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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 (6760)2/5/1999 10:00:00 AM
From: LemonHead  Read Replies (1) | Respond to of 18928
 
Dave, I have been playing with the CA site to establish a watch list for AIM. If I find one that moves up and is not an AIM candidate, that won't hurt my feelings...

I spent an hour looking for that book the other night (see how I earned my handle).

While studying AIM, Newport and PCA I don't think I can devote sufficient time to CA also. But since getting on the bus I have realized that 1st and foremost you must pick the right stocks.

I did try to subscribe the other night, but since my e-mail is down I don't know if I was successful.

As far as the club we are forming, our intent is for educational purposes only and not to invest as a group. The fine examples that you put forth will make great discussion.

Thxs
Keith



To: JZGalt who wrote (6760)2/5/1999 11:02:00 AM
From: OldAIMGuy  Read Replies (1) | Respond to of 18928
 
Hi Dave, I agree with you regarding attempts to mix strategies with opposing goals. First we need to get the "personality" of the strategy understood and then attempt to match compatible personalities of the equities. It makes no sense to AIM an income stock that has no volatility. They're incompatible. Yes, you can stretch AIM's abilities to get an occasional trade out of the local electric company's stock, but it will not be a very stimulating event.

AIM fits better with stocks that have more frequent sector shifts or business cycles. Your comments on stocks that range up and down in P/E relative to their peers or the overall market is a good benchmark for AIM analysis and selection.

Since I don't know what Confirmatory Analysis is, I don't know if it has some worth relative to AIMing. Sorry, haven't done any homework on that yet.

Best regards, Tom



To: JZGalt who wrote (6760)2/5/1999 11:30:00 PM
From: Jim Oravetz  Read Replies (1) | Respond to of 18928
 
Dave, I have recently started to read thru the AIM thread and interested in finding out more. I will start with the book. One company that I currently own and seems to me to be a target stock is THQI. The company has had 15 consecutive qtrs of increasing, yr vs yr, sales and nice pot of cash. A game(PC,N64,Play..) developer and distributor, I first saw it featured in Individual Investor. An active thread for the stock on SI. Recently retracted 25% from high of 32+. Earning for the past holiday season are expected to be very good. Good earnings growth and volatile.
I would like to see some graphs using the AIM way on THQI. Thanks
Jim



To: JZGalt who wrote (6760)2/7/1999 1:41:00 PM
From: LemonHead  Read Replies (1) | Respond to of 18928
 
Dave,
Been working with CA and in reference to the examples of VTSS & GALTF in post #6760, Did you pull these from the Stock Screen that you ran?

Under the heading:
0. ConfirmatoryAnalysis.com Criteria:
I set Price to Sales: to Any.

Under the heading:
6. Price & Share Info
I set Beta: to Any and Min: to 1.2

Since I don't get the two mentioned above, I'm wondering if I am setting this up correctly.

Keith