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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club
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To: Allan Harris who wrote (6913)7/18/1999 8:02:00 PM
From: Justa Werkenstiff  Read Replies (2) of 15132
 
Alan: Re: "Wrong again. Drop the martyr complex, you're better then that."

No martyr here, Alan. I am just not having as much fun doing this anymore. That is a fact.

Re: "I have shown you no disrespect and my participation on this thread and in particular dialogues with you show an abundance of respect and appreciation for your contributions to this discussion."

You are right. But you are going to have to accept my wishes as it pertains to this thread. It is a core belief for me. You can disagree but I am sorry but that is the deal. It is a take it or leave proposition.

Re: "He mislead. That's the big deal. He selectively picked a few stocks that were laggards and led his national audience to believe that the market was making new highs while leaving the Internet sector behind."

I don't get it. The sector has been left behind exactly because it has not made new highs. This is Brinker's point. You mislead too for that matter because you picked some stocks that have done well.

Re: "We here on this thread have shown that in reality the Internets as a sector have been outperforming the general market during this rally."

Oh come on. Of course, the nets will lead the general market out of a correction because the sector has the BETA blast factor and the general market has thousands of stocks. But the nets overall have not made new highs along with the general market. That is Brinker's point. And for any trader or investor, this is a big warning flag.

Re: "It's called honesty and it is a big deal."

Sorry, Alan. Go back to the show and give me the real audio reference and I will listen again. As I have said, Brinker would be better served to focus on an internet index as you would be as well. It narrows the argument. But to conclude that Brinker is dishonest on this point is a real stretch IMO.
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