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

To: OldAIMGuy who wrote (8593)	9/21/1999 3:05:00 PM
From: Jack Jagernauth	Read Replies (1) \| Respond to of 18928

Hi Tom, Let me ask a question. I know that you recently started an AIM account with TWE. It trades on the TSE (Toronto) as well, and I am tracking it in C$ in a test AIM account to get familiar with it and see how it does. There is a lot of action, as you most likely already know. Last weekend when I updated the price for TWE using the price range for the week, I noticed that it would have required 4 buys last week to get to a point where the closing price for the week fell within the HOLD range. Is the Buy Safe setting at 10% too light for his stock at this time; should it be set higher? What are your thoughts? Best Regards, Jack

To: OldAIMGuy who wrote (8593)	9/21/1999 10:07:00 PM
From: Dataminer1	Read Replies (1) \| Respond to of 18928

I hope someone will help Butch out on the CHRZ analysis Hi Tom, I get a lot of e-mails from lurkers too! I hope Butch decides to join us here, I'm sure he could provide some valuable input. I'm a CHRZ shareholder, and have had it in my AIM system for 6 or 7 months now. The short story is that I've had a few buys and a sell, and the stock is trading right around my average cost. Without getting into a lot of details readily available on the web, I feel that most of the risk has basically been wrung out of the stock, and it feels good to have such a "value" holding these days since my SUNW no longer trades at a p/e of 13..! I like the look of the 5-year chart, as I'm looking towards the upcoming 5 years. I read in Barron's recently that RPM Consulting (CHRZ subsidiary)could be worth $9 a share by itself. CHRZ counts half of the Fortune 100 companies as it's customers and should see some pent-up demand after the y2k freeze. I can live with the short-term uncertainty and decelerating earnings growth as these are hopefully temporary conditions. With a current p/e of 9, I feel there's some room for expansion. Congrats to Butch for becoming a CHRZ employee and shareholder. Feel free to give him my e-mail address. Best Wishes, Bill

To: OldAIMGuy who wrote (8593)	9/22/1999 1:06:00 AM
From: RFH	Read Replies (1) \| Respond to of 18928

Hello, fellow CHRZ holders. I am managing an account for one of my associates, and placed her IRA 64%/36% stock to cash into CHRZ. Unfortunately, in July of this year, we ran out of money for additional buys as the stock headed lower and lower. Now we are in a holding pattern waiting for the first of the year when she can add another $2K to the account. With my luck, the buying opportunities will be long gone, and the full advantage of AIM will be wasted! I was hesitant to invest a mere $4K in a new AIM account, but she begged me on her hands and knees, and I eventually broke down and went for it. I have Newport charts and spreadsheets on CHRZ on my web site, but it is "hidden" from view to the general public. (Yeah, like big deal). But since you brought it up, you can view the action at: elnet.com Please note the second graphic, which is the Newport line chart. You can see all of the missed buying opportunities after July. I regret that I was a bit too aggressive in my buy/sell resistance levels, but have since learned from the group (especially Bernie) to be a little more realistic. I also should have gone with a 50%/50% cash to stock ratio, considering the volatility of this issue. I wish I had this to do over again, but I guess it's water under the bridge. Sincerely, RFH

To: OldAIMGuy who wrote (8593)	9/22/1999 2:31:00 PM
From: JZGalt	Respond to of 18928

To Butch on CHRZ: I got excited when CHRZ showed up at the top of one one my screens that I do periodically. I thought at the time they were buying too early for my preference, but heck it is their money. (My screens turn up rockets and duds so it is important to see which way the blastoff is going to go.) In any case I would wait for CHRZ to have a better chart pattern (break above 200 day moving average) and then consider investing. The other way to go is to buy some at $11 and change and sell at $13 and change which is current trading range. Forward eps charts still looks bad. Fair Value = $20, Cheap = $14 1/4 or under. But AGAIN, the chart looks bad. confirmatoryanalysis.com CHRZ dropped off my screen because it no longer meets the analysts 25+ 5 year growth rate. Doesn't mean you can't make money on the stock however. One thing to consider. Once you are in the company, buy the stocks of the software you are installing. (SAP, ITWO, ORCL, SEBL, etc.) One final tip. I always made money as a consultant by buying the company just before we finished a project. So if you are installing a large SAP project for XYZ company, you might want to take a small stake in XYZ if the project is successful. ----- Dave

To: OldAIMGuy who wrote (8593)	9/23/1999 12:12:00 AM
From: SS Heatwole	Read Replies (1) \| Respond to of 18928

Hi Tom I have to join the CHRZ club as well! Got in at 123/4 in July, with no action as yet. I do think there is good potential though. Most of the companies I know are still tying up loose ends for Y2K, and once that has passed they will be moving on again. Thanks for the tip on GENE. Sold another 7% yesterday and it is now the leader in my black ink group. Have you had a chance ( or has anyone ever) looked at VARL? I got in while still lurking and never had a chance to throw it out to anyone for an opinion. Happy half-century!! This weekend should help ease the strain of the big event. Regards, scott