Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: Sig who wrote (55633)	8/1/1998 6:35:00 PM
From: Mazman	Respond to of 176387

Sig and thread, Excerpt from Aug 3 Barron's shows mutual fund Transamerica heavily invested in Dell.. <<Transamerica portfolio manager Philip Treick doesn't buy the conventional wisdom about cheap stocks not getting hit as hard as highflyers in a downturn. Nor does he manage the fund to outperform during periods of market weakness. What he does do is run a concentrated portfolio of growth companies with established franchises that are delivering high "cash-on-cash" returns. Such stocks should be somewhat insulated from ugly market cycles, he opines... Treick's $75 million fund holds 26 stocks that can be volatile. His largest is Dell Computer, which comprised more than 8% of the fund as of June 30..>> regards, mazman