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Strategies & Market Trends : Mutuals:AIMing For Profits--Invest In Best -- Ignore unavailable to you. Want to Upgrade?

To: Jim Battaglia who wrote (686)	12/14/1997 10:43:00 PM
From: Jim Battaglia	Respond to of 4158

ROTATION:: In a conversation with John Murphy (CNBC fame) and author of Visual Investor on his forum this week, I reported to him that one of my models, ROTATE has given a SWITCH from the CONSUMER stocks to the FINANCIAL stocks.. I asked him if he thought that was a early call or does he see the same trend. John responded, "it may be too soon to make that call., However, many of the consumer staples are multinational that could get hurt from Asian contagion. " He said that in the financial sector, "you'll notice that regional banks are holding up better." He also says, "he still like the utilities." Well as you know in the INVEST N BEST models, UTILITIES occupy a major portion. A full 25%. In the WINNER model Fidelity Medical has been on a buy. John also commented, in his weekly update at murphymorris.com Drug stocks and retailers should be bought on the "premise that they benefit from lower import prices." So we are right "on the money" with our fund selections. So what is John telling us to do.. Exactly what the INVEST N BEST is saying....avoid CYCLICALS and TECHNOLOGY...in the INVEST N BEST portfolios. However in AIM Management, the long term investor would be BUYING these. Isn't it interesting how we can apply investment styles to different methodologies. It is a great paradox. But it works!!!! Fianlly to sum this all up, John Murphy writes, "rotate to retailers, domestically oriented financial stocks like regional banks and buy more utilities." WOW!!! In other words keep reading this thread for timely info on INVESTING N BEST. Have a great Week Jim ps: Don't forget to read my companion thread in the Mutual forum on ASSET COMMITMENT MODEL. For more info on AIM, try Tom Veales' AIM BULLETIN BOARD under Market Trends & Strategies forum .

To: Jim Battaglia who wrote (686)	12/15/1997 7:34:00 AM
From: OldAIMGuy	Respond to of 4158

Thanks Jim, As you know I don't change horses very often. Vista's not been bad, but always lagged Ultra in performance. A few years ago, Am. Cent. changed the primary manager of Vista and it took off like a rocket for a year. Since then it's gone dormant again. Odd! Without AIM/Newport's help, I'd be very unhappy with its performance in 1997. AIM and I bought the heck out of it last April and those shares helped to deliver some Selling late in the summer. All in all, it was nice to collect some rent on Vista even if the price year over year wasn't very different! BTW, did you look at the size of the Ultra and Vista distributions that are comming? Ultra's is huge! Vista's is about $0.75 or there abouts. Best regards, Tom