Global Market Update
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Here are updated buy and sell recommendations of eClub advisor Andy Kaegi of Bulach Private Client Services in Zurich.
We have begun following Andy Kaegi's global share watch. Here is his update. Until next message, good global business and investing!
Possibilities in the markets
We update this paper at irregular short term intervals based upon our internal buy and watchlists and make it available to interested parties by email. These comments are for informative purposes only. They do not cover all of our active positions but reflect only a small part of our investment strategy and BPCS may or may not engage in the actions described below. Because of individual client requirement readers should always take individual advice from a professional advisor before making investments.
USA Portfoliopositions: possible action: DuPont Watch rise towards 50 for possible call writes Xerox Repurchase below 8 Novell Buy between 3.50 and 4.50 At Home Repurchase or add below 3.20 Iomega If further weakness add at 2.30 Coors Still buy below 50 Acme Realised nice profit at 3.50plus (bought at 2.75) Oracle Add in case of drop to 13
Watchpositions: possible action: Western Digital Consider around 3.25 Host Marriot Consider around 12 Radioshack Consider around 27 Phelps Dodge Consider at 40 Limited Consider around 15
Europe Portfoliopositions: possible action: Metro Repurchase at 43 Thyssen Krupp Add below 15 EVN Add below 29 Wienerberger Baust. Profit taking above 22
Switzerland Portfoliopositions: possible action: Fischer Add below 420 Swissair Hold; possibly add on new weakness well below 100 Zürich Financial Serv. Partial sales above 640 for lower repurchase; covered call writing 650 Nov. ABBN Hold; add below 27 Roche ROG Hold; Consider covered call writes above 140
Watchpositions: possible action: COS Buy limit 91 Von Roll Speculative, consider at 10
Alternatives Portfoliopositions: possible action: Venture Cap. Basket II Add and repurchase around 60 (Sec.Nbr. 1180222) World Gold Certificate Consider for diversification within alternative investments (Sec.Nbr. 1242158)
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Global Market Update
was published on June 15th, 2001
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