Safeguard Scientifics SFE Message Board

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Technology Stocks : Safeguard Scientifics SFE

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To: go_bucks who wrote (2636)	4/16/1999 12:06:00 PM
From: michael r potter	Read Replies (6) of 4467

-OT- Think the movement up in some value stocks and down in some high pe momentum stocks has legs. Yesterday and today, I've been lightening up on some of the high pe, raising cash levels in general. Buying value stocks Borgers Group BGP and-don't laugh, Barrick Gold ABX. May elaborate later in an OT. Have felt for some time that the risks with SFE increase, when the unknown re: specifics of their future actions regarding ICG and IPO/rights offerings become known and implemented. Am more comfortable when investors don't know and are allowed to let imaginations run wild. Specifics starting to emerge. Don't have current SFE short term opinion. Thank goodness for the weekend, time to catch up- Mike

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