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A.I.M. Value Line Stocks (aim_VL)

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Last Post: 7/16/2018 10:01:03 PM - Followers: 52 - Board type: Free - Posts Today: 0

I'm reconstituting this AIM board to be stocks selected from Value Line's Selection and Opinion sections. It's available in most public libraries on a weekly basis. 

These stocks seem to have staying power and offer reasonable returns. Further, I feel they can benefit over time from AIM management. 

The PIC List faded out quite some time ago. It wasn't a bad idea, but no longer fit with my investing M.O. at that time. 

In more recent times I've been using Value Line's Selection and Opinion section for a source of potential AIM stocks. There four portfolios updated weekly from which to choose stocks. They range from Momentum shorter term (12 Months) suggestions to longer term, mature, higher dividend type of stocks. 

Portfolio I is "Stocks with Above-Average Year-Ahead Price Potential"
Portfolio II is "Stocks for Income and Potential Price Appreciation"
Portfolio III is "Stocks with Long Term Price Growth Potential"
Portfolio IV is "Stocks with Above Average Dividend Yields"

Each list is 20 stocks, so there are a total potential of 80 stocks from which to choose. Value Line does track their performance and gives updates when stocks leave or are added to the lists. 

For AIM usage probably Portf I is the weakest, since the time horizon is too short for AIM to contribute meaningfully. I've been filling my "Sandbox" portfolio with stocks from Portfs II and III in recent times and they've been doing well enough that the lists are becoming comfortable hunting grounds for my AIM. 

Two reasons I like these lists are that the companies are generally well known and trade reasonable volumes and turn-over is very low. Months will go by on II and III where no changes at all are made. That's good for AIM in that we can let it work its show while we collect the dough. Further, I've found that these more mature companies have reasonably good cyclical moves without need for high doses of MAALOX. Of the 47 stocks I've had on these two lists since I started following them well over a year ago, their average Low to High ratio is 1.40:1. That's enough to generate some AIM activity and only 6 of them have zero dividends. So, there is some rent to be collected while holding these stocks if you choose the right ones. 

Another aspect of owning well known companies is they generally have active Options potential as well. Those of you who piggy back AIM with some selling of Calls or Puts should be able to find yet another way to collect some rent from your ownership. 

Generally I have been using 10% of Portfolio Control as my minimum order value. That translates to selling 10% of shares and buying 12% more shares when trades occur. Further I've been using 10% SAFE on the Buy side with Zero on the Sell side. While this creates roughly a 30% Hold Zone, I'm still getting nice trades occasionally. Part of my reasoning is I've been selecting for my Sandbox stocks with reasonable dividends. My logic is I don't want to be selling shares that are paying nice yield when the cash is going to be earning squat. 

I've been picking stocks on the conservative or value side from these lists. I have a watch list of them set with the 52 Week Low as the Alarm. I'm not as concerned about new highs. When I see an alarm for a new low, then it gives me some time to study the stock in question and my chances are better at buying it when it's near a cyclical low point. 

