Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Z PORTFOLIO -- Ignore unavailable to you. Want to Upgrade?

To: Susan Saline who wrote (2786)	6/9/1999 8:07:00 AM
From: Ron McKinnon	Read Replies (3) \| Respond to of 11568

status 6/8 we have a ton of cash but please limit new trades to keep the bookeeping down: thanks also, Anna, do you want to still hold ZD? no comments for a long time Dan, GUMM + CURE still long term holds? closed ATHY 5/27 ron 2000 13.3750 26750 6/7 16.0000 32000 5250 -15 5235 20% ATHM 6/4 ron 1000 92.0000 92000 6/7 95.0000 95000 3000 -15 2985 3% CMGI 5/20 ron 1000 115.5000 115500 6/7 108.5000 108500 -7000 -15 -7015 -6% CMGI 5/24 ron 1000 106.0000 106000 6/7 102.0000 102000 -4000 -15 -4015 -4% CMGI 5/26 ron 1000 93.0000 93000 6/8 112.5000 112500 19500 -15 19485 21% MAT 6/7 larry 2000 24.3125 48625 6/8 23.7500 47500 -1125 -15 -1140 -2% MER 6/3 sue 500 70.2500 35125 6/7 73.3750 36688 1563 -15 1548 4% Z PORTFOLIO Stock DATE SPONS. # Cost Cost $ Date Close Close $ G/L Comm Net G/L % Sold ATHY 6/2 ron 2000 11.6250 23250 13.6250 27250 4000 -15 3985 17% CPQ 6/7 sue 1000 23.4375 23438 23.0000 23000 -438 -15 -453 -2% CURE 4/8+12 dan 8000 6.6250 53000 6.1563 49250 -3750 -15 -3765 -7% CUST 5/24 ron 500 -76.5000 -38250 -44.7500 -22375 15875 -15 15860 41% CUST 6/8 ron 500 -48.2500 -24125 -44.7500 -22375 1750 -15 1735 7% DELL 5/24 sue 2000 36.1250 72250 34.0000 68000 -4250 -15 -4265 -6% GBLX 6/8 larry 1000 50.6250 50625 50.7500 50750 125 -15 110 0% GMGC 6/1 dan 5000 3.6875 18438 3.6875 18438 0 -15 -15 0% GUMM var dan 5000 11.4126 57063 9.6875 48438 -8626 -15 -8641 -15% IATV 5/26 dan 1500 12.7500 19125 14.8125 22219 3094 -15 3079 16% IINT 5/25 dan 5000 4.0000 20000 4.2188 21094 1094 -15 1079 5% LUV 5/21 larry 2000 30.0000 60000 32.2500 64500 4500 -15 4485 7% TJOB 6/8 ron 5000 6.7500 33750 6.6250 33125 -625 -15 -640 -2% TWX 4/19 larry 600 64.3750 38625 66.5000 39900 1275 -15 1260 3% ZD 3/31 anna 2000 20.7500 41500 12.7500 25500 -16000 -15 -16015 -39% * * * * * 448688 446713 -1976 -225 -2201 0% Portfolio Summary** Beg Bal 500000 Plus Gains Realized 372666 Less Holdings at Cost 448688 Equals Cash Balance 423978 Plus Holdings At Present Price 446488 Equals Total Portfolio Balance 870465 Portfolio Change YTD 370465 74.09%