<Robert r. The reason is B2b Commerce is in its infancy. >
Mark, you're preaching to the choir! As my Profile indicates, my portfolio is 40% b2b, 30% Paul Allen plays, 20% net infrastructure, and 10% b2c. I was merely questioning investing in vert relative to the other b2b stocks I mentioned.
<My three favorites Icge, Vert, and Cmrc!!>
I love icge as a LT core holding, and I'm beginning to view cmrc as #2 in the sector after arba. I would be in cmrc too, as I think there is still good ST (and of course LT) growth ahead, but feel that this bull run is well on its way and that there is more ST upside now with the second tier of the sector. I could be wrong.
<Look at the volume on Vert. This is poised to make its old high, looks like a good starting point.>
Yes, vert looks just fine, and I congratulate William (and you too?) for getting in at 32 or whatever just a short time ago. As the entire sector looks fab, I just question vert from a valuation standpoint relative to some of the others. It's a fine pick.
Rob |
