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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 (2550)3/11/1998 1:55:00 PM
From: Bosco  Respond to of 37387
 
Crossy - good to hear... It looks like I may have to amend my GTCs.

HDS volume is exploding today... I was about to kick myself to see it heading south last night, then it announced 4thQ this morning. This is a very puzzling stk. Granted that it has a substantial debt level and is still in the midst of restructuring/refocusing, and its $30MM commitment to a new Info System may put a constraint to its bottom line. It is a 3 to 4 dollar stk, but its p/b is about $18 and its p/s is like .15! And this Q it made $2. Anyway, enough hypes <G>.

I add a little bit more to this guy after seeing a 13G [SEC filing for ownership] from AXA

regards, Bosco



To: Crossy who wrote (2550)3/18/1998 7:06:00 PM
From: Bosco  Read Replies (1) | Respond to of 37387
 
Crossy & all - Crossy, slowly, I ve put all my cash back to work. Instead of adding more positions in the tech sector, I ve been moving in to the the retail sector. I ve a little bit IBI. My HDS has recouped some due to the Moody's fallout. And I took a position in PAUH yesterday. I could've gotten at a lower price, but I think it is still reasonable @ 10.

Can you believe it, I am still holding on to IMUL. I don't know if it is doing anything; however, I ve counted 4 13Gs [SEC filings for ownership by 4 institutions - 2 of whom have ridden the stk down from the teens, I think.] I ve recoup some of the losses in URMD also.

Anyway, still ve tons of second tier tech stks.

Hope you are doing well

rgds Bosco