen angel tech stocks of the last =
Bull. Wise advise, as the uninitiated will be jumping on the old leaders =
while the smart folks will be following new leadership to decent gains.
Katherine
----- Original Message -----=20
From: Duke Miller=20
To: canslim@lists.xmission.com=20
Sent: Monday, July 29, 2002 8:31 PM
Subject: RE: [CANSLIM] Cramer
The only thing I learned from this show tonight is Autozone (I don't =
have a position yet) is one hell of a company and possibly the "model" =
for tomorrow's winners. And Bill O'Neil pretty much brushed them off, =
answering a question about Autozone with his "there are no apparent new =
leaders" mantra.
For those of you who did not see the show tonight, you missed nothing =
from Bill. He just towed the usual CANSLIM Investors Corner line. And =
obviously, no call on whether or not today was an FTD. That remains to =
be called after (way after?) the fact...as usual.
Duke
From: owner-canslim@lists.xmission.com =
[mailto:owner-canslim@lists.xmission.com] On Behalf Of Katherine Malm
Sent: Monday, July 29, 2002 8:34 PM
To: canslim@lists.xmission.com
Subject: Re: [CANSLIM] Cramer
he's just like a lawyer...never ask questions for which you don't =
know the answer :))
----- Original Message -----=20
From: David Taggart=20
To: canslim@lists.xmission.com=20
Sent: Monday, July 29, 2002 7:29 PM
Subject: [CANSLIM] Cramer
Gotta love the P/E ? Kudlow asked WON about P/E he says I dont =
really pay attention to it. If he really reads the paper why did he =
bother asking that question?
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<META http-equiv=3DContent-Type content=3D"text/html; =
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<DIV>Hi Duke,</DIV>
<DIV> </DIV>
<DIV>The market "officially" made a FTD today, but the point that WON =
made was=20
that you can't have a strong bull market with only a few leading stocks =
such as=20
AZO. That may be boilerplate, but an important element of WON's =
discipline. I=20
think the comments in tomorrow's "Big Picture" are equally as =
cautious.</DIV>
<DIV> </DIV>
<DIV>He did make a point which has been made several times in the IBD =
lately,=20
and that is that the obvious leaders at this point are consumer stocks =
and are=20
very unlikely to be the fallen angel tech stocks of the last Bull. Wise =
advise,=20
as the uninitiated will be jumping on the old leaders while the smart =
folks will=20
be following new leadership to decent gains.</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 =
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> Monday, July 29, 2002 =
8:31 PM</DIV>
<DIV style=3D"FONT: 10pt arial"><B>Subject:</B> RE: [CANSLIM] =
Cramer</DIV>
<DIV><BR></DIV>
<DIV><FONT face=3DTahoma size=3D2><SPAN =
class=3D828092401-30072002><FONT face=3DArial=20
size=3D3>The only thing I learned from this show tonight is Autozone =
(I don't=20
have a position yet) is one hell of a company and possibly the "model" =
for=20
tomorrow's winners. And Bill O'Neil pretty much brushed =
them off,=20
answering a question about Autozone with his "there are no apparent =
new=20
leaders" mantra.</FONT></SPAN></FONT></DIV>
<DIV><FONT face=3DTahoma size=3D2><SPAN=20
class=3D828092401-30072002></SPAN></FONT> </DIV>
<DIV><FONT face=3DTahoma size=3D2><SPAN =
class=3D828092401-30072002><FONT face=3DArial=20
size=3D3>For those of you who did not see the show tonight, you missed =
nothing=20
from Bill. He just towed the usual CANSLIM Investors=20
Corner line. And obviously, no call on whether or not =
today=20
was an FTD. That remains to be called after (way after?) the =
fact...as=20
usual.</FONT></SPAN></FONT></DIV>
<DIV><FONT face=3DTahoma size=3D2><SPAN=20
class=3D828092401-30072002></SPAN></FONT> </DIV>
<DIV><FONT face=3DArial><SPAN =
class=3D828092401-30072002>Duke</SPAN></FONT></DIV>
<DIV><FONT face=3DTahoma size=3D2><SPAN=20
class=3D828092401-30072002></SPAN></FONT> </DIV>
<DIV><FONT face=3DTahoma size=3D2><SPAN=20
class=3D828092401-30072002></SPAN><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> Monday, July 29, =
2002 8:34=20
PM<BR><B>To:</B> canslim@lists.xmission.com<BR><B>Subject:</B> Re: =
[CANSLIM]=20
Cramer<BR><BR></DIV></FONT>
<BLOCKQUOTE dir=3Dltr style=3D"MARGIN-RIGHT: 0px">
<DIV>he's just like a lawyer...never ask questions for which you =
don't know=20
the answer :))</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=3Ddctag@mavericktrading.com=20
href=3D"mailto:dctag@mavericktrading.com">David Taggart</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> Monday, July 29, 2002 =
7:29=20
PM</DIV>
<DIV style=3D"FONT: 10pt arial"><B>Subject:</B> [CANSLIM] =
Cramer</DIV>
<DIV><BR></DIV>
<DIV><SPAN class=3D379362700-30072002><FONT size=3D2>Gotta love =
the P/E=20
? Kudlow asked WON about P/E he says I dont really pay =
attention to=20
it. If he really reads the paper why did he bother asking =
that=20
=
question?</FONT></SPAN></DIV></BLOCKQUOTE></BLOCKQUOTE></BLOCKQUOTE></BOD=
Y></HTML>
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