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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 (9877)	1/7/2000 3:50:00 PM
From: OldAIMGuy	Read Replies (1) \| Respond to of 18928

Hi Fox and Jack, One of the calculations I do annually (not yet this year, however) is to take the total value of the trades for the year and divide it by the average value of the portfolio for the year. This approximates an 'inventory turn' for the account. I usually take the total off my Schedule B form for the value of the sales and the beginning and ending value of the portfolio divided by two as the average account value. Then, when we look at mutual funds year end results we have a way of gauging how we're doing compared to the pros. I'm always amazed at how high some of their inventory turns are relative to mine. Best regards, Tom

To: Jack Jagernauth who wrote (9877)	1/9/2000 9:02:00 PM
From: THE FOX	Read Replies (3) \| Respond to of 18928

Good evening,Jack, DISCLAIMER-BECAUSE I AM SUCH A NOVICE INVESTOR UNDER NORMAL CONDITIONS,I.E.,I WOULD NEVER EVEN SHARE MY,LUCKY RESULTS.SINCE YOU DID ASK I WILL GIVE YOU AN OVERVIEW 54.54 % OF THE STOCKS WERE WINNERS. MY LOSSES OCCURED WHEN I WOULD SEE MY FAVORITE STOCK,A VERMONT COMPANY ,IDXC, TAKE A DECREASE IN PRICE.I SOLD X NUMBER OF STOCKS TO RAISE THE $ I NEEDED TO BUY MORE IDXC. I HAD PREVIOUSLY MENTIONED THIS COMPANY ON THE BOARD. I HAD 15 BUYS & SELLS IN IDXC. MANY OF THE TIMES SELLING OUT COMPLETELY.THIS IS A COMPANY WHICH HAD BEEN HARD HIT BY THE Y2K CONCERNS(I THINK). IT'S MAIN OFFICE IS IN VERMONT AND IS OFTEN IN THE NEWS.PER MANY THIS IS CONSIDERED A GOOD EMPLOYER. NO FIRST HAND EXPERIENCE ON MY END .I MADE MY FIRST PURCHASE BECAUSE I NOTICED IT HAD QUITE A BIT OF CASH AND LITTLE OR NO DEBT.IF I COULD FIND ONE OF THESE A YEAR I WOULDN'T HAVE TO WORK FOR THE STATE OF VT. MUCH LONGER BARNES & NOBLE -I READ INVESTING BOOKS WITH A PASSION AND MY KIDS GIVE ME GIFT CERTICATES FOR MOST OCCASIONS . I SPEND A GREAT DEAL OF TIME IN THE STORE. GREEN MOUNTAIN COFFEE- VERMONT COMPANY-GREAT COFFEE-DRINK IT EVERY MORNING (PETER LYNCH-BUY WHAT YOU KNOW) INFOUSA-A FRIEND WORKED FOR A COMPANY WHICH INFOUSA PURCHASED. HE SAID HE THOUGHT IT HAD A GOOD FUTURE. I WATCHED THE PRICE FLUCTUATIONS FOR AWHILE. READ SOME FAVORABLE COMMENTS ON THE NET FROM EXPERTS! J.JILL- TALKED WITH SOME WOMEN WHO PURCHASE CLOTHES FROM J.JILL. THEY SPOKE VERY HIGHLY OF THE CLOTHING THEY PURCHASED.I REALLY WENT BY THE SEAT OF MY PANTS ON MOST OF THESE! OFFICE DEPOT-I BELONG TO AN INVESTMENT CLUB AND WE HAD RECENTLY STUDIED THIS STOCK. RITE AID CORP-THEY WERE BUILDING NEW STORES EVERYWHERE WE TRAVLED.READ THE FINANCIALS(NOT ALWAYS KNOWING WHAT I WAS READING) TD WATERHOUSE -I COPIED TOM VEALE ON THIS ONE(PLAGERISM) TJ MAX-WE DO HAVE ONE OF THESE IN MY HOME TOWN. ALWAYS BUSY. MY WIFE GETS GREAT BARGAINS AND SOME VERY NICE TIES FOR ME. I RESEARCHED AS WELL AS I COULD AND TOOK THE PLUNGE. VERMONT TEDDY BEAR- LOCAL COMPANY-I HAVE RECENTLY NOTICED SOMEONE ON THIS BOARD IS NOW USING AIM WITH THIS STOCK. CONFESSION; LOSERS WERE:J.JILL,OFFICE DEPOT,RITE AID,TD WATERHOUSE,TJ MAX, & VERMONT TEDDY BEAR. THIS WAS VERY DIFFICULT FOR ME TO DO THIS. THANKS FOR YOUR INTEREST. APOLOGIES TO EVERYONE ELSE WHO ENDED UP READING THIS MESSAGE. A WHITE HAIRED FOX