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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 (6814)	2/9/1999 9:32:00 PM
From: joe wiles	Read Replies (1) \| Respond to of 18928

Tom, SCHK was a high flyer trading at a PE of 75 or so until it missed consensus by $0.15 last quarter. It appears to be a solid business with good products. I've been watching it stabilize for the last few weeks. Should be a good long termer when the time comes. Regards, Joe

To: OldAIMGuy who wrote (6814)	2/10/1999 6:12:00 PM
From: Dataminer1	Read Replies (1) \| Respond to of 18928

Tom, I have actually been following the IW quite closely for some time now and am beginning to believe it is an excellent predictive indicator. I'm curious how you arrived at the name. Do you think changing it to the "Veale Indicator" could help put you up there with Mr. Arms and Mr. McClellan? The recent action in the Net stocks seems to add credibility to AIM. When it's impossible to value companies by traditional methods, a good strategy is a must. Everyone knew that these stocks couldn't keep going up forever and locking in profits in a "mania" seems like a rational thing to do. One real gem of a statement I recall hearing from you recently is "return on capital at risk". This gets to the essence of AIM and I am working on a way to quantify it. Individuals that are new to the AIM theory seem to have a little difficulty in comparing AIM to the buy and holder since calculating comparison returns is like comparing apples to kumquats. I recently watched a clip on "asset allocation" strategies in which the speaker was demonstrating the benefits of having say 75% in stocks and 25% in bonds, adjusting the weighting of each on a time- basis, trying to maintain that "balance". It got me thinking that this age-old strategy is really a distant cousin of AIM and really makes a lot of sense. It's like our Uncle Fred says "letting your portfolio tell you what to do" and not worrying about the general market averages. Keep up the good work on the IW. It's one of my favorite indicators. Regards, Bill