The Justa & Lars Honors Bob Brinker Investment Club Message Board

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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club

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To: Allan Harris who wrote (9051)	10/7/1999 10:42:00 PM
From: Lars	Read Replies (2) of 15132

Allan, >>> Why mess with BRK? A DOG for the past 18 months. >>> Precisely for that reason. Market doesn't understand the stock. Excellent company being given away. >>> Which stocks have held up best during this 10% correction? Technology, Internet, Communications. You think Gillette will suddenly outperform Inktomi? Coke will leave Broadcom in the dust? >>> No, not in the next 3 days or 3 months. Talk with me in five or 10 yrs. I hope you make tons of money. The key is you will have to know when to sell the companies to which you refer. G and KO are there for the long haul. >>> It is possible to admire the man and his accomplishments over the past 30 years without buying his stock. >>> You are free to choose. Bottom line: the stock is a raging buy. Period. >>> Then again, I'm only in it (the market), for the money. >>> You are? Ha! Me too. I have enjoyed one helluva run especially since last fall. I had a healthy amount of cash waiting for the right opportunity. I guess I am in it for the money too. Plus, I always have my justabid.com stock to pull me through. Ha! I think the easy money is gone for awhile. I have a target list of specific companies and BRK happens to have gone into a great buying range IMHO. Hopefully, others on the list will too. That is the main reason for my comments. I don't think a person should load up on any one particular stock but I do think a person will do very well with a reasonable portion (5% of portfolio) in BRK.

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