You may choose to pick the higher BETA stocks from these lists and to not select for Dividends. This would probably spice up the AIM activity to a degree. I'll leave your selections to you. If you choose from these three longer term portfolios most likely they will stand the test of time and AIM will help build value along the way.
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#488   Thanks for sharing, Tom. In the process of JDerb 07/16/18 10:01:03 PM
#487   Two changes this week.................. OldAIMGuy 07/16/18 04:11:43 PM
#486   Note on Portf II. OldAIMGuy 07/14/18 08:17:14 AM
#485   From this list, I currently own KHC, WBA OldAIMGuy 07/14/18 07:50:40 AM
#484   Current Portfolio IV Selections: OldAIMGuy 07/14/18 07:47:11 AM
#483   Current Portfolio III Selections: OldAIMGuy 07/14/18 07:45:37 AM
#482   Current Portfolio II selections: OldAIMGuy 07/13/18 10:47:19 AM
#481   The PIC List faded out quite some time OldAIMGuy 07/13/18 10:00:59 AM
#480   Hi B, You'll find Value Line's "Highest Growth OldAIMGuy 11/12/10 03:49:05 PM
#479   Tom, Thank you for your prompt and detailed byculla 11/11/10 02:26:00 PM
#478   Hi B, Re: AIM PIC List....................... OldAIMGuy 11/10/10 03:16:27 PM
#477   Hi Tom, I see that this strategy came byculla 11/10/10 01:24:26 PM
#476   Here's one more I almost forgot: OldAIMGuy 10/31/07 03:39:09 PM
#475   Here are some recent PIC stocks: OldAIMGuy 10/31/07 03:26:08 PM
#474   Final Report on Keane............... OldAIMGuy 06/06/07 04:06:11 PM
#473   Final Report on SWFT.................. OldAIMGuy 05/14/07 12:12:19 PM
#472   Commerce Bancorp (CBH) joins the PIC List as OldAIMGuy 04/16/07 03:05:41 PM
#471   Hi AH, Yea, whada shame! I'll have to OldAIMGuy 04/06/07 01:04:08 PM
#470   "URBN NYT and TIF all reached a point aim hier 04/06/07 10:17:37 AM
#469   We've closed out four PIC List positions since OldAIMGuy 04/02/07 01:27:08 PM
#468   PIC Stock URBN tripped a Sell order today: OldAIMGuy 12/04/06 04:19:05 PM
#467   Forbes, Page 90, of the March 28th, 2005 OldAIMGuy 11/08/06 11:11:59 AM
#466   www.aim-users.com/wtslap.gif OldAIMGuy 11/07/06 04:05:23 PM
#465   www.aim-users.com/wmsp.gif OldAIMGuy 11/07/06 04:05:05 PM
#464   www.aim-users.com/vodp.gif OldAIMGuy 11/07/06 04:04:52 PM
#463   www.aim-users.com/sunwp.gif OldAIMGuy 11/07/06 04:04:37 PM
#462   www.aim-users.com/rylp.gif OldAIMGuy 11/07/06 04:04:21 PM
#461   www.aim-users.com/ppcp.gif OldAIMGuy 11/07/06 04:04:05 PM
#460   www.aim-users.com/mntp.gif OldAIMGuy 11/07/06 04:03:43 PM
#459   www.aim-users.com/kssp.gif OldAIMGuy 11/07/06 04:03:23 PM
#458   www.aim-users.com/chuxp.gif OldAIMGuy 11/07/06 04:03:07 PM
#457   www.aim-users.com/cdnp.gif OldAIMGuy 11/07/06 04:02:34 PM
#456   Final Reports are now given for APCC, CDNS, OldAIMGuy 11/07/06 04:02:12 PM
#455   In reviewing Value Line's current projections for the OldAIMGuy 11/01/06 01:51:53 PM
#454   Ross Stores................... OldAIMGuy 10/31/06 04:16:11 PM
#453   Manitowoc Company.................. OldAIMGuy 10/31/06 04:15:29 PM
#452   Kohl's Department Store....................... OldAIMGuy 10/31/06 04:14:25 PM
#451   Helen Of Troy.................... OldAIMGuy 10/31/06 04:13:33 PM
#450   Cognos.................. OldAIMGuy 10/31/06 04:12:47 PM
#449   O'Charley's................. OldAIMGuy 10/31/06 04:11:51 PM
#448   Chico's FAS............. OldAIMGuy 10/31/06 04:11:03 PM
#447   Cognex Corp............... OldAIMGuy 10/31/06 04:09:45 PM
#446   Hi MM, This first one will be near OldAIMGuy 10/31/06 01:39:29 PM
#445   Hey MM, I'll freshen the graphs for all OldAIMGuy 10/31/06 01:05:47 PM
#444   Hey Tom re: "The first week of October..." minstrlman 10/31/06 10:55:54 AM
#443   The first week of October has proved to OldAIMGuy 10/10/06 05:27:05 PM
#442   Another new PIC stock this week. CHS, Chico's, OldAIMGuy 09/13/06 12:02:53 AM
#441   Four PIC List stocks triggered AIM designated buys OldAIMGuy 08/28/06 03:43:40 PM
#440   Jabil Circuits (JBL) joins the PIC List of OldAIMGuy 08/28/06 12:47:57 PM
#439   Hi Tom, DonCarlson 08/23/06 04:14:18 PM