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Strategies & Market Trends : P&F Research -- Ignore unavailable to you. Want to Upgrade?


To: wizzards wine who wrote (247)9/3/1998 9:47:00 PM
From: Mr. BSL  Respond to of 389
 
Hi Preston. We had replacements for the first 8 GR/PE stocks that
dropped out. Here is the details on actions #9 through #13 so you can
replace them with SPDrs:

Act# Date Ticker shares Close SPY close SPY shares
9 8/31/98 BMCS 42 5/16 95 3/4
10 8/31/98 CKR 31 95 3/4
11 8/31/98 EMC 44 7/8 95 3/4
12 9/1/98 OAK 28 15/16 99 15/16
13 9/1/98 SLR 42 99 15/16
TOTAL SPY SHARES ____________

I left the number of shares blank. You can fill in your whole number
amounts. For example, if we had 100 shares of BMCS, 100 shares of
BMCS would sell out for $4231.25. That $4231.25 would buy 44.191
shares of S&P 500 SPDRs (SPY) etc.

Final VLPNF20 numbers - the portfolio lost 8.2% compared to the market
loss of 17% over the same period. Looks like only buying stocks in
bullish sectors makes a difference. Remember what a bullish sector
looked like?!!!

Please put the following stocks into a DWA portfolio labeled "Value
Line 1 & 2". More later.

AAPL,ABF,ABFS,ABT,AC,ACL,ADAC,ADCT,ADSK,ADV,AEG,AES,AFWY,AGE,AGN,AIG,
AIR,AKLM,ALA,ALD,ALK,ALO,ALOG,AMGN,AMR,ANN,ANV,AOL,APCC,APOL,APPB,AS,
ASAI,ASI,ATI,ATR,AVL,AVY,AWIN,AXP,AZA,AZO,BAC,BARZ,BBA,BBBY,BBY,BCF,
BDK,BDX,BDY,BEN,BG,BGEN,BGP,BJICA,BKB,BKS,BL,BMCS,BMET,BRL,BS,BUR,CAH,
CAI.B,CAKE,CASY,CATP,CBRNA,CCL,CCR,CCU,CEN,CERN,CEXP,CHB,CKR,CLCX,CLE,
CLX,CMH,CNC,COA,COF,COST,CSC,CSCO,CTAS,CTL,CTX,CUBE,CVC,CWP,DAL,DELL,
DG,DH,DHI,DHR,DLJ,DLTR,DME,DOL,DRI,DV,DY,EAGL,EAT,EFX,EGG,EK,EMC,EQ,
ERICY,ERTS,ESI,ESL,ETH,FAST,FD,FDLNB,FDO,FEET,FHT,FISV,FITB,FMO,FMT,
FMY,FNM,FNV,FORE,FRE,FRX,FTL,GART,GDT,GENZ,GER,GGG,GGUY,GLBL,GLE,GNTX,
GOSHA,GPS,GPT,GRB,GTW,HAVT,HB,HBOC,HD,HDI,HDL,HELE,HET,HHS,HMA,HMSY,
HNI,HON,HOV,HRC,HSB,HUF,HUM,IBI,ICN,IDXX,IFMX,IFSIA,IGT,IHS,INPR,INTU,
IO,IRIC,ISN,ITA,ITW,IVX,JBHT,JCBS,JEC,JLG,JMED,JNY,KBH,KDN,KEA,KIM,KM,
KR,KRB,KSS,KSU,LADF,LAF,LDRY,LEG,LEH,LI,LM,LOW,LUV,LXK,LZB,MCK,MCY,
MDP,MEG.A,MENT,MIKE,MIKL,MLHR,MOG.A,MSCA,MSFT,MSX,MTW,MWHS,MXIM,MYE,
MYG,MYL,NAUT,NAV,NDC,NEG,NETA,NEWP,NLCS,NMG,NOBE,NOK.A,NOVL,NRES,NT,
NTRS,NU,NWS,NYT,OAK,OCR,ODP,OG,OI,OMC,OMX,OSSI,OXM,PAY,PAYX,PCTL,PDCO,
PFE,PFT,PGR,PHG,PHM,PHYSA,PIR,PL,PMS,PNR,POS,PSFT,PWJ,PZZA,QHGI,QTRN,
RAD,RCL,RCOT,REL,RGB,RHI,RIG,RII,RJF,RLR,ROST,RP,RPC,RYAN,RYL,SBGI,
SBL,SBUX,SCHL,SCIXF,SCR.A,SDG,SDS,SDW,SFSK,SGP,SHX,SK,SKO,SKY,SLM,
SLOT,SLR,SMG,SMP,SMS,SNV,SOL,SPD,SPF,SPLS,SRR,SRV,STB,STEI,STI,STK,
STRL,STT,SUIT,SUNW,SVRN,SWFT,SWX,SWY,SYB,SYK,SYMC,TAN,TBL,TBP,TBY,
TECD,TEX,THO,TIF,TJX,TLAB,TLC,TLD,TLXN,TOK,TOL,TOM,TR,TRK,TRN,TROW,
TRV,TSAI,TSS,TTN,TWX,TXI,TYC,UDI,UFS,UHS,UIC,UIS,USF,USFC,USG,USTC,
USTR,VIA,VOD,VRC,VRES,VRLN,VTSS,WAC,WAG,WBB,WERN,WFDS,WFMI,WGO,WHR,
WLA,WMI,WMT,WPI,WPPGY,WPSN,WSM,XRX,ZION,ZLC,ZQK



