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Strategies & Market Trends : AMIGOS INVITATIONAL YEEHAW PORTFOLIO -- Ignore unavailable to you. Want to Upgrade?


To: James Strauss who wrote (852)8/4/1999 6:14:00 PM
From: j g cordes  Read Replies (2) | Respond to of 1316
 
End of Day commentary... some special charts, be sure to see the last

Everyone can see that Carbide held the Dow avg up, otherwise it would be down about 150. Declining volume led advancing 54 mil to 21, and winning stocks lost to loosers 10/19.

Drilling led oil sector down, yet cruise lines and entertainment were up nicely.. its summer.

The Dow's oversold but not overdone
tscn.com

For the SP500, a 1/3 retracement would be down at 1254, which would appear to be well done unless interest rates do become a problem
tscn.com

As one can see here the 200 day moving average on the 30 Yr. Treasury is giving Prozac Palpitations to Bond traders and allocation specialists:
tscn.com

Jim



To: James Strauss who wrote (852)8/4/1999 6:40:00 PM
From: Sergio H  Read Replies (2) | Respond to of 1316
 
TRADE

Stopped out of BEAM at 19 1/2 at opening this morning.

I'll leave my slot open for the next week, while I'm away.

Thank you Jim and Jim for moderating and keeping the portfolio up to date for the next few days.

Sergio

Note: Everyone please use the loss disciplines that were previously discussed and agreed upon. Thanks.



To: James Strauss who wrote (852)8/4/1999 9:57:00 PM
From: James Strauss  Read Replies (2) | Respond to of 1316
 
Open Positions...
***********************
Name Date Stock Buy Price Sales Data
******* ******* ***** ********* ***********
JIM C......4/26/99 ALSC 3 5/8
SW.........5/14/99 GUMM 10
METALS.....6/17/99 DIGG 13/16
TORO.......6/17/99 CHS 2 7/8
SUSIE......6/29/99 AQCI 3/8
MARK.......7/6/99 IFLYW 1 19/32
FROZEN.....7/12/99 CSAC 2 3/4
JIM S......7/14/99 IFLO 4 1/4
ESSAM......7/14/99 KKRS 1 1/2
CARY.......7/16/99 USTR 24
SKANE......7/26/99 KNT 18 1/8
DOUG.......7/26/99 APEX 27
RCJIII.....7/26/99 PCNA 3 27/32
PHIL.......7/28/99 YHOO 138
DD.........7/30/99 CHK 3 15/16
SCOUSER....8/3/99 LTGL .65


CLOSED POSITIONS FOR AUGUST
SCOUSER....8/2/99 CJMT .19 Sold 8/2 @.265 +40%
KEN W......7/21/99 DIMD 6 Sold 8/4 @ 5.00 -16.7%
MYRON......8/2/99 CMTX 2 25/64 Sold 8/4 @ 2 1/4 - 5.9%
SERGIO.....7/30/99 BEAM 24 Sold 8/4 @ 19 1/2 -18.8%

PRIOR TRADES: Subject 28856

Jim



To: James Strauss who wrote (852)8/5/1999 12:16:00 AM
From: Ken W  Read Replies (2) | Respond to of 1316
 
Hi James,

Just one correction if I may. I sold DIMD yesterday and sold short WSTL at 8.50....after a 16% loss on DIMD I want to be sure and get the gain from WSTL. <ggggggggg>

It appears that we are in for some major disappointment in the general market conditions, at least until Greenspan finally either stays pat or raises rates.

Just as a note to DD...unleaded gas at the pump in sunny CA is 1.64 to 1.69 on the central coast.

Ken