Safeguard Scientifics SFE Message Board

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Technology Stocks : Safeguard Scientifics SFE

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To: still learning who wrote (1385)	5/14/1998 11:31:00 PM
From: John Arnopp	Read Replies (1) of 4467

All, I've been tracking the NAV since mid-January, which isn't that long, but others have pretty much confirmed that SFE tracks its NAV pretty closely. To that effect, I've updated my weekly NAV spreadsheet early (http://www.bluering.com/SIP/sfe_nav.html) and have graphed the weekly price and NAV, so you can clearly see the dramatic divergence (http://www.bluering.com/SIP/sfe_nav.gif). Safeguard has traded at a discount all year, except for the close of the weeks of Feb. 6 ($2.69 prem.) and Feb 13 ($0.26 prem.). After that, it hit another premium on April 10, which stayed slight (under $1) until May 1 ($3.63), May 8 ($3.80), and today (a whopping $6.02!) -- almost fully valued by my "dividend" valuation model. What it means, I don't know, but there will eaither be some great news or a nasty pullback. Now, I have to go watch Seinfeld. --John

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