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

To: Floyd Stern who wrote (7468)	5/10/1999 1:34:00 PM
From: JZGalt	Respond to of 18933

In addition, it is more difficult for us to get as clear a concept of the non-US companies. Actually I have still a fairly large foreign exposure, but it is now in individual companies with strong eps prospects vs. my previous shotgun approach of buying closed end funds. If it happens to be in a emerging market, that's ok, but simply being non-US is no longer a criteria. GALT, PMCS, AMKR, SAVLY, ELN and a few others I own are all non-US based. ---- Dave

To: Floyd Stern who wrote (7468)	5/13/1999 8:29:00 AM
From: Floyd Stern	Read Replies (1) \| Respond to of 18933

I would recommend IBM for a great company with a diversified portfolio of businesses and volatile enough for AIM. A couple of months ago, I bought it when it fell from the high 190's to 184. I thought it was a bargain as analysts were setting price targets of 230. IBM fell to the $160's and I bought some more. Now it has taken off again and is $220 with new target of $250. All business segments are strong except maybe for PC's, and they forecast NO Y2K problems and significant internet/e-commerce revenues. It has been and will continue to be a winner with short term doubts and disappointments on Wall Street that will create the volatility the AIM needs. Long term it's a powerhouse. Floyd