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Strategies & Market Trends : Z PORTFOLIO

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To: DanZ who wrote (1357)1/18/1998 10:35:00 AM
From: Ron McKinnon  Read Replies (3) of 11568
 
Dan, AAC

hard to get a read on our old freind

can see no reason for the fall to new lows

expect earnings any day now; need to confirn date

Barrron's showed a big insider seller this week's edition but that is 1 month old news

as you know there was a major seller sitting on the ask last week

on Fri he went away for a while but then came back

interesting that with such a size inbalance that it never broke 6

I need to decide early Tuesday if I want to sell or hold my position in it; have a good average cost but don't want a surprise that causes it to crap out

I also flip it damn near every day for 1/8-1/4 but may sit back the next few days

very difficult call
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