RE: [CANSLIM] Identifying NEW leaders

From: "Duke Miller" <dukemill@tampabay.rr.com>
Subject: RE: [CANSLIM] Identifying NEW leaders
Date: Wed, 7 Aug 2002 21:23:55 -0400
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There's another N at P&G that you'll more than likely be reading about
soon...Crest WhiteStrips.  

- -----Original Message-----
From: owner-canslim@lists.xmission.com
[mailto:owner-canslim@lists.xmission.com] On Behalf Of jch
Sent: Wednesday, August 07, 2002 3:00 PM
To: canslim@lists.xmission.com
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 :)
 
Aloha,
 
Mike Gibbons
Proactive Technologies, LLC
http://www.proactech.com <http://www.proactech.com/>  


- -----Original Message----- 

From: owner-canslim@lists.xmission.com
[mailto:owner-canslim@lists.xmission.com]On Behalf Of Duke Miller 

Sent: Tuesday, August 06, 2002 4:34 PM 

To: canslim@lists.xmission.com 

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 <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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<TITLE>Message</TITLE>

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<BODY>
<DIV><SPAN class=3D062291801-08082002><FONT face=3DArial>There's another =
N at=20
P&amp;G that you'll&nbsp;more than likely&nbsp;be reading about =
soon...Crest=20
WhiteStrips.&nbsp; </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>jch<BR><B>Sent:</B> Wednesday, August 07, 2002 =
3:00=20
  PM<BR><B>To:</B> canslim@lists.xmission.com<BR><B>Subject:</B> RE: =
[CANSLIM]=20
  Identifying NEW leaders<BR><BR></FONT></DIV>So if you wonder what's =
the "N" in=20
  P &amp; G see Business Week 8/12/02 pg 58--a Gillette type=20
  product--SpinBrush----hyperlink 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>
  <P></X-SIGSEP><BR></P></BLOCKQUOTE></BODY></HTML>

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