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

To: Ron McKinnon who wrote (1529)	3/31/1998 8:40:00 PM
From: Larry S.	Respond to of 11568

Ron, reviewing my positions in the Z, I suggest that we liquidate OXY from the portfolio to help cover the shortfall. I will not be around much tomorrow, so we could sell on open. I very much like the stock and the fundamentals on it, but given the continued disfavor of the energy sector and the longer term that I see for its potential to develope, i suggest we dump it. The other issues are looking good and suggest we stay with them. CBS is trading at new highs and looking very strong, am particularly encouraged by the volume on it. Wish to hold with no stop or limit at this time. LUV - we got in at a cheap price, airlines are back in favor, think LUV will move shortly and quickly to low 30s, and would look to take profit 30-32. INTU - one of these days INTU will pop big time, i hope we own it when it does. has been having a lot of troubling getting through 48-49, see downside of 44-45 and upside of 55-60, so would like to hold it. Other stocks of interest: NSCP, much good press, they are refocusing and 18-19 seems very strong support. am not recommending it for the Z right now, but think it would be a great trader once it breaks 20. GAL - great action today, don't know what's going on, was cheap at 8.50-9, might still be cheap at 10-10.50. haven't looked at TA on it as I have no more personal buying power at this time and like the portfolio that i have. SPTR also made big move off of 7 area. nice company, wrong niche. good luck to all. larrry

To: Ron McKinnon who wrote (1529)	3/31/1998 9:31:00 PM
From: Susan Saline	Respond to of 11568

UTI sorry, forgot to post stopped out at 17 sue