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

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To: Alan Bell who wrote (4744)4/26/1998 9:21:00 AM
From: Allan Harris  Read Replies (1) of 42834
 
Reading Marketimer each month and listening to Brinker's commentary each weekend, one is struck by how damn rational Bob is in his approach to investing. His comments Saturday seem quite in line and consistent with this theme. The market appears to be a bit frothy in here, so it's time to review exposure and make sure one is not over extended on the equities side. This does not appear to be a prediction of anything negative anytime soon, just a dose of rationality, which is what I'm paying the man for in the first place.

Speaking of rationality, if Microsoft sold at Yahoo's price-to-sales ratio, it's a $300 stock. Do you think that might work the other way as well?

Allan,
King of France
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