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Strategies & Market Trends : A.I.M Users Group Bulletin Board -- Ignore unavailable to you. Want to Upgrade?


To: LemonHead who wrote (8056)8/3/1999 6:21:00 PM
From: Larry Grzemkowski  Read Replies (2) | Respond to of 18928
 
Hi Keith

I must say again that these ideas really came from Dave (JZGALT) and some of the things he said. As far as JBL is concerned I guess it depends on whether it was bought cheap at around $31 and with a fair value of $43 I would feel ok setting the PC at the $43 level. If I had bought it much above the $31 level I would leave well enough alone and just let AIM do its thing. I would feel much better if any more questions about this methodology be addressed to JZGALT because he knows what he is doing and I don't (yet).

Larry G



To: LemonHead who wrote (8056)8/3/1999 9:27:00 PM
From: JZGalt  Respond to of 18928
 
Keith,

Not sure that I would screw around with the portfolio control of JBL after the first trade. <grin> Since the fair value is approximately where you have your initial trade and hopefully you have a fully funded initial cash level, I think that I would just let this one be a plain vanilla AIM.

I don't think JBL is screamingly cheap ala AMKR which is the type of stock that makes me want to fool around with variations on the original AIM theme.

What I would consider doing is to keep an eye on the "fair value" level and not skip any buys as long as they are below "fair value" despite what those brown stains in your underwear might be telling you.

----
Dave