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

To: Crossy who wrote (3413)	5/29/2003 1:34:13 PM
From: Crossy	Respond to of 37387

Hi I conceded on SMAN - the life insurance industry is in the crapper now and capgains and dividend taxcuts are only going to make this area even more attractive. I'm going to remove it from my portfolio and wanted to inform I do not value this company the way I would have weeks ago - another reason are changed external market conditions. Pure value is not enough. You have to adjust to that. What looks good now - to the contrary are decent value picks in hot sectors "en vogue" like generics, also select techstock areas etc.. rgrds CROSSY