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fifth update

 
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arthur
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PostPosted: Wed Aug 11, 2004 8:23 am    Post subject: fifth update Reply with quote

Aug 11th Stock Portfolio (fifth update):

I bought 10,000 shares of AMCC at $29,500 (2.95), bought 10,000 shares of CIEN at $18,400 (1.84, partially on margin), bought 10,000 shares of BGO at $20,800 [2.08], bought 10,000 shares of AMCC at $28,200 (2.82), sold short 1,000 shares of DIA at $99,280 [99.28], and bought 1,000 shares of KKD at $13,950 (13.95).

My portfolio is over $480,000 including about "negative" $170,000 in cash.

Long Shares

AMCC 70,000
CIEN 60,000
KKD 1,000
ABX 1,000
BGO 40,000
FCEL 3,000

Short Shares

DIA 2,000

Portfolio at $500,000 on Oct 15th, 2003
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