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Strategies & Market Trends : Z PORTFOLIO

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To: Ron McKinnon who wrote (1575)	4/18/1998 1:25:00 PM
From: Larry S.	Read Replies (2) of 11568

Portfolio thoughts: thanks for the input ron. time to KICK OUT THE JAMS, MotherF**ker. I propose we liquidate my OXY and that major loser BAY. Would like to hold CBS and LUV. Not sure about NSCP. Will set 22.50 stop on it. Like the idea of limit on number of positions per sponsor. That will broaden participation and give us all more trading ideas. I will do up a FA/TA on CBS, LUV and NSCP later and post by Monday morning. I am thinking of going with an automatic 8% stop on issues posted by me. Ron, what's your opinion on flips? It would be great to have 30-50K for a flip intra day. you ok with the paperwork? Larry

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