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Strategies & Market Trends
Z PORTFOLIO
An SI Board Since January 1997
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11568 63 0
Emcee:  Ron McKinnon Type:  Unmoderated
Introduction Compact
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8918sell 2,000 CD at 12.10 (sell the 11.06s), keep 2K. larryLarry S.-3/4/2003
8917cover 1000 short of FCEL @ 5.90Kelvin Taylor-3/3/2003
8916SELL 300 CCMP @ 42.81 and SELL 1000 CELL @ 11.55Kelvin Taylor-3/3/2003
8915Sell 500 HD at 23.72 from 20.68. Hold the last 500. Edit: Sell 1,000 FLEX at DanZ-3/3/2003
8914we should have shorted CMGI at 200 and taken the next two years off. zport and Larry S.-3/3/2003
8913Sell 500 FLEX at 8.92 from 8.80. News out this morning about $200 million zero DanZ-3/3/2003
8912Dan, again good work on the ports. Ron, well said on your commentsKelvin Taylor-3/3/2003
8911Dan thanks so much for the year end summary just a couple of fast observations:Ron McKinnon-3/3/2003
8910Final Portfolio Summary 2001 and 2002. 2002 Z Portfolio Final Summary: membersDanZ-3/2/2003
8909don't be afraid to mention it BEAScause thats a prime example of when not haKelvin Taylor-3/2/2003
8908up 3.84% YTD! dats good. 35% cash (270k), hmm- dats okay dan - 4 trades to maLarry S.-3/2/2003
8907Portfolio Update. Open positions: members.aol.com Closed positions week endinDanZ-3/2/2003
8906Investing: a form of financial strategy popular in the mid and late 20th centurLarry S.-2/28/2003
8905>>> investing now that is a novel conceptRon McKinnon-2/28/2003
8904well dan, one must be FLEXible with one's investing strategy. nice trades. Larry S.-2/28/2003
8903Sell 500 FLEX at 8.53 from 8.51. Love the company, just playing off the volatilDanZ-2/28/2003
8902Sell 1,000 FLEX at 8.51 from 8.20. Sell 500 HD at 23.33 from 21.15. Hold the 50DanZ-2/28/2003
8901Sell 1,000 FLEX at 8.43. Hold the balance. Just taking a little off the table.DanZ-2/28/2003
8900Cover 500 FCEL @ 5.93 from 6.23 shortKelvin Taylor-2/28/2003
8899A little background: January 31-128, 2003 Column: Top decisions hurt food lionBWAC-2/27/2003
8898Larry, Thinking back to what unfolded in the Energy sector, phone sector, etc. BWAC-2/27/2003
8897truth be known, i did not personally trade AHO. I am extended right now with moLarry S.-2/27/2003
8896I thought you were a total dope to do that one long Larry I admit it well afterRon McKinnon-2/27/2003
8895sell 2,000 AHO at 4.07 from 3.18 yest. I think the stock will go to mid 4'sLarry S.-2/27/2003
8894I sold a good portion of my longs this morning on the ramp, about half and have Ron McKinnon-2/27/2003
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