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Strategies & Market Trends : Bosco & Crossy's stock picks,talk area

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To: michael john stout who wrote (3547)	7/10/2003 3:07:05 AM
From: Crossy	Read Replies (1) of 37387

Michael, IIJI - I didn't buy them but looked at it after it was mentioned on the Japan thread.. In fact I wouldn't buy ISPs due to their normally low gross margins.. More analysis ? no - not yet. In fact my portfolio is fully loaded, fully invested, slightly on margin (5%). For this reason I do not conduct much analysis until now. PETS - brief look : Price/Sales is 2.3 for TTM, otoh 100% growth in sales year on year. Firm seems to be a sector consolidator. Value is ok but not great, but margins are quite high.. Thx for mentioning this, you are right, it should outperform the market.. you are right - I will add PETS to the thread portfolio. Thx for mentioning this one.. UHAL ? Is a not so easy chapter11 situation, more of a "strategic bankruptcy" type.. rgrds CROSSY

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