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.

Biotech / Medical : VD's Model Portfolio & Discussion Thread -- Ignore unavailable to you. Want to Upgrade?

To: Vector1 who wrote (4776)	4/28/1998 4:15:00 PM
From: Rocketman	Read Replies (1) \| Respond to of 9719

I finally found your Buy Short messages from Friday in my backlogged Inbox on Tuesday afternoon. Damn Humor overdose too. Since they were replies, they got tree'd in a layer out of view and were way up high on the list. Didn't spend much time on the machine the last few days either. Sorry about that @;-( Since you are here, I leave it in your hands to proceed. Rman

To: Vector1 who wrote (4776)	4/28/1998 5:05:00 PM
From: Vector1	Read Replies (1) \| Respond to of 9719

Lets see how our margin room is after today. Also I think we should dump GSII. I thought we could squeeze out a point on the litigation settlement but that dog just won't hunt. V1

To: Vector1 who wrote (4776)	4/28/1998 9:41:00 PM
From: Cytokine1	Respond to of 9719

VD's MODEL PORTFOLIO 4/28/98 Change $3405 UP 1.65% Started 4/9/97, $100K . INDEX ^IXB UP 1.40% YTD EQUITY CHANGE 15.6% # CURRENT DAILY CURRENT COST TOTAL %GAIN/ % OF SYMBOL SHRS PRICE CHANGE %CHG VALUE SHR COST LOSS TOTAL ======= ======= ======= ======= ======= ======= ======= ======= ======= ======= CLTR 1000 26.81 0.94 3.62% 26813 10.88 10875 146.6% 12.8% MOGN 3000 7.41 -0.03 -0.42% 22219 5.125 15375 44.5% 10.6% INCY 680 40.81 1.56 3.98% 27753 26.88 18280 51.8% 13.2% GZTC 2770 9.56 -0.81 -7.83% 26488 7.737 21432 23.6% 12.6% GENZ 530 30.19 1.13 3.87% 15999 23.50 12455 28.5% 7.6% SEPR 146 45.50 2.25 5.20% 6643 37.16 5426 22.4% 3.2% BGEN 200 43.88 2.81 6.85% 8775 35.88 7175 22.3% 4.2% GSII 500 4.00 -0.13 -3.03% 2000 4.25 2125 -5.9% 1.0% DURA 300 24.63 0.31 1.29% 7388 24.63 7388 0.0% 3.5% MLNM 300 18.44 0.31 1.72% 5531 18.63 5588 -1.0% 2.6% LGNDW 3000 8.88 0.38 4.41% 26625 8.75 26250 1.4% 12.7% AVIR 500 24.38 0.88 3.72% 12188 25.00 12500 -2.5% 5.8% REGN 1000 9.44 0.13 1.34% 9438 12.00 12000 -21.4% 4.5% GENZL 1000 7.75 0.25 3.33% 7750 10.36 10363 -25.2% 3.7% ABSC 400 10.25 0.50 5.13% 4100 14.94 5975 -31.4% 2.0% STOCK ______ ______ ______ ______ 209708 173206 21.1% 100.0% SHORT SALE CREDIT ______ ______ MARGIN MTCE. EQUITY 51.3% MIN 30% (101202) BUYING POWER $ ______ 5304 EQUITY (NAV) ______ ______ ______ 108506 100000 8.5% ^IXB INDEX 320.85 4.42 1.40% 302.42 6.1% NOTES: OPEN orders subject to available buying power--- Open limit buy order, min 50 shrs, max 154 shrs SEPR @ 38 or less Open limit sell order, 260 shrs GENZ @35 or higher 4/27/98 982 QGENF covered short, 100 @ $60.00, gain 14.1% 4/23/98 -2125 GSII bought 500 @ 4.25 4/23/98 -4200 INCY bought, 100 additional @ 42 4/23/98 10565 GLFD sold 500 @ 21.13, loss 3560, -25.2% 4/23/98 5324 FUSE sold 400 @ 13.31, loss $351, -6.2% 4/20/98 -26250 LGNDW bought 3000 shrs @ 8.75 4/20/98 42437.50 LGND sold 2800 shrs @ $15.15625, profit 7627.5, 21.9% 4/9/98 -8674.5 Margin interest 1yr thru 4/8/98 7% times avg daily bal 119261.12 plus 680 trans fees ($10 times 68 transactions) 4/1/98 -7387.5 DURA bought 300 @ $24.625 4/1/98 -5587.5 MLNM bought 300 @ $18.625