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Strategies & Market Trends : Z PORTFOLIO

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To: pz who wrote (1469)	3/3/1998 8:10:00 PM
From: Ron McKinnon	Read Replies (1) of 11568

Z portfolio Dan, I am going to ignore the fact that your recent trades are showing up the rest of the Z'ers and just say, NICE TRADES closed PETM 12/31 dan 3000 7.2500 21750 3/2 9.0000 27000 5250 -15 5235 24% PETM 12/31 dan 2500 7.2500 18125 3/3 9.1250 22813 4688 -15 4673 26% SCOP 2/27 dan 2500 14.0000 35000 3/2 19.1250 47813 12813 -15 12798 37% Z PORTFOLIO Stock DATE SPONS. # Cost Cost $ Date Close Close $ G/L Comm Net G/L % Sold AAC 12/31 dan 2500 7.4375 18594 7.6250 19063 469 -15 454 2% BDI 2/20 ron 3000 11.3750 34125 13.0625 39188 5063 -15 5048 15% BTJ 2/11 paul 4000 6.0000 24000 6.3750 25500 1500 -15 1485 6% CBS 2/6 larry 1000 30.6250 30625 31.8750 31875 1250 -15 1235 4% CKSG 2/17 sue 1000 18.6250 18625 18.4375 18438 -188 -15 -203 -1% CPQ 3/2 larry 700 33.4375 23406 29.8125 20869 -2538 -15 -2553 -11% DIGI 1/15 dan 1500 21.5000 32250 19.0625 28594 -3656 -15 -3671 -11% IOM 1/21 dan 2000 13.0000 26000 9.1875 18375 -7625 -15 -7640 -29% IOM 2/20 dan 2000 8.6875 17375 9.1875 18375 1000 -15 985 6% LNET 12/31 dan 2500 11.0000 27500 10.7500 26875 -625 -15 -640 -2% NOVL 2/25 larry 2000 9.3750 18750 10.4375 20875 2125 -15 2110 11% PAUH 1/6 dan 3000 10.0000 30000 10.2500 30750 750 -15 735 2% RAM 2/26 darth 3000 6.0000 18000 6.3125 18938 938 -15 923 5% UTI 3/3 sue 2000 14.0000 28000 14.0000 28000 0 -15 -15 0% * * * * * 347250 345713 -1538 -210 -1748 -1% Portfolio Summary** Beg Bal 500000 Plus Gains Realized 88605 Less Holdings at Cost 347250 Equals Cash Balance 241355 Plus Holdings At Present Price 345503 Equals Total Portfolio Balance 586858 Portfolio Change YTD 86858 17.37%

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