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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: unclewest who wrote (12620)	12/12/1999 10:17:00 AM
From: Mike Buckley	Read Replies (3) of 54805

unclewest, You do realize, of course, that our discussion of narrowing down our portfolio to a half-dozen primates has Lindy absolutely chomping at the bit. I all but guarantee that we hear something from him about wondering why we're wasting our time investing in "the other five." :) The six I hold and their current portion of the portfolio: Cisco -- 4% Citrix -- 11% EMC -- 6% Gemstar -- 7% Qualcomm -- 39% Siebel -- 19% I realize that a lot of people don't think EMC is playing a gorilla game. More important, I felt it was when I bought the stock. Since then I've seen such strong opinion on both sides of that issue that I, a lowly carpetologist, don't presume to know. If it's not, I leave it in the portfolio as a rapidly growing royalty play that won't be held as strongly as most of the others. About allocation: I prefer to have a larger portion of Cisco, but that is the stock I've been giving to charities and children's college funds in recent years. Its portfolio allocation is down because I never bought more to replace the stock I've given away. I will probably add to Gemstar under two circumstances: 1) the stock price gets dramatically cheaper with no change in fundamentals or 2) the product goes into a full-blown tornado. There's a possibility the tornado is already in progress as measured by the number of advertising-enabled EPGs in households and I expect it to be irrefutable next year if that number grows to 5 million. You only asked for the time and I explained how I built the watch. Sorry about that. --Mike Buckley

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