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1999 Performance Review
February 2000
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James Passin's 1999 Portfolio
| 1999 Passin Portfolio |
| Global Services |
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Company |
Exchange/Symbol |
Entry Price |
12/31/99/Sell Price |
Gain/Loss |
Status |
% Gain w/Dividends |
| |
Aramex |
NASDAQ:ARMX |
US$11.75 |
US$10 |
-14% |
open |
|
| |
Restaurant Brands |
|
US$.53 |
US$.86 |
62% |
open |
79% |
| |
Fischer & Paykel |
|
US$3.08 |
US$3.80 |
23% |
open |
28% |
| |
Unicharm |
|
US$48 |
US$57.50 |
19% |
|
|
| Average Percent Gain: 28% |
| Global Technology |
| |
Elron |
NADSDAQ:ELRNF |
US$16.06 |
US$29.75 |
85% |
open |
87% |
| |
Elscint |
NYSE:ELT |
US$12.13 |
US$9.88 |
-18% |
closed |
|
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Elbit Medical Imaging |
NASDAQ:EMITF |
US$10.88 |
US$8.75 |
-19% |
closed |
0.01% |
| |
Orbotech |
NASDAQ:ORBK |
US$47.25 |
US$61 |
29% |
closed |
|
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Aladdin |
NASDAQ:ALDN |
US$10 |
US$8.94 |
-10% |
closed |
|
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Elbit Ltd. |
NASDAQ:ELBTF |
US$3.50 |
US$17.69 |
405% |
open |
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Orckit |
NADSDAQ:ORCT |
US$16.13 |
US$34.31 |
112% |
open |
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Elbit Systems |
NASDAQ:ESLTF |
US$12 |
US$17.88 |
49% |
closed |
50% |
| Average Percent Gain: 81% |
| Global Commodity |
| Jan.99 |
Commodity Trust Warrants |
CMT |
US$1.07 |
US$1.62 |
51% |
open |
|
| Jan.99 |
Commodity Trust Warrants |
CMTW |
US$0.06 |
US$0.14 |
133% |
closed |
|
| Jan.99 |
Hurricane Hydrocarbons |
HHLFQ |
US$1.19 |
US$2.28 |
91% |
open |
|
| Jan.99 |
Hurricane Warrants |
HUHY |
US$0.35 |
US$0.34 |
0% |
open |
|
| Jan.99 |
Ashanti Goldfields |
ASL |
US$9.38 |
US$2.625 |
72% |
open |
-71% |
| Jan.99 |
Surgutneftegaz ADR |
SGTZY |
US$3 |
US$17.5 |
483% |
open |
|
| Jan.99 |
Suez Cement |
SZCD |
US$15 |
US$16.52 |
10% |
open |
17% |
| Jan.99 |
Sasol |
SASOY |
US$4 |
US$8.375 |
109% |
open |
121% |
| Jan.99 |
Monsenergo ADR |
AOMOY |
US$1.5 |
US$4 |
166% |
open |
|
| Jan.99 |
TyumenAviaTrans |
TVAVY |
US$0.5 |
US$0.5 |
even |
open |
|
| Sep.99 |
Ventspils Nafta |
VNFT |
US$0.75 |
US$0.94 |
25% |
open |
|
| Nov.99 |
Lukoil Preferred |
LUKPY |
US$5.75 |
US$10.25 |
78% |
open |
|
| Average Percent Gain: 91% |
| US Small Cap Tech |
| Jan.99 |
Xoma |
XOMA |
$3.25 |
$3.00 |
-8% |
open |
|
| Jan.99 |
Shaman |
SHMN |
$2.03 |
$0.38 |
-82% |
closed |
|
| Jan.99 |
Avant Immunotherapeutics |
AVAN |
$1.91 |
$2.47 |
29% |
open |
|
| Jan.99 |
Williams Control |
WMCO |
$2.38 |
$2.22 |
-7% |
open |
|
| Jan.99 |
Exponent |
EXPO |
$6.00 |
$6.63 |
10% |
open |
|
| Jan.99 |
Genus |
GGNS |
$2.50 |
$4.50 |
80% |
open |
|
| Jan.99 |
Computer Learning Centers |
CLCX |
$5.00 |
$2.41 |
-52% |
open |
|
| Average Percent Gain: -30% |
| Emerging Market Funds |
| Jan.99 |
Morgan Stanley India Fund |
IIF |
US$7 |
US$10.437 |
49% |
closed |
|
| Jan.99 |
MS Russia Fund |
RNE |
US$9.39 |
US$12.375 |
31% |
closed |
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| Mar.99 |
Herzfeld Caribbean Fund |
CUBA |
US$5 |
US$5.375 |
0% |
open |
8% |
| Average Percent Gain: 29.6% |
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