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To: wizzards wine who wrote (152)	7/26/1998 6:07:00 PM
From: Mr. BSL	Respond to of 389

Hi Preston. RS reversal to O's and trend to negative (BSL touch with sell signal) are good sell signals. I guess we should also sell anything that ValueLine downgrades. I'll think about sector sells. Good method of naming the portfolio. later

To: wizzards wine who wrote (152)	7/26/1998 7:26:00 PM
From: Mr. BSL	Read Replies (1) \| Respond to of 389

Big Picture - These stocks are Value Line 1 & 2 , RS in X, have BSL and last signal a Buy. (Previous group was on a buy also. I forgot to mention it). This list is sorted by 1) Sector Bullish Percent 2) Group 3) Ticker If there is a "1" in the flag column, it meets your growth/PE criteria. The first twenty stocks with flag =1 are thus "VL1&2MF1JULY98" In order to gauge the effect of the PE and Growth attributes, we can create a second 20 stock portfolio that simply takes the first twenty stocks listed below. The one problem with that approach is that the control group would be overweighted with healthcare stocks. Here's what we will do - The control group can only have three stocks from the same sector. IDXX, OCR etc would thus be eliminated from the control group. If there is an "X" after the BP number, that stock is eliminated because its sector has used up it's three picks. flag Comp tick BG let GR stat BP 1 Amgen AMGN biom Bear Confirmed 32 Biogen BGEN biom Bear Confirmed 32 Vitesse Sem VTSS semi Bull Alert 32 Becton, Di BDX heal Bear Confirmed 34 Biomet BMET heal Bear Confirmed 34 Health Ma HMA heal Bear Confirmed 34 Idexx Labs IDXX heal Bear Confirmed 34x 1 Omnicare OCR heal Bear Confirmed 34x 1 Patterson d PDCO heal Bear Confirmed 34x Safeskin SFSK heal Bear Confirmed 34x Shared Med SMS heal Bear Confirmed 34x Carnival Cr CCL leis Bear Confirmed 34 1 Harley David HDI leis Bear Confirmed 34 1 Royal Cari RCL leis Bear Confirmed 34 E G & G in EGG elec Bull Alert 36 1 Oak Industr OAK elec Bull Alert 36 Powergren PWG elec Bull Alert 36 1 Solectron SLR elec Bull Alert 36x Owens Illi OI chem Bear Confirmed 38 Kaydon Corp KDN meta Bear Confirmed 38 Allied waste AWIN wast Bull Correction 40 1 Waste Manag WMI wast Bull Correction 40 Pittway Cor PRYA prot Bear Confirmed 42 Tyco Intern TYC prot Bear Confirmed 42 Alliance AC tran Bear Confirmed 42 J B Hunt JBHT tran Bear Confirmed 42 **** 20 stocks above (minus the x's) make up the control group. Sea Cont SCR.A tran Bear Confirmed 42 Apollo gro APOL busi Bull Correction 44 1 Equifax EFX busi Bull Correction 44 I T T Educa ESI busi Bull Correction 44 Office Dep ODP busi Bull Correction 44x 1 Robert Half RHI busi Bull Correction 44x Staples SPLS busi Bull Correction 44x Apple Comp AAPL comp Bull Confirmed 44 Analogic ALOG comp Bull Confirmed 44 A O L AOL comp Bull Confirmed 44 1 Cenidian CEN comp Bull Confirmed 44x Cerner Corp CERN comp Bull Confirmed 44x 1 EMC Corp EMC comp Bull Confirmed 44x Fiserv FISV comp Bull Confirmed 44x FORE Sys FORE comp Bull Confirmed 44x Lexmark LXK comp Bull Confirmed 44x Nat'l Comp NLCS comp Bull Confirmed 44x SPS Trans PAY comp Bull Confirmed 44x Policy Man PMS comp Bull Confirmed 44x Sungard Da SDS comp Bull Confirmed 44x Storeage T STK comp Bull Confirmed 44x Tandy corp TAN comp Bull Confirmed 44x Unisys UIS comp Bull Confirmed 44x Forest Lab FRX drug Bear Correction 44 Mylan Labs MYL drug Bear Correction 44 Roberts Ph RPC drug Bear Correction 44 Schering Pl SGP drug Bear Correction 44x Warner-Lam WLA drug Bear Correction 44x Watson Ph WPI drug Bear Correction 44x B M C Soft BMCS soft Bull Confirmed 44 Microsoft MSFT soft Bull Confirmed 44 Learning C TLC soft Bull Confirmed 44 Asa Holdi ASAI aero Bear Alert 46 Sundstrand SNS aero Bear Alert 46 1 AutoZone AZO auto Bear Confirmed 46 Aptar group ATR hous Bear Confirmed 46 1 Best Buy BBY hous Bear Confirmed 46 Centex CTX hous Bear Confirmed 46 Helen of T HELE hous Bear Confirmed 46x Leggett&Pl LEG hous Bear Confirmed 46x Lazy Boy LZB hous Bear Confirmed 46x 1 Black & D BDK mach Bear Confirmed 46 1 Danaher DHR mach Bear Confirmed 46 Dycom Ind DY mach Bear Confirmed 46 Emerson EMR mach Bear Confirmed 46x Gerber Sci GRB mach Bear Confirmed 46x Ingersol R IR mach Bear Confirmed 46x JLG Indus JLG mach Bear Confirmed 46x 1 A D C Te ADCT tele Bear Correction 46 Alcatel Als ALA tele Bear Correction 46 1 AitTouch ATI tele Bear Correction 46 1 Century Tel CTL tele Bear Correction 46x Cable & Wir CWP tele Bear Correction 46x 1 Ericsson ERICY tele Bear Correction 46x ERICY makes 20***** More thoughts to follow. I want to get this off before something happens to my computer.