To: wizzards wine who wrote (247)9/4/1998 11:10:00 AM
From: Mr. BSL  Read Replies (1) | Respond to of 389
 
Hi Preston. You can take these guys out of the your prospects
DWA portfolio. I was carrying these tickers when we had the no
sell if no replacement rule. Also, you will find a ticker called
"ricy" in the group of tickers I sent you last post for the
prospects portfolio. "ricy" should be "ericy"!!

These come out:
amgn
aol
apcc
apol
awin
bgen
bmcs
cen
ckr
egg
emc
fisv
fore
gtw
kea
oak
oi
slr
smg
vtss

later




To: wizzards wine who wrote (247)10/9/1998 7:17:00 AM
From: Mr. BSL  Respond to of 389
 
P&F125-basic study. Action #9.
AOC,BMET,CCU,CEN,HBOC,HD,INTC,JNJ,KR,PAYX,RX,SCH,SUNW,TYC,UMG,
VIA.B & YUM have broken their Bullish Support Lines. We are
replacing these stocks with PPL,SVU,XON,GPU,SYY,RTN.B &
11 units of SPDRs (SPY). 17 stocks came out and only 6 qualified
replacements are available. For the P&F125-basic study, we handle
this by using SPY as a proxy to make up the difference. In future
studies, we may go to cash instead.

sell 1195 shares of AOC @ 51 9/16 for $61,617
sell 2353 shares of BMET @ 30 15/16 for $72,796
sell 1711 shares of CCU @ 36 5/8 for $62,665
sell 1345 shares of CEN @ 51 for $68,595
sell 2838 shares of HBOC @ 23 3/16 for $65,806
sell 1860 shares of HD @ 34 1/8 for $63,473
sell 906 shares of INTC @ 78 7/16 for $71,064
sell 1028 shares of JNJ @ 75 13/16 for $77,935
sell 1598 shares of KR @ 45 3/8 for $72,509
sell 1394 shares of PAYX @ 41 7/8 for $58,374
sell 1217 shares of RX @ 58 3/4 for $71,499
sell 1966 shares of SCH @ 34 3/4 for $68,319
sell 1517 shares of SUNW @ 40 7/16 for $61,344
sell 1425 shares of TYC @ 44 11/16 for $63,680
sell 1732 shares of UMG @ 35 7/8 for $62,136
sell 1245 shares of VIA.B @ 52 5/8 for $65,518
sell 1912 shares of YUM @ 33 1/4 for $63,574

