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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club
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To: Trebor who wrote (4811)4/27/1999 8:46:00 PM
From: Allan Harris  Read Replies (1) of 15132
 
My favorite two Internet stocks:

Safeguard Scientifics (SFE): Equity owner in over 30 public and private Internet companies, underlying asset value about $150/share, selling at about a 40% discount. Recently announced an IPO program that will distribute shares of new Internet IPOs to shareholders, not figured in above asset valuation. At the announced rate of five IPOs a year, this raises the above valuation, as well as the implied valuation discount.

Southwest Securities (SWS): Owns MyDiscountBroker.com as well as 1.7 million shares of Knight/Trimark (NITE) the clearing firm for most on-line brokers.

PE= 22 versus 116 for Schwab, 348 for Ameritrade and NA for E-Trade.

Price/Sales 1.58, versus 16 for Schwab, 35 for Ameritrade and 35 for E-Trade.

Price/Book 3, versus 33 for Schwab, 70 for Ameritrade and 19 for E-Trade.

A
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