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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 (14780)	6/25/2000 11:36:00 AM
From: Boca_PETE	Respond to of 15132

Justa: RE:< He could change his mind and sell out going forward.> I heard that too. Recently, Bob has maintained he did not anticipate changing his 60/40 allocation, that he believed 60% cash was highly conservative compared to other bearish advisors on Wall Street, that he believed people would not follow a 100% cash recommendation. Yesterday in response to a caller's direct question "will you be changing your recommended allocation when the NAZ peaks given your bearish outlook" (paraphrasing here), he said he would be reviewing his indicators when the time came. He did not say he would not change his mind and raise the cash reserve percentage. He has said many times that those who feel comfortable with a higher cash reserve percentages should use that higher percentage. Given his stated expectation that all the averages may go into bear market territory later this year into 2001, I got the feeling that there may be circumstances that could lead Bob to raise his recommended cash reserve percentage when the NAZ peaks later this summer. JMHO. P

To: Justa Werkenstiff who wrote (14780)	6/25/2000 12:14:00 PM
From: TREND1	Respond to of 15132

Justa Wish you would try a moderated thread. Have been using "ignore" to keep messages to a min. Many posters here have extensive back ground on the market. Larry Dudash PS: Looking foreward to Bob Brinker's next letter.

To: Justa Werkenstiff who wrote (14780)	6/25/2000 1:57:00 PM
From: Investor2	Respond to of 15132

Re: "Who knows? He could change his mind and sell out going forward." I think the odds of that are good if economic and market conditions continue to deteriorate. RE: "You will also recall in the past that Brinker had said that not only would he sell out but that he would short the market in the face of a bear. Yesterday, he said after great thought he would not be recommending shorting it on the show. Who knows? He may do it personally but because of the nature of short selling he did not believe it was for the average person and, perhaps, did not feel comfortable recommending it to a radio audience." Let me reiterate my total agreement with Bob's position on this issue. Best wishes, I2