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


To: Robert321 who wrote (14715)6/23/2000 5:12:00 PM
From: Justa Werkenstiff  Read Replies (1) | Respond to of 15132
 
Robert: Re: "Justa, what makes you think Bob won't discuss the markets this weekend?"

He might be reluctant to discuss the equity markets for reasons we can discuss again if it happens. But the bond market could well be a different story. I expect discussion on that front. Got bonds?



To: Robert321 who wrote (14715)6/23/2000 5:21:00 PM
From: Justa Werkenstiff  Read Replies (1) | Respond to of 15132
 
Robert: Re: "I don't think there is any concern that Bob exited his QQQ trade."

Absolutely correct. I can pretty much guarantee he still has his QQQs.

I would only trade QQQs here. Too much risk in individual names if you agree with Brinker on the countertrend rally. You do not want to be holding a pre-warn for the rally; otherwise, you will miss out on any upside. Now is not the time for specific stock risk IMO. Very risky. Look at CTRX, EDS, Perot, CSC, HON, XRX. This is rally road kill. BTW, whatz up with the computer services industry if technology is supposed to be so strong? Whatz up with that?