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

To: DanZ who wrote (5203)	9/7/2000 7:49:58 PM
From: Ron McKinnon	Respond to of 11568

Dan thanks on AMES it worked out ok but I really feel like I blew the trade in my own account as well as the Z went in too heavy too early so when it dropped I did not feel comfortable adding a lot more at peak I had 14k did a hell of a lot of work on the F/A so felt pretty good but if the Aug SSS were bad 4 was possible when those #'s and the insider buys came out I felt a hell of a lot better but of course I did the newbie thing and starting to sell in tranches too early beginning yesterday, highest fill today was 7 11/16 at worst I was down $12k on it, ended up with a $9k profit nothing to get upset over but I hate to F-up one like that just left too much on the table and made less than 1:1 on the risk/reward I have held a few k (from 5)and plan to buy back some of what I sold slowly if it falls back sub 7 PS I was real heavy short in my trading account the last few days, coverered 90%, did real well, over 25% gains sold a ton of longs in my hold account so am 70%+ cash this week (just 3 days) was one of the best of the year for me so I'm backing off so as not to give any back by getting stupid if the market dumps, super as I can phase in cash to work, if not I'll be whining off to chase the elusive tuna again for the next few days luck to all

To: DanZ who wrote (5203)	9/7/2000 8:07:10 PM
From: Kelvin Taylor	Read Replies (2) \| Respond to of 11568

as a point of reference: we are up 27% YTD, but what is the gain from a year ago? final answer... +74.9% I went back to see what the value of the port was on sept 7(closest one was sept. 5, 1999) Message 11166584