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To: Dale Baker who wrote (15706)2/12/2000 1:58:00 PM
From: JSBRespond to of 118717
 
I guess things are getting
pretty bad when we finaly
corrupt you enough to buy
pennies. <vbg>

Congrats.



To: Dale Baker who wrote (15706)2/12/2000 7:32:00 PM
From: B TateRead Replies (1) | Respond to of 118717
 
Just noted that you've even got some oil exposure. WOW that's a new 'area' for you eh? VBG

Also curious how you keep track of all these, monitor SI and participate in Mastering Wallstreet during mkt hours.



To: Dale Baker who wrote (15706)2/13/2000 2:18:00 AM
From: Richard TsangRead Replies (3) | Respond to of 118717
 
WOW! Adding 12% points in a week when most of the indexes were down. Congrats, Dale. We have a good company!

My portfolio has been overweight on small caps and BB stocks lately. Luckily, most of them turned out Okay. I have become a big fan of small caps and BB stocks now, LOL. Can't help it. Look at some of them: HWYM, WAVC, NANX, IARC, AILP, BLSC, MVIS, MSGI, BOSC and even NSATF - most of my holdings in these stocks are "free" shares. Others looking to get there are: MIXL, MMTI, INFD, CRVUE, ONT, AICS, NETM, NOYRE, QBIZ, THDO.

Hot money from big cap profits seems to be flowing into this sector, pushing the RUT to record high.

The e-security stocks had a wonderful week: AXNT (sold half position again), NETE, RSAS, new addition: NETA, SCUR and SEGU. My wireless group is still intact.

Rotating some gains into biotechs so as to catch that wave also. Now I have AVAN, CEGE, sold GENE for 10 points in two days and bought GLIA. Also sold EDIG and GNNU for some handsome gains.

With all that, allow me to quietly ring the bell for my DLJ portfolio for a +50% gain YTD, up from +31% a week earlier. Now 64 stocks with 28% margin.

Rich :)

PS to LIA, don't tell everyone you are +80%



To: Dale Baker who wrote (15706)2/16/2000 1:26:00 AM
From: Richard TsangRead Replies (1) | Respond to of 118717
 
Dale, I can't recall when you started PCMS. It will do well. I bought at 9 and change and added more on Monday @ 19.50.

I added 5 contracts of MMM July calls 105 on Monday at 1.75. Great move for 3M Tuesday, just shy of 90. I think 3M will hit 105 before end of March. I now have 25 contracts of various calls. Looking for a quadruple. If you are interested, the July 105 is best bet.

Rich


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