Kathrine,
I agree that Bob has been excellent on overall market calls over the years. However, if he were to rate himself for overall prognostication, I don't think he would give himself very good marks on individual stock, or sector calls. The last couple of weekends, when someone has called in asking for what you're asking, he's been quite defensive, falling back on his overall 4% maximum on any one stock rule.
I have personally gotten to admire Bob's ability to use technical analysis with his five factors of interest rates, economy growth, inflation, unemployment (what's the fifth?), and pick trends in the market. But, when he ventures into tech stocks, he's a stranger in paradise, and I wouldn't give a plugged nickel for his opinions. Basically, he is not a technology guy, although he has self learned to speak the language of semis or semi equips pretty well. But he doesn't know those industries enough, to me, to call them. My recommendation, believe it or not, if you frequent SI much, is to read (and jump into and post) the threads on the stocks you're interested in, if the threads exist. If threads don't exist, e.g., I haven't looked up UTEK, start reading threads that do, like Intel, AMAT, 3COM, Cisco, Sun, etc. You may get interested in one of those stocks. There are far more expert people posting here about tech stocks, that you can really learn from, than Bob, and I'm sure he'd be the first to admit it.
Tony |
