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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 (6119)11/5/1998 1:41:00 PM
From: JZGalt  Read Replies (1) | Respond to of 18928
 
Tom,

Another fund that might be suitable for AIM accounts in the same area is Kevin Landis's Series of Firsthand Funds. Take a look at the holdings and you will see that 50% of the fund is concentrated in fewer than 6 stocks typically. Landis actual does what an actively managed mutual fund is supposed to do (select winners). Obviously he doesn't have a perfect record, but it is worth looking over his list of stocks.

firsthandfunds.com

The nice thing about this fund is he posts what is in the fund every month so you can see what the manager is doing.

I don't have any money here, but I think it is worth a look (at least for ideas).

----
Dave



To: OldAIMGuy who wrote (6119)11/5/1998 6:38:00 PM
From: Bruce A. Bowman  Read Replies (2) | Respond to of 18928
 
Hi Tom- Got a vealie in OMQP and will do the same with PGEX next. The later had another sterling day... up another 2+ pts. PGEX has a chart that looks like a yo-yo, so I imagine I'll need the cash shortly.

EGRP is hanging in there... I'm surprised and pleased.

Bruce