Re: [CANSLIM] Identifying NEW leaders

From: "Katherine Malm" <kmalm@earthlink.net>
Subject: Re: [CANSLIM] Identifying NEW leaders
Date: Wed, 7 Aug 2002 18:29:19 -0500
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John,

Great article....I had visions of dancing elephants as I read it...

Thanks for reminding that "N" is about "N"ew and new comes in many =
forms, elephants included!

Katherine
  ----- Original Message -----=20
  From: jch=20
  To: canslim@lists.xmission.com=20
  Sent: Wednesday, August 07, 2002 2:00 PM
  Subject: RE: [CANSLIM] Identifying NEW leaders


  So if you wonder what's the "N" in P & G see Business Week 8/12/02 pg =
58--a Gillette type product--SpinBrush----hyperlink follows:

  http://www.businessweek.com/magazine/content/02_32/b3795072.htm

  John Heiman



    Don't overlook the soap :)
    =20
    Aloha,
    =20
    Mike Gibbons
    Proactive Technologies, LLC
    http://www.proactech.com=20
      -----Original Message-----=20
      From: owner-canslim@lists.xmission.com =
[mailto:owner-canslim@lists.xmission.com]On Behalf Of Duke Miller=20
      Sent: Tuesday, August 06, 2002 4:34 PM=20
      To: canslim@lists.xmission.com=20
      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!=20
      =20
      As for the beer, I'm doing my part!=20
      =20
      Duke=20
      -----Original Message-----=20
      From: owner-canslim@lists.xmission.com =
[mailto:owner-canslim@lists.xmission.com] On Behalf Of Tom Worley=20
      Sent: Tuesday, August 06, 2002 8:50 PM=20
      To: canslim@lists.xmission.com=20
      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.=20
      =20
      ----- Original Message -----=20
      From: J. Lobatto=20
      To: canslim@lists.xmission.com=20
      Sent: Tuesday, August 06, 2002 7:46 PM=20
      Subject: Re: [CANSLIM] Identifying NEW leaders


      If we have to look toward beer and soap to lead the market, it =
won't be pretty.....=20
      =20
      Jon=20
      ----- Original Message -----=20
      From: Duke Miller=20
      To: canslim@lists.xmission.com=20
      Sent: Tuesday, August 06, 2002 5:12 PM=20
      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:=20
      =20
      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.=20
      =20
      There are three consumer products companies therein:  BUD, DL, =
STZ, and PG (that one made me fall out of my chair).=20
      =20




    ---





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<BODY bgColor=3D#ffffff>
<DIV>John,</DIV>
<DIV>&nbsp;</DIV>
<DIV>Great article....I had visions of dancing elephants as I read =
it...</DIV>
<DIV>&nbsp;</DIV>
<DIV>Thanks for reminding that "N" is about "N"ew and new comes in many =
forms,=20
elephants included!</DIV>
<DIV>&nbsp;</DIV>
<DIV>Katherine</DIV>
<BLOCKQUOTE=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=3D"jchjch@earthlink.net     "=20
  href=3D"mailto:jchjch@earthlink.net     ">jch</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> Wednesday, August 07, =
2002 2:00=20
  PM</DIV>
  <DIV style=3D"FONT: 10pt arial"><B>Subject:</B> RE: [CANSLIM] =
Identifying NEW=20
  leaders</DIV>
  <DIV><BR></DIV>So if you wonder what's the "N" in P &amp; G see =
Business Week=20
  8/12/02 pg 58--a Gillette type product--SpinBrush----hyperlink=20
  follows:<BR><BR><A=20
  =
href=3D"http://www.businessweek.com/magazine/content/02_32/b3795072.htm" =

