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


To: james r. davila who wrote (3736)8/13/2003 10:06:36 AM
From: Crossy  Respond to of 37387
 
Jim
I don'T change my stance becuase of a quarterly glitch in a part of the comapny that was NOT the reason why I like this stock. The glitch was in nutraceutic - product intro delay.

In my view this does not affect their future ANDA filings or generics side at all. I still have a sizeable position and feel inclined to add further on any shortterm weakness (such as if the stock briefly tanks below $2 again)

you should know I'm one of the more patient types. the daily or quarterly noise I don't give much fuzz. To the contrary - I feel a root cause for the problems many companies face in the US. The quarterly treadmill is nearly unbearable for strategic planning, especially for small companies. It sometimes forces firsm to put the cart before the horse and sacrifice important mid term initiatives for shortterm cents saved. I really hate this type of behaviour and even more I feel disappointed if invstors out there adjust to this IMHO ill-fated quarterly treadmill.

It's like looking at the trees when you want to get a glimpse of the forest..

rgrds
CROSSY