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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 (2865)11/4/1998 7:18:00 PM
From: Crossy  Respond to of 37387
 
Bosco,
well Mr. Schumer is acting very New Democrat like, not of the Mario Cuomo camp, I mean. He might be ok with many non RR-GOPers also. The Bod - Ventura - is great. I like that guy. You know of my Libertarian leanings, so I can't help but like his statements. Good role model in my view <g>

I'm closely following the TELECOM segment as of now. Have been watching many companies with decent size (>$100 million sales per year) and decent valuation (PSR < 2). Following look interesting IMHO..

PGEX .. GRRR !! again. Looked at it 4 days ago. Today it advanced 40% on a Smith Barney upgrade. Can do wonders for your stock <g>. Only problem, I didn't load up..

STRX .. PSR of 1.05
GSTX ... PSR of 1.57
IDTC ... PSR of 1.38 (ucoming IP-telephony player)..

STGC is more long.term oriented, quite indebted for the time being and EBITDA is negative..

best regards
CROSSY



To: Bosco who wrote (2865)11/5/1998 6:43:00 PM
From: Crossy  Respond to of 37387
 
Bosco,
interesting day today. My OTC stocks really got elevated with today's action. HICO suddenly arttracted buyers, volume 100.000 !. AMUT advanced nicely, too. Finally <g>. Wonder what happened. Don't have any clue. It's a crazy world on that OTC..

HWP, AMD, PWAV stalled today. EBSC is looking better and better. Might soon get into it. My real mover today were my warrants in ORCL. Stock finally boosted. Now above $30, closing $31.68

Hope You are doing well, too..

best regards
CROSSY



To: Bosco who wrote (2865)11/10/1998 3:52:00 PM
From: Crossy  Read Replies (1) | Respond to of 37387
 
Hi Bosco,
let me tell You something important happend today to me. I got a cable modem Internet connetion. This is important for 2 reasons:

1) Unlike in the US, the local phone loop access is billed per minutes. For a heavy net user like me that translated into big $$$ each billing cycle for my carrier from my account even though I had a flat rate plan with my former ISP.

2) It's faster, 5x as fast for download speed. Same upload speed.

I can only say, this thing pays for itself <g>. Good. If only the stock market would do the same..

Sorry to hear that networks (apart from Internet) arent's strongest sector this time: NT, MADGF taking slight hits.

You really do not seem to have luck on Your side with small picks because I looked at IMUL.

Hope our strategy with DK will bode well for us both.

Concerning my portfolio I'm doing quite well. Thanks god I didn't sell HICO & AMUT - still out for a big gain in the end. AMD, CPQ, HWP, PWAV, ORCL all either solidly up or inching upwards.

Currently I'm watching closely:
STRX, STGC, SIII, TLTN, TDDDF, EBSC, PCTH

especially TDDDF near $4 or SIII near $3 would represent excellent entry opportunities. But recent history taught me to be patient.
PCTH is now very cheap (Boeing contractor), under $3. Could load it up end of November, but I'm unsure..

EBSC is a must for me. Will move my PWAV into it after it completed its climb..

Did You load up anything new ??

best regards
CROSSY