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 (10438)	12/14/1999 1:06:00 PM
From: Kirk ©	Read Replies (1) of 15132

Good list, I like that sector for new money as well as profits taken out of the hot technology stocks... My twist on your banks... add a few winners to the losers. They may behave as the Techs did... the winners continue to attract funds while the losers continue to lose. Look at how LAM vs UTEK has performed or others in the sectors where doing really well is greatly rewarded. Joe B says he expects the present NAZ leaders to lead next year as well. This all tells me having SOME of the winners in a bank portfolio is wise. I would like to add WFC and C to your list as well as the loser this yr BAC just for diversity. With Rubin at C, you have to like it for international growth. finance.yahoo.com Overall, XLF may be the call since it has winners AND losers (value and growth). What do you think?

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