A.I.M. Value Line Stocks

[OldAIMGuy]

Good morning Kavi, Re: PIC Model Selling....

Unfortunately I only own one of those stocks in the real world! CBK is in my own account along with CGNX, PPC and APCC. Oh yes, ADCT, too. There might be another one or two.

When I started this model portfolio back in 2001 I was pretty sure it was going to be a good identifier of stocks to own for long term appreciation and possibly also volatility capture. Unfortunately at the same time my overall AIM accounts were under stress of a very large BEAR HUG. So, most of my cash reserves were already designated for the repurchase of shares of my existing holdings.

So, although I've started a few AIM accounts based on PIC's concepts, I already had a number of these same stocks in my own account. I would have started more along the way except for the cash crunch of the 2001-2003 period.

I'm always happy to see PIC active, however, even if I don't own all the stocks. It helps validate the concept. I've been eyeing the #4 Timeliness stocks that are on the "100 Highest Growth Stocks" list. There are several currently. Here, too are some great companies that are currently a bit out of favor. While it might dilute the efforts of the current PIC list to include them, it's still a good hunting ground for stocks I might potentially buy.

Best regards, Tom