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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 (11763)	2/7/2000 10:40:00 AM
From: Investor2	Read Replies (1) \| Respond to of 15132

RE: "So I look at the bond market and buy on weakness." I agree. I think it's a good time to send in that 1999 IRA contribution to VFIIX, for those that haven't done it yet. I'll send in ours today. Best wishes, I2

To: Justa Werkenstiff who wrote (11763)	2/7/2000 11:07:00 AM
From: Digger Sacket	Read Replies (1) \| Respond to of 15132

Thx folks. I guess if our guru thinks bonds are a buy right now - and he is the Marketimer - who am I to argue??? GNMA here I come. Digger

To: Justa Werkenstiff who wrote (11763)	2/7/2000 11:34:00 AM
From: Kirk ©	Read Replies (1) \| Respond to of 15132

Hey Justa... Forbes is writing about you! 8) You simply sweep your whole pile of chips into old-economy stocks, then puff on a cigar and wait out the coming convergence of valuations. Pass the hours profitably by writing a book about your strategy: Arbitrage for Dummies. forbes.com Key comment: "That's one very big and undodgeable problem for value hounds. You can search hither and yon for value, but just when you think you've located one, you'll discover that an army of venture capitalists and ex-Wharton terrorists got there first--only to rip the guts out of whatever profit model lay behind the "value." Perhaps best explains why old companies just seem to hang around with a p/e of 10? Obviously written for effect, but the message is clear. (and interesting, eh?) Kirk