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

To: Wally Mastroly who wrote (14890)	6/28/2000 5:29:00 PM
From: Kirk ©	Respond to of 15132

HWP & Agilent make the 'mother of all lists... What do you think? at the risk of more bashing that I usually get...VBG (gotta have thick skin to "put it out there") I wonder if they got ahold of some of my private reports I wrote that had a firm I consult with buying these two only weeks ago? 8) Needless to say, they are pleased with my suggestions. I also dumped my T the very last day it was at $37 to add to my personal Agilent position at $67... vindication? Sure fun to be right... makes up for the dud picks! 8) It was VERY rewarding to see Lehman used the same PEG analysis I used (and with very similar numbers, mine being more conservative due to the engineer in me). I haven't had time to read the other stock reports on their list but a quick look and I would tend to agree they have some VERY good picks there. Pretty rewarding to me also as I have about 1/3rd my portfolio in these two. 8) Over the past 51 years it's returned average annual returns of 16.96% vs. the S&P 500's 9.5% Wow! I was wondering what that number was. Impressive! Thanks for the link to theStreet.com article. BTW, Agilent's fiber business is probably worth double the market cap of Agilent if you belive JDSU has any reasonable valuation. HWP, hard to guess how much higher they can go on PEG but Carly HAS made some MAJOR changes according to people I know. Employees are actually invited to leave now when they underperform at the very bottom. great day! I need to take some more profits but might wait and see how Bob's predicted NASDAQ run works out as A and HWP should draft the sentiment. regards Kirk out