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Strategies & Market Trends : Z PORTFOLIO

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To: Ron McKinnon who wrote (2662)	4/19/1999 6:09:00 PM
From: Ron McKinnon	Read Replies (1) of 11568

status 4/19 UP 36% gggg closed CUST var ron 2000 -27.0300 -54060 4/19 -30.0000 -60000 -5940 -15 -5955 -87% IRF 4/7 dan 4000 7.3125 29250 4/16 10.1875 40750 11500 -15 11485 39% SPTR 4/14 larry 10000 3.9688 39688 4/16 4.9688 49688 10000 -15 9985 25% WHC 4/14 paul 2000 16.0000 32000 4/19 18.2500 36500 4500 -15 4485 14% Z PORTFOLIO Stock DATE SPONS. # Cost Cost $ Date Close Close $ G/L Comm Net G/L % Sold CBS 3/29 larry 1000 40.5625 40563 42.0000 42000 1438 -15 1423 4% CD 1/25 larry 2000 19.3125 38625 17.4375 34875 -3750 -15 -3765 -10% COMS 4/8 larry 2000 21.3750 42750 20.4375 40875 -1875 -15 -1890 -4% CURE 4/8 dan 4000 9.0000 36000 4.6250 18500 -17500 -15 -17515 -49% CURE 4/12 dan 4000 4.2500 17000 4.6250 18500 1500 -15 1485 9% CUST var ron 2000 -27.0300 -54060 -29.0000 -58000 -3940 -15 -3955 -7% DFG 4/5 sue 2000 34.6250 69250 33.8750 67750 -1500 -15 -1515 -2% DIS 4/7 larry 1500 32.8750 49313 32.4375 48656 -656 -15 -671 -1% FVCX 4/7 dan 4000 7.4375 29750 4.9375 19750 -10000 -15 -10015 -34% GUMM 2/1 dan 3000 12.3750 37125 10.7500 32250 -4875 -15 -4890 -13% GUMM 3/15 dan 2000 9.9688 19938 10.7500 21500 1563 -15 1548 8% ONEM 4/14 sue 1000 38.0000 38000 28.8125 28813 -9188 -15 -9203 -24% PPOD 4/15 ron 5000 -14.5000 -72500 -11.5000 -57500 15000 -15 14985 21% TWX 4/19 larry 600 64.3750 38625 62.0000 37200 -1425 -15 -1440 97% TXI 1/11 rick 1200 28.3125 33975 29.5000 35400 1425 -15 1410 4% ZD 3/31 anna 2000 20.7500 41500 16.2500 32500 -9000 -15 -9015 -22% * * * * *** 405853 363069 -42784 -240 -43024 -11% Portfolio Summary Beg Bal 500000 Plus Gains Realized 222946 Less Holdings at Cost 405853 Equals Cash Balance 317094 adjusted to 199,000 for shorts Plus Holdings At Present Price 362829 Equals Total Portfolio Balance 679923 Portfolio Change YTD 179923 35.98%

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