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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club
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To: mister topes who wrote (10394)12/11/1999 1:29:00 PM
From: marc ultra  Read Replies (1) of 15132
 
Don, obviously buying a quality B2B or other stock on the offering is a no brainer. But that just begs the question what are the 99+% investors who fail to get IPO shares to do? Then it becomes only one answer in your scenario which sounds like an unwise chasing of rainbows. On the other hand if B2B is going to be so large and lucrative for investors as reports suggest and as Bob has emphasized for several weeks a decision to avoid the sector or chase some second rate "value" stock in the sector could prove very costly in lost opportunity costs. I am amazed that small investments in this area that I seemed to have made at very high prices in the last few weeks have turned into large profits very fast. Does this just emphasize the mania aspects of this area and the market, probably to some degree. But I think if high quality companies likely to be dominant in this area are accumulated they should be very lucrative down the road. Sure very soon the odds are I will get slammed in the face in a correction but unless we are facing a major bear market I will simply accumulate a bit more to my modest positions. We are probably barely in the first inning of this rotation to the B2B stocks and when the team looks like a winner I'm not going to take my ball back and leave the field because I didn't get in on batting practice when the balls were ridiculously easy to hit

Marc
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