  =
eudora=3D"autourl">http://www.businessweek.com/magazine/content/02_32/b37=
95072.htm</A><BR><BR><B>John=20
  Heiman<BR><BR><BR></B>
  <BLOCKQUOTE class=3Dcite cite=3D"" type=3D"cite"><FONT face=3Dtahoma =
color=3D#0000ff=20
    size=3D2>Don't overlook the soap :)</FONT><BR>&nbsp;<BR><FONT =
face=3Dtahoma=20
    color=3D#0000ff size=3D2>Aloha,</FONT><BR>&nbsp;<BR><FONT =
face=3Dtahoma=20
    color=3D#0000ff size=3D2>Mike Gibbons</FONT><BR><FONT face=3Dtahoma =
color=3D#0000ff=20
    size=3D2>Proactive Technologies, LLC</FONT><BR><FONT face=3Dtahoma =
color=3D#0000ff=20
    size=3D2><A href=3D"http://www.proactech.com"=20
    eudora=3D"autourl">http://www.proactech.com</A></FONT>=20
    <DL><FONT face=3Dtahoma size=3D2>
      <DD>-----Original Message-----=20
      <DD>From:</B> owner-canslim@lists.xmission.com [<A=20
      href=3D"mailto:owner-canslim@lists.xmission.com"=20
      eudora=3D"autourl">mailto:owner-canslim@lists.xmission.com</A>]On =
Behalf Of=20
      </B>Duke Miller=20
      <DD>Sent:</B> Tuesday, August 06, 2002 4:34 PM=20
      <DD>To:</B> canslim@lists.xmission.com=20
      <DD>Subject:</B> RE: [CANSLIM] Identifying NEW =
leaders<BR><BR></FONT><FONT=20
      face=3Darial>
      <DD>I think this was basically WON's point in the K&amp;C =
Interview.&nbsp;=20
      He concluded that without tax incentives for new businesses, a new =
leading=20
      group may be a long way off.&nbsp; However, since my bride's 401K =
is=20
      primarily made up of P&amp;G stock, I'm happy to see them showing =
the=20
      remaining industries their backside!</FONT>=20
      <DD><FONT face=3Darial>=20
      <DD>As for the beer, I'm doing my part!</FONT>=20
      <DD><FONT face=3Darial>=20
      <DD>Duke</FONT><FONT face=3Dtahoma size=3D2>=20
      <DD>-----Original Message-----=20
      <DD>From:</B> owner-canslim@lists.xmission.com [<A=20
      href=3D"mailto:owner-canslim@lists.xmission.com"=20
      eudora=3D"autourl">mailto:owner-canslim@lists.xmission.com</A>] On =
Behalf Of=20
      </B>Tom Worley=20
      <DD>Sent:</B> Tuesday, August 06, 2002 8:50 PM=20
      <DD>To:</B> canslim@lists.xmission.com=20
      <DD>Subject:</B> Re: [CANSLIM] Identifying NEW =
leaders<BR><BR></FONT><FONT=20
      face=3Darial>
      <DD>I will wade into this topic just a little. I have never found =
consumer=20
      groups to be sustainable leaders. They are defensive, and some are =
less=20
      cyclical than others (we got to eat, smoke, drink, take baths, do =
laundry,=20
      etc after all, at least I hope so!!).&nbsp; I have seen the =
Financials=20
      provide a strong secondary leadership at times, even lasting =
months, but=20
      that is also not a sector I fully trust as true leaders to turn =
this "M"=20
      around.&nbsp; I think the key will remain whatever group can =
demonstrate=20
      sustained revenue and earnings growth that puts the rest of the =
groups /=20
      sectors to shame. So far, none are showing that to me.</FONT>=20
      <DD>=20
      <DD>----- Original Message -----=20
      <DD>From:</B> <A href=3D"mailto:jlobatto@nyc.rr.com">J. =
Lobatto</A>=20
      <DD>To:</B> <A=20
      =
href=3D"mailto:canslim@lists.xmission.com">canslim@lists.xmission.com</A>=
=20
      <DD>Sent:</B> Tuesday, August 06, 2002 7:46 PM=20
      <DD>Subject:</B> Re: [CANSLIM] Identifying NEW =
leaders<BR><BR><FONT=20
      face=3Darial color=3D#0000ff>
      <DD>If we have to look toward beer and soap to lead the market, it =
won't=20
      be pretty.....</FONT>=20
      <DD><FONT face=3Darial color=3D#0000ff>=20
      <DD>Jon</FONT>=20
      <DD>----- Original Message -----=20
      <DD>From:</B> <A href=3D"mailto:dukemill@tampabay.rr.com">Duke =
Miller</A>=20
      <DD>To:</B> <A=20
      =
href=3D"mailto:canslim@lists.xmission.com">canslim@lists.xmission.com</A>=
=20
      <DD>Sent:</B> Tuesday, August 06, 2002 5:12 PM=20
      <DD>Subject:</B> RE: [CANSLIM] Identifying NEW =
leaders<BR><BR><FONT=20
      face=3Darial>
      <DD>WON did say that consumer groups might likely lead us out of =
the=20
      abyss.&nbsp; And if you pulled up today's SOD, there's a good =
chance you=20
      almost fell out of your chair as I did.&nbsp; It lists the top 20 =
Up/Down=20
      Volume leaders, to wit:</FONT>=20
      <DD>=20
      <DD>This screen lists leading stocks in 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</A></FONT> 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</A></FONT> <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</A></FONT> 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</A></FONT> =
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</A></FONT> of "A." All stocks are =
within 20% of a=20
      52-week high.=20
      <DD><FONT face=3Darial>=20
      <DD>There are three consumer products companies therein:&nbsp; =
BUD, DL,=20
      STZ, and PG (that one made me fall out of my chair).</FONT>=20
      <DD>=20
      <DD><BR><BR>&nbsp;</DD></DL><BR>---</BLOCKQUOTE><X-SIGSEP>
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