Go to Jeff Salisbury LWGate Home Page.From: jch <jchjch@earthlink.net >
Subject: RE: [CANSLIM] Life Insurers next?
Date: Mon, 12 Aug 2002 11:48:32 -0500
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- --=======363A2F1D======= Content-Type: text/plain; x-avg-checked=avg-ok-72DE2A27; charset=us-ascii; format=flowed Content-Transfer-Encoding: 8bit Don't forget Major Banks exposure--see the following: >http://www.innercitypress.org/jpmchase.html and http://www.google.com/search?hl=en&lr=&ie=ISO-8859-1&q=jp+morgan+chase+%26+co+bad+news&btnG=Google+Search (long link may wrap to second line) John Heiman >If I remember right most of MSFTs cash is really just that parked in T-bills >etc. But I obviously could be totally wrong on this one. > >-----Original Message----- >From: owner-canslim@lists.xmission.com >[mailto:owner-canslim@lists.xmission.com]On Behalf Of Tom Worley >Sent: Sunday, August 11, 2002 7:37 PM >To: canslim@lists.xmission.com >Subject: Re: [CANSLIM] Life Insurers next? > > >valid point Fred. I only mentioned life insurers as that was the focus of >the article I was reading. But any publicly traded company which has large >cash reserves and must invest it somewhere is likely to be potentially >exposed. Might be interesting to know where MSFT had all its cash parked. > >----- Original Message ----- >From: "Fred Richards" <adrich@gte.net> >To: <canslim@lists.xmission.com> >Sent: Sunday, August 11, 2002 9:32 PM >Subject: RE: [CANSLIM] Life Insurers next? > > >And why do you limit the discussion to life insurers? Property and Casualty >companies, Reinsurance companies, etc., are all at risk. > >-----Original Message----- >From: owner-canslim@lists.xmission.com >[mailto:owner-canslim@lists.xmission.com]On Behalf Of Kent Norman >Sent: Sunday, August 11, 2002 8:20 PM >To: canslim@lists.xmission.com >Subject: Re: [CANSLIM] Life Insurers next? > > >Norman > >Although I am not sure if we are anywhere near the bottom, I don't >think we have to clear all the accounting scandals before they become >old news. One sign on a bull market is that it shrugs off bad news - >not that bad news ceases to exist. > >My 2 cents >Kent Norman > >--- Norman <theboyd@tisd.net> wrote: > > Tom, > > > > I would think even you would find it difficult to maintain a bullish > > outlook > > in this environment<grin> > > Sure seems that with all the defaulting going on by mega-large > > companies > > that we can't be at the bottom yet, much less in a rally. Someone > > has to be > > taking a big hit from all this red ink. The M in CAN SLIM will be a > > long > > time coming around, IMHO. > > > > There, is that enuf bearish sentiment to get things going again<G>? > > > > Norm > > ----- Original Message ----- > > From: "Tom Worley" <stkguru@bellsouth.net> > > To: "CANSLIM" <canslim@lists.xmission.com> > > Sent: Sunday, August 11, 2002 6:27 PM > > Subject: [CANSLIM] Life Insurers next? > > > > > > > Looks like the ratings agencies are getting concerned over life > > insurance > > > companies exposure to bonds issued by now bankrupt companies, and > > potential > > > ones in the future. Moody's estimates their exposure to Worldcom, > > Dynergy > > > and Qwest at a petty $23 billion so far. S&P already lowered their > > rating > > on > > > the group from stable to negative. While their portfolios are more > > > diversified today than a decade or so ago, another big hit could > > lead to > > > some being downgraded. And I would expect some of the ones more > > exposed > > are > > > likely to suffer on the earnings side of things as they absorb and > > write > > off > > > the now non performing portion of their investments. > > > > > > Tom Worley > > > stkguru@bellsouth.net > > > AIM: TexWorley > > > > > > > > > > > > - > > > -To subscribe/unsubscribe, email "majordomo@xmission.com" > > > -In the email body, write "subscribe canslim" or > > > -"unsubscribe canslim". Do not use quotes in your email. > > > > > > > > > > > > - > > -To subscribe/unsubscribe, email "majordomo@xmission.com" > > -In the email body, write "subscribe canslim" or > > -"unsubscribe canslim". Do not use quotes in your email. > > >===== >Opportunities always look bigger going than coming. > >__________________________________________________ >Do You Yahoo!? >HotJobs - Search Thousands of New Jobs >http://www.hotjobs.com > >- >-To subscribe/unsubscribe, email "majordomo@xmission.com" >-In the email body, write "subscribe canslim" or >-"unsubscribe canslim". Do not use quotes in your email. > > >- >-To subscribe/unsubscribe, email "majordomo@xmission.com" >-In the email body, write "subscribe canslim" or >-"unsubscribe canslim". Do not use quotes in your email. > > > > >- >-To subscribe/unsubscribe, email "majordomo@xmission.com" >-In the email body, write "subscribe canslim" or >-"unsubscribe canslim". Do not use quotes in your email. > > >- >-To subscribe/unsubscribe, email "majordomo@xmission.com" >-In the email body, write "subscribe canslim" or >-"unsubscribe canslim". 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