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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club
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To: Justa Werkenstiff who wrote (5110)5/13/1999 4:05:00 PM
From: rsie  Read Replies (2) of 15132
 
to justa and/or thread:

I am in a quandry,

I take bob's letter and just started taking Andrew's letter. Bob's approach has been to buy and hold....till you see the fundamentals change.....i.e. UTEK

Andrew's approach has been to buy and hold till a desired % has been attained and/or your profits start "eroding" away and you sell...then buy, hopefully at a lower price and do this again many times during a cycle- like we are starting to see in the semiequips now.....

Andrew has been 'right on' in the months preceding this anticipated upturn-very knowledgable about the industry.....so far.....
I ,of course, do not invest more than 4% in any one stock.

Certainly, these are two very different approachs--- what are some of your opinions? I would be interested in them. Has anyone been through these cycles before?

I am sure Bob does not want to keep UTEK through one of these downturns in the industry- like we have not already seen one i.e.. the last year 8)))). ....thanks,Rich
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