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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 (14353)	6/11/2000 4:37:00 PM
From: Kirk ©	Read Replies (1) \| Respond to of 15132

finance.yahoo.com^BKX&d=5d Down 10% in a week! WOW!

To: Justa Werkenstiff who wrote (14353)	6/15/2000 3:12:00 PM
From: Justa Werkenstiff	Read Replies (2) \| Respond to of 15132

Justa: Re: "Yes. In a bear market caused by a recession, the financials will go down because the "e" in the "p/e" will fail. I don't like the group now. Too risky. They have discounted not only the end of the tightening cycle but some easings as well IMO. That is a high risk bet IMO." You are clairvoyant. How did you know about WB? BKX trading off 5% plus. Do earnings really matter? Absolutely amazing analysis <g>.