I'm sorry if I came across to you as an advocate. I merely meant to present analysis and a potential solution for a sticky problem. You are very correct in your position that there are many thing to consider other than the immediate concerns.
Living in Texas, a no income tax state, I was unaware of the level of taxation you were concerned with. However, I still might point out that, as I understand the federal tax code, were you to buy CPQ back within 30 days your tax position would remain intact. Of course, about the state tax I haven't a clue.
A couple of things you did leave out of your post, however. When you were doing the fast math to achieve the break even buy back figure of 17.865, what was your sell position? Also, what is the reasoning that would lead you to want to continue a long term investment in CPQ when there are so many other opportunities for asset appreciation?
There's IBIS, SNRS, BEAM, PIXR, VICL and ATLB just to name a few long term holds that are sure to pay off. And you already know that I like AAPL. :-)
HerbVic |