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Strategies & Market Trends : Z PORTFOLIO

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To: Susan Saline who wrote (3399)	10/14/1999 7:26:00 AM
From: Ron McKinnon	Read Replies (2) of 11568

status 10/16 COG, any thoughts on CMGI? you made a great trade on it and were up 37% looks like it is right on the cusp sitting on the important 100 level sell? hold? add? Paul M IRSN, worth holding? cash avail $192,000 closed DPH 10/5 sue 1000 15.875 15875 10/12 16.688 16688 813 -15 798 5% LTCR 10/5 ron 5000 11.000 55000 10/12 10.750 53750 -1250 -15 -1265 -2% PTEK 10/5 sue 3000 5.813 17438 10/12 6.250 18750 1313 -15 1298 7% ZANY 10/11 larry 5000 9.938 49688 10/12 11.063 55313 5625 -15 5610 11% HLIT 10/11 ron -300 155.000 -46500 10/13 141.000 -42300 4200 -15 4185 -9% Z PORTFOLIO Stock DATE SPONS. # Cost Cost $ Date Close Close $ G/L Comm Net G/L % Sold APCC 10/8 paulm 1000 18.188 18188 18.063 18063 -125 -15 -140 -1% ANF 10/11 dan 1500 32.750 49125 26.188 39281 -9844 -15 -9859 -20% ANF 10/13 larry 2000 26.250 52500 26.188 52375 -125 -15 -140 0% CMGI 9/13 cog 300 85.438 25631 100.000 30000 4369 -15 4354 17% CMRC 10/12 ron -300 142.000 -42600 136.438 -40931 1669 -15 1654 4% DIS 10/1 dan 2000 25.563 51125 24.563 49125 -2000 -15 -2015 -4% DPH 10/13 sue 2000 16.500 33000 15.813 31625 -1375 -15 -1390 -4% FMO 10/13 paulm 500 27.250 13625 27.000 13500 -125 -15 -140 -1% GUMM var dan 6000 11.198 67188 13.000 78000 10812 -15 10797 16% INTU 10/11 larry 2000 28.446 56891 26.000 52000 -4891 -30 -4921 -9% IRSN 10/5 paul m 5000 1.719 8594 1.531 7656 -938 -15 -953 -11% KSWS 10/7 ron 5000 16.750 83750 16.250 81250 -2500 -15 -2515 -3% KSWS 10/13 ron 2000 15.375 30750 16.250 32500 1750 -15 1735 6% MAT 10/8 dan 3000 11.938 35813 12.875 38625 2813 -15 2798 8% MUEI 9/27-9/29 dan 6000 10.500 63000 10.063 60375 -2625 -30 -2655 -4% MYG 9/14-9/30 ron 3000 36.500 109500 33.000 99000 -10500 -45 -10545 -10% NEON 10/11 paul m 1000 23.375 23375 24.313 24313 938 -15 923 4% NITE 10/12 sue 1000 25.688 25688 24.375 24375 -1313 -1313 -5% PETM 9/14 rick 10000 4.625 46250 3.188 31875 -14375 -30 -14405 -31% PHCM 10/12 ron -200 227.000 -45400 218.500 -43700 1700 -15 1685 4% PHCM 10/12 ron -200 217.000 -43400 218.500 -43700 -300 -15 -315 -1% PHCM 10/11 ron -200 200.000 -40000 218.500 -43700 -3700 -15 -3715 -9% PHCM 10/11 ron -200 191.000 -38200 218.500 -43700 -5500 -15 -5515 -14% PHCM var ron -400 175.000 -70000 218.500 -87400 -17400 -30 -17430 -25% PHCM var ron -500 162.800 -81400 218.500 -109250 -27850 -30 -27880 -34% PHCM 9/22 ron -500 144.000 -72000 218.500 -109250 -37250 -15 -37265 -52% PIR 8/5 dan 5000 6.250 31250 5.875 29375 -1875 -15 -1890 -6% PPRO 9/22+23 sue 1000 33.500 33500 34.625 34625 1125 -30 1095 3% WHC 9/2 paul z 2000 13.500 27000 13.875 27750 750 -15 735 3% * * * * * 452742 334056 -118686 -540 -119226 -26% Portfolio Summary** Beg Bal 500000 Plus Gains Realized 666291 Less Holdings at Cost 452742 Equals Cash Balance 713549 Plus Holdings At Present Price 334056 Equals Total Portfolio Balance 1047605 Portfolio Change YTD 109.52%

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