A.I.M. Users Bulletin Board

[extelecom]

Portfolio Control Adjustments, Tom or anyone. FM's questions about adjusting PC just brought to my mind a question.
Recently LU gave shareholders shares in Agere(a) and Agere (b) as a Tax free dividend. Now for inquiring mind purposes let's assume that this lowered the LU share price enough to cause any AIM activity to be questionable. Wouldn't some sort of PC adjustment / tweak be required to continue AIMing? I see 3 possible solutions:
1. Completely start over and use your adjusted average share cost for Portfolio Control.
2. Just make adjustments to existing PC based on past changes to PC.
3. AIM all 3 of the stocks together on a basket approach.

I would appreciate any comments on this.
I also believe that you could apply (1) &/or (2) above to a deep diving stock that has gone down a long way, but you believe has turned around...

ET