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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club

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To: Wally Mastroly who wrote (2705)1/5/1999 5:36:00 PM
From: marc ultra  Read Replies (1) of 15132
 
Wally re<<has Bob discussed TER lately>>. I haven't heard anything new, when someone brings up the big semi capex he always says you could have bought them extremely cheap and there's no point in chasing them. I've been waiting for someone to ask him if he would still hold them and for how long but either the question hasn't been asked recently or has been screened out. I imagine with the big run-up he might get asked this weekend. Actually I did chase TER at 33 1/4 which worked out so far since it's taken off to 45 today. I hold the other three big ones at much lower prices. I might just wait until Hodess downgrades them though I could see a 20% drop between the time he puts the word out and I hear it but that would still leave me with huge profits. I would guess that Hodess' view is also going to be a big factor in Bob's decision making

Marc
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