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

To: pz who wrote (5333)	9/26/2000 10:56:25 PM
From: DanZ	Read Replies (1) \| Respond to of 11568

Status 09/26. Shoulda woulda coulda sold MUEI in the 14 to 14 1/2 resistance area. I almost always sell trading positions at resistance, so why not this time? Dunno, but now it's back to strong support and I'd be more inclined to buy more in a day or so after the dust settles. I think that it will be even more difficult for the stock to break the 14 1/2 resistance the next time it gets there, and it will probably base for a while before testing it again. Nice flip on it before the open, Ron. I think that Larry nailed the reason for the selling today, but a profit is a profit and the growth in their core computer business (is that their core biz? gg) looks good. I think that the stock will recover in time and offers a good entry for someone with patience. Kelvin: I agree that CELL looks good at the ~5 chart support. I'd keep a fairly tight stop on it though because if it breaks support, I think it has risk to ~3 1/2. I adjusted SMTC for the 2 for 1 split. Thanks for the info. Z PORTFOLIO Stock Date Sponsor # Cost Cost $ % Close Close G/L G/L Days Day's Bought Shares Port $ $ % Held Change ABSC 9/1 paul m 500 67.500 33750 2.0% 59.625 29813 -3938 -12% 25 -0.250 ACRI 7/17 kelvin 2000 31.250 62500 3.8% 28.563 57125 -5375 -9% 69 -0.063 ALLR 9/18 chrtser 1000 10.875 10875 0.5% 7.750 7750 -3125 -29% 8 -0.750 AMES 7/26 ron 5000 6.235 31175 1.8% 5.594 27969 -3206 -10% 60 -0.281 AMES 9/21 ron 5000 6.125 30625 1.8% 5.594 27969 -2656 -9% 5 -0.281 AMES 9/22 ron 5000 5.688 28438 1.8% 5.594 27969 -469 -2% 4 -0.281 ANAD 7/19 kelvin 1000 40.125 40125 1.4% 21.438 21438 -18688 -47% 67 0.250 ANAD 9/15 kelvin 1000 24.563 24563 1.4% 21.438 21438 -3125 -13% 11 0.250 ANAD 9/26 kelvin 2000 21.250 42500 2.8% 21.438 42875 375 1% 0 0.250 ARIA 9/22 dan 2000 11.875 23750 1.6% 12.438 24875 1125 5% 4 0.000 AVX 9/21 paul m 1000 28.750 28750 1.8% 26.938 26938 -1813 -6% 5 -0.875 BVSN 9/5 sue 2000 37.813 75625 3.9% 29.375 58750 -16875 -22% 21 -1.625 CELL 7/17 kelvin 5000 9.000 45000 1.7% 5.063 25313 -19688 -44% 69 -0.188 CELL 8/16 kelvin 3000 5.000 15000 1.0% 5.063 15188 188 1% 40 -0.188 DELL 9/13 paul z 1000 37.250 37250 2.2% 33.625 33625 -3625 -10% 13 -0.688 FJ 8/23 chrtser 800 32.000 25600 1.6% 30.758 24606 -994 -4% 33 0.008 FNV 7/27 ron 2000 10.500 21000 0.8% 6.250 12500 -8500 -40% 59 -0.688 FNV 8/15 ron 2000 9.188 18375 0.8% 6.250 12500 -5875 -32% 41 -0.688 FNV 8/16 ron 2000 8.000 16000 0.8% 6.250 12500 -3500 -22% 40 -0.688 FNV 8/24 ron 2000 6.500 13000 0.8% 6.250 12500 -500 -4% 32 -0.688 GUMM var dan 10000 13.678 136775 9.1% 13.875 138750 1975 1% -0.188 IFMX 9/22 dan 8000 4.375 35000 2.2% 4.188 33500 -1500 -4% 4 -0.344 INCY 2/10 john s 200 85.000 17000 0.5% 38.563 7713 -9288 -55% 226 0.438 INTV 4/19 dan 2000 16.500 33000 1.3% 10.000 20000 -13000 -39% 157 -0.313 INTV 9/22 dan 2000 10.500 21000 1.3% 10.000 20000 -1000 -5% 4 -0.313 ISSI 9/26 kelvin 2000 19.375 38750 2.5% 18.688 37375 -1375 -4% 0 -0.313 LIT 9/6 chrtser 500 41.625 20813 1.4% 42.750 21375 563 3% 20 0.250 LMG.A 5/12 larry 3000 22.031 66094 3.6% 18.375 55125 -10969 -17% 134 -0.875 LUMT 9/11 chrtser 1000 7.125 7125 0.2% 3.125 3125 -4000 -56% 15 0.250 MLNM var john s 400 121.250 48500 3.9% 147.438 58975 10475 22% -6.125 MRVC 9/8 kelvin 500 63.125 31563 1.8% 54.750 27375 -4188 -13% 18 -2.750 MSFT 9/26 paul z 500 61.875 30938 2.1% 62.688 31344 406 1% 0 1.438 MUEI 9/22 dan 2000 11.375 22750 1.4% 10.875 21750 -1000 -4% 4 -1.500 NEON 7/13 john s 1000 36.000 36000 1.4% 21.938 21938 -14063 -39% 73 -1.188 NEON 9/22 paul m 1000 25.250 25250 1.4% 21.938 21938 -3313 -13% 4 -1.188 PMS 8/23 chrtser 2000 13.000 26000 1.8% 13.313 26625 625 2% 33 -0.063 PUMA 6/26 kelvin 1000 27.625 27625 1.3% 20.438 20438 -7188 -26% 90 -0.375 PUMA 6/30 kelvin 1000 25.625 25625 1.3% 20.438 20438 -5188 -20% 86 -0.375 RAD 8/14 dan 8000 4.500 36000 1.6% 3.063 24500 -11500 -32% 42 -0.125 RAD 9/22 dan 8000 3.125 25000 1.6% 3.063 24500 -500 -2% 4 -0.125 RMDY 7/28 ron 2000 20.500 41000 2.4% 18.500 37000 -4000 -10% 58 -1.125 SBC 9/8 chrtser 500 43.750 21875 1.6% 48.313 24156 2281 10% 18 -0.188 SHLL 1/14 rick 15000 2.250 33750 1.4% 1.438 21563 -12188 -36% 252 0.000 SMTC 8/25 kelvin 1000 54.719 54719 3.3% 49.438 49438 -5281 -10% 31 -1.375 SRV 5/22 bill 6000 3.250 19500 1.0% 2.438 14625 -4875 -25% 124 0.063 SRV 7/14 bill 6000 2.875 17250 1.0% 2.438 14625 -2625 -15% 72 0.063 SRV 9/13 bill 6000 2.500 15000 1.0% 2.438 14625 -375 -3% 13 0.063 TRAC 5/11 sue 5000 1.813 9063 0.4% 1.313 6563 -2500 -28% 135 -0.031 * * * * * 1546863 88.3% 1343013 -203850 -13% 48.3 Portfolio Summary Beg Balance 1/1/00 1319059 Plus Gains Realized 405437 Less Holdings at Cost 1546863 Equals Cash Balance 177634 11.7% Plus Holdings At Close 1343013 Portfolio Balance 1520646 Portfolio Change YTD 15.28% Beg Balance 1/1/99 500000 Change since 1/1/99 204.13% YTD Change in Market Indices** DJIA -7.53% Nasdaq -9.34% S&P 500 -2.86% Russell 2000 +1.02%