SI
SI
discoversearch

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 ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: David Lawrence who wrote (1691)9/18/1998 7:36:00 PM
From: John Arnopp  Read Replies (1) of 4467
 
David,

I like your closed-end fund theory, and it makes sense, intuitively.
I don't know how the data support it, though. Here's a chart of the
biggest holding compared to SFE:

bigcharts.com

And here's the weekly NAV data I have:

DATE NAV SFE Premium/Discount
23-Jan $32.98 $31.94 -$1.04
30-Jan $31.84 $30.25 -$1.59
6-Feb $30.25 $32.94 $2.69
13-Feb $33.93 $34.19 $0.26
20-Feb $36.58 $35.00 -$1.58
27-Feb $37.30 $36.00 -$1.30
6-Mar $37.34 $35.63 -$1.71
13-Mar $38.80 $37.63 -$1.18
20-Mar $38.59 $37.50 -$1.09
27-Mar $38.07 $37.13 -$0.94
3-Apr $38.20 $36.88 -$1.33
10-Apr $37.15 $37.75 $0.60
17-Apr $38.82 $39.69 $0.87
24-Apr $39.17 $39.69 $0.52
1-May $38.75 $42.38 $3.63
8-May $37.70 $41.50 $3.80
15-May $37.57 $43.63 $6.06
22-May $37.44 $43.50 $6.06
29-May $36.68 $43.06 $6.38
5-Jun $34.70 $38.00 $3.30
12-Jun $34.38 $36.00 $1.62
19-Jun $34.80 $38.75 $3.95
26-Jun $36.27 $38.63 $2.36
2-Jul $35.59 $39.63 $4.04
10-Jul $37.09 $39.19 $2.10
17-Jul $37.43 $38.38 $0.95
24-Jul $36.15 $36.63 $0.48
30-Jul $35.29 $36.25 $0.96
7-Aug $33.95 $35.06 $1.11
14-Aug $31.50 $33.13 $1.63
21-Aug $30.72 $32.50 $1.78
28-Aug $25.28 $26.50 $1.22
4-Sep $21.67 $24.63 $2.96
11-Sep $22.03 $26.56 $4.53
18-Sep $22.63 $27.94 $5.30

I don't really see a strong pattern, but this is only a brief look.
Anyone care to do a detailed analysis?

Thanks,

--John
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News