A.I.M. PIC List (Perverse Investment Candidates) Message Board

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Strategies & Market Trends : A.I.M. PIC List (Perverse Investment Candidates)

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To: LemonHead who wrote (59)	8/1/2001 1:26:46 PM
From: OldAIMGuy	of 127

Hi Keith, The PIC list closed out July with a slight gain for the portfolio on a Buy and Hold basis. With AIM the gain was better. AIM's still managing to do a good job of working these stocks at or near their cyclical price bottoms. If and when a return of the Bull happens these stocks either with active management like AIM or otherwise should do well. AIM should have a head start on those that dropped significantly after joining the PIC list. If you look at the various graphs of AIM's active management of these stocks at aim-users.com you'll see that we accumulated more shares in many of these stocks when the prices were depressed. Our Cash Reserves were ready and available to do the job. Now, as these stocks rise we'll be taking money back out of the market by selling off small quantities of the issues. This is right in line with your quote from A. Vance about taking profits or someone else might!!! Best regards, Tom

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