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Strategies & Market Trends : A.I.M Users Group Bulletin Board

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To: Bernie Goldberg who wrote (7286)	4/18/1999 4:16:00 PM
From: OldAIMGuy	Read Replies (3) of 18928

Hi Bernie, I remember that you've been at the "Dogs" thing for a while. It's low in activity, but seems to have been rewarding so far for you. A show on local public TV was again mentioning that there's been some increasing activity in the smaller cap stocks. There was a good interview with David Dreman on the show as well. He's convinced that the internet prices are a bubble waiting to pop. Interesting to listen to - he's a "value investor" and always has been. That has him buying stocks when everyone else hates them. I noted that Louis Rukeyser mentioned the Russell 2000's recent strength as well. Since most of my $$$ is in smaller cap stocks I won't mind if the trend continues. Speaking of income, I added to my GSF position this last week with some shares at $7-13/16. Effective yield is about 11.6% at that price. This was an AIM designated buy and added about 5% to my holding there. I also have a REIT holding that generates income as well. Keep us posted on your "timing" situation. Do you see any correlation between it and the IW? Best regards, Tom

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