Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: DanZ who wrote (3886)	1/7/2000 10:55:00 AM
From: John Solder	Respond to of 11568

Don't remind me about TOY. I got in a year ago when they first announced their intent on being a player in the e-Toy arena. They had it all; bricks and mortar, deep pockets and brand name. What they lack is good mgmt. It's been down hill since then. Their BV is ~$14 so trading at $12 it seems to have hit bottom. What I don't see is the catalyst to get them off the bottom for quite a while.

To: DanZ who wrote (3886)	1/7/2000 6:04:00 PM
From: Ron McKinnon	Read Replies (1) \| Respond to of 11568

STAATUS 1/7 up 100k in a week not 2 shabby Z PORTFOLIO Stock DATE SPONS. # Cost Cost $ Date Close Close $ G/L % Sold ABIZ 11/12 larry 1500 36.000 54000 55.000 82500 28500 53% ANDB 1/5 ron 1000 25.875 25875 26.750 26750 875 3% CD 12/1 larry 4000 17.000 68000 23.938 95750 27750 41% CMGI 1/5 larry 300 252.000 75600 275.000 82500 6900 9% CRN 1/6 paul z 4000 7.500 30000 7.813 31250 1250 4% FBF 1/5 ron 500 31.625 15813 33.000 16500 688 4% FMO var paulm 1000 25.094 25094 20.188 20188 -4907 -20% FNV 1/5 ron 500 33.125 16563 34.938 17469 906 5% GUMM var dan 10000 13.678 136775 18.000 180000 43225 32% HAS 11/17 paulm 500 23.188 11594 16.563 8281 -3313 -29% INPR 1/5 john s 2000 14.000 28000 13.375 26750 -1250 -4% MAT 11/26 dan 8000 13.719 109752 12.688 101500 -8252 -8% MRK 12/22 larry 1000 67.625 67625 74.938 74938 7313 11% NEON 12/22 sue 1000 49.750 49750 58.500 58500 8750 18% NOVL 1/3 larry 2000 40.000 80000 36.813 73625 -6375 -8% PHBK 1/5 ron 2000 14.000 28000 14.313 28625 625 2% PIR 8/5 dan 5000 6.250 31250 7.688 38438 7188 23% RBK 11/16 dan 5000 8.625 43125 8.063 40313 -2813 -7% REFR 1/6 sue 1000 17.438 17438 17.500 17500 63 0% SMRA 12/22 sue 2000 14.250 28500 13.875 27750 -750 -3% TIE 11/30 dan 5000 5.375 26875 4.625 23125 -3750 -14% TTP 1/5 crow 1000 15.750 15750 16.000 16000 250 2% ZANY var paul m 2000 10.563 21125 8.125 16250 -4875 -23% * * * * * 1006502 1104500 97998 10% Portfolio Summary** Beg Bal 1/1 1319059 Plus Gains Realized 1625 Less Holdings at Cost 1006502 Equals Cash Balance 314182 Plus Holdings At Present Price 1104500 Equals Total Portfolio Balance 1418682 Portfolio Change YTD 7.55% Beg Bal 1/1/99 500000 Change since 1/1/99 183.74%