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Strategies & Market Trends : Winter in the Great White North -- Ignore unavailable to you. Want to Upgrade?

To: ralfph who wrote (524)	4/3/2001 12:44:34 AM
From: marcos	Respond to of 8273

pdg.to - i don't know why anyone is interested in that one while fn.to is a far better deal with far better management with far better philosophy and far better historical results and a far better future in front of them. abx.to - ditto, three times over - if i found some abx paper on the street, and really really wanted to keep a gold major, i'd turn it into fn.to immediately. nt.to - 'three billions out' - still not quite enough to give one to every man woman and child on the planet, but they're workin on it -g- cpt.v - nice ads, yes ... word is that the original seglobal.com site has improved, i haven't checked it out lately ... all the points in my criticism of fall and winter have been pretty much addressed, i'd like to see more prompt reporting of financials, especially with ftut/SEG's 10k, but TL is doing all he can there and anyway accuracy in them is worth more than speed, and it doesn't matter so much in spring months in any case .... they've done so much, and they've done it so well i'm inclined to forgive to some extent the overly optimistic schedules of you know who ... two main questions at this point - 1. will SEG attract actual paying clients?, and 2. would the market care if it did? ... i'm more comfortable nodding yes i think so to the first, for the second we need a general feeling that stocks have stopped falling .... at the moment it's like they have always been falling, and always will fall, why buy now when you can get them cheaper tomorrow. A 10k for ftut/SEG, the cpt FY00, then a name change from ftut to SEG, then some indication that SEG client base is rising, then eventually a change of mood in the general market ... that might do it ... it's still my biggest holding, when it wins it wins big imho, but tomorrow, next week? - probably not ... shares acquired at this level will look real nice in accounts this time next spring though.