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: elvisdoc who wrote (2833)5/14/1999 3:29:00 PM
From: still learning  Read Replies (1) | Respond to of 4467
 
Interesting to note that SCAI has quietly become the 2nd largest SFE holding behind TLAB ($245 mm to $237 mm today -- so it's neck and neck.)

John may want to correct me, but I show 2.087 mm shrs TLAB and 3.5 mm shrs SCAI. I group all holdings as stock shares for simplicity, and don't get into the cost of warrants, if any, so I may be a smidgen off. In this way, I can see at a glacne on Yahoo what the SFE portfolio is worth +-.

CATP bringing up the rear at #3, but all are soon to be displaced by ICGE.

I know NAV has drifted to the background, but it's useful to look at snapshots from time to time of how the companies re doing. I have the total NAV around $900 mm right now; I believ John has it in the high 700s. Not diligent enough right now to cross check for the discrepancies, but will later.