Safeguard Scientifics SFE Message Board

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Technology Stocks : Safeguard Scientifics SFE

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To: kcmike who wrote (2997)	6/1/1999 11:24:00 AM
From: michael r potter	of 4467

kcmike, Don't have answers to your specific questions, maybe others can offer some insight. In general, I think it is good to step back at times, pretend you have no position in the security [SFE in this case], and ask yourself. "With all securities available, [including cash and bonds] what % of my portfolio would I put into SFE today given todays prices and everything I know? Then compare that to what your actual % is and consider adjusting up or down depending on the answer. Probably wouldn't weigh the rights factor to heavily as those benefits are partially built into todays price. Just consider it as part of the long term benefit package in assessing your current level of ownership. Mike

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