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Strategies & Market Trends : A.I.M Users Group Bulletin Board -- Ignore unavailable to you. Want to Upgrade?

To: Bruce A. Bowman who wrote (5888)	10/20/1998 4:51:00 AM
From: JZGalt	Read Replies (1) \| Respond to of 18928

I've always admired GE, but I want to be open to others. Bruce, you might want to consider CCI and BA. Do not apply the same sort of daily buy/sell mentality as you might with VTSS or PMCS which swing wildly. These are once a month or once a quarter buy/sell stocks. BA (Boeing) is unlikely to lose the significant share of the commercial aircraft market and CCI (Citigroup) is continuing their development into a world financial power. Both are somewhat beaten up right now, but I think you want to buy low and sell high right? BA has a five year cycle and CCI is on about an 8 year cycle. These are precisely the sort of companies that Lichello wrote about for the AIM system. Both are strong enough to survive any sort of financial market turmoil and both are subject to periods of euphoria and dispair in the financial markets. CSCO is another possibility although you would have to adjust the SELL safe level to be closer to be greater than 150%. About once every 2-3 years CSCO hits a downdraft as "analysts" think the data network boom has stalled, but everytime (so far) they have been wrong. ;-) ---- Dave

To: Bruce A. Bowman who wrote (5888)	10/20/1998 7:48:00 AM
From: Bernie Goldberg	Read Replies (2) \| Respond to of 18928

Hi Bruce, My best AIM stock is APCC. It's a midcap about 3.5B and the leader in its industry (UPS systems for computers). For large caps I'd be tempted right by JPM. It's down about 65% from it's highs and pays a nice dividend which should help with the cash reserve. I've also done very well with Dupont. Lots of luck Bernie

To: Bruce A. Bowman who wrote (5888)	10/20/1998 10:28:00 AM
From: OldAIMGuy	Read Replies (3) \| Respond to of 18928

Hi Bruce, I did a quick Value Line screen and came up with 10 stocks that might help. I asked for stocks that had 5 year average sales growth of 15%, book value growth of 15%, Debt/Capitalization less than 20%, Capitalization of more than $10 billion. Here's the list (not that you haven't see all the names before!): Amgen (AMGN) Compaq (CPQ) Dell Computer (DELL) Home Depot (HD) Intel (INTC) Merck (MRK) Motorola (MOT) NIKE (NKE) Oracle Corp. (ORCL) Sun Microsystems (SUNW) Please note that this database is a bit old (about two years) so you should use it just as a place to start. Best regards, Tom

To: Bruce A. Bowman who wrote (5888)	10/29/1998 8:45:00 PM
From: Steve Grabczyk	Read Replies (1) \| Respond to of 18928

Bruce: Have you ever looked at Gillette (G)? They've had a recent down run due I think to international worries and their mach3 intro. However, If you look at their long term price history, they have an amazingly consistent record. Big market cap., early Dec div date, etc, My kids both own Gillette, and they've done pretty well over the last few years. Current price looks good relative to recent highs, so now may be the time. Haven't done a lot of research on volatility (for AIM's sake), but could do it quick with yahoo's new price history table download capability. Anyway, it may be worth a look. Regards, Steve