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 : The 56 Point TA; Charts With an Attitude -- Ignore unavailable to you. Want to Upgrade?

To: Warthog who wrote (37442)	11/4/2000 3:14:13 PM
From: Doug R	Read Replies (1) \| Respond to of 79565

Philly Fund activity to date: Activity since the last update is in bold 1/3...bought 123.11 shrs CMCSK at 49 3/4...$6124.72 1/3...bought 500 shrs RDCM at 7 3/4...$3875.00 1/4...bought on margin 200 shrs IFMX at 10 1/2...$2100.00 1/4...bought on margin 200 shrs TRID at 10 5/8...$2125.00 Initial % margin exposure = 42.25% 1/12...sold 500 shrs RDCM at 10 5/8...proceeds $5312.50...gain $1437.50 1/13...bought 1800 shrs ROHN at 2 15/16...$5287.50...$25.00 paydown on margin debt 1/14...sold 200 shrs TRID at 14...proceeds $2800.00...gain...$675 1/19...bought 150 shrs TALK at 19 5/8...$2943.75...add $143.75 to margin debt 1/26...sold 200 shrs IFMX at 13 11/16...proceeds $2737.50...gain...$637.50 1/26...bought 260 shrs CKEY at 10 1/2...$2730...$7.50 paydown on margin debt. 2/11...sold 950 shrs ROHN at 4 3/8...proceeds $4156.25...gain...$1365.62 2/14...sold 450 shrs ROHN at 5 1/16...proceeds $2278.12...gain...$956.25 2/14...bought 120 shrs UIS at 30 13/16...$3697.50 2/16...bought 1200 shrs ECHO at 3 1/16...$3675.00...$1086.87 paydown on margin debt 3/6...sold 800 shrs ECHO at 5 7/8...proceeds $4700.00...gain...$2250.00 3/6...bought 1050 shrs RACE at 4 3/8...$4593.75...$106.25 paydown on margin debt 3/8...sold 650 shrs RACE at 6 3/8...proceeds $4143.75...gain...$1300.00 3/8...bought 450 shrs SWW at 8 7/8...$3993.75...$150.00 paydown on margin debt 3/30...sold 400 shrs RACE at 4 27/32...proceeds $1937.50...gain...$187.50 3/30...sold 400 shrs ROHN at 3 11/32...proceeds $1337.50...gain...$161.50 3/30...sold 400 shrs ECHO at 3 1/2...proceeds $1400.00...gain...$175.00 3/30...bought 400 shrs ANET at 10 1/8...$4050.00...$625 paydown on margin debt 5/3...bought on margin 70 shrs RFMD at 100 3/16 ...$7013.12 ...margin exposure increased to $9381.25. 5/9...sold 450 shrs SWW at 7 1/4...proceeds $3262.50 applied to paydown on margin debt. Loss $731.25 5/9...sold 70 shrs RFMD at 87 1/4...proceeds $6107.50 applied to paydown on margin debt. Loss $905.62 5/9...sold 260 shrs CKEY at 6 1/2...proceeds $1690.00 of which $11.25 applied to margin debt Loss $1040.00 Current exposure to margin now zero....Cash on hand now $1678.75. 5/10...sold short 70 shrs CIEN at 129 3/8...$9056.25 5/24...bought to cover the short sale of 70 shrs CIEN at 97 11/16...gain $2218.12...Cash on hand now $3896.87 5/24...bought 70 shrs AFCI at 41 3/8...$2896.25...Cash on hand now $1000.62. 5/25...bought 200 shrs LTXX at 21 15/16...$4387.50...margin exposure now $3386.88. 5/31...sold 200 shrs LTXX at 26...proceeds $5200.00...gain $812.50. 5/31...bought 300 shrs PILT at 10...$3000.00...