To: wizzards wine who wrote (152)	7/26/1998 7:40:00 PM
From: Mr. BSL	Respond to of 389

The difference between VL1&2MF1JULY9 and the control group is the growth/PE criteria. The trade off is that the VL1&2MF1JULY98 group must drop down further on the BP, or sector risk, to find candidates. Let me know about any adjustments you want to make before we freeze the design. later (after I get back from the store!)

To: wizzards wine who wrote (152)	7/27/1998 8:28:00 PM
From: Mr. BSL	Read Replies (1) \| Respond to of 389

Hi Preston. My notes are excellent. I'll post them after I'm done breaking out the portfolios. This is $100K invested in "VL1&2MF1JULY98" tick close #shares value AMGN 74 9/16 67.058 $ 5000 OCR 38 11/16 129.241 $ 5000 PDCO 35 1/8 142.349 $ 5000 HDI 40 125.000 $ 5000 RCL 75 9/16 66.170 $ 5000 OAK 37 1/2 133.333 $ 5000 SLR 48 13/16 102.433 $ 5000 WMI 53 15/16 92.700 $ 5000 EFX 41 1/8 121.581 $ 5000 RHI 54 1/2 91.743 $ 5000 CEN 57 3/4 86.580 $ 5000 EMC 50 9/16 98.888 $ 5000 AZO 34 3/4 143.885 $ 5000 BBY 48 13/16 102.433 $ 5000 BDK 58 1/2 85.470 $ 5000 DHR 44 9/16 112.202 $ 5000 ADCT 33 5/8 148.699 $ 5000 ATI 64 1/16 78.049 $ 5000 CTL 48 5/8 102.828 $ 5000 ERICY 27 9/16 181.406 $ 5000 Control group to follow. BTW, this is great timing with the OPTI reversing down. We may get a clue as to the defensive attributes of the growth/PE formula. S&P 500 closed at 1147.27 7/27/98. Later my friend duke60