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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: LindyBill who wrote (1482)	4/25/1999 6:56:00 PM
From: Mike Buckley	Read Replies (2) of 54805

Lindy, I've simply never taken the time to fill out my profile, or at least I don't remember doing it. It's not a function of secrecy. It's laziness. Before I list my stocks, you've got to promise not to LAUGH. A chuckle is okay, but not a laugh. :) Seriously, I think my approach is more conservative than the approach used by most around here. Current allocations are shown in percentages. Long-term Positions INTERNET/MEDIA PURE-PLAYS At Home (8%) 5% Cash is set aside to establish a position in AOL. INTERNET-RELATED PLAYS Cisco (7%) (building the Internet) EMC (8%) (storing data created by Internet use) OTHER TECHNOLOGY PLAYS Citrix Systems (8%) (riding the wave of Softie's NT and lowering TCO by promoting thin-client computing) Gemstar (6%) (Electronic program guides on set-top boxes and televisions that will begin to be the portal of television and ultimately the Internet when [if] television and computers converge) Qualcomm (12%) ('nuff said) Siebel Systems (10%) (by far the leader in customer management software space which, according to everything I read, will be a much larger market than the ERP space) 5% Cash is set aside to establish a position in SAP. OTHERS Fastenal (9%) (A terrifically managed company that sells nuts and bolts, literally. In the biz they call them fasteners but you and I call them nuts and bolts. Prior to the Asia scare they were growing 40% a year and now are growing "only" 25% a year.) Provident (9%) (Another terrifically managed company that is the leading seller by a wide margin of liability insurance to companies. Will merge soon with Unum, the largest seller of liability insurance sold to individuals. The folks at Provident already successfully completed a merger with their largest competitor and the merger with Unum will result in similar changes that will propel earnings far beyond what most people would expect of such a boring industry.) Rainforest Cafe (6%) (A theme restaurant that has been my single biggest disappointment for a lot of reasons. Despite the disappointment, the company is selling on the cheap and I expect to be able to bail out at a much higher price. But I've been wrong about this one for a long time, so who knows.) Short-term Positions (a few months to two years) Total Renal Care (5%) (International dialysis provider to individuals. Seriously undervalued when I bought it. Despite a 45% run-up, still somewhat undervalued.) 5% Cash set aside for future short-term opportunities. Hmmm, all the allocations add up to 103%. Oh well. --Mike Buckley

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