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Stocks F / F5 Networks


Subject:  my end of year synopsis of FFIV Date:  12/31/2007  4:30 PM
Author:  tktrimbath Number:  1854 of 1870

INTRO Here's my semi-annual exercise to see if I remember why I own the stocks I own, and so I can check back and see if their stories have changed. I post in case it helps others too.

(market cap ~ $1.12B)

F5 designs, builds, and sells internet traffic management hardware and software. Their products are well-integrated suites that appeal to the technicians who need to operate complex networks. The company is being recognized as a growth company, but more importantly as an investment darling. The irony to me is that I might have to sell just as the stock begins to draw the attention of the rest of the market. The irony to the stock is that the company is largely held by institutions already. I've just been along for the ride.

The company's prospects look good (revenue growth and financials impress me). The stock's prospects look good (recent downturn appears to be an overcorrection). Their industry and market share are increasing nicely.

Unfortunately for me I might have to sell to pay some bills. So goes the life of the individual investor who lives off of a portfolio. I almost sold at the recent peak but was out of town just long enough to watch the stock swoon before I could sell. Alas. Of course, I think the stock has a lot of opportunity to recover. Soon please. (But what would be better would be for one or two of my speculative stocks to finally kick in a spike, leaving FFIV in my portfolio as a stabilizing growth position.)

DISCLAIMER LTBH since 2000 but the only shares left are from 2001 and I might have to sell them to pay some bills. Ouch.
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