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

To: Susan Saline who wrote (3205)	9/21/1999 6:26:00 AM
From: Ron McKinnon	Read Replies (1) \| Respond to of 11568

status 9/20 we are about 60% long, 40% short cash available is $281,000 initial plan for today cover 1000 HLIT to lock in some gains add to CMRC short, 400 to start then maybe another 500 just before their talk on Power Lunch add 1000 MYG add 500 NITE if it drops Z PORTFOLIO Stock DATE SPONS. # Cost Cost $ Date Close Close $ G/L Comm Net G/L % Sold ATHM 8/27 sue 500 40.750 20375 37.688 18844 -1531 -15 -1546 -8% BXM 8/11 sue 1000 20.250 20250 22.313 22313 2063 -15 2048 10% CMGI 9/13 cog 300 85.438 25631 83.438 25031 -600 -15 -615 -2% CMRC 9/20 ron -300 125.000 -37500 124.875 -37463 38 -15 23 0% CMRC 9/20 ron -300 117.000 -35100 124.875 -37463 -2363 -15 -2378 -7% COF 9/17 larry 1500 38.250 57375 39.938 59906 2531 -15 2516 4% FNM 9/20 ron 2000 62.000 124000 61.063 122125 -1875 -15 -1890 -2% GUMM var dan 6000 11.1980 67188 12.5000 75000 7812 -45 7767 12% HLIT 8/31+9/7 ron -1000 133.500 -133500 125.750 -125750 7750 -30 7720 6% HLIT 9/13 ron -500 143.000 -71500 125.750 -62875 8625 -15 8610 12% HRSH 9/13 dan 10000 1.0000 10000 0.9688 9688 -313 -30 -343 -3% HYPT 9/20 larry 3000 20.0000 60000 20.6250 61875 1875 -15 1860 3% MSFT 6/9 larry 1000 82.2500 82250 97.5625 97563 15313 -15 15298 19% MYG 9/14 ron 1000 39.3750 39375 37.3125 37313 -2063 -15 -2078 -5% NITE var ron 2500 33.4500 83625 30.2500 75625 -8000 -45 -8045 -10% NITE 9/17 ron 500 27.5000 13750 30.2500 15125 1375 1375 10% PAIR 9/13 dan 4000 11.6250 46500 12.8125 51250 4750 -15 4735 10% PETM 9/14 rick 10000 4.6250 46250 4.3750 43750 -2500 -30 -2530 -5% PHCM 9/13 ron -200 165.0000 -33000 142.9375 -28588 4413 -15 4398 13% PHCM 9/20 ron -500 143.5000 -71750 142.9375 -71469 281 -15 266 0% PHCM 9/16 ron -500 142.1250 -71063 142.9375 -71469 -406 -15 -421 -1% PIR 8/5 dan 5000 6.2500 31250 6.1875 30938 -313 -15 -328 -1% WHC 9/2 paul 2000 13.5000 27000 14.8125 29625 2625 -15 2610 10% * * * * * 301407 340894 39487 -435 39052 13% Portfolio Summary** Beg Bal 500000 Plus Gains Realized 516912 Less Holdings at Cost 301407 Equals Cash Balance 715506 Plus Holdings At Present Price 340894 Equals Total Portfolio Balance 1056399 Portfolio Change YTD 111.28%