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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club
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To: Boca_PETE who wrote (13258)4/16/2000 2:10:00 AM
From: Gary D  Read Replies (1) of 15132
 
Pete, thanks for the links to Mick Jones' comments. Just got back from LA and can say that his notes cover the event pretty well. He was right about Bob being even better in person--his intonation and animation kept everyone's attention.

I noticed several items and quotes in my notes that are worth mentioning here if I can decipher my own writing:

--At the beginning of the Q-and-A portion Bob emphasized that he would answer any question about anything. The woman next to me then submitted the "boxers or briefs" question, but it must have been filtered out.

--When asked about his political affiliation, Bob said that earlier he had been concerned that with the "inventor of the internet" in the state, the turnout for his event might be slim. He did go on after mentioning he's an Independent to discuss some of the Gore vs. Bush factors "from an investors point of view". (Other than to say taxes were discussed, I will leave the details out so as not to violate thread rules about politics). But then he commented that there are many other factors to look at when electing a president, and ended his answer by saying, "taxes are low. . . . .but NOT in California!" (I'm not sure I understand what he was trying to say here <g>).

--Based on the model, we're not getting back in soon. If we're lucky, maybe this Autumn. His concern is that this extends into 2001. Worst case--things will "flush out" in 2002, the off-presidential election year.

--Bob commented that what he does, "anticipatory timing", is very tough.

--News events can cause ripple effects but are not very important in determining market direction. (He mentioned the example of news events deepening the correction of '98 without affecting his bullishness).

--"This is far worse than 1998"

--"This is a really big deal."

--"Tech is still incredibly high-valued. Cash is King."

A bunch of nice people in the gathering. One disappointment is that I didn't see anyone who looked younger than early thirties--average age was probably late forties. Old farts, but enthusiastic: the line that formed for autographs looked to have about 200 people in it. Had I stayed in line I'm sure I would have missed my flight.

Gary

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