InvestorsHub Logo
Followers 140
Posts 15263
Boards Moderated 6
Alias Born 01/29/2002

Re: None

Monday, 04/02/2007 1:27:08 PM

Monday, April 02, 2007 1:27:08 PM

Post# of 524
We've closed out four PIC List positions since the first of the year. ELK, URBN, NYT and TIF. ELK was closed out due to the company being bought out. URBN NYT and TIF all reached a point where they had achieved enough of their 3-5 year appreciation potential in Value Line that they had little upside potential left.

Here are their histories.
ElkCorp. (a rather short total time of ownership for PIC)

Buy and Hold Gain = +72.8%
--------------------------------------------------

Urban Outfitters (another holding of less than one year)

Buy and Hold Gain = +47.1%
--------------------------------------------------

New York Times

Buy and Hold Gain = +12.4%
--------------------------------------------------

Tiffany & Company (this one still could prove to be a great AIM cyclical)

Buy and Hold Gain = +55.4
--------------------------------------------------

All ended profitably. The shorter histories never allowed AIM to catch up with Mr. Buynhold in total return. In risk adjusted return all did well enough, but more buying periods would have been helpful for both total return and ROCAR gains.

Best regards, Tom




Port Washington, WI 53074

Join InvestorsHub

Join the InvestorsHub Community

Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.