Go to Jeff Salisbury LWGate Home Page.From: "Duke Miller" <dukemill@tampabay.rr.com>
Subject: RE: [CANSLIM] Identifying NEW leaders
Date: Tue, 6 Aug 2002 22:34:15 -0400
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I think this was basically WON's point in the K&C Interview. He
concluded that without tax incentives for new businesses, a new leading
group may be a long way off. However, since my bride's 401K is
primarily made up of P&G stock, I'm happy to see them showing the
remaining industries their backside!
As for the beer, I'm doing my part!
Duke
- -----Original Message-----
From: owner-canslim@lists.xmission.com
[mailto:owner-canslim@lists.xmission.com] On Behalf Of Tom Worley
Sent: Tuesday, August 06, 2002 8:50 PM
To: canslim@lists.xmission.com
Subject: Re: [CANSLIM] Identifying NEW leaders
I will wade into this topic just a little. I have never found consumer
groups to be sustainable leaders. They are defensive, and some are less
cyclical than others (we got to eat, smoke, drink, take baths, do
laundry, etc after all, at least I hope so!!). I have seen the
Financials provide a strong secondary leadership at times, even lasting
months, but that is also not a sector I fully trust as true leaders to
turn this "M" around. I think the key will remain whatever group can
demonstrate sustained revenue and earnings growth that puts the rest of
the groups / sectors to shame. So far, none are showing that to me.
- ----- Original Message -----
From: J. Lobatto <mailto:jlobatto@nyc.rr.com>
To: canslim@lists.xmission.com
Sent: Tuesday, August 06, 2002 7:46 PM
Subject: Re: [CANSLIM] Identifying NEW leaders
If we have to look toward beer and soap to lead the market, it won't be
pretty.....
Jon
- ----- Original Message -----
From: Duke Miller <mailto:dukemill@tampabay.rr.com>
To: canslim@lists.xmission.com
Sent: Tuesday, August 06, 2002 5:12 PM
Subject: RE: [CANSLIM] Identifying NEW leaders
WON did say that consumer groups might likely lead us out of the abyss.
And if you pulled up today's SOD, there's a good chance you almost fell
out of your chair as I did. It lists the top 20 Up/Down Volume leaders,
to wit:
This screen lists leading stocks in leading industries with an
<javascript:popup=window.open('../../ibdhelp/helpglossA.asp?helpID=423',
'help','width=375,height=200,directories=no,status=no,location=no,toolba
r=no,scrollbars=yes,resizable=yes,menubar=no,copyhistory=no,alwaysRaised
=1,dependent=yes');popup.focus()> up/down volume ratio of at least 1.0,
which indicates buying volume has exceeded selling volume in recent
months. The ratio can be found daily in IBD's Stock Checkup for all
stocks. Stocks shown have an
<javascript:popup=window.open('../../ibdhelp/helpglossA.asp?helpID=69','
help','width=375,height=200,directories=no,status=no,location=no,toolbar
=no,scrollbars=yes,resizable=yes,menubar=no,copyhistory=no,alwaysRaised=
1,dependent=yes');popup.focus()> Earnings Per Share Rating
<javascript:popup=window.open('../../ibdhelp/helpglossA.asp?helpID=153',
'help','width=375,height=200,directories=no,status=no,location=no,toolba
r=no,scrollbars=yes,resizable=yes,menubar=no,copyhistory=no,alwaysRaised
=1,dependent=yes');popup.focus()> Relative Price Strength Rating of at
least 80, an
<javascript:popup=window.open('../../ibdhelp/helpglossA.asp?helpID=493',
'help','width=375,height=200,directories=no,status=no,location=no,toolba
r=no,scrollbars=yes,resizable=yes,menubar=no,copyhistory=no,alwaysRaised
=1,dependent=yes');popup.focus()> Industry Group Relative Strength
Rating of at least "B-" and an
<javascript:popup=window.open('../../ibdhelp/helpglossA.asp?helpID=156',
'help','width=375,height=200,directories=no,status=no,location=no,toolba
r=no,scrollbars=yes,resizable=yes,menubar=no,copyhistory=no,alwaysRaised
=1,dependent=yes');popup.focus()> SMR Rating of "A." All stocks are
within 20% of a 52-week high.
