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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 (10528)	3/21/2000 8:16:00 PM
From: LemonHead	Read Replies (1) \| Respond to of 18928

Hi Tom, Thxs for the weekly report. If the IW goes up much more then you will have us all in CD's soon. A new record with the elements adding up on opposing sides. Many moons ago it seamed that you mentioned the Cruise Lines. Have you looked at Carnival (CCL) and Royal Caribbean (RCL)? Seams they are near 52 week lows and have respectable beta's. Paying a dividend also. Just wondered if they had showed up on Value Line yet? Keith

To: OldAIMGuy who wrote (10528)	3/21/2000 9:06:00 PM
From: Jack Jagernauth	Read Replies (1) \| Respond to of 18928

Hi Tom, How do you feel about the IW showing an all time high cash reserve of 60%? It looks scary to me. I better check my cash reserves. I enjoyed reading your recent in-depth posts. I learned a lot about AIMing since I found the AIM BB in 1996, even though I came across AIM in 1982 and first used it in 1989. I feel like I have a lot more to learn about AIMing. Thanks for your insights. Regards, Jack

To: OldAIMGuy who wrote (10528)	3/22/2000 12:05:00 AM
From: fuzzymath	Read Replies (1) \| Respond to of 18928

Tom, very good point in the newsletter about the P/E's of stocks with no earnings. These stocks have no P/E, so they are not figured into the market P/E. If you did figure them in (add their losses to other company's positive earnings?) you'd see an incredibly different picture. In the 73-74 bear market there was a time when the earnings of the DJIA went negative. So, what was reported as P/E? Zero with an asterisk. The idiot wave is a very scary graph. I have no idea what's going on right now, except that possibly it is being realized by someone that the big old boring companies can hire a herd of dot.com people and whip the pants off 90% of the earnings-less dot.coms that so much money has been poured into. But, the big rallies turn all my short-term models positive, so I'm hoping to be able to ride this wave for at least a little while... Kevin