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: David Lawrence who wrote (1433)	6/4/1998 5:04:00 PM
From: Rick	Read Replies (1) of 4467

What % of the outstanding float does SFE have of each of its holdings ? The NAV approach to determining intrinsic value is OK, but if SFE owns a major % of the float for each stock, then the NAV should be discounted significantly for lack of liquidity. In a weakening tech market, I would be very concerned about relying on NAV as my value guide. Certainly the company has had great success to date, but I wouldn't count on an equally positive tech environment going forward. If anything, I would be very tempted to take my profits as the summer is looking pretty grim for techs and tech ipo's. Anybody know the details on % of outstanding float in holdings ? Rick.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next