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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club
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To: Investor2 who wrote (10924)1/9/2000 5:49:00 PM
From: MrGreenJeans  Read Replies (3) of 15132
 
Asset Allocation

After hearing Bob comment all weekend on the high valuations of the QQQ in relation to the David Rocker article, and conversations with a top Wall Street analyst, it would surprise me when I receive my Marketimer tomorrow? if he did not suggest a reallocation in this area.

Further, he is also talking about fast GDP growth and sounds like he expects more than one rate increase which has to limit equity market upside.

Will he call the bear sometime soon?

Anyone have an opinion on Amat in relation to these high valuations? (Obviously, I am aware of the fundamental outlook for the company.) Hold a boatload of shares. Should I hold or should I sell?
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