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

To: Jack Jagernauth who wrote (8782)	10/6/1999 6:38:00 PM
From: OldAIMGuy	Respond to of 18928

Hi Jack, Thanks, the link worked just fine. I'd just seen a write-up on that software someplace recently so was familiar with their idea. Best regards, Tom

To: Jack Jagernauth who wrote (8782)	10/6/1999 9:41:00 PM
From: Dataminer1	Respond to of 18928

Hi Jack, I have a spreadsheet very similar to that called the "Buffet Valuation Spreadsheet". It's free for aaii members at: aaii.com It calculates forward valuations using a combination of EPS, DPS, Book Value, and annual high and low for a stock, compared to the current Long Bond Yield. One caveat is that "dividends" are an integral part of the model, so it's not ideal for many stocks. Also, it asks you to enter the above fields for the past 8 years. If you have Value Line, no problem..... On the topic of average cost, Tom, I concur with you on the fact that our Uncle ultimately determines the accounting of every AIM trade, and the addition of a "Schedule D Generator" into PCA down the road is already planned. However, there can be quite a distinction between where you actually stand right now with a stock holding, and the reporting on a Sched. D this year. I started building a spreadsheet some years ago, having made a number of trades in the same stock, and attempting to figure out exactly where I stood "in my pocket now". The reality of the situation didn't look much like what Uncle Sam would see, using FIFO that year. I called it "Profitrak" at the time. Taking "everything" into consideration is my goal, and I anticipate a "tax friendly" AIM program in the future, which will make our "reporting" a lot easier. For now, I still like to see the "feel good" average cost per share to see about where I stand, and consider it relevant. On another note, I have pulled the "Ultimate Vealie" with SUNW...I simply refuse to sell any more shares ! I will, though, consider using AIM to guide me in future purchases ;) I hesitate to even plug that one in my "Buffet Spreadsheet"....it may cause altitude sickness ! C-ya D1 "still waitin" for fall in Florida

To: Jack Jagernauth who wrote (8782)	10/7/1999 11:53:00 AM
From: B. J. Barron	Read Replies (1) \| Respond to of 18928

Jack...aaii has a software program called Stock Investor that has a couple of canned screens based on a book about Buffett.."Buffetology"...i ran the two screen today and here is what i got: HISTORICAL EPS GROWTH SCREEN = "30 STOCKS"...ADCT,ANCT, ASTE, BBBY, BBY BKE, CHRZ, DCO, ELRC, EXPD, HERBA....on 2nd screen SUSTAINABLE GROWTH ="19 STOCKS"...ANLT, BBBY, BKE, CHRZ, DCO, ELRC, HERBA, JKHY.... i have looked at these sometimes but have never acted on any...the s/w program comes with a number of can screens based on articles from the aaii journal about various gurus ie buffett, weiss,dreman, fisher, graham, lynch, murphy, o'neil, o'shaughnessy, t rowe price, wanger...beside the canned screens you can write your own with about 60+ variables...i tried one for aim but have found tom's suggestion of using valueline works better for finding aim stocks...bj