There are three consumer products companies therein: BUD, DL, STZ, and
PG (that one made me fall out of my chair).
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<META HTTP-EQUIV=3D"Content-Type" CONTENT=3D"text/html; =
charset=3Dus-ascii">
<TITLE>Message</TITLE>
<META content=3D"MSHTML 6.00.2716.2200" name=3DGENERATOR>
<STYLE></STYLE>
</HEAD>
<BODY bgColor=3D#ffffff>
<DIV><SPAN class=3D203513002-07082002><FONT face=3DArial>I think this =
was basically=20
WON's point in the K&C Interview. He concluded that without =
tax=20
incentives for new businesses, a new leading group may be a long way =
off. =20
However, since my bride's 401K is primarily made up of P&G stock, =
I'm happy=20
to see them showing the remaining industries their =
backside!</FONT></SPAN></DIV>
<DIV><SPAN class=3D203513002-07082002><FONT =
face=3DArial></FONT></SPAN> </DIV>
<DIV><SPAN class=3D203513002-07082002><FONT face=3DArial>As for the =
beer, I'm doing=20
my part!</FONT></SPAN></DIV>
<DIV><SPAN class=3D203513002-07082002><FONT =
face=3DArial></FONT></SPAN> </DIV>
<DIV><SPAN class=3D203513002-07082002><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>Tom Worley<BR><B>Sent:</B> Tuesday, August 06, =
2002 8:50=20
PM<BR><B>To:</B> canslim@lists.xmission.com<BR><B>Subject:</B> Re: =
[CANSLIM]=20
Identifying NEW leaders<BR><BR></FONT></DIV>
<DIV><FONT face=3DArial>I will wade into this topic just a little. I =
have never=20
found consumer groups to be sustainable leaders. They are defensive, =
and some=20
are less cyclical than others (we got to eat, smoke, drink, take =
baths, do=20
laundry, etc after all, at least I hope so!!). I have seen the=20
Financials provide a strong secondary leadership at times, even =
lasting=20
months, but that is also not a sector I fully trust as true leaders to =
turn=20
this "M" around. I think the key will remain whatever group can=20
demonstrate sustained revenue and earnings growth that puts the rest =
of the=20
groups / sectors to shame. So far, none are showing that to =
me.</FONT></DIV>
<DIV> </DIV>
<DIV style=3D"FONT: 10pt arial">----- Original Message -----=20
<DIV style=3D"BACKGROUND: #e4e4e4; font-color: black"><B>From:</B> <A=20
title=3Djlobatto@nyc.rr.com href=3D"mailto:jlobatto@nyc.rr.com">J. =
Lobatto</A>=20
</DIV>
<DIV><B>To:</B> <A title=3Dcanslim@lists.xmission.com=20
=
href=3D"mailto:canslim@lists.xmission.com">canslim@lists.xmission.com</A>=
</DIV>
<DIV><B>Sent:</B> Tuesday, August 06, 2002 7:46 PM</DIV>
<DIV><B>Subject:</B> Re: [CANSLIM] Identifying NEW leaders</DIV></DIV>
<DIV><BR></DIV>
<DIV><FONT face=3DArial color=3D#0000ff>If we have to look toward beer =
and soap to=20
lead the market, it won't be pretty.....</FONT></DIV>
<DIV><FONT face=3DArial color=3D#0000ff></FONT> </DIV>
<DIV><FONT face=3DArial color=3D#0000ff>Jon</FONT></DIV>
<BLOCKQUOTE dir=3Dltr=20
style=3D"PADDING-RIGHT: 0px; PADDING-LEFT: 5px; MARGIN-LEFT: 5px; =
BORDER-LEFT: #0000ff 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> Tuesday, August 06, =
2002 5:12=20
PM</DIV>
<DIV style=3D"FONT: 10pt arial"><B>Subject:</B> RE: [CANSLIM] =
Identifying NEW=20
leaders</DIV>
<DIV><BR></DIV>
<DIV><SPAN class=3D562590021-06082002><FONT face=3DArial>WON did say =
