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Technology Stocks : Safeguard Scientifics SFE

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To: John Arnopp who wrote (1710)9/29/1998 5:25:00 PM
From: Rick  Read Replies (1) of 4467
 
Couple of Thoughts:

SFE made a strong recovery from the CATP induced selling. This leads me to believe that SFE may well have been an aggressive seller of CATP recently, and perhaps today. If SFE has sold alot of CATP over the past quarter, it's probably not at risk. However, if SFE has not been a seller of CATP, I don't believe it can sustain the NAV premium.

It will be interesting to see. Does anyone know if the holdings information is a standard part of the quarterly reporting ?

Rick.
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