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Strategies & Market Trends : Z Best Place to Talk Stocks

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To: Ron McKinnon who wrote (15852)	8/15/1998 10:10:00 AM
From: Ron McKinnon	Read Replies (3) of 53068

review of my Z holdings BKB this one is down along with all financials/banks it is right about dead center on its 52 week range down 24% from its high the big takeover premium is out of it concerns about its big Latin American business has not helped I will continue to trade this almost daily in my own account and will/may keep it as a core Z holding for a while CTB I have 21% of our equity tied up in the value/dog should have sold off most of it as per plan when it broke 20 the Z position is down an average of 14% and is down 2.9% of our equity one of my hard rules for my own account is to NEVER let any single stock cost me more than 2% of my equity; I broke that rule for the Z but sold out all but a token amount of my own a few days ago next week I will likely sell most of the Z's position although I think that this is a great long term hold CIT Wed and Thur some huge blocks traded with little impact on the price Friday the were no big blocks passing the tape technically this pup is right on support the F/A is excellent present plan is to sell it if it breaks down and to buy more if it moves up FNM love this one will continue to trade it often TRV down with the market and over concerns over the international exposure in CCI I trade this almost daily as the pattern of intraday moves is in sync with the market and turns just after the ticks turn not sure what I will do with it for the Z as you can see I am heavy into financials right now if/when another sector begins to look attractive I will start to shift funds I have a large % of the Z funds tied up after doing few trades earlier this year if anyone wants funds for a good buy please post and I will sell off some I do not think that any one of us should "hog" the Z equity have a great weekend all off to the beach this afternoon to watch the sand castle contest judging and then to chow down on some cheap, $3.49 a pound, Maine lobsters VBZGGGGGGG

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