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Strategies & Market Trends : Cents and Sensibility - Kimberly and Friends' Consortium
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To: $Mogul who wrote (43623)12/11/1999 10:55:00 PM
From: puborectalis  Read Replies (2) of 108040
 
PKSI IS UNDER ACCUMULATION. Last 3 days amassed the most trading volume in its history save one day in NOV. Large blocks indicate institutional buying....Funds are getting in and it has been noticed.......read on::::from CNN. Nevis Fund has enjoyed life at the top of the
performance charts all year, long before the Nasdaq
started its trajectory.
The fund, which invests 52 percent of its portfolio
in techs, went from $1.5 million in assets when it
launched in June1998 to $86 million today,
Co-Manager David Wilmerding said. It is up 245.7
percent year to date as of Nov. 30 and is ranked first
in its mid-cap growth category at Morningstar.
"We love volatility; that's how you perform,”
Wilmerding said.
The fund owns about 25 names, many that he
bought at one-quarter of the price a year ago. But he
refuses to hold any Internet stocks because their
valuations "don't resemble reality.”
"It is much more difficult to invest in technology
than it was years ago because it's so much more
complex,” Wilmerding said. "The undercurrents are
harder to identify and the marketplace is much
broader. Yet that also leads to more opportunities.”
Among his favorite stocks are companies that
provide "enabling technology” for the Internet, like
Vitesse Semiconductor (VTSS) or Rational Software
(RATL).
The top holding is -Primus Knowledge Solutions-
(PKSI), which provides sophisticated software
programs for technical "help desks.” CHECK IT OUT>
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