LOGM

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…

To access this post, you must subscribe.

Read More

Just a quick post on matters of some concern to some subscribers.  LOGM Rumors have abounded that LOGM is in the final stage of negotiations to be taken private by two prominent private equity firms, Francisco Partners and Elliot. The consideration is said to be in excess of $4 billion. The shares have been up…

To access this post, you must subscribe.

Read More

Citrix The other day a subscriber asked me if the results of Citrix for this past quarter constituted either an earthquake or a shock? For subscribers unfamiliar with the source of the words in the question, they come from a well-known Cole Porter song of the 1930’s. Part of the song goes, “is it Granada…

To access this post, you must subscribe.

Read More

Earning Post

We want to give subscribers a heads-up on more names on a more timely basis. Today was a day in which the heavens poured earnings. We will provide subscribers with brief thumb-nails of the results of some of the names we follow and invite dialog or questions regarding the results and the outlook for any…

To access this post, you must subscribe.

Read More
{"cart_token":"","hash":"","cart_data":""}