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To: Alski who wrote (4885)	10/30/1998 9:20:00 PM
From: Thean	Respond to of 14427

Alski, I bought NBTY at 6 3/4 but sold Nov 7 1/2 call for 9/16. If today is expiration I would be called, which is a good thing, just profit less. I also sold Dec 10 put a while back and if NBTY closes above 10 by Dec expiration I will keep 3 5/8 pt. If not, I will probably buy the put back before expiration. Going into this weekend I have no more shorts except the evil tower. I bailed AFS and KRB today at a loss. Still have Dec 45 CCI put though. My longs going into the weekend, all small caps, include ALKS (hedged with sold call) NBTY (hedged with sold call) SKYT (hedged with sold call) AVEI (picked up today near close, unhedged) FGII (unhedged) SEV (unhedged) Eyeing on KNDL, TWLB and PMRY (especially if it can pierce $17) Monday should the market continue its rally. My strategy overall is to be defensive, that's why I sold call. I hope they will all be called which mean I pocket sure profit. Will not write call on AVEI because they have turned the corner technically today according to its BB since it flippped from lower to upper half today. FGII is day to day. KNDL - same story, taken down by one of its peers PRXL yesterday but its next year's business growth remains very healthy. TWLB - one of the better positioned vitamin makers, except they have more debt than others but everyone has debt. A favorite of the mo-mo's because when it wants to move it flies and not crawls. PMRY - same story, a solid growing company that is efficiently run. PE is very compelling aginst its next year growth. AVEI - unfairly beaten down and is now scooped up by the bottom fishers. Low next year PE with >30% growth next year. Chart is wonderful tonight. SEV - a rocket waiting to take off. Technically it has based as well. Patiently awaiting the ever postponing news on flowtest. Some news will come soon within a month, but don't know when. I signed up with a web host for a free 10 meg webspace. Working on a plan to continuously document my overall investment thinking there. Will share that with everyone when enough materials are in. It will take a while though.