that=20
consumer groups might likely lead us out of the abyss. And if =
you=20
pulled up today's SOD, there's a good chance you almost fell out of =
your=20
chair as I did. It lists the top 20 Up/Down Volume leaders, to =
wit:</FONT></SPAN></DIV>
<DIV><SPAN class=3D562590021-06082002><FONT=20
face=3DArial></FONT></SPAN> </DIV>
<DIV><SPAN class=3D562590021-06082002>This screen lists leading =
stocks in=20
leading industries with an <A=20
=
href=3D"javascript:popup=3Dwindow.open('../../ibdhelp/helpglossA.asp?help=
ID=3D423','help','width=3D375,height=3D200,directories=3Dno,status=3Dno,l=
ocation=3Dno,toolbar=3Dno,scrollbars=3Dyes,resizable=3Dyes,menubar=3Dno,c=
opyhistory=3Dno,alwaysRaised=3D1,dependent=3Dyes');popup.focus()"><FONT=20
color=3D#336699>up/down volume ratio</FONT></A> of at least 1.0, =
which=20
indicates buying volume has exceeded selling volume in recent =
months. The=20
ratio can be found daily in IBD's Stock Checkup for all stocks. =
Stocks shown=20
have an <A=20
=
href=3D"javascript:popup=3Dwindow.open('../../ibdhelp/helpglossA.asp?help=
ID=3D69','help','width=3D375,height=3D200,directories=3Dno,status=3Dno,lo=
cation=3Dno,toolbar=3Dno,scrollbars=3Dyes,resizable=3Dyes,menubar=3Dno,co=
pyhistory=3Dno,alwaysRaised=3D1,dependent=3Dyes');popup.focus()"><FONT=20
color=3D#336699>Earnings Per Share Rating</FONT></A> <A=20
=
href=3D"javascript:popup=3Dwindow.open('../../ibdhelp/helpglossA.asp?help=
ID=3D153','help','width=3D375,height=3D200,directories=3Dno,status=3Dno,l=
ocation=3Dno,toolbar=3Dno,scrollbars=3Dyes,resizable=3Dyes,menubar=3Dno,c=
opyhistory=3Dno,alwaysRaised=3D1,dependent=3Dyes');popup.focus()"><FONT=20
color=3D#336699>Relative Price Strength Rating</FONT></A> of at =
least 80, an=20
<A=20
=
href=3D"javascript:popup=3Dwindow.open('../../ibdhelp/helpglossA.asp?help=
ID=3D493','help','width=3D375,height=3D200,directories=3Dno,status=3Dno,l=
ocation=3Dno,toolbar=3Dno,scrollbars=3Dyes,resizable=3Dyes,menubar=3Dno,c=
opyhistory=3Dno,alwaysRaised=3D1,dependent=3Dyes');popup.focus()"><FONT=20
color=3D#336699>Industry Group Relative Strength Rating</FONT></A> =
of at least=20
"B-" and an <A=20
=
href=3D"javascript:popup=3Dwindow.open('../../ibdhelp/helpglossA.asp?help=
ID=3D156','help','width=3D375,height=3D200,directories=3Dno,status=3Dno,l=
ocation=3Dno,toolbar=3Dno,scrollbars=3Dyes,resizable=3Dyes,menubar=3Dno,c=
opyhistory=3Dno,alwaysRaised=3D1,dependent=3Dyes');popup.focus()"><FONT=20
color=3D#336699>SMR Rating</FONT></A> of "A." All stocks are within =
20% of a=20
52-week high.</SPAN></DIV>
<DIV><SPAN class=3D562590021-06082002></SPAN> </DIV>
<DIV><SPAN class=3D562590021-06082002><FONT face=3DArial>There are =
three=20
consumer products companies therein: BUD, DL, STZ, and PG =
(that one=20
made me fall out of my chair).</FONT></SPAN></DIV>
<DIV><SPAN class=3D562590021-06082002><FONT=20
face=3DArial></FONT></SPAN> </DIV>
<DIV><FONT face=3Darial,helvetica=20
size=3D2></FONT> </DIV></BLOCKQUOTE></BLOCKQUOTE></BODY></HTML>
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Next Article (by Subject): Re: [CANSLIM] Identifying NEW leaders "Katherine Malm"
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