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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club -- Ignore unavailable to you. Want to Upgrade?

To: Investor2 who wrote (13738)	5/12/2000 11:59:00 PM
From: Karin	Read Replies (3) \| Respond to of 15132

It all depends what is in your portfolio.- If you held INTC=+49.9%, CSCO=+35.6%, QLGC=+25%, ENMD=+90.5% - YTD - you would be better off staying with your positions and avoiding the tax consequences.

To: Investor2 who wrote (13738)	5/13/2000 6:05:00 AM
From: Boca_PETE	Read Replies (1) \| Respond to of 15132

I2: RE:<how the sell signal is working> Are the percentages you give weighted in proportion to your former holdings, or do such percentages assume equal dollar former holdings of the funds and securities ? P

To: Investor2 who wrote (13738)	6/9/2000 7:35:00 PM
From: Investor2	Read Replies (1) \| Respond to of 15132

Here's the latest on how the sell signal is working for me and for the market in general. As far as the markets in general, the US market as a whole went up slightly over the past month. As of tonight, the US market is 1.6% higher than it was on 1/12/00, when I was first able to act on the sell signal. One month ago, it was 2.1% lower. The total international market, as measured by the average performance of VWIGX and MNIGX, is now down 0.5% since 1/12/00, just a little worse than the US market. This compares to a reading of down 3.8% one month ago. The European market, as measured by the average performance of PRESX, VEURX, and FEURX, is up 4.6% since 1/12/00. Here are the data related to the above paragraphs. % Diff. Since 1/12/00 Wilshire 5000 1.6% VWIGX 6.6% MINGX -7.5% Average of VWIGX and MNIGX -0.5% VEURX 1.1% PRESX 1.5% FEURX 11.1% Ave. of VEURX, PRESX, FEURX 4.6% All in all this week, I'm 11.7% better off than I would have been if I had just held everything. That's a little worse than one month ago, when I was 20.2% ahead. Here are my sales since the signal, as well as the percent increase (negative numbers indicate a decrease) in the prices since I sold. Security Sell Date %Diff. Since Sale PBTCX 01/12/00 13.0% SRFCX 01/12/00 10.9% MNMCX 01/12/00 14.9% 500 Index 01/12/00 1.5% VWIGX 01/12/00 6.6% CYMI 01/12/00 -15.1% CYMI 01/31/00 -31.2% MOT 02/04/00 -32.5% MOT 02/11/00 -34.9% PRSCX 02/29/00 -10.9% UTEK 02/29/00 -28.8% (See Note) Average -9.7% Less Money Market Interest 2.0% Total Opportunity Cost -11.7% (Negative means ahead) Last Week's Value -20.2% [Note: % benefit on UTEK was locked in with a purchase on 4-14-00 at $11.75 per share.] To summarize, the markets have not moved much since 1/12/2000, when I was first able to act on the sell signal. The stocks and funds that I sold, however, have dropped, so I'm 12% better off than if I had not followed the sell signal. Best wishes, I2