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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: mtnlady who wrote (19072)	2/29/2000 11:08:00 PM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

THIS MONTH IN THE FRONT OFFICE: The Front Office Gorilla Game This month the primary subject I want to bring to light is the stuff that's buried in the numbers. So let's get right to 'em. Just a tad shy of being a six-bagger, our Game conveniently closed out the month at an all-time high. Though it began with just $10,000 (not real funds) on May 25, 1998, the numbers look pretty darned impressive today. Stocks $53,528.81 Cash $5,497.58 Total $59,026.39 It will come as no surprise to regulars around here that the Game is walloping the indexes: History History Year Annualized Gorilla Game 490.26% 44.48% 186.33% Nasdaq 160.20% 15.42% 76.23% Russell 2000 24.78% 14.45% 14.02% S&P 500 23.05% -7.00% 13.08% The Game is now outperforming the super-strong Naz by more than 3-to-1. On an annualized basis, by about 2.5-to-1. (Only mathemagician knows why the ratios aren't the same.) The Game is outperforming the broad market by a 21-to-1 margin. Simply awesome. That's the game. Now the details about the two remaining players. 5/25/98 5/1/98 Change % of Buy Buy Average 2/29/00 from Portfolio Price Price Cost Price 5/25/98 RMDY 21.6% $17.44 $17.50 $17.46 $55.69 225.04% SEBL 69.1% $11.50 $19.22 $13.55 $138.69 1105.98% For some fun, focus on the two columns at the far right (above) and take a look at those same columns (below) as they appeared at the end of January: Change 1/31/00 from Price 5/25/98 RMDY $40.44 131.87% SEBL $91.06 691.85% During February, Remedy increased 38%. Siebel increased 52%. More important to long-term investors, Remedy went from being more than a two-bagger last month to being more than a three-bagger today. Last month Siebel was just shy of an 8-bagger and ... DING DING DING ... this month became our first 12-bagger. Folks, that's a 12-bagger in only 21 months! Nobody loves the stock of a consumer-based, enabling technology more than I, but the stock of a business-based applications technology that increases twelve-fold in less than two years ain't no slouch. The Usual Details and Caveats Commissions are based on $8 per trade. Interest earned on cash is not accounted for because doing so wouldn't meaningfully alter the outcome of the Game. It's not real money involved; it's only a Game. I've owned long and short positions in front office stocks in the past and reserve the right to do so in the future. I presently own a long position in Siebel Systems, one of the stocks discussed above. Please don't buy or sell anything based on anything you see coming from my keyboard. See ya next month! --Mike Buckley