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

To: Kirk © who wrote (6843)	7/17/1999 2:15:00 PM
From: Ian@SI	Read Replies (1) \| Respond to of 15132

Kirk, I'm not sure what your point is. If you take the top 2 or 3 performers out of any portfolio of 30 or fewer stocks, it will have an impact on that portfolio's performance. Isn't there a difference between predicting what the Dow will do for the next 7 months with or without a couple stocks; and, an observation about the past? Just a thought, Ian.

To: Kirk © who wrote (6843)	7/17/1999 5:14:00 PM
From: MrGreenJeans	Read Replies (6) \| Respond to of 15132

Question So I am listening to the show and I hear Bob state (paraphrasing): The market is priced to total perfection. Historically high. 28xs earnings. Nothing can go wrong in this market otherwise it will pullback. Yada, yada, yada. Question: Why is he still advocating a 100% fully invested position? Yes, I have read the marketimer and can state the reasons he sites but yet I have this edgy feeling he has valuation reservations about this market. Why is Bob playing for the last dime when a miscalculation may cream us all?