This Day On The Street
Continue to site
This account is pending registration confirmation. Please click on the link within the confirmation email previously sent you to complete registration.
Need a new registration confirmation email? Click here

Safeguard Scientifics Inc. Analyst Day Conference Call Transcript

We have an experienced team of people that you will see here today, participating in two attractive sectors of the economy, technology and life sciences. We’ve generated some very strong, proven results and have enormously shot up our balance sheet. So today, this is a raging buy for any would be shareholder.

We’ve been executing a five-part game plan since I joined the company at the end of 2005. If you recall ancient history, we had legacy firms, about a dozen of them that were stable services firms meant to give the company some stability after the burst of the Internet bubble, a lot of growth, lower valuation metric, high CapEx requirements.

The game plan was several fold, first of all build value in those legacy firms, realize the value with well timed exits, transform not only on our group of companies to be higher growth, higher valuation metrics, lower CapEx requirements, but also transform our balance sheet then begin to realize some value on those newer businesses that we’ve been putting on the books beginning in 2006. Now with the success there, go through some degree of platform expansion. So we are really pleased that we’ve been executing well against this game plan.

Among the team that you will see here today, Kevin Kemmerer, on the right of my picture, and Jim Datin on the left of my picture, and our support staff, General Counsel, Brian Sisko, John of course you know and Steve Zarrilli, our CFO.

The (inaudible) for the Safeguard Scientifics talent base is we have operational experience at the sea level as well as experience on the deal side of the house, and that goes for our support staff, as well as our deal teams and this is a significant differentiator for our business.

Now my mother is right, you are judged by the company you keep and I never like to be a lone ranger; I like friends and family along the way to help us out. We have developed great alliances and syndication partnerships with leaders in their fields. To include, the venture arms of J&J, Pfizer, Lilly, Glaxo and the like. We have built a strong advisory board of technology and life sciences professionals with great domain expertise in the areas that are strategic to our interest and our board of directors, similarly experienced, technology, life sciences, private equity, venture capital, finance and the like.

3 of 8

Check Out Our Best Services for Investors

Action Alerts PLUS

Portfolio Manager Jim Cramer and Director of Research Jack Mohr reveal their investment tactics while giving advanced notice before every trade.

Product Features:
  • $2.5+ million portfolio
  • Large-cap and dividend focus
  • Intraday trade alerts from Cramer
Quant Ratings

Access the tool that DOMINATES the Russell 2000 and the S&P 500.

Product Features:
  • Buy, hold, or sell recommendations for over 4,300 stocks
  • Unlimited research reports on your favorite stocks
  • A custom stock screener
Stocks Under $10

David Peltier uncovers low dollar stocks with serious upside potential that are flying under Wall Street's radar.

Product Features:
  • Model portfolio
  • Stocks trading below $10
  • Intraday trade alerts
14-Days Free
Only $9.95
14-Days Free
Dividend Stock Advisor

David Peltier identifies the best of breed dividend stocks that will pay a reliable AND significant income stream.

Product Features:
  • Diversified model portfolio of dividend stocks
  • Updates with exact steps to take - BUY, HOLD, SELL
Trifecta Stocks

Every recommendation goes through 3 layers of intense scrutiny—quantitative, fundamental and technical analysis—to maximize profit potential and minimize risk.

Product Features:
  • Model Portfolio
  • Intra Day Trade alerts
  • Access to Quant Ratings
Real Money

More than 30 investing pros with skin in the game give you actionable insight and investment ideas.

Product Features:
  • Access to Jim Cramer's daily blog
  • Intraday commentary and news
  • Real-time trading forums
Only $49.95
14-Days Free
14-Days Free
AAPL $93.99 0.00%
FB $102.01 0.00%
GOOG $682.40 0.00%
TSLA $151.04 0.00%
YHOO $27.04 0.00%


Chart of I:DJI
DOW 15,973.84 +313.66 2.00%
S&P 500 1,864.78 +35.70 1.95%
NASDAQ 4,337.5120 +70.6750 1.66%

Free Reports

Top Rated Stocks Top Rated Funds Top Rated ETFs