Go to Jeff Salisbury LWGate Home Page.From: "Jim Fulling" <jim@fulling.com>
Subject: Re: [CANSLIM] Boomer Babies
Date: Thu, 24 Oct 2002 13:39:17 -0700
Previous Article (by Subject): RE: [CANSLIM] Boomer Babies "Duke Miller"
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Messageduke i but your boomer list on a clear station portfolio
tks. jim the no. id. lunker
----- Original Message -----=20
From: Duke Miller=20
To: canslim@lists.xmission.com=20
Sent: Thursday, October 24, 2002 1:35 PM
Subject: RE: [CANSLIM] Boomer Babies
I'll check it out. Thanks.
Duke
-----Original Message-----
From: owner-canslim@lists.xmission.com =
[mailto:owner-canslim@lists.xmission.com] On Behalf Of Lin Wells
Sent: Thursday, October 24, 2002 12:52 PM
To: canslim@lists.xmission.com
Subject: RE: [CANSLIM] Boomer Babies
I think that NUTR fits with this concept
Lin
-----Original Message-----
From: owner-canslim@lists.xmission.com =
[mailto:owner-canslim@lists.xmission.com] On Behalf Of Duke Miller
Sent: Thursday, October 24, 2002 11:16 AM
To: CANSLIM
Subject: [CANSLIM] Boomer Babies
The Boomer Babies concept that that I passed on several weeks ago =
was so poorly received by this group that I hesitate to bring it up =
again! I'm not hurt, I promise. I've never been known to run with the =
crowd, more often than not taking Frost's road less traveled. =20
However, dear friends, I have been doing some analysis on the list =
that now contains 84 stocks, and I've discovered and interesting lack =
of correlation. Interesting to me, at any rate. I'll explain:
The weekend of October 9, I created a Boomer Babies Watch List =
portfolio using the closing price on October 8 as the basis for each =
stock. As of yesterday's close, this whole group is up about 4.5%, or =
over $12,000 if you'd purchased 100 shares of each. No great shakes. =20
I thought it would be interesting to indicate on my spreadsheet the =
dates any of the stocks appear on IBD's Screen of the Day. At risk of =
eliciting a "duh", the assumption is the SODs more than likely feature =
the better performing stocks to watch. At least that's what WON often =
suggests. Going back to October 3rd's SOD and working forward, I found: =
Out of the 84 stocks on the Boomer Babies list, 38 (45%) have made =
at least one SOD appearance since 10/3. (The most is 7 appearances by a =
total of five of the stocks.)
Sorting the list based on the number of appearances by each stock =
revealed stocks that appeared more than five times increased an average =
of 5.5%; those appearing one to four times rose less than half that at =
an average of 2.3%. As for the five that have appeared seven times, =
they're up a little over 8%.
But what of the 56 stocks not appearing on a SOD since October 3? =
Holy assumption, Batman, they're up an average of 9.3%!! In other =
words, none of these stocks appeared in screens ranging from ROE leaders =
to Total Composite Ratings.
What does all this prove? =20
It tells me the Boomer Babies list is producing the kind of =
prospects I'm interested in: Solid companies across a broad range of =
industries that stand to profit from the aging and eventual retirement =
of boomers. (The "solid" is derived from, I think, the fact that all =
the candidates were culled from nine months of New America features. A =
plus for IBD, the publication.)
However, a) It has prompted me to consider ceasing the downloading =
every SOD for future study; b) I intend to follow the progress of each =
stock with CANSLIM on my mind, but not obsessively so; c) It has raised =
a level in cynicism regarding devotion to analysis of bases, breakouts, =
etc. Those narratives are somewhat befuddling and often contradictory =
at best). Sorry if that seems blasphemous, but that's my =
observation(s). It just seems every time a breakout fails, they can =
spot the reason, in hindsight, of course. Same theme, different day.
Have a great weekend.
Duke =20
PS: It was my intent to post the results of my survey as described =
above, citing the specific stocks. But, alas, as some of you know, I =
received a certified wrist-spanking from IBD's SS troops after posting a =
SOD analysis back in July. Heaven forbid a further possible suspected =
violation of IBD's proprietary blah, blah, blah...
