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 -- Ignore unavailable to you. Want to Upgrade?


To: michael r potter who wrote (3410)9/1/1999 10:50:00 AM
From: still learning  Respond to of 4467
 
As of today, I have NAV at 71.

USA today piece on SFE/DSSPs, includes ICGE and USIT.SFE says 5 more DSSPs in next 12 months. 2 this fall. Lists 19 SFE-owned internet companies (not all true inetx, but hey)

I'm a bit worried that $1.5 of $2.5 B in NAV is ICGE, but that's no worse than CATP once was. No sales or hedging possible for ICGE at this stage, so SFE will not be taking any money off the table. Be interesting to see how they account for ICGE -- is it mark to market also? That would dramatically change this qtr.



To: michael r potter who wrote (3410)9/1/1999 7:22:00 PM
From: LarryCPA  Read Replies (1) | Respond to of 4467
 
Mike, I have SFE's NAV at 69.68 so it is now trading at a discount!!!! Some of the stocks might be overvalued but, for somebody not already long this might represent a decent entry point for a small position. (I would increase the position if it goes below 55 again, but i can't guiarantee that that will happen)JMHO