PeakTrader.com

[arthur]

Oct 28th Stock Portfolio (fifth update):

I sold 10,000 shares of SQNM at $7,300 [0.73], bought 10,000 shares of PMCS at $62,500 [6.25], bought 20,000 shares of CBJ at $34,400 [1.72], sold 50,000 shares of LU at $139,000 [2.78], and sold 10,000 shares of PMCS at $63,300 [6.33].

My portfolio is about $645,000 including about $45,000 in cash.

Long Shares

LU 150,000
CBJ 40,000
PMCS 10,000
ATWL 100,000
SQNM 20,000

Short Shares

None

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