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

To: michael john stout who wrote (3586)	7/13/2003 5:26:43 PM
From: Crossy	Read Replies (1) \| Respond to of 37387

michael, sorry no opinion on gold - I consider this area not worth my time (others of course will disagree with me). However if you see anything "value oriented" in other metals with some industry applciations, especialyl platinum group or silver or rare earth things, pls. let me know I'd love to provide an opinion and look at it (another way to say this: I love resource stocks but not gold-bug-scare situations <g>) I cannot provide a ranking, all I do is finding truly undervalued opportunitities. Judging from my "feelings" there are 2 stocks here that do not seem to have much potential shortterm - GEG and MHCA but mid to longterm they appear to have quite good valuations... funny that you mention Corvu - it seems to have stalled - but you are absolutely right - Balanced Scorecard software and business analytics can be considered the "next frontier" of Enterprise Software.. also back you up 100% with ATS. If I looked at IIJI and it's me-too biz model ("ISP") and compare it to ATS it'S quite clear to me where to invest here. Other Chinese stocks seem to be just catching up with pre-Sars levels. Of course there is some exaggeration. But this corner of the market should do rather well IMHO. And there are other, yet rather undervalued situations too - just look at SDAY.. all the best CROSSY