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<DIV><FONT size=3>All,</FONT></DIV>
<DIV><FONT size=3> Another good up move in my portfolio
this week (summary table below). This is getting almost too good to be
true, but I sure am enjoying it <G>. I catch myself wondering if it
can last through the end of the year and I looked hard at the indices I follow
to find signs of weakness, but I couldn't find any. That means I'm going
to proceed as normal, but watch my stops closely. </FONT></DIV>
<DIV><FONT size=3> Even with my CMB midweek pick, I
still have enough cash on hand for one more position before I'm fully invested
again. Since I added a large cap at midweek, I want to add another
Christmas Special. My definition of a Christmas Special is a small cap
stock that has fallen more then 50% from its 52 week high, still has decent
fundamentals, and is showing some signs of recovering. It should also have
a good story - a reason to believe that it will recover. My pick for this
week is MedPartners Inc (MPM). It's the US's number 1 doctors practice
management company. The story here is that it has realized that managing
doctor's is impossible <G>. It's selling or spinning off its 238
clinics with 13,500 associated doctors to focus on its prescription benefits
program, Caremark. Caremark provides group prescription benefit programs
by a network of some 53,000 pharmacies and also provides disease management
programs.</FONT></DIV>
<DIV><FONT size=3> <FONT color=#000000> MPM at 4 1/2 is
in a Short Term Up trend Channel (STUTC) with the top at 6 1/2 and the bottom at
3 5/8. It peaked at 28 3/8 a little over a year ago and then went into a
tail spin to a low of 1 5/8 in early Sep98. It recovered from there.
It broke out of its Intermediate term Down trend shortly after that moving in a
sideways or horizontal channel (HC). It broke out of that HC a little over a
week ago which is a Trader Vic type buy signal. It then fell back into the
HC channel, but bounced off the bottom of the STUTC Thursday and made a strong
up move Friday on good volume. It now looks like it is poised to break out
from here. I also got a Tema PDI-MDI, Directional Movement buy signal in
early Oct. The fundamentals are acceptable with a good price/sales of 0.13
and a high debt/equity of 31 which should improve as the clinics are sold.
I'll open a long position Monday. I'll set the initial target just under
last years high at 27 and the initial stop just under the STUTC at 2
3/4.</FONT></FONT></DIV>
<DIV><FONT size=3><FONT color=#000000> I'll send a
MPM.GIF chart to everyone on the chart email
list. </FONT></FONT></DIV>
<DIV><FONT size=3><FONT color=#000000></FONT></FONT> </DIV>
<DIV><FONT size=3><FONT color=#000000>JimG</FONT></FONT></DIV>
<DIV><FONT size=3><FONT color=#000000></FONT></FONT> </DIV>
<DIV><FONT size=3><FONT color=#000000>
<TABLE border=1 borderColor=#b04d00 cellPadding=2 cellSpacing=2 width=588>
<TBODY>
<TR>
<TD colSpan=7 height=21><B><FONT color=#000000 face=Arial size=2>
<P align=center>Open Positions</B></FONT></P></TD></TR>
<TR>
<TD height=21 width=14%>
<P></P></TD>
<TD height=21 width=14%><B><FONT color=#000000 face=Arial size=2>
<P align=center>Date</B></FONT></P></TD>
<TD height=21 width=14%><B><FONT color=#000000 face=Arial size=2>
<P align=center>Entry</B></FONT></P></TD>
<TD height=21 width=14%><B><FONT color=#000000 face=Arial size=2>
<P align=center>Target</B></FONT></P></TD>
<TD height=21 width=14%><B><FONT color=#000000 face=Arial size=2>
<P align=center>Stop</B></FONT></P></TD>
<TD height=21 width=14%><B><FONT color=#000000 face=Arial size=2>
<P align=center>Current</B></FONT></P></TD>
<TD height=21 width=17%><B><FONT color=#000000 face=Arial size=2>
<P align=center>%</B></FONT></P></TD></TR>
<TR>
<TD height=21 width=14%><B><FONT color=#000000 face=Arial size=2>
<P align=center>Symbol</B></FONT></P></TD>
<TD height=21 width=14%><B><FONT color=#000000 face=Arial size=2>
