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

To: E_K_S who wrote (12141)	2/26/2000 11:45:00 AM
From: Boca_PETE	Respond to of 15132

EKS: re:<"The key is to find undervalued undiscovered small cap companies in these new growth industries"> Great analysis you posted. Can't disagree with anything in it, except to say my gut level reaction is to do the research now and apply it when Brinker advises the bottom of the bear market. P

To: E_K_S who wrote (12141)	2/28/2000 9:22:00 AM
From: Les H	Read Replies (1) \| Respond to of 15132

Haven't many of the "old economy" stocks already come up against the top of the business cycle when the marginal growth is small? In a post-recession economy, many of these same companies will have much higher short-term growth rates. How much can you grow when unemployment is inching from 4.2% to 4.0%, rather than from 7.4% in 1991 to 4.9% in 1997?

To: E_K_S who wrote (12141)	2/28/2000 9:38:00 AM
From: Wally Mastroly	Respond to of 15132

Teflon Tech stocks? upside.com Excerpt: "..The big question on Monday will be whether technology shares can continue to keep their distance from the rest of the market. Even though tech stocks declined on Friday, the broad market fell more sharply, as the Dow Jones Industrial Average closed below 10,000 for the first time since April 6, 1999. Compared to the broad market, tech seems Teflon-coated and stainless. The gap between tech stocks and the rest of the broad market has grown very wide indeed. Prudential Securities market strategist Larry Wachtel likens it to the stretch of a rubber band, so he expects some "snapback" this week. Whether that means tech will drop further, or industrial stocks will rise, or some combination of the two, remains to be seen...