Go to Jeff Salisbury LWGate Home Page.From: "Fred Richards" <ffradrich@attbi.com>
Subject: RE: [CANSLIM] M - are we done for now?
Date: Mon, 19 May 2003 13:43:31 -0500
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Gene, et al,
I added to my shorts of the financials and investment banks today. Also,
bought more of the unhedged golds.
Fred
- -----Original Message-----
From: owner-canslim@lists.xmission.com
[mailto:owner-canslim@lists.xmission.com] On Behalf Of Gene Ricci
Sent: Monday, May 19, 2003 1:18 PM
To: canslim@lists.xmission.com
Subject: Re: [CANSLIM] M - are we done for now?
Ed, if you don't mind, what are the issues for your more than 3-5%
correction?
Gene
- ----- Original Message -----
From: Edward W. <mailto:ed@macktracks.com> Gjertsen II
To: canslim@lists.xmission.com
Sent: Monday, May 19, 2003 12:48 PM
Subject: [CANSLIM] M - are we done for now?
Up until last week we were 90% invested, 11 positions. We have cut back
two positions today and a couple more are on the bubble for a haircut.
The leaders (we are assuming we are in some) are coming under heavier
selling pressure than the markets. There are several issues that
concern us that this is more then a 3-5% correction in this countertrend
rally, but we will wait and see.
These are the times where your discipline is key. You should have sell
stops at the very least written down if not in the market on all your
positions. Don't panic, just play out your game plan. Remember -
bruised is better than beaten.
Ed Gjertsen II
<mailto:ed@macktracks.com> ed@macktracks.com
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<DIV><SPAN class=3D453394218-19052003><FONT face=3DArial color=3D#0000ff =
size=3D2>Gene,=20
et al,</FONT></SPAN></DIV>
<DIV><SPAN class=3D453394218-19052003><FONT face=3DArial color=3D#0000ff =
size=3D2></FONT></SPAN> </DIV>
<DIV><SPAN class=3D453394218-19052003><FONT face=3DArial color=3D#0000ff =
size=3D2>I=20
added to my shorts of the financials and investment banks today. Also, =
bought=20
more of the unhedged golds.</FONT></SPAN></DIV>
<DIV><SPAN class=3D453394218-19052003><FONT face=3DArial color=3D#0000ff =
size=3D2></FONT></SPAN> </DIV>
<DIV><SPAN class=3D453394218-19052003><FONT face=3DArial color=3D#0000ff =
size=3D2>Fred</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>=20
owner-canslim@lists.xmission.com =
[mailto:owner-canslim@lists.xmission.com]=20
<B>On Behalf Of </B>Gene Ricci<BR><B>Sent:</B> Monday, May 19, 2003 =
1:18=20
PM<BR><B>To:</B> canslim@lists.xmission.com<BR><B>Subject:</B> Re: =
[CANSLIM] M=20
- are we done for now?<BR><BR></FONT></DIV>
<DIV><FONT face=3D"Comic Sans MS">Ed, if</FONT><FONT face=3D"Comic =
Sans MS"> you=20
don't mind, what are the issues for your more than 3-5%=20
correction?</FONT></DIV>
<DIV><FONT face=3D"Comic Sans MS"></FONT> </DIV>
<DIV><FONT face=3D"Comic Sans MS">Gene</FONT></DIV>
<DIV><FONT face=3D"Comic Sans MS"></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=3Ded@macktracks.com =
href=3D"mailto:ed@macktracks.com">Edward W.=20
Gjertsen II</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>=
=20
</DIV>
<DIV style=3D"FONT: 10pt arial"><B>Sent:</B> Monday, May 19, 2003 =
12:48=20
PM</DIV>
<DIV style=3D"FONT: 10pt arial"><B>Subject:</B> [CANSLIM] M - are we =
done for=20
now?</DIV>
<DIV><BR></DIV>
<DIV class=3DSection1>
<P class=3DMsoNormal><FONT face=3D"Times New Roman" color=3Dblue =
size=3D2><SPAN=20
style=3D"FONT-SIZE: 10pt; COLOR: blue">Up until last week we were =
90%=20
invested, 11 positions. We have cut back two positions today =
and a=20
couple more are on the bubble for a haircut. The leaders (we =
are=20
assuming we are in some) are coming under heavier selling pressure =
than the=20
markets. There are several issues that concern us that this is =
more=20
then a 3-5% correction in this countertrend rally, but we will wait =
and=20
see. </SPAN></FONT></P>
<P class=3DMsoNormal><FONT face=3D"Times New Roman" color=3Dblue =
size=3D2><SPAN=20
style=3D"FONT-SIZE: 10pt; COLOR: blue"></SPAN></FONT> </P>
<P class=3DMsoNormal><FONT face=3D"Times New Roman" color=3Dblue =
size=3D2><SPAN=20
style=3D"FONT-SIZE: 10pt; COLOR: blue">These are the times where =
your=20
discipline is key. You should have sell stops at the very =
least=20
written down if not in the market on all your positions. =
Don’t panic,=20
just play out your game plan. Remember – bruised is =
better than=20
beaten.</SPAN></FONT></P>
<P class=3DMsoNormal><FONT face=3D"Times New Roman" color=3Dblue =
size=3D2><SPAN=20
style=3D"FONT-SIZE: 10pt; COLOR: blue"></SPAN></FONT> </P>
<DIV>
<DIV>
<P class=3DMsoAutoSig><FONT face=3D"Times New Roman" color=3Dblue =
size=3D3><SPAN=20
style=3D"FONT-SIZE: 12pt; COLOR: blue"><IMG height=3D46=20
src=3D"cid:453394218@19052003-2609" width=3D64></SPAN></FONT></P>
<P class=3DMsoNormal><FONT face=3D"Times New Roman" color=3Dblue =
size=3D3><SPAN=20
style=3D"FONT-SIZE: 12pt; COLOR: blue"></SPAN></FONT> </P>
<P class=3DMsoNormal><FONT face=3D"Times New Roman" color=3Dblue =
size=3D2><SPAN=20
style=3D"FONT-SIZE: 10pt; COLOR: blue">Ed Gjertsen =
II</SPAN></FONT></P>
<P class=3DMsoNormal><FONT face=3D"Times New Roman" color=3Dblue =
size=3D2><SPAN=20
style=3D"FONT-SIZE: 10pt; COLOR: blue"><A=20
href=3D"mailto:ed@macktracks.com"><FONT size=3D3><SPAN=20
style=3D"FONT-SIZE: =
12pt">ed@macktracks.com</SPAN></FONT></A></SPAN></FONT></P>
<P class=3DMsoNormal><FONT face=3D"Times New Roman" color=3Dblue =
size=3D3><SPAN=20
style=3D"FONT-SIZE: 12pt; COLOR: blue"></SPAN></FONT> </P>
<P class=3DMsoNormal><FONT face=3D"Times New Roman" color=3Dblue =
size=3D3><SPAN=20
style=3D"FONT-SIZE: 12pt; COLOR: blue"></SPAN></FONT> </P>
<P class=3DMsoNormal><FONT face=3D"Times New Roman" color=3Dblue =
size=3D2><SPAN=20
style=3D"FONT-SIZE: 10pt; COLOR: blue">Confidentiality Notice: This =
e-mail=20
message, including any attachments, is for the sole use of the =
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recipient(s) and may contain confidential and privileged =
information. =20
Any unauthorized review, use, disclosure or distribution is=20
prohibited. If you are not the intended recipient, please =
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sender by reply e-mail and destroy all copies of the original=20
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