VMW

I have written several times in recent weeks regarding VMW and the potential reverse/merger with Dell. Over this past weekend, the rumor has morphed from Dell leaning to a merger with VMWare as a way to capture its cash flow and pay down its debt, to the latest set of rumors that suggest that Dell…

We have added a position in VMW shares to our high growth portfolio. We entered the name at a price of $125.95 this past morning and we bought 143 shares. That reduces our cash position from $52,000 to $34,000, about 15% of the portfolio. We entered the name based on the combination of factors. One…