Go to Jeff Salisbury LWGate Home Page.From: Ian <ianstm@shaw.ca>
Subject: Re: [CANSLIM] M
Date: Thu, 21 Nov 2002 23:36:07 -0800
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This is a multi-part message in MIME format. - --Boundary_(ID_oI50DKigRUo8MgdvfKpV0g) Content-type: text/plain; charset=iso-8859-1 Content-transfer-encoding: 7BIT Hi Tom: I guess I was thinking of physical, defense-related security. If you are referring to tech security such as securing networks, PC's etc..., I'm sure they must have all done well today, as today was reminiscent of late 1999 for tech stocks. I was thinking of small companies that are going to benefit from the coming government spending spree. I suspect I am a little early to this game, and need to give it more time to play out. Ian ----- Original Message ----- From: Tom Worley To: canslim@lists.xmission.com Sent: Thursday, November 21, 2002 8:52 PM Subject: Re: [CANSLIM] M Ian, my security stocks did quite nicely today, as did my IT stocks in my VR Fund. ----- Original Message ----- From: Ian To: canslim@lists.xmission.com Sent: Thursday, November 21, 2002 4:23 PM Subject: [CANSLIM] M Is anyone else finding any "NEW" winners emerging from this buying frenzy? It seems to me that several recent rally leaders are rolling over ugly today - HITK, LCI, ACET - while the indices power ahead, propelled by the most heavily shorted isues. It is also baffling to me that the sectors that stand to benefit the most from coming increases in government spending - the defense and security sector - are watching this action from the sideline as well. So am I mising the new leaders of the bull, or is this just shot-term traders using liquidity to squeeze heavily shorted positions? Opinions? Whither 'M'? Ian - --Boundary_(ID_oI50DKigRUo8MgdvfKpV0g) Content-type: text/html; charset=iso-8859-1 Content-transfer-encoding: 7BIT <!DOCTYPE HTML PUBLIC "-//W3C//DTD HTML 4.0 Transitional//EN"> <HTML><HEAD> <META content="text/html; charset=iso-8859-1" http-equiv=Content-Type> <META content="MSHTML 5.00.3314.2100" name=GENERATOR> <STYLE></STYLE> </HEAD> <BODY background="" bgColor=#ffffff> <DIV><FONT size=2>Hi Tom:</FONT></DIV> <DIV> </DIV> <DIV><FONT size=2>I guess I was thinking of physical, defense-related security. If you are referring to tech security such as securing networks, PC's etc..., I'm sure they must have all done well today, as today was reminiscent of late 1999 for tech stocks.</FONT></DIV> <DIV> </DIV> <DIV><FONT size=2>I was thinking of small companies that are going to benefit from the coming government spending spree. I suspect I am a little early to this game, and need to give it more time to play out.</FONT></DIV> <DIV> </DIV> <DIV><FONT size=2>Ian</FONT></DIV> <DIV> </DIV> <DIV> </DIV> <BLOCKQUOTE style="BORDER-LEFT: #000000 2px solid; MARGIN-LEFT: 5px; MARGIN-RIGHT: 0px; PADDING-LEFT: 5px; PADDING-RIGHT: 0px"> <DIV style="FONT: 10pt arial">----- Original Message ----- </DIV> <DIV style="BACKGROUND: #e4e4e4; FONT: 10pt arial; font-color: black"><B>From:</B> <A href="mailto:stkguru@bellsouth.net" title=stkguru@bellsouth.net>Tom Worley</A> </DIV> <DIV style="FONT: 10pt arial"><B>To:</B> <A href="mailto:canslim@lists.xmission.com" title=canslim@lists.xmission.com>canslim@lists.xmission.com</A> </DIV> <DIV style="FONT: 10pt arial"><B>Sent:</B> Thursday, November 21, 2002 8:52 PM</DIV> <DIV style="FONT: 10pt arial"><B>Subject:</B> Re: [CANSLIM] M</DIV> <DIV><BR></DIV> <DIV><FONT face=Arial>Ian, my security stocks did quite nicely today, as did my IT stocks in my VR Fund.</FONT></DIV> <DIV> </DIV> <DIV style="FONT: 10pt arial">----- Original Message ----- <DIV style="BACKGROUND: #e4e4e4; font-color: black"><B>From:</B> <A href="mailto:ianstm@shaw.ca" title=ianstm@shaw.ca>Ian</A> </DIV> <DIV><B>To:</B> <A href="mailto:canslim@lists.xmission.com" title=canslim@lists.xmission.com>canslim@lists.xmission.com</A> </DIV> <DIV><B>Sent:</B> Thursday, November 21, 2002 4:23 PM</DIV> <DIV><B>Subject:</B> [CANSLIM] M</DIV></DIV> <DIV><BR></DIV> <DIV><FONT size=2>Is anyone else finding any "NEW" winners emerging from this buying frenzy?</FONT></DIV> <DIV> </DIV> <DIV><FONT size=2>It seems to me that several recent rally leaders are rolling over ugly today - HITK, LCI, ACET - while the indices power ahead, propelled by the most heavily shorted isues.</FONT></DIV> <DIV> </DIV> <DIV><FONT size=2>It is also baffling to me that the sectors that stand to benefit the most from coming increases in government spending - the defense and security sector - are watching this action from the sideline as well.</FONT></DIV> <DIV> </DIV> <DIV><FONT size=2>So am I mising the new leaders of the bull, or is this just shot-term traders using liquidity to squeeze heavily shorted positions? Opinions? Whither 'M'?</FONT></DIV> <DIV> </DIV> <DIV><FONT size=2>Ian</FONT></DIV></BLOCKQUOTE></BODY></HTML> - --Boundary_(ID_oI50DKigRUo8MgdvfKpV0g)-- - - - -To subscribe/unsubscribe, email "majordomo@xmission.com" - -In the email body, write "subscribe canslim" or - -"unsubscribe canslim". Do not use quotes in your email.
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