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Every six months or so I look at my stocks and try a quick explanation of the company and my position. It helps me remember why I hold the stock, reminds me what I want to do with it, and lets me check back for changes. I encourage folks to comment and show me other points of view.

f5 is an aggressive technology company smartly providing solutions for information traffic management and security. They are stable enough for me to consider to be an investment, not a speculation. The company is doing well, with management emphasizing a cohesive set of products and services that complement each other. The stock has always been volatile and currently has a high enough P/B and P/S that I don't consider it cheap. Their growth has been impressive though so I won't be selling here either. I'll hold them, expect a few bumps in the road, and hope they don't get bought out. (market cap 2.25E+09)

DISCLAIMER LTBH since 2000 but I sold some, partly because I misunderstood a bit of news. Oh well, it's proof that I'm human.
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