PWEI, purchased in November, completed its merger on 6/22. Shareholders will receive $33.50 per share, a 7% loss from the original purchase price of $35.95. This has been reflected in my Icarra portfolio.
Monday, June 25, 2007
Icarra Portfolio
I've set up a tracking portfolio at Icarra.com. It's more advanced than just a spreadsheet like I've been using, including charts and comparisons to different benchmarks.
Magic Zecco Portfolio at Icarra
For simplicity's sake, I'm just using transactions of $500 for each stock, even though this results in fractional shares. The portfolio has no transaction costs, but this is the case with Zecco anyway.
Magic Zecco Portfolio at Icarra
For simplicity's sake, I'm just using transactions of $500 for each stock, even though this results in fractional shares. The portfolio has no transaction costs, but this is the case with Zecco anyway.
Thursday, June 07, 2007
Two Tech and Biotech Companies for June
- Intevac (IVAC) has dropped into bargain territory lately, at $19/share. The company makes sputtering equipment for manufacturing hard drives and low-light imaging technology for night-vision goggles, sensors and cameras. It has a $400 million market cap, with Earnings Yield of 17% and Pre-Tax Return on Capital over 100%.
- ViroPharma (VPHM) has a $1 billion market cap, (at $14.60/share) and an EY of 15%. Can it repeat its success with Vancocin before profits from it are threatened by generic competition?
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