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

To: sea_biscuit who wrote (14397)	6/13/2000 5:48:00 AM
From: Justa Werkenstiff	Respond to of 15132

Dipy: Re: "I think the coming months will see tremendous declines in all those overvalued tech stocks that everybody is in love with right now." T keeps making new 52 week lows. The EDS sell off continues. CC is still selling off. CTRX was yesterday's casualty. (The CTRX lesson is to sell any stock where the CEO abruptly cancels a conference appearance). CA may be today's casualty. AMCC breathed some news that was interpreted negatively and it got crushed. MSFT's performance post decision has been poor. Overall lesson: if your tech stock shows any sign of potential bad news, it means the hammer and the hammer can do prolonged damage. It is almost to the point that if your stock has found the hammer, one should sell it immediately and move on if you believe the overall market is vulnerable at some point in the future. Better yet, if you think you may meet the hammer, one should take profits. There seems to be little if any recovery potential in hammered stocks now. They seem to be abandoned at this point by the big boys even on good market days. Thanks for sharing your investment allocation.

To: sea_biscuit who wrote (14397)	6/20/2000 11:24:00 AM
From: Rillinois	Read Replies (4) \| Respond to of 15132

Dipy, Re: I am still of the opinion that it is almost impossible to time the markets but Brinker has been astonishing me all this year. What, specifically, has astonished you this year about Brinker? ---Is it the way he can portray himself as a successful market timer even though the benchmark he uses for his market timing, the S&P, is higher since his bear market call? ---Is it the art of being able to portray oneself as a bear one weak and an asset allocator the other? ---Is it how he takes credit for being in cash while the Nasdaq tanks even though he went to cash because he thought the S&P would tank? ---Is it how he brushes off the Nasdaq 20% rally at the beginning of the year as just a sector rally that has no relevance to his market timing, but he infers that the 40% peak to trough decline in the Nasdaq was why he went too cash? ---Is it how he points out the relative underperformance of the S&P to the Nasdaq in this latest rally while ignoring the relative outperformance of the S&P while the Nasdaq declined? ---Is it how he can smoothly start planting the seed for marginal new highs in the S&P on top of the already marginal new high in the S&P reached in March? ---Is it how he ignores the fact that most listeners did not get on board the QQQ trade since he advised not chasing the QQQ's and buying on weakness? Best Regards. Rillinois