IIC's Winners Watchlists

[mtm]

Hear is another Healthcare stock.

[IIC]

Upgrades:

ERICY AMG MCD FCX IP BOW MXT DV NE AFL DCLK CMLS CCU ETM ILE NCC VCI NHY BHE GSF AVB ATI DHR TCO

[dmk112]

Anyone else can't see my chart?

I can't see it either.

[IIC]

Top DJ Sectors past week:

Internet Index
Coal
Steel

[mtm]

Thats weird I see the charts just fine.

[B.J]

I can't either, MTM. What's the symbol?

[billyjoe]

IIC,
IBD is offering daily graphs, custom screen wizard, and industry group premium services all for $1000 /yrs subscription. What's your experience with these and do you place much value in this information? Didn't you mention that at one time you were a subscriber to these? Thanks.

billyjoe

[scifos]

Quite a day...My trades: ESLR scratch, TSRA -.26, BSTE +.40, AMHC -.81, GOAM +.40, VEXP +.20

From a little while ago, Apr 5th, but IIC, I was curious what piqued your interest in AMHC??

[coachgbw]

Asking da Master

IIC thanks so much for all ya do. Your work is splendid. If you find time and if
possible could you direct me to web sites that list upgrades, splits, and
future dividends. Any help pertaining to this info would be appreciated.
Thanks and good luck.

[IIC]

From a little while ago, Apr 5th, but IIC, I was curious what piqued your interest in AMHC??

I remember that day...but I sure as heck can't remember why I bot it...LOL

Seriously, I was watching medical groups and it had a short flat base on lo vol...it moved on vol that day...but I was late to the party.

[IIC]

IIC thanks so much for all ya do. Your work is splendid. If you find time and if
possible could you direct me to web sites that list upgrades, splits, and
future dividends. Any help pertaining to this info would be appreciated.
Thanks and good luck.

There are a number of them that list splits/upgrades...here's a couple:

http://www.briefing.com/schwab2/

http://www.theonlineinvestor.com/subscription_center.phtml

I don't pay attention to dividends...actually, I prefer stocks w/o dividends although I buy some...but not for the dividends.

I'm in the process of cataloging useful sites...but I don't know when I'll ever get around to finishing. Also, at Mr. B I list sites that I think some might find useful every weekend...Some are not stock related...but most are...and 98% of the one's I list are free....Best, IIC

[IIC]

IIC,
IBD is offering daily graphs, custom screen wizard, and industry group premium services all for $1000 /yrs subscription. What's your experience with these and do you place much value in this information? Didn't you mention that at one time you were a subscriber to these? Thanks.

billyjoe

If you want Canslim stocks...I think it is almost mandatory. I'm not much of a Canslimmer anymore, but I have used DailyGraphs since the '70's.

As far as DGO, I find the Industry Groups very helpful. I also find the Reports helpful. I have RealTime DGO now that they include Intraday...hopefully the big stink I made at last year's Chicago and Las Vegas Expos and all the stuff I posted all over the Net had something to do w/ the addition of R/T Intraday. I love it, although the groups, screens and reports are still delayed...but when you click on a report chart or an individual stock chart from the Groups page it is R/T. If they would change the reports and groups to R/T I'd gladly pay a lot more.

As far as fundamental data...DGO is pretty good at a glance. For my short term trading, fundies don't play a big role w/ me...but for intermediate and long term they do. One thing that bugs me though is that their EPS dates are ALWAYS wrong. I have complained about this many times to no avail.

I mentioned Reports earlier...They also have Market Indicators and some other stuff which I believe most people don't utilize. In fact, the IBD people don't even know about them. I had a little fun at the Las Vegas show last November during a DGO presentation...I asked about the market indicators...now I knew how they are calculated...pretty simple...but the presenter didn't even know what market indicators were.

There are some other examples of stuff I pulled too...Like in front of about 30 people I interrupted this guy telling us about IBD and Canslim...I said that the problem I have w/ all your info is that it is backward looking...e.g. EPS rating. I don't care what a company did 3-5 years ago...I care about what they will do tomorrow. He went into some non-sensical(sp???) explanation about how the Composite Rating projects future performance...BS!!!...I gave up after a while...But I got asked for a lot of Biz Cards which I just happened to have handy.

Anyway, I think I'm a pretty decent guy (I actually feel a little bad about giving these inadequately trained employees a hard time) and I wouldn't pull these little games on regular people like us...But if I'm paying IBD $1,500 a year, I expect some answers to my questions.

