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

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To: Elmer Phud who wrote (22220)7/18/2006 6:20:22 PM
From: Math Junkie   of 42834
 
"Now I'm going to get a earful about why they shouldn't get over it..."

Starting with me.

I think many people would confirm that I am not biased against Bob Brinker. I will try to explain why I think it is necessary and useful that people be periodically reminded of the 2000 to 2001 QQQQ recommendations.

1. It involved anywhere from 20 to 50 percent of cash reserves, which were at that time about 65% of a subscriber's equity allocation. That means that it would have involved anywhere from 6.5% to 32.5% of a subscriber's total portfolio. I consider any recommendation that can include as much as 32.5% of one's total portfolio to be a major call.

I mention the above mainly to distinguish it from the January 2000 TEFQX recommendation, which was limited to 5% of a portfolio. Although it was never included in a model portfolio, I believe that Brinker never took that fund off of "hold," and as such it should still be mentioned in the newsletter. However, I don't think it warrants as much attention as QQQQ because of the 5% limitation.

2. Here is the key issue for me: Nowhere in any of Brinker's advertised results have I seen any clue that the above major call even existed. As long as that remains true, then I believe it is right, proper, necessary, and beneficial that people be periodically reminded about it, because I believe that prospective subscribers have a right to know, without having to dig through five-year-old archives of posts.
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