Hi Dale, yep, GNET, INSO, OTEXF sure seem to be all the rage now and gaining strength (so nice of me to notice them last year when no one had heard of any of them). XMIT will have to crash and burn before I'd bet on it again (oh, it already did, perhaps then it may be one to consider...ok then, what about MRVC which also crashed and BTW is this Mr Pink lucky or some kind of genius?).
XCIT is horrid in some ways, but they've got such a solid position it probably won't matter. They'll be a giant in spite of themselves. Takeover fever makes stocks like XCIT good to "buy low"....at least for the next couple years while they're still on financially untouchable ground.
I like your sectors. The satellite / cable field is mighty exciting. The trick is to go with the brand names and services you've seen in operation that seem to be clear slam dunks, rather than getting suckered into buying the speculative soon-to-be-defunct longshots. Here in Canada there is a clear leader in the digital satellite cable game: ExpressVu. To play it, however, you have to buy its new owner: Bell Canada. Oh well, another one bites the dust. NSCP, VFI, all my faves eventually get bought out. Will GNET be next? Someday, of course it will, but it should be fun to watch in the meantime. |
