Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Patentlawmeister who wrote (4463)	12/27/2003 5:13:58 AM
From: Crossy	Respond to of 37387

Cuda, sorry no on principle - do not want to choose between my picks .. a bad proposition I think.. rgrds CROSSY

To: Patentlawmeister who wrote (4463)	12/27/2003 1:56:23 PM
From: PuddleGlum	Read Replies (2) \| Respond to of 37387

Cuda- I think that Crossy is well-advised to avoid issuing a "top-picks" list, but I believe that it is reasonable for one of us to compose such a list. I took some time to examine the charts of the thread portfolio, and came up with this list: My top picks: CGPI, GEG, GORX, SPPI, NTLI, STHLY, WLDA. I'd look for entry points at lower levels in IMA and LGN (or consolidation or some other indication that the stocks want to go up). I'd avoid POSC. Some stocks I couldn't find all the charts on that I wanted, so there will be some gaps. The post that follows this one has my comments on most of the portfolio stocks. -pg p.s.: Note that my comments are worth what you paid for them. p.p.s.: One of the unfortunate side effects of doing what I just did is that I should probably disclose my portfolio holdings: 1164.HK, ATS, CAMY, CRVU, DRUG, GORX, KYZN, NTLI, OMNI, LGN, MHCA, STHLY, SPPI, SDAY

To: Patentlawmeister who wrote (4463)	12/30/2003 9:02:23 PM
From: Crossy	Read Replies (2) \| Respond to of 37387

re: 1193 (China Resources Logic) - HK$% 0.80 I see in IDC's new statistics (semiconductor outlook) that global demand is picking up at a fater rate as forcast due to ... CHINESE DEMAND (PRC) !! This should bode extremely well for companies active in this sector - luckily our thread portfolio has been highlighting one of the biggest PRC firms in this area : China Resources Logic.. This could be huge (say triple or more) - the real homerun should kick into CRL (1193.HK) once the herd realises that their semiconductor subsidiary will be partially spun out and obtain a US listing !! stay tuned for another Chinese avalanche CROSSY