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

To: Paul Moerman who wrote (3329)	10/5/1999 5:00:00 PM
From: Ron McKinnon	Read Replies (1) \| Respond to of 11568

status 10/5 cash accounting for shorts = $36,000 closed HLTH 9/30 sue 500 37.125 18563 10/5 39.438 19719 1156 -15 1141 6% NITE 10/1 ron 1000 28.125 28125 10/5 29.625 29625 1500 -15 1485 5% TG 9/24 larry 3000 21.875 65625 10/5 21.500 64500 -1125 -15 -1140 -2% Z PORTFOLIO Stock DATE SPONS. # Cost Cost $ Date Close Close $ G/L Comm Net G/L % Sold AMZN 9/29 larry 500 80.000 40000 78.500 39250 -750 -15 -765 -2% AIRO 10/5 larry 3000 22.000 66000 21.438 64313 -1688 -15 -1703 -3% AOL 9/29 larry 1000 108.500 108500 113.500 113500 5000 -15 4985 5% AVP 9/30 ron 2000 25.000 50000 24.500 49000 -1000 -15 -1015 -2% AVP 10/5 ron 2000 23.500 47000 24.500 49000 2000 -15 1985 4% CMGI 9/13 cog 300 85.438 25631 100.500 30150 4519 -15 4504 18% DIS 10/1 dan 2000 25.563 51125 25.000 50000 -1125 -15 -1140 -2% DPH 10/5 sue 1000 15.875 15875 15.438 15438 -438 -15 -453 -3% FMO 10/5 paul m 500 27.625 13813 27.875 13938 125 -15 110 1% GUMM var dan 6000 11.198 67188 12.625 75750 8562 -15 8547 13% HRSH 9/13 dan 10000 1.000 10000 1.688 16875 6875 -30 6845 68% INTU 9/30 larry 900 29.625 26663 30.375 27338 675 -15 660 2% IRSN 10/5 paul m 5000 1.719 8594 1.688 8438 -156 -15 -171 -2% LTCR 10/5 ron 5000 11.000 55000 10.875 54375 -625 -15 -640 -1% MUEI 9/27-9/29 dan 6000 10.500 63000 11.250 67500 4500 -30 4470 7% MYG 9/14-9/30 ron 3000 36.500 109500 33.563 100688 -8813 -45 -8858 -8% NITE var ron 2500 33.450 83625 28.500 71250 -12375 -45 -12420 -15% PETM 9/14 rick 10000 4.625 46250 3.313 33125 -13125 -30 -13155 -28% PETM 10/5 ron 10000 3.375 33750 3.313 33125 -625 -30 -655 -2% PHCM 9/23 ron -200 180.000 -36000 155.875 -31175 4825 -15 4810 13% PHCM 9/30 ron -300 162.000 -48600 155.875 -46763 1838 -15 1823 4% PHCM 9/22 ron -500 144.000 -72000 155.875 -77938 -5938 -15 -5953 -8% PIR 8/5 dan 5000 6.250 31250 6.375 31875 625 -15 610 2% PPRO 9/22+23 sue 1000 33.500 33500 37.000 37000 3500 -30 3470 10% PTEK 10/5 sue 3000 5.813 17438 5.750 17250 -188 -15 -203 -1% RATL 10/1 dan 1800 28.875 51975 29.313 52763 788 -15 773 1% WHC 9/2 paul z 2000 13.500 27000 12.563 25125 -1875 -15 -1890 -7% * * * * * 926076 921188 -4888 -540 -5428 -1% Portfolio Summary** Beg Bal 500000 Plus Gains Realized 618441 Less Holdings at Cost 926076 Equals Cash Balance 192366 Plus Holdings At Present Price 921188 Equals Total Portfolio Balance 1113553 Portfolio Change YTD 122.71%