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No. of Recommendations: 1
Hello everybody,

I decided to play the B2B game and go on with the following stocks:
ITWO 27%
ARBA 27%
CMRC 27%
VERT 19%
I also own ORCL for more than a year and it represents now more than twice my ITWO investment.

All have been analysed on this board so I don't think I can add something new now but I have some questions:
1. Is there another must own B2B stock and why please?
2. Should I add to some position?
ITWO as a young gorilla has a P/S ratio of only ~25
but ARBA has one of 240 and CMRC one of 100. I know ARBA has some very impressive financials but is this enough to justify a 10 times greather P/S than ITWO?
VERT has "only" one of 60.
3. Do you think that B2B won't deliver over the long haul?

Any other comments are welcomed.

Thanks,

Efti
I think with these 5 stocks

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