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: Alex Burns who wrote (318)	4/15/1997 9:24:00 AM
From: Lars	of 42834

alex, each of us is totally entitled to their opinion.....regarding utek talk with me in five yrs....it is one of the best values anyone can find in this market.....dominate their areas of business, excellent mgmt, and great growth....if they earn $1.76 per share this yr and grow at 30% for 4 to 5 yrs they will earn about $6.54 if i recall correctly....this at a sub industry p/e of 20 gives you a $130 stock...and imho this is way understated at this point...and yes i am really biased b/c i own utek and continue to buy....i was watching the semi equip mfrs and utek before brinker mentioned utek... he is not always right in the short term but i think his record is outstanding for the long term......i dont own stanford telecom at this time but i think long term it may be another great choice....it is not in my circle of competence...... he has been an advocate of index funds for those who want to do it themselves with no homework.....an interesting point is he could plug his newsletter or active funds....his three model portfolios are actively mgd funds.... he does follow some individual issues but very few......and he advocates NEVER LETTING THEM BE MORE THAN 4 TO 6% OF YOUR TOTAL PORTFOLIO.......this is one area where i disagree with him b/c of my value perspective........ lars

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