Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Gary D who wrote (12971)	4/4/2000 12:48:00 AM
From: marc ultra	Respond to of 15132

Gary, I have a bunch of TEFQX myself. My only B2B holdings now are that fund and ARBA at the moment. The manager is pretty sharp as Bob has said and has a variety of stuff in the fund. If I had been brilliant enough to switch some of my S&P short hedge to a NASDAQ short hedge at the right time I wouldn't mind getting murdered in my underlying portfolio. I guess I could make a similar statement about anything though and be appropriately responded to with a DUHHH! Marc

To: Gary D who wrote (12971)	4/4/2000 10:50:00 AM
From: Trebor	Read Replies (1) \| Respond to of 15132

I added to my TEFQX yesterday and also took a new position in Firsthand's communications fund (TCFQX). Both of these funds are sitting on a mountain of cash and hopefully the managers will take advantage of yesterday's bloodbath to sensibly deploy it. Call me Polyanna, but I also bought QQQ and NOK right at the closing bell.

To: Gary D who wrote (12971)	4/9/2000 7:13:00 PM
From: Gary D	Read Replies (1) \| Respond to of 15132

In the last couple of minutes of the show today (not broadcast by some stations), Bob mentioned the possibility of a .5 basis point increase by the Fed at their next scheduled meeting in May. He gave no indication of what he feels the probability of this is. My impression from the talking heads on TV and writers in the print media over the past couple of weeks is that there is a wide spectrum of belief on what the Fed will be doing over the next year. Could be many of them will be very disappointed. Gary