Re: [CANSLIM] Recent activity

From: "Patrick Wahl" <pjwahl@attbi.com>
Subject: Re: [CANSLIM] Recent activity
Date: Sat, 17 Aug 2002 17:52:00 -0600

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Nice summary.

Only an additional thought or two.  Number 6 is probably not a large positive.  Only 
medical is the sort of industry that can really be considered a market leader.  The 
others aren't really significant industries.  Retail can be something of a leader I 
suppose (I'm not clear on this, someone can correct me if I'm wrong, HD and WMT 
come to mind), but I don't see those stocks as real leaders.

Your negative arguments I find more compelling, or at least am inclined to give 
more weight to than the positives.  I have one more negative.  I don't see any 
industry producing the 40 to 100% gains in revenues in earnings that can give you 
the really big winning stocks.  I keep thinking back to the nineties when we had 
several industries producing huge growth rates for years, and that is gone and 
nothing has taken its place.  I guess we can have some nice moves in the market 
without that, but also probably won't get any huge moves until some industry's step 
up.

On 16 Aug 2002 at 11:39, Eric Jaenike wrote:

> 6. Some potential leadership forming, including gaming (BYD ISLE),
> medical (LNCR AMSG HSIC), education (APOL CECO COCO), HMOs (CVH SIE
> MME), regional banks (if you're willing to include that group as
> leadership), retail (JASA PETM MIK KSS). 

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