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Technology Stocks : Research In Motion TSE RIM Nasdaq RIMM -- Ignore unavailable to you. Want to Upgrade?

To: arisetech who wrote (344)	9/8/1999 7:41:00 PM
From: Garry O'krafka	Respond to of 989

Hi Tim Great I did also @5.55 also trying to get more RC on Van got more Rim @ 51.00 gee 65.00 USA $ over 100.00 canadian Market maker are same on TSE Rim & DSG

To: arisetech who wrote (344)	9/11/1999 4:26:00 PM
From: Garry O'krafka	Read Replies (1) \| Respond to of 989

RESEARCH IN MOTION LTD (Toronto) RIM-T Quote 09/09/99 Small stock list can mean big return NEW YORK, Sept 9 (Reuters) -- Although mutual funds bring investors professional management and an easy way to diversify holdings, some portfolio managers argue that having fewer stocks in the portfolio adds up to bigger returns. "There are lots of studies that show that with between 15 and 20 names you get pretty much the full effect of diversification," Erik Voss, co-manager of the Conseco 20 Fund, said in an interview. "We get the added performance from having just our best names in there." The $72 million Conseco 20 fund, up about 20 percent so far in 1999, usually has between 20 and 30 stocks. Voss and co-manager Tom Pence prefer to look beyond the high price-to-earnings multiple growth stocks that show up in big-capitalization growth funds and also appear among the top holdings of some rival "concentrated" funds. A team of 33 analysts at Conseco Capital Management screens stocks looking for earnings growth, sudden price movements and insider buying. Once a stock is chosen, the fund managers stay in close touch with managements trying to avoid the "earnings surprise" that frequently batters a stock. They also like to "surround the company" by checking with distributors, suppliers and customers. "We want to verify that what management is saying is actually happening out in the field," Voss said. The fund invests mainly in growth stocks and is nearly fully invested at all times. Occasionally there could be a transitional period when one stock is being eliminated from the fund while another is being added. The cash level then might hit about 3 percent. The current top holding is Research in Motion Ltd. (RIM-T), maker of a wireless electronic-mail device that alerts people when they have an E-mail on their personal computer, lets them retrieve the message, and then send a response. Voss said there are some 24 million "mobile" workers in the United States and a growing number want to keep in touch, but with more than just a simple pager. With e-mail traffic expected to quadruple in four years he sees a huge market for Research in Motion. Generally not considered a growth stock, supermarket operator Kroger Co. (KR-N) is one of the Conseco 20 holdings. Voss says Kroger offers the "catalyst" he looks for in a stock, namely the synergies that are already kicking in from its acquisition of Fred Meyer Inc. Although Voss and co-manager Pence are wary of Internet stocks, one of their picks, Electronic Arts Inc. (ERTS-O), is seen as a beneficiary of the online phenomenon. Electronic Arts, a leader in interactive entertainment software, currently generates $100 million in annual cash flow, and Voss views it as one Internet stock that lets shareowners get a restful night's sleep. Pence believes the fund's stock-picking holds up not only in strong markets, but in more difficult times, such as the one experienced through much of 1999. Conseco also offers a Midcap Equity Fund that has about 70 stocks. Some of the larger holdings in this fund are the same stocks found in the Conseco 20 fund. The overlap reflects the company's reliance on its in-house research team. Conseco Capital Management is a wholly owned subsidiary of Conseco Inc. (CNC-N), a Carmel, Ind.-based insurance, investment and lending company. Conseco Capital had about $40 billion in assets under management at June 30. --------------------------------------------------------------------------------