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Strategies & Market Trends : YEEHAW CANDIDATES -- Ignore unavailable to you. Want to Upgrade?

To: JoeinIowa who wrote (2800)	8/16/2003 1:03:54 PM
From: Sergio H	Read Replies (1) \| Respond to of 23958

Hi Joe. I'll try to take a look at ALRG this weekend after company leaves. If you would like to add ALRG, we don't have to drop CRV. There's a few better candidates that can be removed. BTW, look for a new push on Allan's CTE this coming week. People tend to buy these low volume stocks after a good report, when they receive the report in the mail. Once again, thanks for updating the folio. Ken's short on BLTI is in the red just over 4%...for now. It's the same as any other position for record keeping purposes.

To: JoeinIowa who wrote (2800)	8/17/2003 11:00:39 PM
From: Ken W	Read Replies (1) \| Respond to of 23958

Joe You could go ahead and put the cover in on BLTI at 8.50 (that's my cover target) <GGGGGGGGG> That way it will be out of the way and the gain will be posted, before it is earned, the same way the company keeps books! <GGGGGGGGG>. On another note CDIC has some coverage in Barron's over the weekend. It is a repeat of the research report by Riley and Co., but could not hurt. Interesting, a large block of the 4.00 over head got taken out on Fri....... Ken