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

To: JZGalt who wrote (6646)	1/18/1999 11:38:00 AM
From: OldAIMGuy	Read Replies (2) \| Respond to of 18928

Hi Dave, Thanks for that link. Your point is well taken, too. As you have discovered, those stocks in your AIM Energy group were bought for good reasons, had good cyclical nature, maybe good growth or consolidation potential, but the world worked against them this last year. You even did a good job of waiting for the "worst" to be over before buying! What is your opinion of how long it might take for those stocks to start their recovery trail? It seems to me that you lowered the starting Cash Reserve on those stocks because they were already beaten down. Have you run a PCA example with different cash reserves to see what would have happened if you had started at 33% or 50% Cash at the beginning? The communications stocks are Hot Hot Hot these days. How do you feel about the ASND takeover by LU? I've troubled over it a bit and am thinking at this point that I'll let the shares roll to LU. It would appear that LU has reasonable long term growth even if it makes no other acquisitions. But my guess is that now that profits are surfacing, they'll do more buying in the future. I'd appreciate your thoughts. Best regards, Tom