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Created: 02/26/2002 06:07:10 PM - Followers: 54 - 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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#511
Re: Value Line's Model Portfolios for Income and OldAIMGuy 08/01/2022 09:44:08 AM
#510
great advice, I will peruse better and look crlamura 06/05/2022 02:43:10 AM
#509
Another new stock added to VL's Portfolio III OldAIMGuy 05/22/2022 09:25:40 AM
#508
Value Line continues to offer investors with longer OldAIMGuy 05/16/2022 12:43:49 PM
#507
You're quite welcome CRL, Re: Value Line's models................ OldAIMGuy 11/15/2021 09:12:09 AM
#506
Thank you very much! You are a good crlamura 11/13/2021 06:46:37 AM
#505
Tom thank you as always for posting! I crlamura 11/13/2021 06:44:15 AM
#504 Here's a quick view at the latest Value OldAIMGuy 09/08/2021 09:11:55 AM
#503 Hi S, Re: Value Line Model Portfolios as OldAIMGuy 05/17/2021 08:40:37 AM
#502 Good morning S, Re: LEAPS and AIM................... OldAIMGuy 05/17/2021 07:47:43 AM
#501 Might be worthwhile to do A.I.M. with LEAPS Stetson2011 05/16/2021 11:26:42 PM
#500 Here are the two model portfolios (dividends and OldAIMGuy 02/18/2021 11:04:19 AM
#499 It's days like today OldAIMGuy 09/03/2020 11:18:49 AM
#498 Hi C, Re: VAlue Line's latest model portfolios................. OldAIMGuy 03/13/2020 07:43:13 AM
#497 thank you Tom, always a pleasure to read crlamura 03/13/2020 04:51:08 AM
#496 Good question, OldAIMGuy 05/05/2019 04:33:49 PM
#495 VL Port drops a company... AIMStudent 05/05/2019 12:35:19 PM
#494 Here are updates to the Portfolios II and OldAIMGuy 04/22/2019 11:34:40 AM
#493 Updates on Portfolios II and III.................. OldAIMGuy 01/26/2019 01:11:24 PM
#492 Value Line's Portfolio II dropped MMM this week OldAIMGuy 11/12/2018 08:22:32 AM
#491 Hi Toof, Re: Appreciation Potential................. OldAIMGuy 11/02/2018 07:46:34 AM
#490 Hi Tom Toofuzzy 11/01/2018 05:42:48 PM
#489 Here's an update on Value Line's Portfolios II OldAIMGuy 11/01/2018 03:35:07 PM
#488 Thanks for sharing, Tom. In the process of JDerb 07/16/2018 10:01:03 PM
#487 Two changes this week.................. OldAIMGuy 07/16/2018 04:11:43 PM
#486 Note on Portf II. OldAIMGuy 07/14/2018 08:17:14 AM
#485 From this list, I currently own KHC, WBA OldAIMGuy 07/14/2018 07:50:40 AM
#484 Current Portfolio IV Selections: OldAIMGuy 07/14/2018 07:47:11 AM
#483 Current Portfolio III Selections: OldAIMGuy 07/14/2018 07:45:37 AM
#482 Current Portfolio II selections: OldAIMGuy 07/13/2018 10:47:19 AM
#481 The PIC List faded out quite some time OldAIMGuy 07/13/2018 10:00:59 AM
#480 Hi B, You'll find Value Line's "Highest Growth OldAIMGuy 11/12/2010 03:49:05 PM
#479 Tom, Thank you for your prompt and detailed byculla 11/11/2010 02:26:00 PM
#478 Hi B, Re: AIM PIC List....................... OldAIMGuy 11/10/2010 03:16:27 PM
#477 Hi Tom, I see that this strategy came byculla 11/10/2010 01:24:26 PM
#476 Here's one more I almost forgot: OldAIMGuy 10/31/2007 03:39:09 PM
#475 Here are some recent PIC stocks: OldAIMGuy 10/31/2007 03:26:08 PM
#474 Final Report on Keane............... OldAIMGuy 06/06/2007 04:06:11 PM
#473 Final Report on SWFT.................. OldAIMGuy 05/14/2007 12:12:19 PM
#472 Commerce Bancorp (CBH) joins the PIC List as OldAIMGuy 04/16/2007 03:05:41 PM
#471 Hi AH, Yea, whada shame! I'll have to OldAIMGuy 04/06/2007 01:04:08 PM
#470 "URBN NYT and TIF all reached a point aim hier 04/06/2007 10:17:37 AM
#469 We've closed out four PIC List positions since OldAIMGuy 04/02/2007 01:27:08 PM
#468 PIC Stock URBN tripped a Sell order today: OldAIMGuy 12/04/2006 04:19:05 PM
#467 Forbes, Page 90, of the March 28th, 2005 OldAIMGuy 11/08/2006 11:11:59 AM
#466 www.aim-users.com/wtslap.gif OldAIMGuy 11/07/2006 04:05:23 PM
#465 www.aim-users.com/wmsp.gif OldAIMGuy 11/07/2006 04:05:05 PM
#464 www.aim-users.com/vodp.gif OldAIMGuy 11/07/2006 04:04:52 PM
#463 www.aim-users.com/sunwp.gif OldAIMGuy 11/07/2006 04:04:37 PM
#462 www.aim-users.com/rylp.gif OldAIMGuy 11/07/2006 04:04:21 PM
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