Well, now you got me started on my IBD bashing...maybe I should write a book 'cause I could go on and on. (Webs and maybe you know that I got semi-banned at the IBD Forum)I don't even want to tell you the fun I had at the DailyGraphs Seminar in LA in 9/03...Actually I do...but I'm a slow typist and I have other things to do this evening...LOL....But the gist of it was that the presenter finally said that "We realize that we have customers who use our data for Non-Canslim type investing.

But to answer your question...If you need and will use the info they provide, then $1,000, although I think it is overpriced compared to some other sites, is worth the bux. The way I figure it is I make a whole lot more than 1000 bux yr.(The R/T is 22.95mo extra) from their info.

Best, Doug(IIC)

[B.J]

Doug, very interesting. One question I have offhand: (I think the answer is probably no, but) Does DGO cover BB stocks?

I've always had the same problems with CANSLIMJIM as you. FIVE YEARS earnings growth? Sounds more like the run is almost over to me. That said, when you wonder what a stock will earn tomorrow, do you consider recent sales growth (theory being sales leading to earnings)? Is ROE (efficient capital management) critical? I like to think a stock that is rapidly flipping red to black with accelerating sales could do pretty well.

Another question: How does DGO's market indicators compare to IBD's "Big Picture"/Market Indicators pages? I'm wondering if I can just go ahead and replace an IBD subscription with DGO...

If we ever meet up (now not looking good for me in the near term, go figure...) maybe you can show me some printouts and examples?

[IIC]

BJ...I have not forgotten...just very busy till the end of the month at work...I will be taking a few days off in May...I get 6 weeks vacation and I'm tired of being paid off for it.

As a matter of fact, DGO does have some Bulletin Boards...But I can't tell how many...In the Custom Screener one of the criteria you can designate is Naz NYSE or AMEX...but not BB. But, I see BB's in Groups many times. And then they have the charts...But there does not seem to be any way to hunt them down.

One of WON'S philosophies is what has done well in the past should(not will) do well in the future...He has used the .300 hitter vs. .200 hitter in baseball as an example. I think there is some validity to that...but...

I don't even look at ROE...To me it should be calculated by Industry...Also, and this is a simple example...Is a co. better off buying real estate/equipment or leasing??? Same thing with margins...A great margin in one group may be lousy in another...Or how about debt??? What is the company doing with those loans? A perfect example is Real Estate leverage...Are you better off buying a little commercial office building for $1 mil. cash that brings in an NOI of $150 grand or putting down $100k and making only $75k after Debt Service??? If you have $1mil you can buy 10 of 'em and you will make $750k on your $1mil....Now I just quickly did those calcs in my head so they are not exact...but the point is "LEVERAGE" and Debt MAY or MAY not be a plus...so you have to find out what is happening with that debt...IBD simplifies it by saying high debt is bad...BS in many cases IMO....Shades of Donald Trump ...LOL

Another thing to watch for which IBD does not adequately explain...Sales down...EPS up...Could mean they are getting "Lean and Mean"...So, sales growth, while on the surface is good...may not mean that much unless EPS is growing at a higher percentage.

I used Market Indicators as an example of things that are sort of in the backround that most subscribers probably don't even use or understand. They are not all inclusive by any means...but they are there...Heck, I'm paying for them...why not use them???

Anyway...I get my money's worth from IBD stuff...but I still think they are overpriced...and I also don't like all these little add on things like E-Tables, SmartLinks...Hey, I heard they are going to start indicating buy points on their charts...that should make it easier to take advantage of the IBD Drones...IIC

Doug, very interesting. One question I have offhand: (I think the answer is probably no, but) Does DGO cover BB stocks?

I've always had the same problems with CANSLIMJIM as you. FIVE YEARS earnings growth? Sounds more like the run is almost over to me. That said, when you wonder what a stock will earn tomorrow, do you consider recent sales growth (theory being sales leading to earnings)? Is ROE (efficient capital management) critical? I like to think a stock that is rapidly flipping red to black with accelerating sales could do pretty well.

Another question: How does DGO's market indicators compare to IBD's "Big Picture"/Market Indicators pages? I'm wondering if I can just go ahead and replace an IBD subscription with DGO...

If we ever meet up (now not looking good for me in the near term, go figure...) maybe you can show me some printouts and examples?

[IIC]

Today's MoMo:

HWG GOOG CPSI BRN LUFK MFRI FRGB CTHR TCI PARL RIMG KOMG PGIC FORD CRXL PTC REDI PEIX PACT ANX PLLL CAND SGRP

HWG
GOOG
CPSI
BRN
LUFK
MFRI
FRGB
CTHR
TCI
PARL
RIMG
KOMG
PGIC
FORD
CRXL
PTC
REDI
PEIX
PACT
ANX
PLLL
CAND
SGRP