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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club
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To: marc ultra who wrote (9962)11/19/1999 11:25:00 AM
From: Kirk ©  Read Replies (2) of 15132
 
Marc
What sort of year to date returns do you have in your personal portfolio? Feel free to say "none of your business".

I just ask as Bob tells people on his show to buy VTSMX and hold. You were doing all sorts of "hedging" when Bob was in the doom-and-gloom mode which had to hurt your returns just for the premiums paid. Now Bob mentions B2B on the radio and you are buying those stocks. Did you buy AOL when he finially said it was a "blue chip" last spring? Ouch!

Remember that Bob has to find interesting things to discuss on his radio show and he is fond of "sound bytes" (as are al TV/Radio types) so B2B works really well for both. The doom-and-gloom got us to tune in each week to listen too (and probably renew MT subscriptions). His advice ALL ALONG has been to buy the total market and to stay fully invested.

People have to be really careful buying stocks after then reach the level that a natinal tv or radio show starts to talk about them. Are you aware that Van Waggoner has been buying B2B stocks for over 1 yr and he gets them at the IPO for his mutual fund investors? I think one of his funds is up over 150% YTD. I wonder if he is selling them to Bob's listeners that are buying them now that they have risen to the level of national radio attention?

I can sure see why Bob worries about talking about a stock like Intel or Dell or Lu as then some people go out and buy great companies, but AFTER they have had their run.

IF you are beating the market, then go for it! If not, watch that you don't kill your total return.

best of luck!
My words are not meant as a put-down to anyone, but rather a caution to all that read this thread. (we have many lurkers)

Kirk out
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