SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : A.I.M Users Group Bulletin Board -- Ignore unavailable to you. Want to Upgrade?


To: RFH who wrote (9611)12/19/1999 1:41:00 PM
From: OldAIMGuy  Respond to of 18928
 
Hi RFH, My brother never fully retired from the brokerage business, but got side-tracked with several non-investment business ventures. I soldiered on by myself while he served up great pasta recipes he collected in his travels to Italy. His restaurant and deli still exist in Sarasota under new ownership. It's called Georgio's and is run by a young (compared to me) Italian who was a good friend of his.

He did convert lots of those CD's into mutual fund accounts in the late '80s and early '90s and AIMed some of them. However, he didn't have the luxury of the great software packages we have for AIMing. It was a lot of work doing it long hand or with ancient spreadsheets and computers with just 512K of memory and hard drives of 10 Meg!!

Best regards, Tom



To: RFH who wrote (9611)12/19/1999 2:08:00 PM
From: OldAIMGuy  Read Replies (3) | Respond to of 18928
 
Hi Rob, If Wendy's cycles that way every year for the rest of your life, my guess is that AIM will make you smile at the portfolio's value.

From the number of shares you now have in your Durban Deep account you should expect to be invited to join the board of directors soon!!

Jabil's done well for you considering the very short time frame.

I noticed you were able to save your Energy fund account by dropping all but a hundredth of a share out! Do you intend to continue tracking the fund for a new entry point below the 26 week M.A.?

Nice to see that GUMM is still spitting out profits for you!

General question. I note that the Newport returns are slightly different in total profits than your accounting software. Is it because of interest on cash, commission reporting or some other difference?

Thanks for keeping these reports up to date. I believe it adds to AIM's credibility when people find our sites and reports. As I mentioned to Fuzzymath, we don't hide the fact that bad markets are tough to live through, but show that we survive them and prosper.

This weekend I received some email from AIM lurkers that indicate that they are very pleased with their results. One gal said she's been AIMing since '97 and (even though she occasionally cheats!) has become a good manager as well as a stock picker.

Best regards, Tom



To: RFH who wrote (9611)12/19/1999 11:42:00 PM
From: SAM  Read Replies (1) | Respond to of 18928
 
Hi RFH, I enjoyed your update. It is good to see real examples as a cross reference against the one's I'm AIMing. In the last 2 weeks here at SAM's warehouse we have pulled some vealies to get a larger distribution in the Tech fund. It has now paid out at $10.72 / share. The fund is already heading north again from the 56.90 distribution price to 58.91 on Friday. WOW.

The Asian fund is now reaching for it's highest NAV since 1994. It has really helped to AIM this fund through last year.

Updated web pages at geocities.com

Also thanks JZ as I'll probably be up all night now researching the semi sector.

SAM