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Strategies & Market Trends : Bob Brinker: Market Savant & Radio Host
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To: Kirk © who wrote (2713)1/10/1998 2:16:00 PM
From: Investor2  Read Replies (3) of 42834
 
RE: ". I can say I was sad to not see my issue of Marketimer in my mailbox yesterday to read Bob's summary of the situaution as I used to have it by the 8th."

I'll be lucky to get mine by Monday, based on history.

RE: "I look for strong hints that AMAT and UTEK and a few others have been clobbered to excess. I'm thinking of selling some positions that are only off 10% from peaks to get some semi cap equipment bargains that are 50% of more off recent highs."

The semi-equip stocks have definitely taken much more of a beating than the overall market, so your logic appeals to me. But, I'm a sucker for that game (trying to catch the bottom of out-of-favor stocks).

On a related issue, did you hear the call on last week's show asking about the science & technology fund? Bob refused to comment. It sounded like he was about to recommend sale of the fund in this month's Marketimer. I probably will not get my copy until Monday or Tuesday and, by that time, the fund could have dropped 10% from the level at which he considered the fund a "sell."

I hope he updates us on the fund this weekend. I also hope he discusses the Far East Ex-Japan fund. It has gone down about 50% since his sell signal. Is it time to get back in?

Best wishes,

I2
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