A.I.M. Users Bulletin Board

[OldAIMGuy]

I forgot to mention an old favorite of mine, CGNX, a machine vision
company. I had a sale of 5% of shares in that one as well last week.

This was a relatively recent "add back" to my holdings. I've not had much
in the way of individual company holdings in years. Last November I bought
shares at $37.15 and then added again (+12% more shares) in January at $30.28.



Since then I've now had two sales; 5% shipped out at $39.13 and another 5%
sent to new owners at $43.56 last week. That's nice activity in such a
short period.

Settings: 10% Buy SAFE, 0.0% Sell SAFE
Min shares = 10% of position
Min Dollars = 10% of Portf. Control
Next Buy (12% more shares) $33.50
Next Sell (10% share sale $45.50

Starting cash was a bit heavy handed. The reason for just selling 5% of the
position has been that cash is already near the maximimum I will allow for
this holding. I may rob Peter to pay Paul on this one and shift cash to
another holding.