We have made the following changes in the income/stability portfolio: We sold our position in DXC at $31.79. This raised $8100. We purchased 200 shares of Cognizant for $71.49. This cost $14,310. And we added 70 shares of Dassault to the portfolio at a price of $219,99. This cost $15,410. The net of these transactions…
As mentioned in yesterday’s post, we had plans to sell our LOGM position if the shares traded above $82. They have indeed reached that level and we sold our position of 195 shares for $82.95. This raised $16, 175. We are replacing the LOGM position with the purchase of 105 shares Dassault Systemie (DASTY) at…
Three up and Three In-A brief discussion of the first 3 names releasing earnings this season (SAP, MANH, and Dassault (DASTY) The first three companies that I cover in the IT space have reported their results. The result in all cases were strong-well ahead of prior expectations-and commentary from the companies was quite supportive in…
Rumors have been rife this morning to the effect that Medidata will be bought by Dassault Systemie. I prepared one post some time ago regarding MDSO shares. The company competes against Veeva, although to a certain degree saying that is about the same as comparing a MB to a Chrysler. MDSO’s technology is relatively old,…
Earnings season is heating up. Lots of names reporting, lots of conference call transcripts to parse and presentations to review. It can be difficult to do justice to all of the names that subscribers want to read about. Just so our subscribers know if there is an earnings release or something in the news of…