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

To: J. M. Blackburn who wrote (11002)	1/11/2000 5:11:00 PM
From: Justa Werkenstiff	Read Replies (1) \| Respond to of 15132

JM: "Excellent Job, definitely made easier by the quality of the posters here. " Great point. This site is not me or Lars. There are so many who contribute and their efforts and good character make this site work. Re: "I have to tell you that lately I"ve been a half a step ahead of you concerning certain trades (Purely by chance) ONE, LU, certain drug, semi, and financial stocks. I tried for DPMI after you mentioned it but missed out by an 1/8th. What this all means, is that I'm encouraged that maybe I'm learning something about equities, after all this time. Justa goes to show ya." Game is winding down and all long trades should be closed into strength when possible IMO. Portfolios should be reevaluated at this point. Re: "We must start talking more about Fixed Income portions of ones portfolio. Is it worth holding, say GNMA's if rates are headed much higher? (Not saying that they are) Are REIT's worth holding? Many questions ahead and I look forward to what this site has always delivered, Good, Information. Thanks Everyone." Great point. Look at the Marketimer interest rate outlook and Model Portfolio III for clues. I have an opinion but let's wait for Brinker's take on the radio at this point.