noah, I am just predicting what bob will say, he tends not to mention things that don't go as he forecasts. I don't think that's 100% admirable. He says quite often Intel is a trading stock, he points out the Barron's article that said Intel was finished, he rags on how Intel has gone nowhere since low 70s in Jan 99, then when it goes up, he is silent. On his show before Intel earnings, he quipped, Intel is expected to earn .63, 5% year over year. Tell me that 5% remark wasn't meant to trivialize Intel??? Well, Intel hit .69, Bob didn't say 1 word, not one.
He talks about LU, he tells callers that he isn't in agreement with their broker about selling LU, then LU blows up, he doesn't say much.
He talks about AOL & DELL being overvalued all the time, AOL goes from 150 down to 75 then back to 150, he talks about the decline to 75, doesn't say much about the rise back up.
He says dell is a great co. but richly valued.
I am not saying any are buys, holds, sells, I am just saying Bob will more than likely mention the Dell warning. bob has an agenda, when things don't fit into his agenda, they are omitted.
I think Bob does a wonderful job.
jim |
