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Strategies & Market Trends : Bosco & Crossy's stock picks,talk area -- Ignore unavailable to you. Want to Upgrade?

To: Sergio H who wrote (3225)	1/7/2003 6:46:49 PM
From: Crossy	Respond to of 37387

sergio, thx alot for the kudos... On CLGY, right now I am sidelined because I'm a little gun shy of biotechs as for almost all "venture" type entities like biotechs or research companies, preferring asset plays, restructurings or cashflow rich opportunities at the moment. But it's good to have a stable of tickers once you feel time is right (just added CLGY to it). To be fair, the only biotech company I have in my folio is a tiny canadian paclitaxel related development stage outfit with some revenues (albeit very small) - called BioXel Pharma ticker BIP.V and a leftover from a recent bottom fish: AMRN which was affected by the ELN mess in a negative way (ELN holds big share stake in AMRN). All other biotech related holdings I had I sold, maybe too early : HITK, MTEC, QSC, BIOI, RGEN etc.. If I entered again I would think buying generic drug firms... I have been researching insurance companies lately. Life insurance is very cheap. P&C firms already very pricey.. Insurance is nice because it'S cashflow rich (intrinsically). After the weedout (mentioned in Business week) the entire sector should thrive.. If you find any good picks in the sector pls. forward them, would love to have more tickers to look at with some "deep value" credentials rgrds CROSSY