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

To: Ditchdigger who wrote (312)	5/30/1999 12:18:00 PM
From: Sergio H	Respond to of 1316

Ola DD. The outflow on the Small Caps is not surprising. Stock market fears affect the small caps more due to the lack of liquidity in low float stocks. People are afraid of getting stuck. Funny thing about the AMGDATA site though; money never seems to flow INTO the small caps, but it somehows pours OUT. ;-) Inflation fears are certainly an undertone in the current market, but there are other themes that may be more at play. If inflation was at the root of the market direction, the natural resource stocks would be rallying. Historically the market takes a break at this time of the year and we are seeing a change in market leadership away from the internet and growth stocks (high-tech)perhaps to value stocks. AS

To: Ditchdigger who wrote (312)	5/31/1999 5:21:00 PM
From: Sergio H	Read Replies (3) \| Respond to of 1316

OPEN POSITIONS RCJIII.....4/26/99 ADRN 7 JIM C......4/26/99 ALSC 3 5/8 MR METALS..4/26/99 DSTR 2 21/32 MR METALS..4/26/99 DSTRW 21/32 MYRON......4/26/99 MSGI 36 DOUG R.....4/30/99 IBM (-) 208 1/2 CARY.......5/6/99 SAH 15 1/8 PHIL.......5/6/99 EXDS 83 3/8 JIM S......5/11/99 MSEL 2 31/32 AMIGO MIKE.5/12/99 WAVO 7 23/32 SW.........5/14/99 GUMM 10 MARK.......5/18/99 JADEW 3 SCOUSER....5/18/99 MDTV 1 15/16 KEN........5/19/99 CELL 5 15/16 ESSAM......5/24/99 WRDP 9 1/2 INSTOCK....5/24/99 HAUP(-) 27 CLOSED POSITIONS DD.........5/24/99 GLBL 11 CLOSED 10 15/16 -- SERGIO.....5/10/99 RSC 16 15/16 CLOSED 5/24 + 13% DD.........5/19/99 HLX 6 5/16 CLOSED 5/21 ----- INSTOCK....5/17/99 MATX(-) 5 1/2 CLOSED 5/19 + 18% DD.........5/14/99 FLC 10 11/16 CLOSED 5/18 - 9% MARK.......5/11/99 IFLYW 2 7/16 CLOSED 5/18 - 8% KEN........5/10/99 PQT(-) 11 CLOSED 5/17 + 15% DD.........5/11/99 NTAH 1/3 CLOSED 5/14 - 1% INSTOCK....5/6/99 DEMP 8 7/8 CLOSED 5/12 - 2% DD.........5/3/99 FLC 11 3/16 CLOSED 5/11 - 5% MARK.......4/29/99 ASTNW 3 15/16 CLOSED 5/11 + 80% JIM S......4/30/99 THDO 6 3/8 CLOSED 5/10 + 5% KEN........4/26/99 FOB 18 CLOSED 5/7 - 11% SW.........5/3/99 ABOV 91 CLOSED 5/7 - 16% PHIL.......4/26/99 DCLK 151 CLOSED 5/6 - 19% SERGIO.....4/28/99 AOL 150 CLOSED 5/6 - 20% INSTOCK....5/5/99 EGGS(-) 14 7/8 CLOSED 5/5 + 2% DD.........4/30/99 SIEB 32 1/2 CLOSED 5/4 - 7% INSTOCK....5/3/99 GMGC 5 5/8 CLOSED 5/4 + 4% DOUG.......4/26/99 YORK 5 7/16 CLOSED 4/29 + 13% DD.........4/28/99 HAL 41 5/8 CLOSED 4/29 + 6% INSTOCK....4/28/99 YORK 6 5/8 CLOSED 4/28 - 9% INSTOCK....4/27/99 ELOT 6 3/16 CLOSED 4/27 + 40% DD.........4/26/99 BIDS 11 1/8 CLOSED 4/27 + 74% SERGIO.....4/26/99 GTNR 4 1/16 CLOSED 4/27 - 6% JIM S......4/26/99 BEAM 16 1/6 CLOSED 4/27 + 3% INSTOCK....4/26/99 BIDS 11 1/8 CLOSED 4/26 + 69%