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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club
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To: MrGreenJeans who wrote (2617)12/29/1998 10:01:00 PM
From: marc ultra  Read Replies (1) of 15132
 
MrGreenJeans, I suspect the thing that keeps Bob sanguine at these P/E's is his continued very low inflation outlook allowing for multiple expansion following which earnings will catch up. As to the issue of possibly disengaging sooner rather than later I think I recall the remark you are thinking of and based on information since then I think that is no longer an issue but Bob will go strictly by his timing model

Marc
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