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<BODY lang=3DEN-US vLink=3Dpurple link=3Dblue bgColor=3D#ffffff>
<DIV><FONT face=3DArial size=3D2>duke i but your boomer list on a clear =
station=20
portfolio</FONT></DIV>
<DIV><FONT face=3DArial size=3D2>tks. jim the no. id. =
lunker</FONT></DIV>
<BLOCKQUOTE dir=3Dltr=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=3Ddukemill@tampabay.rr.com =
href=3D"mailto:dukemill@tampabay.rr.com">Duke=20
Miller</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> Thursday, October 24, =
2002 1:35=20
PM</DIV>
<DIV style=3D"FONT: 10pt arial"><B>Subject:</B> RE: [CANSLIM] Boomer=20
Babies</DIV>
<DIV><BR></DIV>
<DIV><SPAN class=3D185183520-24102002><FONT face=3DArial>I'll check it =
out. =20
Thanks.</FONT></SPAN></DIV>
<DIV><SPAN class=3D185183520-24102002><FONT=20
face=3DArial></FONT></SPAN> </DIV>
<DIV><SPAN class=3D185183520-24102002><FONT =
face=3DArial>Duke</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> <A =
=
href=3D"mailto:owner-canslim@lists.xmission.com">owner-canslim@lists.xmis=
sion.com</A>=20
[mailto:owner-canslim@lists.xmission.com] <B>On Behalf Of </B>Lin=20
Wells<BR><B>Sent:</B> Thursday, October 24, 2002 12:52 =
PM<BR><B>To:</B> <A=20
=
href=3D"mailto:canslim@lists.xmission.com">canslim@lists.xmission.com</A>=
<BR><B>Subject:</B>=20
RE: [CANSLIM] Boomer Babies<BR><BR></FONT></DIV>
<DIV class=3DSection1>
<P class=3DMsoNormal><FONT face=3DArial color=3Dnavy size=3D2><SPAN=20
style=3D"FONT-SIZE: 10pt; COLOR: navy; FONT-FAMILY: =
Arial"></SPAN></FONT> </P>
<P class=3DMsoNormal><FONT face=3DArial color=3Dnavy size=3D2><SPAN=20
style=3D"FONT-SIZE: 10pt; COLOR: navy; FONT-FAMILY: Arial">I think =
that NUTR=20
fits with this concept</SPAN></FONT></P>
<P class=3DMsoNormal><FONT face=3DArial color=3Dnavy size=3D2><SPAN=20
style=3D"FONT-SIZE: 10pt; COLOR: navy; FONT-FAMILY: =
Arial"></SPAN></FONT> </P>
<P class=3DMsoNormal><FONT face=3DArial color=3Dnavy size=3D2><SPAN=20
style=3D"FONT-SIZE: 10pt; COLOR: navy; FONT-FAMILY: =
Arial">Lin</SPAN></FONT></P>
<P class=3DMsoNormal style=3D"MARGIN-LEFT: 0.5in"><FONT =
face=3DTahoma size=3D2><SPAN=20
style=3D"FONT-SIZE: 10pt; FONT-FAMILY: Tahoma">-----Original=20
Message-----<BR><B><SPAN style=3D"FONT-WEIGHT: =
bold">From:</SPAN></B>=20
owner-canslim@lists.xmission.com =
[mailto:owner-canslim@lists.xmission.com]=20
<B><SPAN style=3D"FONT-WEIGHT: bold">On Behalf Of </SPAN></B>Duke=20
Miller<BR><B><SPAN style=3D"FONT-WEIGHT: bold">Sent:</SPAN></B> =
Thursday,=20
October 24, 2002 11:16 AM<BR><B><SPAN=20
style=3D"FONT-WEIGHT: bold">To:</SPAN></B> CANSLIM<BR><B><SPAN=20
style=3D"FONT-WEIGHT: bold">Subject:</SPAN></B> [CANSLIM] Boomer=20
Babies</SPAN></FONT></P>
<P class=3DMsoNormal style=3D"MARGIN-LEFT: 0.5in"><FONT =
face=3D"Times New Roman"=20
