The Justa & Lars Honors Bob Brinker Investment Club Message Board

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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club

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To: Wally Mastroly who wrote (1522)	10/9/1998 12:23:00 PM
From: Lars	Read Replies (2) of 15132

Wally, >>> O.K. Lars, is this bearish talk a "contrarian" indicator? - or can we assume these guys know what they're talkin' about? >>> Contrarian. IMHO they want to set the bar low for the analysts expectations. Then they look like heros later. Also, all this talk must be judged on a company specific basis as you know. >>> Re: "Honey, we have every color you need...". I think these guys are ordering various shades of bearish-red? I'm looking to buy in these panicky times - but still fearful of small caps, despite some values. >>> I prefer large caps. I limit portfolio to small caps. Very limited. I don't care what the "historical" data shows. I think it is flawed. I am quite happy buying good companies at bargain prices and usually they are large caps. UTEK is about the lowest mkt cap in my portfolio. >>> Show me the money, Honey! Show me the green... >>> Green is my favorite shade too.

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