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

To: Larry S. who wrote (3582)	11/2/1999 4:58:00 PM
From: Ron McKinnon	Read Replies (1) \| Respond to of 11568

status 11/2 we were overdrawn on cash so I used my 19.25 sell on half AVI to get in balance no cash for new buys right now closed AVI 11/1 ron 2000 18.625 37250 11/2 19.250 38500 1250 -15 1235 3% IRF 10/18 dan 3000 17.750 53250 11/1 20.000 60000 6750 -15 6735 13% NITE var sue 2000 23.907 47813 11/2 30.063 60125 12312 -15 12297 26% 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 26.313 39469 -9656 -15 -9671 -20% ATHM 11/1 sue 1000 38.938 38938 38.375 38375 -563 -15 -578 -1% AVI 11/1 ron 2000 18.250 36500 18.688 37376 876 -15 861 2% CLE 11/2 paul m 1000 18.938 18938 19.125 19125 188 -15 173 1% CMRC 11/1 ron -400 193.000 -77200 207.000 -82800 -5600 -30 -5630 -7% CMRC var ron -400 176.500 -70600 207.000 -82800 -12200 -15 -12215 -17% CMRC var ron -400 143.500 -57400 207.000 -82800 -25400 -15 -25415 -44% DIS 10/1 dan 2000 25.563 51125 26.250 52500 1375 -15 1360 3% FMO 10/13 paulm 500 27.250 13625 24.750 12375 -1250 -15 -1265 -9% GUMM var dan 6000 11.198 67188 17.125 102750 35562 -15 35547 53% HSAC 10/29 larry 2000 25.000 50000 25.000 50000 0 -15 -15 0% INTU 10/11 larry 2000 28.446 56891 29.125 58250 1359 -30 1329 2% KSWS 10/15 ron 5000 15.500 77500 12.250 61250 -16250 -15 -16265 -21% KSWS 10/15 ron 5000 14.000 70000 12.250 61250 -8750 -15 -8765 -13% KSWS var ron 6000 12.750 76500 12.250 73500 -3000 -45 -3045 -4% MAT 10/8 dan 3000 11.938 35813 14.000 42000 6188 -15 6173 17% MUEI var dan 6000 10.500 63000 10.250 61500 -1500 -30 -1530 -2% PETM 9/14 rick 10000 4.625 46250 3.906 39063 -7188 -30 -7218 -16% PHCM 10/21 ron -200 250.000 -50000 214.688 -42938 7063 -30 7033 14% PHCM 11/1 ron -200 215.000 -43000 214.688 -42938 62 -15 47 0% PHCM var ron -1000 153.400 -153400 214.688 -214688 -61288 -45 -61333 -40% PIR 8/5 dan 5000 6.250 31250 6.125 30625 -625 -15 -640 -2% PTEK 10/14 sue 4000 6.000 24000 5.125 20500 -3500 -15 -3515 -15% RAD 10/28 larry 5000 9.000 45000 8.625 43125 -1875 -15 -1890 -4% TYC 11/2 larry 1500 38.000 57000 39.500 59250 2250 -15 2235 4% VIAN 10/28 ron -300 104.000 -31200 109.000 -32700 -1500 -15 -1515 -4% VLNC 10/27 paulm 2000 4.500 9000 5.375 10750 1750 -15 1735 19% VOYN 10/29 sue 1000 7.375 7375 7.406 7406 31 -15 16 0% VUSA 10/29 sue 3000 12.875 38625 13.875 41625 3000 -15 2985 8% WHC 9/2 paul z 2000 13.500 27000 12.813 25625 -1375 -15 -1390 -5% ZANY 10/29 paul m 1000 12.125 12125 11.375 11375 -750 -15 -765 -6% ZIXI 10/29 ron -500 41.000 -20500 41.125 -20563 -63 -15 -78 -3% * * * * * 499467 396838 -102629 -615 -103244 -21% Portfolio Summary** Beg Bal 500000 Plus Gains Realized 706795 Less Holdings at Cost 499467 Equals Cash Balance 707328 Plus Holdings At Present Price 396838 Equals Total Portfolio Balance 1104166 Portfolio Change YTD 120.83%