<P align=center>Opened</B></FONT></P></TD>
<TD height=21 width=14%><B><FONT color=#000000 face=Arial size=2>
<P align=center>Price</B></FONT></P></TD>
<TD height=21 width=14%><B><FONT color=#000000 face=Arial size=2>
<P align=center>Price</B></FONT></P></TD>
<TD height=21 width=14%><B><FONT color=#000000 face=Arial size=2>
<P align=center>Price</B></FONT></P></TD>
<TD height=21 width=14%><B><FONT color=#000000 face=Arial size=2>
<P align=center>Price</B></FONT></P></TD>
<TD height=21 width=17%><B><FONT color=#000000 face=Arial size=2>
<P align=center>Gain/Loss</B></FONT></P></TD></TR>
<TR>
<TD height=21 width=14%><B><FONT color=#000000 face=Arial size=2>
<P align=center>AOL</B></FONT></P></TD>
<TD height=21 width=14%><FONT color=#000000 face=Arial size=2>
<P align=center>10/09/98</FONT></P></TD>
<TD height=21 width=14%><FONT color=#000000 face=Arial size=2>
<P align=right>$44.75</FONT></P></TD>
<TD height=21 width=14%><FONT color=#000000 face=Arial size=2>
<P align=right>$103.00</FONT></P></TD>
<TD height=21 width=14%><FONT color=#000000 face=Arial size=2>
<P align=right>$70.75</FONT></P></TD>
<TD height=21 width=14%><FONT color=#000000 face=Arial size=2>
<P align=right>$84.88</FONT></P></TD>
<TD height=21 width=17%><FONT color=#000000 face=Arial size=2>
<P align=right>89.66%</FONT></P></TD></TR>
<TR>
<TD height=21 width=14%><B><FONT color=#000000 face=Arial size=2>
<P align=center>CCI</B></FONT></P></TD>
<TD height=21 width=14%><FONT color=#000000 face=Arial size=2>
<P align=center>11/16/98</FONT></P></TD>
<TD height=21 width=14%><FONT color=#000000 face=Arial size=2>
<P align=right>$44.44</FONT></P></TD>
<TD height=21 width=14%><FONT color=#000000 face=Arial size=2>
<P align=right>$69.00</FONT></P></TD>
<TD height=21 width=14%><FONT color=#000000 face=Arial size=2>
<P align=right>$43.75</FONT></P></TD>
<TD height=21 width=14%><FONT color=#000000 face=Arial size=2>
<P align=right>$45.06</FONT></P></TD>
<TD height=21 width=17%><FONT color=#000000 face=Arial size=2>
<P align=right>1.41%</FONT></P></TD></TR>
<TR>
<TD height=21 width=14%><B><FONT color=#000000 face=Arial size=2>
<P align=center>CMB</B></FONT></P></TD>
<TD height=21 width=14%><FONT color=#000000 face=Arial size=2>
<P align=center>11/18/98</FONT></P></TD>
<TD height=21 width=14%><FONT color=#000000 face=Arial size=2>
<P align=right>61 1/5</FONT></P></TD>
<TD height=21 width=14%><FONT color=#000000 face=Arial size=2>
<P align=right>$75.00</FONT></P></TD>
<TD height=21 width=14%><FONT color=#000000 face=Arial size=2>
<P align=right>$57.75</FONT></P></TD>
<TD height=21 width=14%><FONT color=#000000 face=Arial size=2>
<P align=right>$61.94</FONT></P></TD>
<TD height=21 width=17%><FONT color=#000000 face=Arial size=2>
<P align=right>1.23%</FONT></P></TD></TR>
<TR>
<TD height=21 width=14%><B><FONT color=#000000 face=Arial size=2>
<P align=center>COHU</B></FONT></P></TD>
<TD height=21 width=14%><FONT color=#000000 face=Arial size=2>
<P align=center>11/16/98</FONT></P></TD>
<TD height=21 width=14%><FONT color=#000000 face=Arial size=2>
<P align=right>18 3/8</FONT></P></TD>
<TD height=21 width=14%><FONT color=#000000 face=Arial size=2>
<P align=right>$43.00</FONT></P></TD>
<TD height=21 width=14%><FONT color=#000000 face=Arial size=2>
<P align=right>$16.75</FONT></P></TD>
<TD height=21 width=14%><FONT color=#000000 face=Arial size=2>
<P align=right>$18.88</FONT></P></TD>
<TD height=21 width=17%><FONT color=#000000 face=Arial size=2>
<P align=right>2.72%</FONT></P></TD></TR>
<TR>
<TD height=21 width=14%><B><FONT color=#000000 face=Arial size=2>
<P align=center>CY</B></FONT></P></TD>
<TD height=21 width=14%><FONT color=#000000 face=Arial size=2>
<P align=center>10/12/98</FONT></P></TD>
<TD height=21 width=14%><FONT color=#000000 face=Arial size=2>
<P align=right>$8.75</FONT></P></TD>
<TD height=21 width=14%><FONT color=#000000 face=Arial size=2>
<P align=right>$14.00</FONT></P></TD>
<TD height=21 width=14%><FONT color=#000000 face=Arial size=2>
