*AV* -And to think I spent much of the weekend putting
the following stuff together for a once over by the group.
Again, I stand behind a previous post but have put together
a few scenarios for consideration. Below you will find 3
groups of stocks that I culled together, a list of CALLS
that intrigue me, and a ~ $50,000 portfolio that I will
be purchasing at the open tomorrow. Let's see how ell it does
over the course of the next few months.
BTW-I seem to be the DELL contrarian and believe it is going
towards 100 and not below 70, but what do I know?
CONSERVATIVE MEDIUM GAMBLE
ASMLF 73.75 ALYD 17.125 TPII 0.62
DPMI 43 CRYSF 21.5 PTUS 18.875
PLAB 42.875 MTSN 11 CSGI 7.25
AMAT 33.5 CFMT 18.5 GSNX 15.625
NVLS 44.5 CYMI 23 FTEL 7
KLAC 44 AEIS 20.75 BYDS 2.75
ASYT 29.25 WFR 20
INTC 77 AMD 23
WDC 30 ATML 25.875
DELL 80.125 IDTI 11.5
ATMID 26.875 LSI 21.875
TER 37.5 MOT 61.75
TQNT 25
ADEX 27.125
RDRT 19.875
APM 23
QNTM 31.625
SEG 27.125
IPEC 22.25
OPTIONS CONSERVATIVE AGGRESSIVE GAMBLE
ASMLF Apr-85 MFQDQ 9.375 Jan-75 MFQAO 9.125 Jan-80 MFQAP 6.5
PLAB Jun-45 PQFFI 9 Mar-40 PQFCG 9
AMAT Apr-35 ANQDG 5.875 Jan-33 ANQAZ 5 Jan-35 ANQAG 3.875
NVLS Jun-45 NLQFI 8.875 Mar-45 NLQCI 7 Mar-50 NLQCJ 4.875
KLAC Jun-40 KCQFH 10.625 Mar-45 KCQCI 6.5 Mar-55 KCQCK 3.375
ASYT 30-Mar QQYCF 5.5 25-Mar QQYCE 7.75
INTC Apr-90 INQDR 4.875 Dec-75 INQLO 6.625 Dec-80 INQLP 4.25
WDC Apr-40 WDCDH 2.25 30-Nov WDCKF 2.25 30-Dec WDCLF 3.375
TER Apr-40 TERDH 5
MOT Apr-70 MOTDN 4.25
AMD Apr-23 AMDDX 5 20-Jan AMDAD 5
ATML 30-May AQTEF 3 Feb-28 AQTBY 3.125
RDRT Apr-23 RDQDX 2.875 20-Jan RDQAD 2.875
APM 25-Apr APMDE 4.125 20-Apr APMDD 6.375
QNTM May-33 QNQEZ 6.25 Feb-35 QNQBG 3.625
SEG Jun-33 SEGFZ 3.25
~$50K PORTFOLIO with OPTIONS AND LONG SHARES
PLAB 5 Mar-40 $4,500
ASYT 5 30-Mar $2,750
ASMLF 5 Jan-80 $3,250
NVLS 5 Mar-45 $3,500
WDC 10 Apr-40 $2,250
DELL 100 LONG $8,013
KLAC 100 LONG $4,400
CFMT 200 LONG $3,700
CYMI 200 LONG $4,600
AEIS 200 LONG $4,150
ADEX 100 LONG $2,713
RDRT 100 LONG $1,988
FTEL 500 LONG $3,500
BYDS 1000 LONG $2,750
$52,064
Andrew |
