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

To: Ron McKinnon who wrote (3505)	10/26/1999 4:24:00 PM
From: Ron McKinnon	Read Replies (2) \| Respond to of 11568

STATUS 10/26 I'll be out on Wed back to +111%, a bit better closed CMRC 10/20 ron -200 157.000 -31400 10/25 154.000 -30800 600 -15 585 -3% PHCM 10/18 ron -200 218.000 -43600 10/25 219.000 -43800 -200 -15 -215 -5% VIGN 10/22 ron -200 162.000 -32400 10/25 149.750 -29950 2450 -15 2435 -2% VIGN 10/21 ron -200 152.000 -30400 10/25 151.000 -30200 200 -15 185 -9% ISLD 10/25 ron -500 35.500 -17750 10/26 45.000 -22500 -4750 -15 -4765 -27% ISLD 10/25 ron -500 33.750 -16875 10/26 45.000 -22500 -5625 -15 -5640 -33% KSWS 10/18 ron 5000 13.500 67500 10/26 13.500 67500 0 -15 -15 0% VIAN 10/25 ron -200 98.000 -19600 10/26 92.000 -18400 1200 -15 1185 6% VIAN 10/25 ron -300 94.000 -28200 10/26 92.000 -27600 600 -15 585 2% 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 23.875 35813 -13313 -15 -13328 -27% CLE 10/20 paul m 1000 14.938 14938 15.000 15000 63 -15 48 0% CMRC 10/26 ron -200 183.000 -36600 171.500 -34300 2300 -15 2285 6% CMRC 10/21 ron -200 170.000 -34000 171.500 -34300 -300 -15 -315 -1% CMRC 10/20 ron -200 149.000 -29800 171.500 -34300 -4500 -15 -4515 15% CMRC 10/19 ron -200 138.000 -27600 171.500 -34300 -6700 -15 -6715 24% DIS 10/1 dan 2000 25.563 51125 25.500 51000 -125 -15 -140 0% FMO 10/13 paulm 500 27.250 13625 23.000 11500 -2125 -15 -2140 -16% FMO 10/20 paulm 500 22.563 11281 23.000 11500 219 -15 204 2% GUMM var dan 6000 11.198 67188 13.250 79500 12312 -15 12297 18% HIFN 10/20 sue 500 36.750 18375 40.688 20344 1969 -15 1954 11% INTU 10/11 larry 2000 28.446 56891 26.875 53750 -3141 -30 -3171 -6% IRF 10/18 dan 3000 17.750 53250 18.125 54375 1125 -15 1110 2% KSWS 10/15 ron 5000 15.500 77500 13.250 66250 -11250 -15 -11265 -15% KSWS 10/15 ron 5000 14.000 70000 13.250 66250 -3750 -15 -3765 -5% KSWS 10/21 ron 2000 12.875 25750 13.250 26500 750 -15 735 3% KSWS 10/18 ron 2000 12.625 25250 13.250 26500 1250 -15 1235 5% MAT 10/8 dan 3000 11.938 35813 12.875 38625 2813 -15 2798 8% MUEI var dan 6000 10.500 63000 9.906 59438 -3563 -30 -3593 -6% NITE 10/12 sue 1000 25.688 25688 24.000 24000 -1688 -15 -1703 -7% NITE 10/15 sue 1000 22.125 22125 24.000 24000 1875 -15 1860 8% PETM 9/14 rick 10000 4.625 46250 3.875 38750 -7500 -30 -7530 -16% PHCM 10/21 ron -200 250.000 -50000 217.000 -43400 6600 -30 6570 13% PHCM 10/19 ron -200 228.000 -45600 217.000 -43400 2200 -15 2185 5% PHCM 10/18 ron -200 208.000 -41600 217.000 -43400 -1800 -15 -1815 -4% PHCM var ron -600 180.333 -108200 217.000 -130200 -22000 -30 -22030 -20% PHCM var ron -1000 153.400 -153400 217.000 -217000 -63600 -45 -63645 -41% PIR 8/5 dan 5000 6.250 31250 6.125 30625 -625 -15 -640 -2% PTEK 10/14 sue 4000 6.000 24000 5.625 22500 -1500 -15 -1515 -6% SBC 10/19 sue 500 48.875 24438 45.813 22906 -1531 -15 -1546 -6% WHC 9/2 paul z 2000 13.500 27000 12.000 24000 -3000 -15 -3015 -11% * * * * * 307061 188525 -118536 -570 -119106 -39% Portfolio Summary** Beg Bal 500000 Plus Gains Realized 675674 Less Holdings at Cost 307061 Equals Cash Balance 868613 Plus Holdings At Present Price 188525 Equals Total Portfolio Balance 1057138 Portfolio Change YTD 111.43%