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

To: Larry S. who wrote (3852)	1/1/2000 8:37:00 AM
From: Ron McKinnon	Read Replies (1) \| Respond to of 11568

Larry, will do shortly I am "killing" my shorts as of the closing price as posted a while back I will not do shorts for the Z in 00 messes up the accounting and no one else here does them so little value I still think that shorts should be in everyones quiver; as a way to make profits and as a hedge if the day ever comes that the market stops going up a zillion % ever day, some may begin to think that stock prices might actually fall if anyone else wants to close out a Z position as of year end close please post here

To: Larry S. who wrote (3852)	1/1/2000 8:59:00 AM
From: Ron McKinnon	Read Replies (2) \| Respond to of 11568

YEAR END RESULTS- Z Portfolio 1999 +178% 1998 +69% 1997 +34% Z PORTFOLIO Stock DATE SPONS. # Cost Cost $ Date Close Close $ G/L Comm Net G/L % Sold ABIZ 11/12 larry 1500 36.000 54000 48.000 72000 18000 -15 17985 33% CD 12/1 larry 4000 17.000 68000 26.563 106250 38250 -15 38235 56% FMO var paulm 1000 25.094 25094 20.125 20125 -4969 -30 -4999 -20% GUMM var dan 10000 13.678 136775 16.000 160000 23225 -45 23180 17% HAS 11/17 paulm 500 23.188 11594 18.938 9469 -2125 -15 -2140 -18% KNOT 12/20+31 ron 10000 9.188 91875 8.438 84375 -7500 -15 -7515 -8% MAT 11/26 dan 8000 13.719 109752 13.125 105000 -4752 -15 -4767 -4% MRK 12/22 larry 1000 67.625 67625 67.188 67188 -438 -15 -453 -1% NEON 12/22 sue 1000 49.750 49750 47.625 47625 -2125 -15 -2140 -4% ONT 12/10 larry 2000 27.500 55000 29.000 58000 3000 -15 2985 5% PIR 8/5 dan 5000 6.250 31250 6.375 31875 625 -15 610 2% QCOM 11/15 larry 800 90.50 72400 176.13 140900 68500 -15 68485 95% RBK 11/16 dan 5000 8.625 43125 8.188 40938 -2188 -15 -2203 -5% SMRA 12/22 sue 2000 14.250 28500 12.438 24875 -3625 -15 -3640 -13% TIE 11/30 dan 5000 5.375 26875 4.500 22500 -4375 -15 -4390 -16% VVUS 12/23 paulm 5000 3.813 19063 3.156 15781 -3281 -15 -3296 -17% ZANY 10/29 paul m 1000 12.125 12125 10.250 10250 -1875 -15 -1890 -16% * * * * * 902802 1017150 114348 -300 114048 13% Portfolio Summary** Beg Bal 500000 Plus Gains Realized 776181 Less Holdings at Cost 902802 Equals Cash Balance 373379 Plus Holdings At Present Price 1017150 Equals Total Portfolio Balance 1390529 Portfolio Change YTD 178.11%