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Strategies & Market Trends : Bob Brinker: Market Savant & Radio Host

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To: Gary D who wrote (741)6/29/1997 12:46:00 PM
From: Gary D   of 42834
 
Portfolio adjustment ALERT: I wasn't listening closely at the time (distractions), but I think I heard Bob say that an announcement would be coming out soon regarding his "New Asia" weighting. This was in response to the question, "so you're still bullish on New Asia?".

I assume BB will be on vacation next weekend, so a radio announcement presumably won't be made for two weeks, after his subscribers have received the next newsletter. Since the newsletter will be mailed July 3rd (per his website), the earliest that any subscribers would be able to act upon a recommended adjustment is Monday the 7th. (But I'll be lucky if I receive my copy that soon!)

The most likely change, in my opinion, is just a trimming of New Asia from 10% down to 5%. Alternatively, BB's failure to confirm that he's "still bullish" on New Asia could be interpreted to mean that the weighting will go down to zero. But I don't know where he would recommend placing the proceeds. Any thoughts? Can anyone confirm that I heard him correctly?
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