A.I.M. Users Bulletin Board

[SFSecurity]

Hi karw, NAVI does not seem to be a good AIM position based on getting in two years ago. Much better than Buy & Hope but much less than the S&P. However, if one does Orcroft's, or a similar method, to get into the position and wait until the second up after the bottom, then you can do quite well. Based on the last two years of weekly prices, if you got in at the $19.33 price you only get ~3%/year depending on where you set the minimum share sale, best around 35% minimum stock sale. Set at 10% you get 2.19%/year. Much better than Buy and Hope which would get you -21.84%/year, a big loser. If you get in at the $9.56, two up from the $9.00 price and you set the minimum share sale to about 35% you'll get 35.18%/year. Following the same wait until just past bottom, Buy and Hope would get you 33.87%, not all that much difference.

However, if you set the minimum stock sale to 10% you'd only get 13.54%/year with AIM.

Neither calculation includes dividends.

Based on this example and others I've tried, the entry point is key to best results.

Now back to QCOM, Where did you get the figures from that gave you the "...return on total capital of 12.4% and a cash yield of 6.8%. The estimated price is 59% of value."? I can't seem to come up with the same figures but then I might not be using the right starting points or method of calculation/formula.

Thanks,

Allen