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


To: CusterInvestor who wrote (3995)9/17/2003 9:08:11 AM
From: Crossy  Respond to of 37387
 
Hi Bigpike,
thx for the kind words. FYI, we discussed SEGZ recently on this thread. Just to give some background info of my situation as an investor, I'm not the typical OTC player. Actually I'm not particularly fond of large parts of the OTC/BB - especially where sales levels are tiny (the startup thing). Occasionally I highlight an OTC/BB firm but only if I see an exceptional opportunity. Basically, my home turf aren'T microcaps but post-chapter11 firms and technology companies - sometimes they of course are listed on the OTC/BB too, at least initially (IPSU, MHCA, GMIL, MPOW etc.). Frankly, almost 90% of all companies are in sectors I would not even consider to invest. We cannot buy the whole market - we have to be selective this way or another. I did broaden my spectrum of interest over the past years to include consumer goods, indirect suppliers to the sectors I like (like KYZN) or non-venture type pharma and especialyl diagnostics stocks. Most services businesses however are in categories definitely not raising my interest. While valuation in SEGZ might surely be good, it'S not a company I consider a candidate for my portfolio - it's industry and size just do not meet my criateriae.. anyway, good luck with your investment in SEGZ..

rgrds
CROSSY