buy 2397 shares of PPL @ 27 3/4 for $66,517
buy 2772 shares of SVU @ 24 for $66,528
buy 930 shares of XON @ 71 11/16 for $66,669
buy 1429 shares of GPU @ 46 9/16 for $66,538
buy 2641 shares of SYY @ 25 3/16 for $66,520
buy 1167 shares of RTN.B @ 57 for $66,519
buy 689 shares of SPY @ 96 19/32 for $66,553
buy 689 shares of SPY @ 96 19/32 for $66,553
buy 689 shares of SPY @ 96 19/32 for $66,553
buy 689 shares of SPY @ 96 19/32 for $66,553
buy 689 shares of SPY @ 96 19/32 for $66,553
buy 689 shares of SPY @ 96 19/32 for $66,553
buy 688 shares of SPY @ 96 19/32 for $66,457
buy 688 shares of SPY @ 96 19/32 for $66,457
buy 688 shares of SPY @ 96 19/32 for $66,457
buy 688 shares of SPY @ 96 19/32 for $66,457
buy 688 shares of SPY @ 96 19/32 for $66,457

New cash balance is $36



To: wizzards wine who wrote (247)10/12/1998 8:12:00 AM
From: Mr. BSL  Read Replies (1) | Respond to of 389
 
P&F125-basic study. Action #10. CAH & FRE have broken their Bullish Support Lines.
We are replacing these stocks with 2 units of SPDRs (SPY).
Despite the rally that started mid day on Thursday, we are still
out of qualified replacements.

sell 793 shares of CAH @ 83 7/8 for $66,513
sell 1645 shares of FRE @ 46 11/16 for $76,801

buy 727 shares of SPY @ 98 17/32 for $71,632
buy 727 shares of SPY @ 98 17/32 for $71,632

new cash balance = $85



To: wizzards wine who wrote (247)10/14/1998 7:43:00 AM
From: Mr. BSL  Respond to of 389
 
P&F125-basic study. Action #11. As of yesterday, the 125 slots are
taken up by 104 stocks and 21 units of SPY. Today, 2 stocks dropped
out and 7 stocks qualified to move in. Five of the seven new stocks
will replace SPY "Place holders"
Out - FON broke its BSL. PFE had its RS reverse into O's.
In - SEG shifted RS to X's. DH,FMY,IBM,MDT,PLL & UN broke above
their bearish resistance lines.

sell 1036 shares of FON @ 72 1/2 for $75,110
sell 750 shares of PFE @ 87 1/2 for $65,625 :-(
sell 689 shares of SPY @ 99 5/8 for $68,642
sell 689 shares of SPY @ 99 5/8 for $68,642
sell 689 shares of SPY @ 99 5/8 for $68,642
sell 689 shares of SPY @ 99 5/8 for $68,642
sell 689 shares of SPY @ 99 5/8 for $68,642

buy 1784 shares of DH @ 38 3/4 for $69,130
buy 1629 shares of FMY @ 42 7/16 for $69,131
buy 539 shares of IBM @ 128 3/16 for $69,093
buy 1182 shares of MDT @ 58 1/2 for $69,147
buy 2851 shares of PLL @ 24 1/4 for $69,137
buy 988 shares of UN @ 70 for $69,160
buy 2672 shares of SEG @ 25 7/8 for $69,138
Cash balance = $9



To: wizzards wine who wrote (247)10/15/1998 6:59:00 AM
From: Mr. BSL  Respond to of 389
 
P&F125-basic study. Action #12. Four more stocks broke above
their bearish resistance line and move into the portfolio.
Twelve slots are still taken up with SPY.