size=3D3><SPAN style=3D"FONT-SIZE: 12pt"></SPAN></FONT> </P>
<DIV>
<P class=3DMsoNormal style=3D"MARGIN-LEFT: 0.5in"><FONT face=3DArial =
size=3D3><SPAN=20
style=3D"FONT-SIZE: 12pt; FONT-FAMILY: Arial">The Boomer =
Babies concept=20
that that I passed on several weeks ago was so poorly received by =
this group=20
that I hesitate to bring it up again! I'm not hurt, I=20
promise. I've never been known to run with the crowd, =
more often=20
than not taking Frost's road less traveled. =20
</SPAN></FONT></P></DIV>
<DIV>
<P class=3DMsoNormal style=3D"MARGIN-LEFT: 0.5in"><FONT =
face=3D"Times New Roman"=20
size=3D3><SPAN style=3D"FONT-SIZE: =
12pt"></SPAN></FONT> </P></DIV>
<DIV>
<P class=3DMsoNormal style=3D"MARGIN-LEFT: 0.5in"><FONT face=3DArial =
size=3D3><SPAN=20
style=3D"FONT-SIZE: 12pt; FONT-FAMILY: Arial">However, dear friends, =
I have=20
been doing some analysis on the list that now contains 84 stocks, =
and =20
I've discovered and interesting <EM><I><FONT face=3DArial><SPAN=20
style=3D"FONT-FAMILY: Arial">lack</SPAN></FONT></I></EM> of =
correlation. =20
Interesting to me, at any rate. I'll =
explain:</SPAN></FONT></P></DIV>
<DIV>
<P class=3DMsoNormal style=3D"MARGIN-LEFT: 0.5in"><FONT =
face=3D"Times New Roman"=20
size=3D3><SPAN style=3D"FONT-SIZE: =
12pt"></SPAN></FONT> </P></DIV>
<DIV>
<P class=3DMsoNormal style=3D"MARGIN-LEFT: 0.5in"><FONT face=3DArial =
size=3D3><SPAN=20
style=3D"FONT-SIZE: 12pt; FONT-FAMILY: Arial">The weekend of October =
9, I=20
created a Boomer Babies Watch List portfolio using the closing =
price=20
on October 8 as the basis for each stock. As of =
yesterday's=20
close, this whole group is up about 4.5%, or over $12,000 if =
you'd=20
purchased 100 shares of each. No great shakes. =20
</SPAN></FONT></P></DIV>
<DIV>
<P class=3DMsoNormal style=3D"MARGIN-LEFT: 0.5in"><FONT =
face=3D"Times New Roman"=20
size=3D3><SPAN style=3D"FONT-SIZE: =
12pt"></SPAN></FONT> </P></DIV>
<DIV>
<P class=3DMsoNormal style=3D"MARGIN-LEFT: 0.5in"><FONT face=3DArial =
size=3D3><SPAN=20
style=3D"FONT-SIZE: 12pt; FONT-FAMILY: Arial">I thought it would be=20
interesting to indicate on my spreadsheet the dates any of the =
stocks=20
appear on IBD's Screen of the Day. At risk of eliciting a =
"duh",=20
the <EM><I><FONT face=3DArial><SPAN=20
style=3D"FONT-FAMILY: =
Arial">assumption </SPAN></FONT></I></EM>is the=20
SODs more than likely feature the better performing stocks to=20
watch. At least that's what WON often suggests. Going =
back to=20
October 3rd's SOD and working forward, I=20
found: </SPAN></FONT></P></DIV>
<DIV>
<P class=3DMsoNormal style=3D"MARGIN-LEFT: 0.5in"><FONT =
face=3D"Times New Roman"=20
size=3D3><SPAN style=3D"FONT-SIZE: =
12pt"></SPAN></FONT> </P></DIV>
<DIV>
<P class=3DMsoNormal style=3D"MARGIN-LEFT: 0.5in"><FONT face=3DArial =
size=3D3><SPAN=20
