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

To: Investor2 who wrote (12017)	2/18/2000 8:58:00 PM
From: marc ultra	Read Replies (1) \| Respond to of 15132

I2 re<<<<Here's the latest on how the sell signal is working for me.>>> As for myself things continue to work out extremely well though largely because my holding in ENMD was up another 39% this week and now represents 16% of my net worth. There seem to be continued positive suggestions on how their cancer drug Endostatin might be going in PI trials though officially no results will be available for awhile. If we leave this out, my S&P short hedge including a heavy SPY short position and some Ultrabear fund is making good money. My ARBA was up 17 points this week and my underlying funds are outperforming the S&P. If all these factors keep up unabated for another six months I may have to be taken to the hospital for having money coming out of the WAZOO like on that E-Grade commercial<g> Marc

To: Investor2 who wrote (12017)	2/19/2000 12:38:00 AM
From: Chris J. Horne	Read Replies (1) \| Respond to of 15132

"Here's the latest on how the sell signal is working for me" Correct me if I am wrong please, but the only one of your holdings that I have heard Bob recommend on the air or in his newsletter is the S&P 500, and on that one, you are achieving the intended results. I have heard Bob say specifically that his advice was not intended to apply to narrow holdings such as tech stocks, and that he does not recommend holding a narrow portfolio. To me, it seems you are taking his advice selectively, which is ok, but it is at your own risk, right?

To: Investor2 who wrote (12017)	2/25/2000 8:09:00 PM
From: Investor2	Read Replies (1) \| Respond to of 15132

Here's the latest on how the sell signal is working for me. Can you believe that it's even worse than last week??? I'm almost 10% behind where I would have been if I had just held everything. Sell Sell Current Security Date Price Price Diff. %Diff. PBTCX (1/12/00) $65.22 $94.73 $29.51 45.2% (Ouch) SRFCX (1/12/00) $35.22 $42.77 $7.55 21.4% MNMCX (1/12/00) $20.71 $22.48 $1.77 8.5% 500 Index (1/12/00) $1,435.00 $1,333.00 -$102.00 -7.1% VWIGX (1/12/00) $21.94 $23.53 $1.59 7.2% CYMI (1/12/00) $45.88 $54.25 $8.37 18.2% CYMI (1/31/00) $56.63 $54.25 -$2.38 -4.2% MOT (2/4/00) $155.00 $159.25 $4.25 2.7% MOT (2/11/00) $160.81 $159.25 -$1.56 -1.0% Average 10.1% Less Money Market Interest 0.6% Total Opportunity Cost 9.5% Last Week's Value 6.0% Still, I guess I should take some comfort in having all of this cash with so many bargains out there. Best wishes, I2 PS - If I hear Bob say that it's too late to sell, I think that I'll puke.