sell 689 shares of SPY @ 100 9/16 for $69,288
sell 688 shares of SPY @ 100 9/16 for $69,187
sell 688 shares of SPY @ 100 9/16 for $69,187
sell 688 shares of SPY @ 100 9/16 for $69,187

buy 1511 shares of F @ 45 13/16 for $69,223
buy 1358 shares of KR @ 51 for $69,258
buy 990 shares of NTRS @ 69 7/8 for $69,176
buy 1174 shares of STT @ 58 15/16 for $69,193
cash balance is $8



To: wizzards wine who wrote (247)10/16/1998 7:05:00 AM
From: Mr. BSL  Respond to of 389
 
P&F125-basic study. Action #13. Eleven more stocks broke above
their bearish resistance line. Some household names moving back into
the portfolio.

sell 688 shares of SPY @ 105 31/32 for $72,907
sell 688 shares of SPY @ 105 31/32 for $72,907
sell 727 shares of SPY @ 105 31/32 for $77,039
sell 727 shares of SPY @ 105 31/32 for $77,039
sell 734 shares of SPY @ 105 31/32 for $77,781
sell 751 shares of SPY @ 105 31/32 for $79,583
sell 727 shares of SPY @ 105 31/32 for $77,039
sell 727 shares of SPY @ 105 31/32 for $77,039
sell 704 shares of SPY @ 105 31/32 for $74,602
sell 704 shares of SPY @ 105 31/32 for $74,602
sell 676 shares of SPY @ 105 31/32 for $71,635

buy 1464 shares of FRE @ 51 11/16 for $75,671
buy 923 shares of GE @ 82 for $75,686
buy 2620 shares of HBOC @ 28 7/8 for $75,653
buy 1828 shares of HD @ 41 3/8 for $75,634
buy 916 shares of JNJ @ 82 5/8 for $75,685
buy 3771 shares of LUV @ 20 1/16 for $75,656
buy 1128 shares of MCD @ 67 1/16 for $75,647
buy 1719 shares of SCH @ 44 for $75,636
buy 889 shares of TWX @ 85 1/16 for $75,621
buy 1159 shares of TXT @ 65 1/4 for $75,625
buy 1521 shares of WCOM @ 49 3/4 for $75,670
Extra cash balance is $0



To: wizzards wine who wrote (247)10/17/1998 3:18:00 PM
From: Mr. BSL  Read Replies (1) | Respond to of 389
 
P&F125-basic study. Action #14. NOB, which was already above
its BSL and had RS in a column of X's, gave a buy signal yesterday.
We'll replace the last SPY seat warmer with NOB. All 125 slots are
now taken up with individual stocks and there are another nine
qualified stocks on deck.

sell 740 shares of SPY @ 106 for $78,440

buy 2175 shares of NOB @ 36 1/16 for $78,436
Extra cash balance is $4



To: wizzards wine who wrote (247)10/29/1998 6:49:00 AM
From: Mr. BSL  Read Replies (1) | Respond to of 389
 
P&F125-basic study. Action #19. MOB broke below its Bullish Support
line. Interesting divergence in the Oil/Oil service sector.
The big oils are weakening - APC,CHV shift RS to O's & TX,MOB break
below BSL. But Oil Service appears to be strengthening. Yesterday HAL
& MDT have their RS shift to a column of X's.

sell 1031 shares of MOB @ 72 7/8 for $75,134

buy 1663 shares of BGG @ 45 3/16 for $75,147
Cash balance is $10

EDS,KR & UST move up into standby status.



To: wizzards wine who wrote (247)11/5/1998 9:23:00 AM
From: Mr. BSL  Respond to of 389
 
P&F125-basic study. Action #22. TXU has moved below its Bullish
Support Line.

sell 1785 shares of TXU @ 44 1/4 for $78,986

buy 2150 shares of IIN @ 36 3/4 for $79,013
Cash balance is $9

AMP,ENE,ADSK,COF,DGN,NC,RAL,GRA & WB move up into the standby group.