$2200.00 paydown on margin debt...margin exposure now $1186.88. 6/1...bought 300 shrs MCOM at 22 13/16...$6843.75...margin exposure now $8030.63. 6/2...sold 150 shrs MCOM at 31 5/16...proceeds $4696.87...gain $1275.00 6/2...bought 100 shrs PILT at 11 1/16...$1106.25...$3590.62 paydown on margin debt. 6/5...sold 150 shrs MCOM at 36 3/4...proceeds $5512.50...gain $2090.62 6/6...bought 500 shrs MENT at 17 15/16...$8968.75...margin exposure now $7896.26. 6/7...bought 400 shrs GTNR at 12 1/2...$5000.00...margin exposure now $12896.26. 6/8...bought 200 shrs KRT at 9 7/8...$1975.00...margin exposure now $14871.26. 6/9...sold 70 shrs AFCI at 62 3/4...proceeds $4392.50...gain $1496.25 6/9...sold 200 shrs PILT at 15 5/16...proceeds $3062.50...gain $1062.50 6/9...sold 400 shrs ANET at 14 5/8...proceeds $5850.00...gain $1800.00 6/9...bought 200 shrs GTNR at 12 9/16...$2512.50 6/9...bought 100 shrs MENT at 18 1/16...$1806.25 6/9...bought 600 shrs PKD at 5 5/8...$3375.00...margin exposure now $9260.01 6/20...bought 250 shrs ADTK at 39 7/8...$9968.75...margin exposure now $19,228.76 6/21...sold 400 shrs MENT at 19.875...proceeds $7950.00...gain $775.00 6/21...bought 200 shrs LHSP at 45 7/8...$9175.00...margin exposure now $19,473.76 6/23...sold 600 shrs PKD at 5 15/16...proceeds $3562.50...gain $187.50 6/23...sold 200 shrs GTNR at 14 7/16...proceeds $2887.50...gain $375.00 6/23...sold 150 shrs PILT at 14 1/4...proceeds $2137.50...gain $584.37 6/23...bought 100 shrs LHSP at 42...$4200.00 6/23...bought 100 shrs ADTK at 39...$3900.00...margin exposure now $18,986.26 6/26...sold 350 shrs ADTK at 35 3/8...proceeds $12,381.25...loss $1487.50...$12,381.25 paydown on margin debt...margin exposure now $6605.01 6/30...dividends of $0.615 per share of KRT received...gain...$123.00 7/6...sold 200 shrs MENT at 19 3/16...proceeds $3837.50...gain $237.50 7/6...bought 300 shrs DPAC at 12.625...$3787.50...$173.00 paydown on margin debt...margin exposure now $6432.01 8/17...bought 400 shrs ITRA at 7 5/32...$2862.50...margin exposure now $9295.51 9/1...sold 200 shrs ITRA at 11 3/4...proceeds $2350.00...gain $918.75...$2350.00 paydown on margin debt...margin exposure now $6944.51 9/5...sold 200 shrs ITRA at 12 3/16...proceeds $2437.50...gain $1006.25 9/5...bought 400 shrs XCED at 7 1/8...$2850 9/5...bought 200 shrs RHAT at 27 3/16...$5437.50...margin exposure now $12794.51 9/7...sold 300 shrs LHSP at 28 7/8...proceeds $8662.50...loss $4712.50 9/7...sold 50 shrs PILT at 13 3/4...proceeds $687.50...gain $134.37 9/7...sold 150 shrs TALK at 6 3/4...proceeds $1012.50...loss $1931.25 9/7...sold shrs 300 DPAC at 6 25/32...proceeds $2034.37...loss $1753.13 9/7...bought 100 shrs RHAT at 24 1/2...$2450.00 9/7...sold short 100 shrs EXTR at 95 1/4..$9525.00..margin exposure now $12372.64 9/8...bought to cover the short sale of 100 shrs EXTR at 88 3/16...gain $706.25 9/8...bought 200 shrs MTON at 14 7/8...