“A” PORTFOLIO ADDITIONS
We added SCMR at $40 ½ (68 11/16), EXTR at 49 1/8 (88 ¾), MLNM at 47 ¼ (64 7/16), CORR at 34 ¼ (47 9/16) and more JDSU at 50 ¼ (71 ¾) on November 30, 2000. EXTR, CORR, MLNM, JDSU and SCMR have risen a lot since they were added to the “A” Portfolio so even if you have not gotten that big of returns we would take some profits at this time on all the above stocks. We decided to add JDSU at $62 ¼ (71 ¾) and IMNX at $40 (49 ¼) to our “A” Portfolio on Tuesday November 28, 2000. We did add EXDS to our “A” Portfolio shortly after the market opened at $25 ¼ (34 1/4) and SUNW at $40 1/4 (34) on November 21, 2000.We added DELL at $23 (20 1/16); ORCL at $31 ¾ (31 15/16); CSCO at $ 48 ½ (54 13/16); JWN at the close at 14 5/8 (16 1/4); and PALM at $41 ½ (56 5/8) to our “A” Portfolio on October 11th, 2000. PALM is a two month swing-trade for the Christmas season and JWN is a double your money pick for the next 18 months. We added more ORCL at 31 5/8 (31 15/16) and NT at 39 ¼ (43) to our “A” Portfolio. On November 13th we did add WMT at $43 ¼ (51 3/8); HD at $37 (45 1/8); and HWP at $32 ¾ (33 1/8) to our “A” Portfolio. We added EXDS under $27 to the “A” Portfolio at 25 ¼ (34 1/4) and SUNW was added at 40 1/4 (34).