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Strategies & Market Trends : AMIGOS INVITATIONAL YEEHAW PORTFOLIO -- Ignore unavailable to you. Want to Upgrade?


To: Instock who wrote (146)5/3/1999 8:41:00 PM
From: Sergio H  Respond to of 1316
 
Not a good day for the portfolio Scott, specially while the DOW soared to a new high. Looks like we're a little heavy on the Internet stocks. Only GMGC and FOB were up today in the entire portfolio.

I'm hanging in with AOL a little while longer. A STRONG BUY was reiterated today with a price target in the 230s. AOL should be making some interesting connections that the market is waiting for, any day now.

Look for a bounce as traders are sure to take advantage of the recent weakness. I see that some internet stocks are already trading higher after the market close.

So you're sticking with GMGC? This is a long term investment for you Scott <ggggg> Thanks, I got in at 5 5/8 this morning. Also in RCJIII's pick. ADRN will give a very nice return in 1-10 days.

AS

OPEN POSITIONS
4/26/99 ADRN 7
4/26/99 ALSC 3 5/8
4/26/99 DCLK 151
4/26/99 DSTR 2 21/32
4/26/99 DSTRW 2 1/32
4/26/99 FOB 18
4/26/99 MSGI 36
4/28/99 AOL 150
4/29/99 ASTNW 5 3/16
4/30/99 THDO 6 3/8
4/30/99 SIEB 32 1/2
4/30/99 IBM short 208 1/2
5/3/99 GMGC 5 5/8
5/3/99 ABOV 91