<P align=right>$9.75</FONT></P></TD>
<TD height=21 width=14%><FONT color=#000000 face=Arial size=2>
<P align=right>$10.75</FONT></P></TD>
<TD height=21 width=17%><FONT color=#000000 face=Arial size=2>
<P align=right>22.86%</FONT></P></TD></TR>
<TR>
<TD height=21 width=14%><B><FONT color=#000000 face=Arial size=2>
<P align=center>IDTI</B></FONT></P></TD>
<TD height=21 width=14%><FONT color=#000000 face=Arial size=2>
<P align=center>11/09/98</FONT></P></TD>
<TD height=21 width=14%><FONT color=#000000 face=Arial size=2>
<P align=right>7 1/8</FONT></P></TD>
<TD height=21 width=14%><FONT color=#000000 face=Arial size=2>
<P align=right>$12.00</FONT></P></TD>
<TD height=21 width=14%><FONT color=#000000 face=Arial size=2>
<P align=right>$5.75</FONT></P></TD>
<TD height=21 width=14%><FONT color=#000000 face=Arial size=2>
<P align=right>$6.47</FONT></P></TD>
<TD height=21 width=17%><FONT color=#000000 face=Arial size=2>
<P align=right>-9.21%</FONT></P></TD></TR>
<TR>
<TD height=21 width=14%><B><FONT color=#000000 face=Arial size=2>
<P align=center>IOM</B></FONT></P></TD>
<TD height=21 width=14%><FONT color=#000000 face=Arial size=2>
<P align=center>11/02/98</FONT></P></TD>
<TD height=21 width=14%><FONT color=#000000 face=Arial size=2>
<P align=right>$5.50</FONT></P></TD>
<TD height=21 width=14%><FONT color=#000000 face=Arial size=2>
<P align=right>$12.00</FONT></P></TD>
<TD height=21 width=14%><FONT color=#000000 face=Arial size=2>
<P align=right>$6.75</FONT></P></TD>
<TD height=21 width=14%><FONT color=#000000 face=Arial size=2>
<P align=right>$8.19</FONT></P></TD>
<TD height=21 width=17%><FONT color=#000000 face=Arial size=2>
<P align=right>48.87%</FONT></P></TD></TR>
<TR>
<TD height=21 width=14%><B><FONT color=#000000 face=Arial size=2>
<P align=center>MSFT</B></FONT></P></TD>
<TD height=21 width=14%><FONT color=#000000 face=Arial size=2>
<P align=center>10/09/98</FONT></P></TD>
<TD height=21 width=14%><FONT color=#000000 face=Arial size=2>
<P align=right>$93.19</FONT></P></TD>
<TD height=21 width=14%><FONT color=#000000 face=Arial size=2>
<P align=right>$119.00</FONT></P></TD>
<TD height=21 width=14%><FONT color=#000000 face=Arial size=2>
<P align=right>$109.75</FONT></P></TD>
<TD height=21 width=14%><FONT color=#000000 face=Arial size=2>
<P align=right>$113.63</FONT></P></TD>
<TD height=21 width=17%><FONT color=#000000 face=Arial size=2>
<P
align=right>21.93%</FONT></P></TD></TR></TBODY></TABLE>
</FONT></FONT></DIV>
<DIV> </DIV></BODY></HTML>
</x-html>From ???@??? Thu Nov 26 01:14:35 1998
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Message-ID: <365717BA.B275B162@xxxxxxxxxxx>
Date: Sat, 21 Nov 1998 13:42:50 -0600
From: Harley Meyer <meyer@xxxxxxxxxxx>
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To: "Sean W. Smith" <sean_smith@xxxxxxxxxxxxxx>
CC: Metastock list <metastock-list@xxxxxxxxxxxxx>
Subject: Re: YES
References: <00e701be14e6$cadb0ee0$fb622ca1@xxxxxxxxxxxxxxxxxxxx>
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The poll is at sra@xxxxxxxxxxx not at meyer@xxxxxxxxxxxx Anything sent to
meyer@xxxxxxxxxxx will not be counted and will only be deleted.
Harley
Sean W. Smith wrote:
> > -----Original Message-----
> > From: owner-metastock@xxxxxxxxxxxxx
> > [mailto:owner-metastock@xxxxxxxxxxxxx]On Behalf Of Harley Meyer
> > Sent: Friday, November 20, 1998 5:23 PM
> > To: Metastock list
> > Subject: List poll for change of list server
> >
> >
> > I'll take the survey. This is on a second e-mail account so the mail
> > will not bother me. I will count the results by looking at subject
> > heading only. So no need to comment.
> >
> > For one week beginning November 20 to November 28 you can send your vote
> > to
> >
> > sra@xxxxxxxxxxx
> >
> > In the subject heading type: Yes or no.
> >
> > Where
> > Yes - is to change it
> > and
> > no - is to leave it the way it is.
> >
> > Harley
> >
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