Global Portfolio Update


Here is the regular portfolio update from eClub advisor Andy Kaegi.

Date: July 19, 2001

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.

		
>From: Andreas Kägi
>Subject: New BPCS update
>Date: Thu, 19 Jul 2001 15:59:29 +0200
>X-Mailer: Internet Mail Service (5.5.2650.21)
>
>Dear readers,
>
>Enclosed please find a new update; for any questions please send me an
>email. We are still underweigthing equities and not in a hurry for new
>positions, still realizing profits fast is a recommandable strategy at
>present.
>
>
> >
>
>With best regards
>
>Andreas Kaegi
>
>P.S: I will be away from my desk from July 30 to August 17.
USA
Portfoliopositions: possible action:

Novell Consider between 3.5 and 4.5; take profit above 5.5
Radioshack Take profit close to 32 (bought at 26)
USX Marathon Oil Repurchase around 26 - 27
Western Digital Repurchase between 2.75 and 3.10 (sold at 4)
Limited Take profit above 17, repurchase below 15
Iomega Still add around 1.85
At Home Still add around 1.85

Watchpositions: possible action:
Host Marriott Consider, new limit 12.25
Honeywell Consider around 33
Advanced Micro Dev. Consider around 16

Europe
Potfoliopositions: possible action:

EVN Sell around 40 - 42
Wienerberger Take profit at 22

Watchpositions: possible action:
Preussag consider around 32
Marconi speculative between p90-95

Switzerland
Portfoliopositions: possible action:

Swissair Sell shs bought below 100 above 130 for later and cheaper repurchase
COS Add at 55 to 58
Zurich Financial Serv. Repurchase at 525 (sold at 640/45)
ABB Add between 20 and 22
Georg Fischer Add at 380 - 390

Watchpositions: possible action:

Von Roll Speculative, buy around 6.50
Batigroup Consider below 25
Charles Voegele Consider around 150
Geberit Consider around 370/375

Alternatives and Emerging Markets
Portfoliopositions: possible action:

Venture Cap. Basket II Add between 40 and 43 (Sec.Nbr. 1180222)
World Gold Certificate Still consider for portfolio diversification (Sec.Nbr. 1242158)
Thai Fund (TTF) Consider at 2.75

Also, here is an update from eClub advisor Anglo Irish Bank.

Gary


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