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Strategies & Market Trends : Z PORTFOLIO

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To: pz who wrote (2201)	11/12/1998 5:32:00 PM
From: Ron McKinnon	Read Replies (1) of 11568

status 11/12 closed ALMI 11/9 sue 5000 2.4375 12188 11/12 2.7500 13750 1563 -15 1548 13% LRCX 11/11 dan 3000 14.8750 44625 11/12 15.7500 47250 2625 -15 2610 6% SPTR 11/6 larry 5000 5.0000 25000 11/12 6.2500 31250 6250 -15 6235 25% WFMI 11/9 paul 1000 35.1250 35125 11/12 37.7500 37750 2625 -15 2610 7% Z PORTFOLIO Stock DATE SPONS. # Cost Cost $ Date Close Close $ G/L Comm Net G/L % Sold ASHW 11/5 ron 5000 5.2500 26250 5.3750 26875 625 -15 610 2% CBS 8/14 larry 900 28.1250 25313 26.8750 24188 -1125 -15 -1140 -5% CNC 11/12 larry 1000 32.3125 32313 32.0000 32000 -313 -15 -328 -1% DOL 10/26 larry 1200 29.8750 35850 33.8125 40575 4725 -15 4710 13% FILE 11/5 sue 2000 8.5000 17000 8.3750 16750 -250 -15 -265 -2% G 10/23 larry 500 44.8125 22406 46.8750 23438 1031 -15 1016 5% HTCH 11/6 ron 1000 -28.1250 -28125 -30.7500 -30750 -2625 -15 -2640 -9% KTEL 11/3 ron 2000 -17.3750 -34750 -28.0000 -56000 -21250 -15 -21265 -61% KTEL 11/10 ron 2000 -20.2500 -40500 -28.0000 -56000 -15500 -15 -15515 -38% KTEL 11/10 ron 1000 -29.3750 -29375 -28.0000 -28000 1375 -15 1360 5% IBI 11/6 dan 3000 24.8750 74625 24.8125 74438 -188 -15 -203 0% ICST 11/5 dan 4000 14.0000 56000 13.6875 54750 -1250 -15 -1265 -2% ICST 11/10 dan 2000 12.8750 25750 13.6875 27375 1625 -15 1610 6% NSOL 11/2 ron 1000 -60.0000 -60000 -68.5000 -68500 -8500 -15 -8515 -14% NSOL 11/5 ron 500 -67.2500 -33625 -68.5000 -34250 -625 -15 -640 -2% PIR 11/10 dan 2000 9.0000 18000 9.1250 18250 250 -15 235 1% UMG 11/12 larry 1000 37.6250 37625 38.0625 38063 438 -15 423 1% * * * * * 144756 103200 -41556 -255 -41811 -29% Portfolio Summary** Beg Bal 500000 Plus Gains Realized 137195 Less Holdings at Cost 144756 Equals Cash Balance 492439 Plus Holdings At Present Price 102945 Equals Total Portfolio Balance 595384 Portfolio Change YTD 95384 19.08%

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