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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 (13386)	11/1/2000 7:58:28 AM
From: Steve Grabczyk	Respond to of 18928

Good morning Tom: We own ADCT in 2 taxable accounts, but have never AIM'd them. I'll have to check, but given the recent price drop, our B&H strategy will probably look pretty meager vs. your 205% return (which looks very good!). For the record; yesterday marked 1 full year AIM-ing my IRA. Total value has increased 28.75% after commissions. Cash reserve is less than 1%. I hope we're moving off the bottom! I'll try to get some summary data together, and post it for anyone who is interested. All in all a pretty satisfying year albeit scary at times. As memory serves I was as high as +57% and as low as -15%. If I learned one thing, it was that you gotta hang tough. On to next year, infinity and beyond! Regards, Rookie in Richardson

To: OldAIMGuy who wrote (13386)	11/1/2000 1:16:16 PM
From: steve in socal	Read Replies (1) \| Respond to of 18928

senor, if i might emote for a moment or two about one of my favorite subjects, or maybe i should say least favorite, your friends, the analyst! i just came across an article i had bookmarked from june 14th of this year, wherein the great brains at solomen smith b(l)arney commenting on the rough times in the tech sector were lamenting that, "now is the time to get more selective and pick companies that can grow earnings in a more difficult operating environment." they then went on to tout how they had back-tested their quantitative model for earnings momentum, valuation, price momentum and profitability, before deciding that estimate revision trends and profitability momentum, measured by return on assets, are the best incremental predictors. the article then went on to list 14 stocks that fit the criteria, stating, "all are great technology companies, have strong business models, are standard setters within their segments, enjoy strong earnings prospects going forward and draw the highest rankings among their analysts." as of this morning, here's what happened. only 3 of the 14 are up, but significantly. they are BRCD +65%, BRCM +45% and SEG +17%. the following 11 are down an average of 33%. they are ADI -33%, ALTR -33%, AMD -45%, CSCO -19%, DELL -35%, LU -59%, NSM -59%, NT -31%, PMCS -8%, SBL -17%, &XLNX -23%. and yet,when any of these guys or the houses they work for fart, it's like mt. vesuvius errupting. pissed in poway