SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Bob Brinker: Market Savant & Radio Host
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Skeeter Bug who wrote (4807)4/29/1998 3:08:00 AM
From: Alan Bell  Read Replies (2) of 42834
 
Skeeter,

Your point that investing is about probabilities is certainly correct. Many people are very pleased that Bob has presented some higher risk/higher reward recommendations/advice to augment his core index fund philosophy. I will be very satisfied with Bob's guidance even if UTEK doesn't work out because of advice about July 96, Jan 9, PFE, and of course, "Bob Brinker Investment University."

But I can't agree with you that Bob's recommendation of Utek was incorrect. The fundamentals that underlay the recommendation are still intact. It is a long time between now and the end of the year and the stock price could change dramatically given the large short interest, the large cash position, etc.

One has to ask what does success of this recommendation mean? Would his recommendation be wrong if it only moves up 25% but not up to his target? Would it be wrong if Bob calls and we get a bear market between now and the end of the year? So is it a failure because the Asian crisis delayed the timescale? I think not.

In fact if you compare it against the major semiconductor equipment manufacturers, one could claim that it is a success right now. In the July '97 to current timeframe, AMAT is down 8%, KLAC is down 25%, and UTEK is up 4%.

-- Alan
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News