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

To: Ron McKinnon who wrote (3421)	10/14/1999 6:04:00 PM
From: Ron McKinnon	Respond to of 11568

status 10/14 cash = $368,000 closed CMRC 10/12 ron -300 142.000 -42600 10/14 127.000 -38100 4500 -15 4485 4% DPH 10/13 sue 2000 16.500 33000 10/14 15.813 31625 -1375 -15 -1390 -4% KSWS 10/7 ron 5000 16.750 83750 10/14 17.125 85625 1875 -15 1860 2% MYG 9/14-9/30 ron 3000 36.500 109500 10/14 34.000 102000 -7500 -45 -7545 -7% PPRO 9/22+23 sue 1000 33.500 33500 10/14 33.250 33250 -250 -30 -280 -1% Z PORTFOLIO Stock DATE SPONS. # Cost Cost $ Date Close Close $ G/L Comm Net G/L % Sold ANF 10/11 dan 1500 32.750 49125 25.250 37875 -11250 -15 -11265 -23% ANF 10/13 larry 2000 26.250 52500 25.250 50500 -2000 -15 -2015 -4% APCC 10/8 paulm 1000 18.188 18188 18.063 18063 -125 -15 -140 -1% CLRN 10/14 ron -300 72.000 -21600 76.000 -22800 -1200 -15 -1215 -6% CLRN 10/14 ron -200 76.000 -15200 76.000 -15200 0 -15 -15 0% CMGI 9/13 cog 300 85.438 25631 104.250 31275 5644 -15 5629 22% DIS 10/1 dan 2000 25.563 51125 24.938 49875 -1250 -15 -1265 -2% DITC 10/14 ron -1000 80.000 -80000 78.938 -78938 1063 -15 1048 1% EXTR 10/14 ron -500 100.000 -50000 91.000 -45500 4500 -15 4485 9% FMO 10/13 paulm 500 27.250 13625 25.000 12500 -1125 -15 -1140 -8% GUMM var dan 6000 11.198 67188 12.938 77625 10437 -15 10422 16% INTU 10/11 larry 2000 28.446 56891 26.000 52000 -4891 -30 -4921 -9% IRSN 10/5 paul m 5000 1.719 8594 1.531 7656 -938 -15 -953 -11% KSWS 10/13 ron 2000 15.375 30750 17.000 34000 3250 -15 3235 11% MAT 10/8 dan 3000 11.938 35813 12.875 38625 2813 -15 2798 8% MUEI 9/27-9/29 dan 6000 10.500 63000 10.500 63000 0 -30 -30 0% NEON 10/11 paul m 1000 23.375 23375 24.438 24438 1063 -15 1048 4% NITE 10/12 sue 1000 25.688 25688 23.688 23688 -2000 -2000 -8% PETM 9/14 rick 10000 4.625 46250 3.219 32188 -14063 -30 -14093 -30% PHCM 10/12 ron -200 227.000 -45400 212.500 -42500 2900 -15 2885 6% PHCM 10/12 ron -200 217.000 -43400 212.500 -42500 900 -15 885 2% PHCM 10/11 ron -200 200.000 -40000 212.500 -42500 -2500 -15 -2515 -6% PHCM 10/11 ron -200 191.000 -38200 212.500 -42500 -4300 -15 -4315 -11% PHCM var ron -400 175.000 -70000 212.500 -85000 -15000 -30 -15030 -21% PHCM var ron -500 162.800 -81400 212.500 -106250 -24850 -30 -24880 -31% PHCM 9/22 ron -500 144.000 -72000 212.500 -106250 -34250 -15 -34265 -48% PIR 8/5 dan 5000 6.250 31250 5.875 29375 -1875 -15 -1890 -6% PTEK 10/14 sue 4000 6.000 24000 5.938 23750 -250 -15 -265 -1% WHC 9/2 paul z 2000 13.500 27000 14.000 28000 1000 -15 985 4% * * * * * 92792 4494 -88298 -495 -88793 -96% Portfolio Summary** Beg Bal 500000 Plus Gains Realized 663421 Less Holdings at Cost 92792 Equals Cash Balance 1070629 Plus Holdings At Present Price 4494 Equals Total Portfolio Balance 1075123 Portfolio Change YTD 115.02%