Re: [CANSLIM] back in the bullish camp


From: "Tom Worley" <stkguru@bellsouth.net>
Subject: Re: [CANSLIM] back in the bullish camp
Date: Wed, 6 Nov 2002 23:06:22 -0500

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partially correct, Kelly, the security angle was what caught my =
interest. The chart is pretty ugly still, I saw it bumping along at the =
low side of a consolidation pattern, looks to me like a low risk entry =
for the patient long term investor, and with a trailing PE below S&P500 =
despite excellent growth, I felt (and still do) that fundies and =
association with the security sector will win out.

- ----- Original Message -----=20
From: Kelly Short=20
To: canslim@lists.xmission.com=20
Sent: Wednesday, November 06, 2002 4:55 PM
Subject: RE: [CANSLIM] back in the bullish camp


Tom,

So- then your OSIS selection is not based on a chart formation but =
rather association by industry. I see.
  -----Original Message-----
  From: Tom Worley [mailto:stkguru@bellsouth.net]
  Sent: Tuesday, November 05, 2002 10:47 PM
  To: canslim@lists.xmission.com
  Subject: Re: [CANSLIM] back in the bullish camp


  part of their business is system security, like the sequential growth =
top and bottom, and earnings forecast, especially in a period where =
corps are supposedly not spending.

  ----- Original Message -----=20
  From: Kelly Short=20
  To: canslim@lists.xmission.com=20
  Sent: Tuesday, November 05, 2002 2:40 PM
  Subject: RE: [CANSLIM] back in the bullish camp


  Um...... why OSIS?
    -----Original Message-----
    From: Tom Worley [mailto:stkguru@bellsouth.net]
    Sent: Monday, November 04, 2002 10:28 PM
    To: canslim@lists.xmission.com
    Subject: Re: [CANSLIM] back in the bullish camp


    bought ISSX, NSCN and OSIS today, looking for more in the net / =
computer security sector

    ----- Original Message -----=20
    From: Vanchee1@aol.com=20
    To: canslim@lists.xmission.com=20
    Sent: Monday, November 04, 2002 11:11 PM
    Subject: Re: [CANSLIM] back in the bullish camp


    You left out the part IM interested in, what are you buying these =
days?

    Chris=20
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<DIV><FONT face=3DArial>partially correct, Kelly, the security angle was =
what=20
caught my interest. The chart is pretty ugly still, I saw it bumping =
along at=20
the low side of a consolidation pattern, looks to me like a low risk =
entry for=20
the patient long term investor, and with a trailing PE below S&amp;P500 =
despite=20
excellent growth, I felt (and still do) that fundies and association =
with the=20
security sector will win out.</FONT></DIV>
<DIV>&nbsp;</DIV>
<DIV style=3D"FONT: 10pt arial">----- Original Message -----=20
<DIV style=3D"BACKGROUND: #e4e4e4; font-color: black"><B>From:</B> <A=20
title=3Dkelly.short@fw.us.neoris.com=20
href=3D"mailto:kelly.short@fw.us.neoris.com">Kelly Short</A> </DIV>
<DIV><B>To:</B> <A title=3Dcanslim@lists.xmission.com=20
href=3D"mailto:canslim@lists.xmission.com">canslim@lists.xmission.com</A>=
 </DIV>
<DIV><B>Sent:</B> Wednesday, November 06, 2002 4:55 PM</DIV>
<DIV><B>Subject:</B> RE: [CANSLIM] back in the bullish camp</DIV></DIV>
<DIV><BR></DIV>
<DIV><SPAN class=3D001345421-06112002><FONT face=3DArial color=3D#0000ff =

size=3D2>Tom,</FONT></SPAN></DIV>
<DIV><SPAN class=3D001345421-06112002><FONT face=3DArial color=3D#0000ff =

