PeakTrader.com

[arthur]

Oct 24th Stock Portfolio (ninth update):

I sold 5,000 shares of PMCS at $33,700 [6.74], bought 2,000 shares of PPH at $134,300 [67.15], bought 2,000 shares of PPH at $133,800 [66.90, partially on margin], bought 10,000 shares of ATWL at $2,800 [0.28], sold 5,000 shares of PMCS at $33,650 [6.73], bought 20,000 shares of ATWL at $5,000 [0.25], sold 2,000 shares of PPH at $134,360 [67.18], sold 30,000 shares of LU at $94,500 [3.15], and sold 2,000 shares of PPH at $134,700 [67.35].

My portfolio is about $675,000 including about $335,000 in cash.

Long Shares

LU 70,000
CBJ 20,000
ATWL 120,000
SQNM 70,000

Short Shares

None

Portfolio at $500,000 on Oct 15th, 2003 (This portfolio is "scaled-up" adjusted for taxes and interest)