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


To: Bosco who wrote (2552)3/19/1998 6:20:00 PM
From: Crossy  Read Replies (1) | Respond to of 37387
 
Hi Bosco,
like to hear You are doing good. The retail sector looks promising, indeed. PAUH, HDS, IBI, even DK. They are a bit later in a trending cycle - as always but they are all nice plays. Especially apparel, sports specialties etc. looks promising to me.

The other area is Telecom eqipment. I really seem to have done my homework, because my MPDI is up 0.5, at 6.88. The competitors: SPCT & PWAV seem to have problems of their own. MPDI even increased its backlog. Nice, cute company. Will ride it up to $10-12 level soon.

Good that You were faithful to IMUL. the SC-13G's forms are the normal way to indicate a "mature" biotech venture. Biotech is an area which needs more startup time. But there are shortcuts, p.e. the area of rational-drug design is one of the best shortcuts out there. Biotechs in that area should be at critical mass quicker. If You just hold IMUL long enough, they could be a nice play.

Also today cleared the way for MCTL. They announced that the Xcel-Arnold deal is thru. This was the last obstacle to their quarterly IMHO. After that I'll be in....

regards
CROSSY