Safeguard Scientifics SFE Message Board

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 : Safeguard Scientifics SFE

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: LarryCPA who wrote (3754)	12/31/1999 10:41:00 AM
From: MGV	Read Replies (1) of 4467

Just like the environment, no one is against diversification but, if relative fundamentals and relative valuation suggest further gains are likely, I'll pick other names to sell for hedging purposes. Unilaterally and mechanically selling companies just because they have delivered big gains doesn't make sense to me. If you think fundamentals have changed or valuation is skewed, then it makes sense to take some off the table and diversify. But if you are planning to take profits because you expect others to take profits and you are trying to take them first, in the end, I think you are better off being more discerning about sell candidates.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next