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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club -- Ignore unavailable to you. Want to Upgrade?


To: Justa Werkenstiff who wrote (6293)6/26/1999 10:29:00 PM
From: Justa Werkenstiff  Read Replies (3) | Respond to of 15132
 
** SFAM in Barrons and Other Semi Equips Thoughts ** You read it here a few months ago, now read it in Barrons. SFAM due to report around July 8th. It has held real strong the past few days while the large caps have dwindled. FWIW, Scott Black has been pimping the small cap semi equips for over a month now. He also has a position in EGLS among others:

techstocks.com

Watch the news wires explode going into Semicon West in mid July. UTEK has already warmed up its presses and is announcing stuff daily. Notice how the market hates UTEK. Good news in the form of real orders means nothing to the stock price. You talk about negative sentiment. But negative sentiment is serving up value in that stock now. Sometime soon, some fat cat(s) are going to start taking a positions. Note that UTEK is trading at a lower price now than earlier in the year when there were no orders being announced. This company is viewed by the street as a big time loser but all we need is a slight change in perception and there will be stock appreciation. Land a P-Gild or Ultrabeam and schwing!

These small caps trade in surges. If you look at the charts for my $14 to $15 Club (for example), you will see occasions where the stock spurts only to retreat a bit but not back to the previous trading range. Slowly but surely these stocks are coming alive.



To: Justa Werkenstiff who wrote (6293)6/27/1999 3:12:00 PM
From: Bob Brinker, Jr.  Read Replies (2) | Respond to of 15132
 
Justa/Lars -

Firstly (yes, that is a word!), I appreciate your comedic attitude toward the much sought after "link" from the bobbrinker.com website. You would be VERY surprised how serious some people take this issue and your attitude is certainly refreshing. If you can tell me specifically what you are seeking, I will try to accomodate you. Although, if all you are trying to do is push some second rate newsletter, duplicate our recommended reading list, or tout you penny stock holdings, I can assure you the link will never happen. <G>

Secondly (yes, this is a word too!), here is the URL to the summary of Saturday's Moneytalk radio program for those that missed some or all of the program. David K. does an excellent job and we are attempting to compensate him for his efforts?
bobbrinker.com

Thirdly, please don't turn your discussion thread into a Brinker bashing as others have done. Although they do it under the guise of 'seeking the truth', the truth is there are many bitter, angry individuals that have lost a significant portion of their investment portfolios in search of the infamous greater fool and now are turning that anger/aggression towards Brinker for warning others to avoid the madness. It is sad too see how they choose to conduct themselves. Fortunately all of us at bobbrinker.com live by the philosophy of 'suffer fools gladly' and we move on.

take care,
bb jr.