Re: WON & FTD (was:[CANSLIM] Cramer)

From: "Katherine Malm" <kmalm@earthlink.net>
Subject: Re: WON & FTD (was:[CANSLIM] Cramer)
Date: Mon, 29 Jul 2002 23:23:27 -0500
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MessageHi Duke,

You can do a rudimentary screening with a standard DGO report which =
lists the 2500 or so stocks contained in the print edition, as each =
Friday's report includes the stock's industry and GRS. If you want a =
fancier screening and/or you want to drill down to industry contents, =
you have to cough up the big bucks for the 2 additional services. (Which =
is completely insane, given that majority of the DGO features are now =
available for FREE on the IBD site.)

Katherine
  ----- Original Message -----=20
  From: Duke Miller=20
  To: canslim@lists.xmission.com=20
  Sent: Monday, July 29, 2002 9:13 PM
  Subject: RE: WON & FTD (was:[CANSLIM] Cramer)


  Nothing wrong with boilerplate, K. =20

  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 -----=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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<DIV>Hi Duke,</DIV>
<DIV>&nbsp;</DIV>
<DIV>You can do a rudimentary screening with a standard DGO report which =
lists=20
the 2500 or so stocks contained in the print edition, as each Friday's =
report=20
includes the stock's&nbsp;industry and GRS. If you want a fancier =
screening=20
and/or you want to drill down to industry contents, you have to cough up =
the big=20
bucks for the 2 additional services. (Which is completely insane, given =
that=20
majority of the DGO features are now available for FREE on the IBD =
site.)</DIV>
<DIV>&nbsp;</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 =
9:13 PM</DIV>
  <DIV style=3D"FONT: 10pt arial"><B>Subject:</B> RE: WON &amp; FTD =
(was:[CANSLIM]=20
  Cramer)</DIV>
  <DIV><BR></DIV>
  <DIV><SPAN class=3D843011102-30072002><FONT face=3DArial>Nothing wrong =
with=20
  boilerplate, K.&nbsp; </FONT></SPAN></DIV>
  <DIV><SPAN class=3D843011102-30072002><FONT=20
face=3DArial></FONT></SPAN>&nbsp;</DIV>
  <DIV><SPAN class=3D843011102-30072002><FONT face=3DArial>Interesting =
to note,=20
  today's explosion was sector-wide, pretty much.&nbsp; (Maybe it's time =
for me=20
  to subscribe to DGO.&nbsp; As I recall, you can run your own industry =
screens,=20
  right?)</FONT></SPAN></DIV>
  <DIV><SPAN class=3D843011102-30072002><FONT=20
face=3DArial></FONT></SPAN>&nbsp;</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> <A =

    =
href=3D"mailto:owner-canslim@lists.xmission.com">owner-canslim@lists.xmis=
sion.com</A>=20
    [mailto:owner-canslim@lists.xmission.com] <B>On Behalf Of =
</B>Katherine=20
    Malm<BR><B>Sent:</B> Monday, July 29, 2002 10:05 PM<BR><B>To:</B>=20
    canslim@lists.xmission.com<BR><B>Subject:</B> Re: WON &amp; FTD=20
    (was:[CANSLIM] Cramer)<BR><BR></FONT></DIV>
    <DIV>Hi Duke,</DIV>
    <DIV>&nbsp;</DIV>
    <DIV>The market "officially" made a FTD today, but the point that =
WON made=20
    was that you can't have a strong bull market with only a few leading =
stocks=20
    such as AZO. That may be boilerplate, but an important element of =
WON's=20
    discipline. I think the comments in tomorrow's "Big Picture" are =
equally as=20
    cautious.</DIV>
    <DIV>&nbsp;</DIV>
    <DIV>He did make a point which has been made several times in the =
IBD=20
    lately, and that is that the obvious leaders at this point are =
consumer=20
    stocks and are very unlikely to be the fallen angel tech stocks of =
the last=20
    Bull. Wise advise, as the uninitiated will be jumping on the old =
leaders=20
    while the smart folks will be following new leadership to decent=20
gains.</DIV>
    <DIV>&nbsp;</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=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 =
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=20
      possibly the "model" for tomorrow's winners.&nbsp; And Bill O'Neil =
pretty=20
      much&nbsp;brushed them off, answering a question about Autozone =
with his=20
      "there are no apparent new=20
leaders"&nbsp;mantra.</FONT></SPAN></FONT></DIV>
      <DIV><FONT face=3DTahoma size=3D2><SPAN=20
      class=3D828092401-30072002></SPAN></FONT>&nbsp;</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.&nbsp; He just towed the usual CANSLIM =
Investors=20
      Corner&nbsp;line.&nbsp; And&nbsp;obviously, no call on whether or =
not=20
      today was an FTD.&nbsp; That remains to be called after (way =
after?) the=20
      fact...as usual.</FONT></SPAN></FONT></DIV>
      <DIV><FONT face=3DTahoma size=3D2><SPAN=20
      class=3D828092401-30072002></SPAN></FONT>&nbsp;</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>&nbsp;</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
          ?&nbsp; Kudlow asked WON about P/E he says I dont really pay =
attention=20
          to it.&nbsp; If he really reads the paper why did he bother =
asking=20
          that=20
  =
question?</FONT></SPAN></DIV></BLOCKQUOTE></BLOCKQUOTE></BLOCKQUOTE></BLO=
CKQUOTE></BLOCKQUOTE></BODY></HTML>

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