Go to Jeff Salisbury LWGate Home Page.From: "Katherine Malm" <kmalm@earthlink.net>
Subject: Re: [CANSLIM] Identifying NEW leaders
Date: Tue, 6 Aug 2002 21:41:16 -0500
Previous Article (by Subject): RE: [CANSLIM] Identifying NEW leaders "Duke Miller"
Top of Thread: Re: [CANSLIM] Identifying NEW leaders "Tom Worley"
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MessageHere's another view of "consumer" stocks--take a look at stocks =
like NBTY, WTW, CHTT, all of which have pros/cons, but nonetheless =
something unexpected. Who would've thought that HD might've done so well =
simply by consolidating a fragmented industry and redefining "home =
improvement"? Sometimes it's the unexpected which does the best while =
everybody else is looking to the obvious.
Katherine
----- Original Message -----=20
From: Duke Miller=20
To: canslim@lists.xmission.com=20
Sent: Tuesday, August 06, 2002 9:34 PM
Subject: RE: [CANSLIM] Identifying NEW leaders
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 -----=20
From: J. Lobatto=20
To: canslim@lists.xmission.com=20
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 -----=20
From: Duke Miller=20
To: canslim@lists.xmission.com=20
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 =
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 Earnings Per =
Share Rating Relative Price Strength Rating of at least 80, an Industry =
Group Relative Strength Rating of at least "B-" and an 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=3DContent-Type content=3D"text/html; =
charset=3Diso-8859-1">
<META content=3D"MSHTML 6.00.2716.2200" name=3DGENERATOR>
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<BODY bgColor=3D#ffffff>
<DIV>Here's another view of "consumer" stocks--take a look at stocks =
like NBTY,=20
WTW, CHTT, all of which have pros/cons, but nonetheless something =
unexpected.=20
Who would've thought that HD might've done so well simply by =
consolidating a=20
fragmented industry and redefining "home improvement"? Sometimes it's =
the=20
unexpected which does the best while everybody else is looking to the=20
obvious.</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> Tuesday, August 06, 2002 =
9:34=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=3D203513002-07082002><FONT face=3DArial>I think this =
was=20
basically WON's point in the K&C Interview. He concluded =
that=20
without tax incentives for new businesses, a new leading group may be =
a long=20
way off. However, since my bride's 401K is primarily made up of =
P&G=20
stock, I'm happy to see them showing the remaining industries their=20
backside!</FONT></SPAN></DIV>
<DIV><SPAN class=3D203513002-07082002><FONT=20
face=3DArial></FONT></SPAN> </DIV>
<DIV><SPAN class=3D203513002-07082002><FONT face=3DArial>As for the =
beer, I'm=20
doing my part!</FONT></SPAN></DIV>
<DIV><SPAN class=3D203513002-07082002><FONT=20
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=20
never found consumer groups to be sustainable leaders. They are =
defensive,=20
and some are less cyclical than others (we got to eat, smoke, drink, =
take=20
baths, do laundry, etc after all, at least I hope so!!). I =
have seen=20
the 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>=
=20
</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=20
to 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=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> Tuesday, August 06, =
2002 5:12=20
PM</DIV>
<DIV style=3D"FONT: 10pt arial"><B>Subject:</B> RE: [CANSLIM] =
Identifying=20
NEW 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=20
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=20
shown 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=20
least "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></BLOCKQUOTE></BODY=
></HTML>
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Previous Article (by Subject): RE: [CANSLIM] Identifying NEW leaders "Duke Miller"
Top of Thread: Re: [CANSLIM] Identifying NEW leaders "Tom Worley"
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