Global Market Update


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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