Go to Jeff Salisbury LWGate Home Page.From: "Duke Miller" <dukemill@tampabay.rr.com>
Subject: RE: WON & FTD (was:[CANSLIM] Cramer)
Date: Mon, 29 Jul 2002 22:13:12 -0400
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Top of Thread: Re: WON & FTD (was:[CANSLIM] Cramer) "Katherine Malm"
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Nothing wrong with boilerplate, K.
Interesting to note, today's explosion was sector-wide, pretty much.
(Maybe it's time for me to subscribe to DGO. As I recall, you can run
your own industry screens, right?)
Duke
- -----Original Message-----
From: owner-canslim@lists.xmission.com
[mailto:owner-canslim@lists.xmission.com] On Behalf Of Katherine Malm
Sent: Monday, July 29, 2002 10:05 PM
To: canslim@lists.xmission.com
Subject: Re: WON & FTD (was:[CANSLIM] Cramer)
Hi 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 -----
From: Duke Miller <mailto:dukemill@tampabay.rr.com>
To: canslim@lists.xmission.com
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 -----
From: David Taggart <mailto:dctag@mavericktrading.com>
To: canslim@lists.xmission.com
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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<DIV><SPAN class=3D843011102-30072002><FONT face=3DArial>Nothing wrong =
with=20
boilerplate, K. </FONT></SPAN></DIV>
<DIV><SPAN class=3D843011102-30072002><FONT =
face=3DArial></FONT></SPAN> </DIV>
<DIV><SPAN class=3D843011102-30072002><FONT face=3DArial>Interesting to =
note,=20
today's explosion was sector-wide, pretty much. (Maybe it's time =
for me to=20
subscribe to DGO. As I recall, you can run your own industry =
screens,=20
right?)</FONT></SPAN></DIV>
<DIV><SPAN class=3D843011102-30072002><FONT =
face=3DArial></FONT></SPAN> </DIV>
<DIV><SPAN class=3D843011102-30072002><FONT =
face=3DArial>Duke</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>=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 10:05=20
PM<BR><B>To:</B> canslim@lists.xmission.com<BR><B>Subject:</B> Re: WON =
&=20
FTD (was:[CANSLIM] Cramer)<BR><BR></FONT></DIV>
<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=20
as AZO. That may be boilerplate, but an important element of WON's =
discipline.=20
I think the comments in tomorrow's "Big Picture" are equally as=20
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=20
advise, as the uninitiated will be jumping on the old leaders while =
the smart=20
folks will 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=20
href=3D"mailto:dukemill@tampabay.rr.com">Duke 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>=
=20
</DIV>
<DIV style=3D"FONT: 10pt arial"><B>Sent:</B> Monday, July 29, 2002 =
8:31=20
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=20
face=3DArial size=3D3>The only thing I learned from this show =
tonight is=20
Autozone (I don't have a position yet) is one hell of a company and =
possibly=20
the "model" for tomorrow's winners. And Bill O'Neil pretty=20
much brushed them off, answering a question about Autozone with =
his=20
"there are no apparent new =
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=20
face=3DArial size=3D3>For those of you who did not see the show =
tonight, you=20
missed nothing 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=20
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=20
8:34 PM<BR><B>To:</B> canslim@lists.xmission.com<BR><B>Subject:</B> =
Re:=20
[CANSLIM] 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=20
know 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=20
to it. If he really reads the paper why did he bother =
asking that=20
=
question?</FONT></SPAN></DIV></BLOCKQUOTE></BLOCKQUOTE></BLOCKQUOTE></BLO=
CKQUOTE></BODY></HTML>
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Next Article (by Author): RE: [CANSLIM] ROE "King"? "Duke Miller"
Top of Thread: Re: WON & FTD (was:[CANSLIM] Cramer) "Katherine Malm"
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