Go to Jeff Salisbury LWGate Home Page.From: "Tom Worley" <stkguru@bellsouth.net>
Subject: Re: [CANSLIM] M
Date: Fri, 22 Nov 2002 07:03:05 -0500
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This is a multi-part message in MIME format. - ------=_NextPart_000_0008_01C291F5.34A35690 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable Hi Ian, With the Republicans in control, defense contractors will benefit for = the next two years anyway. It will cover all materials, from boots to = guns to software, but the greatest increase in spending will be among = technology. I expect this to include both hardware such as smart bombs, = cruise missiles and other stand off type weaponry, as well as = anti-terrorist software such as network and PC level security. The = reorganization of 26 different agencies into the new Homeland Defense = agency will likely disrupt normal spending patterns. But then, once = again Congress has failed to pass the required budgets for most = agencies, and don't plan to do so until after the new Congress = reconvenes in January. So most agencies are still operating on last = year's budget, so little new spending will develop for some time. - ----- Original Message -----=20 From: Ian=20 To: canslim@lists.xmission.com=20 Sent: Friday, November 22, 2002 2:36 AM Subject: Re: [CANSLIM] M 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 -----=20 From: Tom Worley=20 To: canslim@lists.xmission.com=20 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 -----=20 From: Ian=20 To: canslim@lists.xmission.com=20 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 - ------=_NextPart_000_0008_01C291F5.34A35690 Content-Type: text/html; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable <!DOCTYPE HTML PUBLIC "-//W3C//DTD HTML 4.0 Transitional//EN"> <HTML><HEAD> <META http-equiv=3DContent-Type content=3D"text/html; = charset=3Diso-8859-1"> <META content=3D"MSHTML 6.00.2800.1126" name=3DGENERATOR> <STYLE></STYLE> </HEAD> <BODY bgColor=3D#ffffff background=3D""> <DIV><FONT face=3DArial>Hi Ian,</FONT></DIV> <DIV><FONT face=3DArial></FONT> </DIV> <DIV><FONT face=3DArial>With the Republicans in control, defense = contractors will=20 benefit for the next two years anyway. It will cover all materials, from = boots=20 to guns to software, but the greatest increase in spending will be among = technology. I expect this to include both hardware such as smart bombs, = cruise=20 missiles and other stand off type weaponry, as well as anti-terrorist = software=20 such as network and PC level security. The reorganization of 26 = different=20 agencies into the new Homeland Defense agency will likely disrupt normal = spending patterns. But then, once again Congress has failed to pass the = required=20 budgets for most agencies, and don't plan to do so until after the new = Congress=20 reconvenes in January. So most agencies are still operating on last = year's=20 budget, so little new spending will develop for some time.</FONT></DIV> <DIV><FONT face=3DArial></FONT> </DIV> <DIV style=3D"FONT: 10pt arial">----- Original Message -----=20 <DIV style=3D"BACKGROUND: #e4e4e4; font-color: black"><B>From:</B> <A=20 title=3Dianstm@shaw.ca href=3D"mailto:ianstm@shaw.ca">Ian</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> Friday, November 22, 2002 2:36 AM</DIV> <DIV><B>Subject:</B> Re: [CANSLIM] M</DIV></DIV> <DIV><BR></DIV> <DIV><FONT size=3D2>Hi Tom:</FONT></DIV> <DIV> </DIV> <DIV><FONT size=3D2>I guess I was thinking of physical, defense-related = security.=20 If you are referring to tech security such as securing networks, PC's = etc...,=20 I'm sure they must have all done well today, as today was reminiscent of = late=20 1999 for tech stocks.</FONT></DIV> <DIV> </DIV> <DIV><FONT size=3D2>I was thinking of small companies that are going to = benefit=20 from the coming government spending spree. I suspect I am a little early = to this=20 game, and need to give it more time to play out.</FONT></DIV> <DIV> </DIV> <DIV><FONT size=3D2>Ian</FONT></DIV> <DIV> </DIV> <DIV> </DIV> <BLOCKQUOTE=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=3Dstkguru@bellsouth.net = href=3D"mailto:stkguru@bellsouth.net">Tom=20 Worley</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, November 21, = 2002 8:52=20 PM</DIV> <DIV style=3D"FONT: 10pt arial"><B>Subject:</B> Re: [CANSLIM] M</DIV> <DIV><BR></DIV> <DIV><FONT face=3DArial>Ian, my security stocks did quite nicely = today, as did=20 my IT stocks in my VR Fund.</FONT></DIV> <DIV> </DIV> <DIV style=3D"FONT: 10pt arial">----- Original Message -----=20 <DIV style=3D"BACKGROUND: #e4e4e4; font-color: black"><B>From:</B> <A=20 title=3Dianstm@shaw.ca href=3D"mailto:ianstm@shaw.ca">Ian</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> Thursday, November 21, 2002 4:23 PM</DIV> <DIV><B>Subject:</B> [CANSLIM] M</DIV></DIV> <DIV><BR></DIV> <DIV><FONT size=3D2>Is anyone else finding any "NEW" winners emerging = from this=20 buying frenzy?</FONT></DIV> <DIV> </DIV> <DIV><FONT size=3D2>It seems to me that several recent rally = leaders are=20 rolling over ugly today - HITK, LCI, ACET - while the indices power = ahead,=20 propelled by the most heavily shorted isues.</FONT></DIV> <DIV> </DIV> <DIV><FONT size=3D2>It is also baffling to me that the sectors that = stand to=20 benefit the most from coming increases in government spending - = the=20 defense and security sector - are watching this action from the = sideline as=20 well.</FONT></DIV> <DIV> </DIV> <DIV><FONT size=3D2>So am I mising the new leaders of the bull, or is = this just=20 shot-term traders using liquidity to squeeze heavily shorted = positions?=20 Opinions? Whither 'M'?</FONT></DIV> <DIV> </DIV> <DIV><FONT size=3D2>Ian</FONT></DIV></BLOCKQUOTE></BODY></HTML> - ------=_NextPart_000_0008_01C291F5.34A35690-- - - - -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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