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

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To: Douglas V. Fant who wrote (2556)	3/23/1998 6:50:00 PM
From: Crossy	Read Replies (1) of 37387

Doug, I really underwrite the DIIG appeal. This is truly a nice stock, same goes for SFLX - which could benefit from CMP-segment bigtime in the future. I'm not currently into DK but I might consider it. IMHO the new CEO is doing a terrific job. Moreover the upper apparel segment should enjoy above the line growth ( relative to GNP) when the disposable income is rising... (Price - Elasticy of Income > 3-4), so I'm bullish on all top-segment apparel retailers. But the value gems - the players with the highest leverage - should benefit most - like p.e. DK is. Imagine how Donna lived behind the moon. They needed a guru, Mr. Idol to show them how to sell the "name" not just clothes.. I start to like the financials more and more. Companies like REMI, FCFC and even EMER. Their technical excellence is not as appealing as the usual high-tech stuff around here - but: as GNP rises and we enjoy a boom, demand for advanced financial product should explode. And that's not just ordinary Money-center banks.. best wishes CROSSY

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