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: Justa Werkenstiff who wrote (9493)	10/27/1999 1:22:00 PM
From: Allan Harris	Read Replies (1) of 15132

A risk free Ginnie Mae return of 7% is not looking so bad today. The Point and Figure stuff is suggesting an important LOW is in the making. From whatever LOW is identified, a rally 2 to 4 times that return is possible, especially in the right sectors. As for Ginnie, she does carry the risk of interest rate uncertainty and we have already seen how rising rates have tempered returns this year. If rates level off and start declining, I think equities will provide enough additional return to compensate for additional market risk. As for the guy who's only up 7% this year, well he beat out Ginnie and probably did no worse then most diversified funds, even index funds. You have to break a few eggs to make an omelette. QCOM, CSCO, EXDS, DCLK, CMGI, MSFT, SUNW to name a few. A

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