The Justa and Lars Honors Bob Brinker Investment Club Thread Message Board

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Pastimes : The Justa and Lars Honors Bob Brinker Investment Club Thread

VTI 339.88

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Dec 24 4:00 PM EST

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To: michael97123 who wrote (462)	7/22/2000 9:47:37 PM
From: Math Junkie	Read Replies (1) of 10065

Michael, my stock market money is 100% cash at this time. I have a lot of respect for Justa's opinions, as I do Bob's, but I do try to make sure I understand and agree with the reasoning before taking action. Specifically, I agree that specific stock risk is a dangerous deal with tech stocks right now. Maybe you can still make money by trading them for a while, and maybe not. It is a crapshoot as to how long this trading range will last. With regard to the semiconductor and semiconductor equipment industries, nobody knows how long this upcycle will last, but playing either of these sectors is too risky for me, considering that the fed is dedicated to reducing economic growth.

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