Go to Jeff Salisbury LWGate Home Page.From: "Kelly Short" <kelly.short@fw.us.neoris.com>
Subject: RE: computer / net security group (was Re: [CANSLIM] ROOM)
Date: Mon, 2 Dec 2002 10:23:06 -0600
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Tom, If I were interested in the network security group would you recommend = finding a fund that tracks these stocks (and if so, do you know of one) = or has the train left the station? Kelly - -----Original Message----- From: Tom Worley [mailto:stkguru@bellsouth.net] Sent: Thursday, November 21, 2002 10:32 PM To: canslim@lists.xmission.com Subject: computer / net security group (was Re: [CANSLIM] ROOM) no problem, Kelly, I am so brain dead so much of the time lately that I sometimes need a name tag just to know who I am. I forgot about the = comment below. I am very pleased with the security group, being up 7.6% today for the portfolio (despite one outside the group I bot today that went down), = and gaining nearly as much yesterday as well. My VR Fund also benefited, = owning some of the same stocks, popping up over 4.5%. It was a risk for me to = go totally into one sector, never did that before, nor was I ever a "group follower". So naturally I am pleased as punch that (so far) I look like = a genius (ok, so I am not very humble when I am proven right, at least temporarily, you got to grab glory when you can). I am a risk taker, so I was looking at the group well before it was = highly ranked. The stocks I bought were mostly in the RS 30 to 50 at the time. = Even now, several are only up into the 70 or so range, and almost all are = still well under highs set earlier this year, so still have overhead = resistance, especially now that we are entering tax related selling times. On the other hand, I am a long term investor, and bought these for 18 = months or so out, so I was not so concerned at entering them at a "perfect" = price. Naturally, like any investor, I always like to be up on trade date, and = I was. But since got back to almost the cost of commissions to return to = 100% cash, which was not pleasant. From everything I read, this is one of the = few sectors that is expanding sales during a stagnant economy, and is also expected to be one of the first ones to benefit when corporations again start spending on IT products. So I remain quite positive on this = sector. - ----- Original Message ----- From: "Kelly Short" <kelly.short@fw.us.neoris.com> To: <canslim@lists.xmission.com> Sent: Thursday, November 21, 2002 9:44 AM Subject: RE: [CANSLIM] ROOM Tom, Forgive me- was not trying to box you into a corner. You speak = "positively" of the internet / computer security group. Do you still (today) speak positively of these groups or would you say their steam has been = expelled? Kelly - -----Original Message----- From: Tom Worley [mailto:stkguru@bellsouth.net] Sent: Wednesday, November 20, 2002 8:50 PM To: canslim@lists.xmission.com Subject: Re: [CANSLIM] ROOM I don't recall saying any particular about the e-commerce sector. I did speak positively of the internet / computer security groups. - ----- Original Message ----- From: "Kelly Short" <kelly.short@fw.us.neoris.com> To: <canslim@lists.xmission.com> Sent: Wednesday, November 20, 2002 4:19 PM Subject: RE: [CANSLIM] ROOM Tom, If I remember correctly you suggested a move in the e-commerce realm a = few weeks ago- would you still advise the same today? Kelly - -----Original Message----- From: Tom Worley [mailto:stkguru@bellsouth.net] Sent: Tuesday, November 19, 2002 6:07 AM To: canslim@lists.xmission.com Subject: Re: [CANSLIM] ROOM Norm, the internet e-commerce group has been strong lately, hence the = group RS of 93 now. Others in the top six are AMZN, EXPE, UOPX, GYI, & TREE. - ----- Original Message ----- From: "Norman Boyd" <theboyd@tisd.net> To: <canslim@lists.xmission.com> Sent: Monday, November 18, 2002 10:41 PM Subject: [CANSLIM] ROOM Anyone else notice this one did what SYMC did. Specifically, a low vol breakout from a handle. SYMC immediately pulled back on below-avg-vol. Norm - - - -To subscribe/unsubscribe, email "majordomo@xmission.com" - -In the email body, write "subscribe canslim" or - -"unsubscribe canslim". Do not use quotes in your email. _________________________________________________________________________= ___ For your protection, this e-mail message has been scanned for viruses. Visit us at http://www.neoris.com/ - - - -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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