size=3D2></FONT></SPAN>&nbsp;</DIV>
<DIV><SPAN class=3D001345421-06112002><FONT face=3DArial color=3D#0000ff =
size=3D2>So-=20
then your OSIS selection is not based on a chart formation but rather=20
association by industry. I see.</FONT></SPAN></DIV>
<BLOCKQUOTE dir=3Dltr style=3D"MARGIN-RIGHT: 0px">
  <DIV class=3DOutlookMessageHeader dir=3Dltr align=3Dleft><FONT =
face=3DTahoma=20
  size=3D2>-----Original Message-----<BR><B>From:</B> Tom Worley=20
  [mailto:stkguru@bellsouth.net]<BR><B>Sent:</B> Tuesday, November 05, =
2002=20
  10:47 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] back in the bullish camp<BR><BR></FONT></DIV>
  <DIV><FONT face=3DArial>part of their business is system security, =
like the=20
  sequential growth top and bottom, and earnings forecast, especially in =
a=20
  period where corps are supposedly not spending.</FONT></DIV>
  <DIV>&nbsp;</DIV>
  <DIV style=3D"FONT: 10pt arial">----- Original Message -----=20
  <DIV style=3D"BACKGROUND: #e4e4e4; font-color: black"><B>From:</B> <A=20
  title=3Dkelly.short@fw.us.neoris.com=20
  href=3D"mailto:kelly.short@fw.us.neoris.com">Kelly Short</A> </DIV>
  <DIV><B>To:</B> <A title=3Dcanslim@lists.xmission.com=20
  =
href=3D"mailto:canslim@lists.xmission.com">canslim@lists.xmission.com</A>=
 </DIV>
  <DIV><B>Sent:</B> Tuesday, November 05, 2002 2:40 PM</DIV>
  <DIV><B>Subject:</B> RE: [CANSLIM] back in the bullish =
camp</DIV></DIV>
  <DIV><BR></DIV>
  <DIV><SPAN class=3D479474019-05112002><FONT face=3DArial =
color=3D#0000ff=20
  size=3D2>Um...... why OSIS?</FONT></SPAN></DIV>
  <BLOCKQUOTE dir=3Dltr style=3D"MARGIN-RIGHT: 0px">
    <DIV class=3DOutlookMessageHeader dir=3Dltr align=3Dleft><FONT =
face=3DTahoma=20
    size=3D2>-----Original Message-----<BR><B>From:</B> Tom Worley=20
    [mailto:stkguru@bellsouth.net]<BR><B>Sent:</B> Monday, November 04, =
2002=20
    10:28 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] back in the bullish camp<BR><BR></FONT></DIV>
    <DIV><FONT face=3DArial>bought ISSX, NSCN and OSIS today, looking =
for more in=20
    the net / computer security sector</FONT></DIV>
    <DIV>&nbsp;</DIV>
    <DIV style=3D"FONT: 10pt arial">----- Original Message -----=20
    <DIV style=3D"BACKGROUND: #e4e4e4; font-color: black"><B>From:</B> =
<A=20
    title=3DVanchee1@aol.com =
href=3D"mailto:Vanchee1@aol.com">Vanchee1@aol.com</A>=20
    </DIV>
    <DIV><B>To:</B> <A title=3Dcanslim@lists.xmission.com=20
    =
href=3D"mailto:canslim@lists.xmission.com">canslim@lists.xmission.com</A>=
=20
    </DIV>
    <DIV><B>Sent:</B> Monday, November 04, 2002 11:11 PM</DIV>
    <DIV><B>Subject:</B> Re: [CANSLIM] back in the bullish =
camp</DIV></DIV>
    <DIV><BR></DIV><FONT face=3Darial,helvetica><FONT lang=3D0 =
face=3D"Century Gothic"=20
    size=3D2 FAMILY=3D"SANSSERIF">You left out the part IM interested =
in, what are=20
    you buying these days?<BR><BR>Chris</FONT> </FONT>
    <HR>
    For your protection, this e-mail message has been scanned for =
viruses.=20
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