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Biotech / Medical : IDPH--Positive preliminary results for pivotal trial of ID

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To: Kenneth E. De Paul who wrote (1118)7/16/1997 3:31:00 AM
From: I. Luttichuys   of 1762
 
Hello Kenneth,
Thanks for the compliment... here are my largest positions... I am leaving out DRIP accounts (which I have in 22 companies) and stocks I hold which do not make up a significant proportion of my total portfolio...

Greyhound Lines (BUS)
bought at 3 1/2 (I will sell at 5 1/2)

Gaylord Container Corp. (GCR)
bought at 5 1/2 and 6 2/4 and 8(I will sell at 15)

Catalytica (CTAL)
bought most at 8 and some at 11 1/8 (I expect this one will begin to do worse but, I plan on holding long-term as I think the future for CTAL is exceptionally bright)

Office Depot (ODP) Oct 20 calls (not the stock)
bought at 3/8

Phillip Morris (MO) Dec 50 and Dec 47 1/2 calls (not the stock)
Bought around 3 1/5 (not doing so hot here -- they are down but, I bought them out and counted on the volatility. I believe they will pay off)

Cotelligent Group (COTL)
bought at 8

None of these positions is older than a couple of months.

The GCR position dwarfs everything else (I believe paper is going to come increasingly into style) so, all told, so far everything is doing real well the last few weeks and months.
Some of the figures are from memory so, excuse me if I don't have the exact entry price correct.

BENNETT
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