$2975.00...margin exposure now $5116.39 9/12...sold 400 XCED at 5 5/16...proceeds $2125.00...loss $725.00 9/12...sold short 50 shrs DGX at 123.5...$6175.00...margin exposure now $9166.39 9/18...bought to cover the short sale of 50 shrs DGX at 99...gain $1225.00 9/18..sold short 200 shrs ALSI at 31 3/16..$6237.50..margin exposure now $8003.89 9/27...sold 200 shrs MTON at 12 1/2...proceeds $2500.00...loss $475.00 9/27...sold 300 shrs RHAT at 17 13/16..proceeds $5343.75..loss $2543.75 9/27...sold short 50 shrs DGX at 118 7/8..$5943.75..margin exposure now $6103.89 10/10...sold 400 GTNR at 11...proceeds $4400.00...loss $600.00 10/10...sold 123.11 shrs CMCSK at 42 3/8...proceeds $5216.78...loss $907.94 10/10...sold short 45 shrs JNPR at 205 15/16...$9267.18...margin exposure now $5754.29 10/12...bought to cover the short sale of 200 shrs ALSI at 29 3/4...gain $287.50 10/12...bought to cover the short sale of 50 shrs DGX at 125 9/16...loss $334.37 10/12...bought to cover the short sale of 45 shrs JNPR at 199 5/8...gain $284.06 Margin exposure now 0...Cash on hand...$15931.33 10/13...bought 80 shrs ABMD at 32...$2560.00 10/13...bought 125 shrs PRIA at 16 11/16...$2085.93 10/13...bought 40 shrs MLNM at 66 3/8...$2655.00 10/13...bought 40 shrs SHPGY at 58...$2320.00 10/13...bought 400 shrs DRMD at 5 7/16...$2175.00 10/13...bought 100 shrs VXGN at 25...$2500.00 10/13...bought 100 shrs AMD at 21 7/8...$2187.50 10/13...bought 50 shrs ABSC at 44 3/8...$2218.75 10/13...bought 80 shrs WATR at 30 7/16..$2435.00..margin exposure now $5205.85 10/17...bought 80 shrs AFCI at 30 3/8...$2430.00 10/25...bought 400 shrs STRM at 6 1/8...$2450.00...margin exposure now $10085..85 10/27...sold 50 shrs ABSC at 54 5/8...proceeds $2731.25...gain $512.50 10/27...bought 90 shrs ALSI at 26 1/8...$2351.25 10/30...sold 125 PRIA at 21...proceeds $2625.00...gain $539.07 10/30...sold 400 STRM at 5 3/16...proceeds $2075.00...loss $375.00 10/30...sold 80 shrs ABMD at 30...proceeds $2400.00...loss $160.00 10/30...bought 90 shrs ENTU at 27 3/4...$2497.50 10/31...sold 90 ALSI at 29 11/16...proceeds $2671.85...gain $320.60 10/31...bought 130 shrs AAPL at 19 9/16...$2543.12 11/1...bought 80 shrs FIBR at 31 3/16...$2495.00 11/3...sold 80 shrs FIBR at 40 7/8...proceeds $3270.00...gain $775.00 11/3...bought 40 shrs DGX at 97...$3880.00...margin exposure now $8079.62 Current positions: 200 KRT at 9.0625 $1812.50 125 UIS at 13 $1625.00 40 SHPGY at 65 $2600.00 40 MLNM at 85.0625 $3402.50 40 DGX at 97 $3880.00 80 WATR at 34 $2720.00 80 AFCI at 33.625 $2690.00 90 ENTU at 32.5625 $2930.62 100 VXGN at 30 $3000.00 100 AMD at 23.75 $2375.00 130 AAPL at 22.25 $2892.50 400 DRMD at 5.21875 $2087.50 Current portfolio value: $32015.62 Current cash value: $23936.00 Current % gain: 139.36% Current % margin exposure = 33.75% Doug R