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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 (10543)	12/19/1999 1:31:00 PM
From: Gary D	Read Replies (1) \| Respond to of 15132

Justa, Re: "If he is betting his critical mass on tech., then I want to ride with him. Forget about all that "get rich slowly" stuff. That is for the patsy chump who can't handle volatility. Same for that diversification stuff. I can handle it, baby. Bring it on. So if Brinker is riding in the fast lane with a mid 60s bull/bear sentiment reading and a put/call chart off the scale and a valuation metric never before seen in any market, then he must see something." <VBG> Bob may be riding in the fast lane, but he's capable of turning on a dime at the right moment. Now for him to attempt to steer US through that minefield with a monthly newsletter and weekly talk show, that would be REALLY tough. (That's why we need to listen carefully to every broadcast, to "read between the lines"). Recent example: sometime in the past couple of weeks, Bob suggested to someone who was holding large-cap semi equip stocks that he pare back to 4% per stock, but be sure and keep the 4%. Then, we have the correction in NVLS to the mid 70's. What an opportunity. Whoever scooped up NVLS in the past week on the cheap, with knowledge of Bob's bullishness, no doubt has a watermelon smile right now. I read between the lines, but I could kick myself for not acting on this. <BG> Ouch!