style=3D"FONT-SIZE: 12pt; FONT-FAMILY: Arial">Out of the 84 =
stocks on the=20
Boomer Babies list, 38 (45%) have made at least one SOD =
appearance=20
since 10/3. (The most is 7 appearances by a total of five =
of the=20
stocks.)</SPAN></FONT></P></DIV>
<DIV>
<P class=3DMsoNormal style=3D"MARGIN-LEFT: 0.5in"><FONT =
face=3D"Times New Roman"=20
size=3D3><SPAN style=3D"FONT-SIZE: =
12pt"></SPAN></FONT> </P></DIV>
<DIV>
<P class=3DMsoNormal style=3D"MARGIN-LEFT: 0.5in"><FONT face=3DArial =
size=3D3><SPAN=20
style=3D"FONT-SIZE: 12pt; FONT-FAMILY: Arial">Sorting the list based =
on the=20
number of appearances by each stock revealed stocks that =
appeared more=20
than five times increased an average of 5.5%; those appearing one to =
four=20
times rose less than half that at an average of 2.3%. As =
for the=20
five that have appeared seven times, they're up a little over=20
8%.</SPAN></FONT></P></DIV>
<DIV>
<P class=3DMsoNormal style=3D"MARGIN-LEFT: 0.5in"><FONT =
face=3D"Times New Roman"=20
size=3D3><SPAN style=3D"FONT-SIZE: =
12pt"></SPAN></FONT> </P></DIV>
<DIV>
<P class=3DMsoNormal style=3D"MARGIN-LEFT: 0.5in"><FONT face=3DArial =
size=3D3><SPAN=20
style=3D"FONT-SIZE: 12pt; FONT-FAMILY: Arial">But what of the 56 =
stocks=20
<EM><I><FONT face=3DArial><SPAN=20
style=3D"FONT-FAMILY: Arial">not</SPAN></FONT></I></EM> appearing on =
a SOD=20
since October 3? Holy assumption, Batman, they're up an =
average of=20
9.3%!! In other words, none of these stocks appeared in =
screens=20
ranging from ROE leaders to Total Composite =
Ratings.</SPAN></FONT></P></DIV>
<DIV>
<P class=3DMsoNormal style=3D"MARGIN-LEFT: 0.5in"><FONT =
face=3D"Times New Roman"=20
size=3D3><SPAN style=3D"FONT-SIZE: =
12pt"></SPAN></FONT> </P></DIV>
<DIV>
<P class=3DMsoNormal style=3D"MARGIN-LEFT: 0.5in"><FONT face=3DArial =
size=3D3><SPAN=20
style=3D"FONT-SIZE: 12pt; FONT-FAMILY: Arial">What does all this =
prove? =20
</SPAN></FONT></P></DIV>
<DIV>
<P class=3DMsoNormal style=3D"MARGIN-LEFT: 0.5in"><FONT =
face=3D"Times New Roman"=20
size=3D3><SPAN style=3D"FONT-SIZE: =
12pt"></SPAN></FONT> </P></DIV>
<DIV>
<P class=3DMsoNormal style=3D"MARGIN-LEFT: 0.5in"><FONT face=3DArial =
size=3D3><SPAN=20
style=3D"FONT-SIZE: 12pt; FONT-FAMILY: Arial">It tells me the Boomer =
Babies=20
list is producing the kind of prospects I'm interested in: =
Solid=20
companies across a broad range of industries that stand to =
profit from=20
the aging and eventual retirement of boomers. (The =
"solid" is=20
derived from, I think, the fact that all the candidates were culled =
from=20
nine months of New America features. A plus for IBD, the=20
publication.)</SPAN></FONT></P></DIV>
<DIV>
<P class=3DMsoNormal style=3D"MARGIN-LEFT: 0.5in"><FONT =
face=3D"Times New Roman"=20
size=3D3><SPAN style=3D"FONT-SIZE: =
12pt"></SPAN></FONT> </P></DIV>
<DIV>
