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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 (10537)	12/19/1999 11:35:00 AM
From: Gary D	Read Replies (2) \| Respond to of 15132

I was surprised to hear Bob come out and say he's personally heavily weighted in technology and has a high tolerance for risk and volatility--but only because some listeners could take this as a suggestion that they should do the same. Bob has emphasized risk management through diversification because this is more appropriate for the vast majority of listeners who have not achieved critical mass. And for many who have achieved critical mass, anything other than a conservative, low-volatility approach will put their critical mass position at risk. And as Bob has said, it is a terrible tragedy to once achieve critical mass, but then lose it. But that Bob has made these investment decisions for himself does not surprise me a bit. Bob himself likely falls in a minority who, even if they lose a substantial portion of their net worth, are still well above the critical mass line anyway. So what the heck.

To: Justa Werkenstiff who wrote (10537)	12/19/1999 11:55:00 AM
From: Jeffrey D	Respond to of 15132

Time Magazine man of the year.......Jeff Bezos of Amazon.com. Mr. Bezos would never have gotten that award if Al Gore had not invented the Internet! <gg> Jeff

To: Justa Werkenstiff who wrote (10537)	12/19/1999 1:02:00 PM
From: MrGreenJeans	Read Replies (2) \| Respond to of 15132

Justa There was certainly very little talk of valuation and caution and I find this interesting as Bob says he has limited visibility beyond the end of this year Bob sounded exuberant to me yesterday although it was probably not the impression he wanted to give(?). I also find it odd that there was little talk of caution and valuation since I am strongly assuming we will get, most probably, at least 2 rate increases early in the year. If this forecast is correct pe ratios will compress and market valuations will fall. The wildcard is whether or not the Federal Reserve will keep tightening. Can anyone say inflection point?