Bob Brinker: Market Savant & Radio Host Message Board

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Strategies & Market Trends : Bob Brinker: Market Savant & Radio Host

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To: Greg Luke who wrote (3112)	1/27/1998 3:13:00 AM
From: Alan Bell	Read Replies (1) of 42834

On past shows, Bob has indicated that he considers the semiconductor industry to be different than the software industry. Why would Bob want to trade a stock like msft for which his cost basis is essentially zero. He must have so much capital gain built up in it that it would have to look pretty iffy to sell. This weekend he said that several years ago when msft hit 40, he changed from a buy to hold. Even this factor of three increase is a large capital gain. Why would it be incompatible for some stocks to be both a good trading stock and a good long term investment. Surely one wants to pick a stock with good fundementals to trade. (One also wants volitility.) He has taken no position on whether he now considers it to be a good long term buy. No position is not the same as saying that it is not going to do ok long-term. Bob's 4% recommended limit is for an individual stock and not for the complete stock portfolio. -- Alan PS. Do you think Bob might make some extra INTC trades just to keep this discussion group lively. <g> No, I guess not.

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