<P class=3DMsoNormal style=3D"MARGIN-LEFT: 0.5in"><FONT face=3DArial =
size=3D3><SPAN=20
style=3D"FONT-SIZE: 12pt; FONT-FAMILY: Arial">However, a) It has =
prompted me=20
to consider ceasing the downloading every SOD for future study; b) I =
intend=20
to follow the progress of each stock with CANSLIM on my mind, =
but not=20
obsessively so; c) It has raised a level in cynicism regarding =
devotion=20
to analysis of bases, breakouts, etc. Those narratives=20
are somewhat befuddling and often contradictory at=20
best). Sorry if that seems blasphemous, but that's my=20
observation(s). It just seems every time a breakout fails, =
they can=20
spot the reason, in hindsight, of course. Same theme, =
different=20
day.</SPAN></FONT></P></DIV>
<DIV>
<P class=3DMsoNormal style=3D"MARGIN-LEFT: 0.5in"><FONT =
face=3D"Times New Roman"=20
size=3D3><SPAN style=3D"FONT-SIZE: =
12pt"></SPAN></FONT> </P></DIV>
<DIV>
<P class=3DMsoNormal style=3D"MARGIN-LEFT: 0.5in"><FONT face=3DArial =
size=3D3><SPAN=20
style=3D"FONT-SIZE: 12pt; FONT-FAMILY: Arial">Have a great=20
weekend.</SPAN></FONT></P></DIV>
<DIV>
<P class=3DMsoNormal style=3D"MARGIN-LEFT: 0.5in"><FONT =
face=3D"Times New Roman"=20
size=3D3><SPAN style=3D"FONT-SIZE: =
12pt"></SPAN></FONT> </P></DIV>
<DIV>
<P class=3DMsoNormal style=3D"MARGIN-LEFT: 0.5in"><FONT face=3DArial =
size=3D3><SPAN=20
style=3D"FONT-SIZE: 12pt; FONT-FAMILY: Arial">Duke =20
</SPAN></FONT></P></DIV>
<DIV>
<P class=3DMsoNormal style=3D"MARGIN-LEFT: 0.5in"><FONT =
face=3D"Times New Roman"=20
size=3D3><SPAN style=3D"FONT-SIZE: =
12pt"></SPAN></FONT> </P></DIV>
<DIV>
<DIV>
<P class=3DMsoNormal style=3D"MARGIN-LEFT: 0.5in"><FONT face=3DArial =
size=3D3><SPAN=20
style=3D"FONT-SIZE: 12pt; FONT-FAMILY: Arial">PS: It was my intent =
to post the=20
results of my survey as described above, citing the specific =
stocks. =20
But, alas, as some of you know, I received a certified =
wrist-spanking from=20
IBD's SS troops after posting a SOD analysis back in =
July. Heaven=20
forbid a further possible suspected violation of IBD's proprietary =
blah,=20
blah, blah...</SPAN></FONT></P></DIV></DIV>
<DIV>
<P class=3DMsoNormal style=3D"MARGIN-LEFT: 0.5in"><FONT =
face=3D"Times New Roman"=20
size=3D3><SPAN style=3D"FONT-SIZE: =
12pt"></SPAN></FONT> </P></DIV>
<DIV>
<P class=3DMsoNormal style=3D"MARGIN-LEFT: 0.5in"><FONT =
face=3D"Times New Roman"=20
size=3D3><SPAN style=3D"FONT-SIZE: =
12pt"></SPAN></FONT> </P></DIV>
<DIV>
<P class=3DMsoNormal style=3D"MARGIN-LEFT: 0.5in"><FONT =
face=3D"Times New Roman"=20
size=3D3><SPAN=20
style=3D"FONT-SIZE: =
12pt"></SPAN></FONT> </P></DIV></DIV></BLOCKQUOTE></BLOCKQUOTE></BOD=
Y></HTML>
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Previous Article (by Subject): RE: [CANSLIM] Boomer Babies "Duke Miller"
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