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To: RWReeves who wrote (115)10/18/1999 7:47:00 PM
From: RWReeves  Read Replies (2) | Respond to of 743
 
Small Wonder Portfolio updates for Super Friday trades...

We had a 25K limit on ARIA at 1.00 that got hit Friday (techically) and had to pay for it by dumping a few of the larger positions.

Sold 2500 CVGR at a wash. Still like it long term.
Sold 5000 IMMU at a small gain of $675 just to raise capital.
Bought 25K ARIA at 1.00. Shows up as a big gain today of course, but looking for a $4-6 target on this not for that extra quarter. The original ARIA is up 49%. The only real bright spot in the LTAB.

techstocks.com

CTII and PARS down pretty badly, I've cut them back in my own portfolio but left them in place here to watch for a recovery. I think both will come back, and both could be munch candidates, PARS the more likely of the two.

I may need to chuck another 100K into the portfolio just to make room for the "newly dead" (w/apologies to Beetlejuice).

Certainly not a business for the faint of heart. Anyone notice that just about everything(all that I had a watch on anyway) from R-Z was in the red today? Are you guys making these patterns just to annoy me?

RWR



To: RWReeves who wrote (115)10/20/1999 6:44:00 PM
From: RWReeves  Read Replies (1) | Respond to of 743
 
SW CRO reports improving earnings.

CVGR, the SW CRO release 3Q results. Not bad, shows decent improvement and most importantly nice bookings.

Message 11652046

Up 16% on the release.

(I have a small long position in this and several other CROs.)

RWR