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Re: Acquisition via tax-free pooling of interest

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Posted by Mark on September 03, 2000 at 17:33:15:

In Reply to: Acquisition via tax-free pooling of interest posted by Bob G on September 03, 2000 at 17:13:43:

: A stock I owned (company A) was just acquired by company B. For each share of company A I owned I now receive 1.125 shares of company B. However, the transaction was a tax-free pooling of interest so my basis will still be computed based on A. I want to track B with the original basis and I also want to follow the charts and returns as if it were 1 company. Any ideas?

Hi Bob,
Just record a 1.125 for 1 split in this investment. You can then also
adjust the name/symbol to be that of company B under "Investment Properties...".

Thanks,
Mark
--
Mark Beiley

Fund Manager for Windows 3.1x/95/98/NT




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