Subject Re: Mon 11/25/2013 3:03:22 PM
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Subject Re: Mon 11/25/2013 3:03:22 PM
Below from JE:
prices of each, not percentages. please
On Nov 25, 2013, at 9:29 AM, Bruce Galloway wrote:
> Yes in the power point we highlight 5 activist positions but the portfolio will
include upto 20 names which we feel have at least 5X upside. In the 5 the tech
co is +45 , the 600mm asset co is +40. The Billion dollar alt energy co is flat.
The micro cap cloud co is flat and the 5 bn transport co is -45. On average +5-8
percent. I expect 5 percent per mos returns. Bruce.
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