To: wizzards wine who wrote (247)11/6/1998 6:13:00 AM
From: Mr. BSL  Respond to of 389
 
P&F125-basic study. Action #23. C is moving out of the S&P500 index.
SWY is taking its place. NCC,TMK,SWY move up into the standby group.
The whipsaw action of the market in early October caused a lot of
turnover in this portfolio. The portfolio is even since inception,
vs. the S&P500 being up 8 1/2% in the same time frame. I suspect that
this portfolio will outperform the market while a major uptrend or
downtrend is in place and under perform the market during periods
of major trend changes. We'll see. Dick



To: wizzards wine who wrote (247)11/11/1998 7:31:00 AM
From: Mr. BSL  Read Replies (1) | Respond to of 389
 
P&F125-basic study. Action #24. AAPL,CIN,LMT & XON RS'S have moved
down into a column of O's.

sell 2065 shares of AAPL @ 35 1/8 for $72,533
sell 1676 shares of CIN @ 34 7/8 for $58,451
sell 615 shares of LMY @ 107 for $65,805
sell 930 shares of XON @ 70 1/8 for $65,216

buy 1015 shares of SUNW @ 64 1/2 for $65,468
buy 1595 shares of AVP @ 41 1/16 for $65,495
buy 574 shares of CLX @ 114 1/16 for $65,472
buy 469 shares of PGR @ 139 3/4 for $65,543
Cash balance is $37
BLL,CTX,AMD,CSCO & PVN move up into the standby group.



To: wizzards wine who wrote (247)11/18/1998 6:59:00 AM
From: Mr. BSL  Read Replies (1) | Respond to of 389
 
P&F125-basic study. Action #26. ARC,ADSK (stby group),
BGE,SGP & UCM RS'S have moved down into a column of O's.
ARC also moved below BSL. Replace with SLM,BMY,LLY & VIA.B

sell 897 shares of ARC @ 65 3/8 for $58,641
sell 1860 shares of BGE @ 30 3/4 for $57,195
sell 790 shares of SGP @ 102 for $80,580
sell 2169 shares of UCM @ 37 15/16 for $82,286

buy 1489 shares of SLM @ 46 13/16 for $69,704
buy 616 shares of BMY @ 113 1/8 for $69,685
buy 841 shares of LLY @ 82 13/16 for $69,645
buy 1066 shares of VIA.B @ 65 3/8 for $69,690
Cash balance is $16

ASND,AXP,TXN,UTX,GM,MWD & NOBE move up into the standby group.



To: wizzards wine who wrote (247)12/2/1998 8:25:00 AM
From: Mr. BSL  Respond to of 389
 
P&F125-basic study. Action #27. NSO & UCL's RS'S have moved down into
a column of O's. Replace with ITW & EDS.
MSFT,ADSK,PVT,XRX,BOL,CD,GDT & LOW move up into the standby group.

sell 2194 shares of NSP @ 27 3/8
sell 2192 shares of UCL @ 33

buy 1013 shares of ITW @ 65 5/16
buy 1695 shares of EDS @ 39 1/16
Cash balance is $45

S&P 500 changes - PCS replaces AS. CCI's ticker changes to C.




To: wizzards wine who wrote (247)12/9/1998 7:35:00 AM
From: Mr. BSL  Read Replies (1) | Respond to of 389
 
P&F125-basic study. Action #28. ALL had its RS'S move down into a column of O's.
Replace with ALL with KR
CMB,CPQ,SGP,FDX,GIC & TLAB move up into the standby group.
WB drops out of the standby group.

sell 1913 shares of ALL @ 39 7/8
buy 1398 shares of KR @ 54 9/16
Extra cash balance is $48



To: wizzards wine who wrote (247)12/15/1998 6:31:00 AM
From: Mr. BSL  Read Replies (1) | Respond to of 389
 
P&F125-basic study. Action #30. AUD breaks below its BSL.

sell 796 shares of AUD @ 74 11/16

buy 2063 shares of KBH @ 28 13/16
Extra cash balance is $18

Later