Paul Wick Manager Of Seligman Communications and Information Fund Stock Picks & Pans- Barrons
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Date updated:10-06-2007

Paul Wick is the manager of the Seligman Communications and Information Fund (SPCIX). One of the very few tech-fund managers who lives here in the Valley, Wick is a smart investor who enjoyed the boom, survived the bust and is having a fine time in this year's upturn. He says his fund is getting net inflows for the first time in years, and he's launched a companion hedge fund, with about $1.7 billion in assets.

Make sure to check the hate list for Wick's short ideas.

symbol name last price % change open
  • +
  • SNPS
    Synopsys
  • $22.52
  • -0.13%
  • $22.61

His biggest position is Synopsys (SNPS), maker of electronic-design-automation software; he notes that it recently signed its biggest deal ever, a five-year, $500 million pact with Intel. Synopsys has 90% recurring revenue. As a result, he contends, it's unlikely ever to blow up.

People owning SNPS also tend to own: ASMLCYMIKLACMFESTXSYMCMSFT

TheStreet.com Rating: B- What is this?

  • +
  • CHKP
    Check Point Softw
  • $32.86
  • 0.00%
  • $N/A

Wick is keen on the security sector; he has big bets on both Check Point (CHKP) and McAfee (MFE), which he thinks is having a revival under Dave Dewalt, its new CEO, and could eventually find a buyer, as well.

People owning CHKP also tend to own: AEOSCRYPHNRPAYXTCHCTRLGCOSI

TheStreet.com Rating: A What is this?

  • +
  • MFE
    Mcafee
  • $39.50
  • +0.05%
  • $39.56

Wick is keen on the security sector; he has big bets on both Check Point (CHKP) and McAfee (MFE), which he thinks is having a revival under Dave Dewalt, its new CEO, and could eventually find a buyer, as well.

People owning MFE also tend to own: CTXSSYMCABNAIGBKCERJEWJ

TheStreet.com Rating: B What is this?

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