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

To: Boca_PETE who wrote (13258)	4/16/2000 12:03:00 AM
From: Hank Stamper	Respond to of 15132

Thanks, Pete. Ciao, David Todtman

To: Boca_PETE who wrote (13258)	4/16/2000 1:10:00 AM
From: marc ultra	Read Replies (1) \| Respond to of 15132

Pete thanks for the reposts of Mick's BB event notes. Sounds like Bob was great. Also sounds like we could be in for a prolonged downturn. I noted Bob said it is possible we won't hit a final bottom until 2002, another one of those "off presidential election years". If we could get a big fat bounce might be a chance for some more lightening up. Marc

To: Boca_PETE who wrote (13258)	4/16/2000 2:10:00 AM
From: Gary D	Read Replies (1) \| Respond to of 15132

Pete, thanks for the links to Mick Jones' comments. Just got back from LA and can say that his notes cover the event pretty well. He was right about Bob being even better in person--his intonation and animation kept everyone's attention. I noticed several items and quotes in my notes that are worth mentioning here if I can decipher my own writing: --At the beginning of the Q-and-A portion Bob emphasized that he would answer any question about anything. The woman next to me then submitted the "boxers or briefs" question, but it must have been filtered out. --When asked about his political affiliation, Bob said that earlier he had been concerned that with the "inventor of the internet" in the state, the turnout for his event might be slim. He did go on after mentioning he's an Independent to discuss some of the Gore vs. Bush factors "from an investors point of view". (Other than to say taxes were discussed, I will leave the details out so as not to violate thread rules about politics). But then he commented that there are many other factors to look at when electing a president, and ended his answer by saying, "taxes are low. . . . .but NOT in California!" (I'm not sure I understand what he was trying to say here <g>). --Based on the model, we're not getting back in soon. If we're lucky, maybe this Autumn. His concern is that this extends into 2001. Worst case--things will "flush out" in 2002, the off-presidential election year. --Bob commented that what he does, "anticipatory timing", is very tough. --News events can cause ripple effects but are not very important in determining market direction. (He mentioned the example of news events deepening the correction of '98 without affecting his bullishness). --"This is far worse than 1998" --"This is a really big deal." --"Tech is still *incredibly* high-valued. Cash is King." A bunch of nice people in the gathering. One disappointment is that I didn't see anyone who looked younger than early thirties--average age was probably late forties. Old farts, but enthusiastic: the line that formed for autographs looked to have about 200 people in it. Had I stayed in line I'm sure I would have missed my flight. Gary

To: Boca_PETE who wrote (13258)	4/16/2000 6:31:00 AM
From: Justa Werkenstiff	Respond to of 15132

Pete: Thanks so much providing those links to the event. (eom)

To: Boca_PETE who wrote (13258)	4/16/2000 9:48:00 AM
From: Allan Harris	Read Replies (2) \| Respond to of 15132

Brinker mentioned that he went to mostly cash (60/40) in mid-January based on incredible valuations in the stock market. Consistant with his explicit on-air explanation a couple of shows ago that he had not issued a "Sell signal". His judgment call seems to have been based on "incredible valuations." So that begs some questions: (1) If you did not issue a Sell, did your "Timing Model" issue a Sell? (2) Is there a difference between your Timing Model "turning bearish" and it issuing an outright Sell? (3) If your Timing Model did issue a Sell, why didn't you take it? (4) If your Timing Model did not issue a Sell, is it still on a Buy? A