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

To: Susan Saline who wrote (1500)	3/21/1998 8:04:00 AM
From: Ron McKinnon	Read Replies (2) \| Respond to of 11568

Z Portfolio as of 3/20 How are we doing? Not very well! In a week that the market was a rocket, making another parabolic move, we lost $12,000 (2.50%) YTD we are right in line with the overall market; up 13.50% but well below our target of plus 50% vs the market So what's wrong? The market right now is in love with strong big caps, financials, drugs, telephone, and some consumer/defensive sectors Even energy and basic material stocks had a nice rebound this week Small caps, beaten down stocks, and tech is clearly out of favor For the most part we are in the "same ol, same ol"; clearly the wrong place to be at the moment If we want to outperform we need to be able to make adjustments in our style from time to time We have a good cash position but need to be cautious This market has to turn someday (week, month, year)??? Closed BS 3/18 larry 2000 13.4375 26875 3/20 14.5625 29125 2250 -15 2235 8% Z PORTFOLIO Stock DATE SPONS. # Cost Cost $ Date Close Close $ G/L Comm Net G/L % Sold AAC 12/31 dan 2500 7.4375 18594 6.9375 17344 -1250 -15 -1265 -7% AGAM 3/20 darth 5000 5.0000 25000 5.0000 25000 0 -15 -15 0% BAY 3/6 larry 1000 30.3750 30375 27.4375 27438 -2938 -15 -2953 -10% BTJ 2/11 paul 4000 6.0000 24000 6.0625 24250 250 -15 235 1% CBS 2/6 larry 1000 30.6250 30625 32.4375 32438 1813 -15 1798 6% CPQ 3/6 paul 1000 28.0625 28063 23.2500 23250 -4813 -15 -4828 -17% DIGI 1/15 dan 1500 21.5000 32250 17.0000 25500 -6750 -15 -6765 -21% DIGI 3/4 steve 2000 18.1875 36375 17.0000 34000 -2375 -15 -2390 -7% HRSH 3/5 darth 2400 10.3125 24750 10.0625 24150 -600 -15 -615 -2% IOM 1/21 dan 2000 13.0000 26000 7.0625 14125 -11875 -15 -11890 -46% IOM 2/20 dan 2000 8.6875 17375 7.0625 14125 -3250 -15 -3265 -19% IOM 3/12 dan 2000 8.4375 16875 7.0625 14125 -2750 -15 -2765 -16% IRF 3/17 dan 2000 12.5000 25000 12.0625 24125 -875 -15 -890 -4% LNET 12/31 dan 2500 11.0000 27500 11.5000 28750 1250 -15 1235 4% PAUH 1/6 dan 3000 10.0000 30000 10.0000 30000 0 -15 -15 0% RAM 2/26 darth 3000 6.0000 18000 6.2500 18750 750 -15 735 4% TLK 3/5 sue 2000 8.0000 16000 8.7500 17500 1500 -15 1485 9% UTI 3/3 sue 2000 14.0000 28000 14.5000 29000 1000 -15 985 4% VLSI 3/4 dan 2000 19.1250 38250 17.3750 34750 -3500 -15 -3515 -9% * * * * *** 493031 458619 -34413 -285 -34698 -7% Portfolio Summary Beg Bal 500000 Plus Gains Realized 102236 Less Holdings at Cost 493031 Equals Cash Balance 109205 Plus Holdings At Present Price 458334 Equals Total Portfolio Balance 567539 Portfolio Change YTD 67539 13.51%