Go to Jeff Salisbury LWGate Home Page.From: Harvey Brion <hbrion@ieee.org>
Subject: Re: [CANSLIM] Identifying NEW leaders
Date: Wed, 07 Aug 2002 11:13:38 -0700
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These look interesting Katherine. It's hard to get excited about cosmetics and weight loss products but with the high GRS rating, they've obviously been doing well. I see they all have strong EPS estimates for this FY. CHTT looks the strongest in cash flow and ROE and I favor smaller companies anyway so I'd lean toward this one. The chart is pretty wide and lose, so not classic CANSLIM. Do you have any idea what their 389% debt to equity ratio is all about? -Harvey Katherine Malm wrote: > Here'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 ----- > From: Duke Miller > To: canslim@lists.xmission.com > 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 ----- > From: J. Lobatto > To: canslim@lists.xmission.comSent: Tuesday, > August 06, 2002 7:46 PMSubject: 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 > 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 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). > - - - -To subscribe/unsubscribe, email "majordomo@xmission.com" - -In the email body, write "subscribe canslim" or - -"unsubscribe canslim". Do not use quotes in your email.
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