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Strategies & Market Trends : Bob Brinker: Market Savant & Radio Host -- Ignore unavailable to you. Want to Upgrade?

To: geode00 who wrote (12824)	3/6/2001 10:52:21 PM
From: BigShoulders	Read Replies (2) \| Respond to of 42834

Re: "Is there a pick by Bob that has been dropped when it kept going down. He seems wedded to an idea no matter how bad it turns out." Montgomery Emerging Markets dropped from model portfolio in mid 98 during continuing decline in emerging market. (About 3/4 of the way down) Missed the big rally in emerging markets in 99. Price New Asia was dropped from model portfolio in mid 97 just before the Asian collapse. That change was before the collapse which is obviously a much better call than waiting to sell near the bottom. Re: "If so, (wedded to an idea) I guess it's safe to say the QQQs will be a part of the MT until they actually get north of 75 no matter how long that takes. " It's not so. (See first response) Also, he has regularly pulled funds from his recommended list for under performance or expected poor market conditions. I think Bob tries to make recommendations based on his assessment of current conditions and expected fund performance, not based on what the price of the fund was when he made the original recommendation.

To: geode00 who wrote (12824)	3/12/2001 8:20:45 PM
From: Rillinois	Read Replies (1) \| Respond to of 42834

geode00, As far as I've been able to determine, Bob tries very hard to not take realized losses on recommended individual stocks. However, he removes mutual funds from his recommended list because of poor performance all the time. This is another area where Bob misleads new subscribers. Bob has no accountability for funds that have been removed. Bob only shows performance for the funds currently on the list. Nowhere on his list does he disclose previous mutual fund recommendations that have blown up and believe me there have been many. Not surprisingly, Bob removed Firsthand e-Commerce from the recommended list this month after falling over 80% from the highs. But in a rare move, I don't recall Bob doing this before when removing mutual funds from the recommended list, Bob said he rates the fund a "hold" at this time and he went on to say the fund is a "candidate for possible future addition to our long-term model portfolio". Why would he downgrade the fund to a "hold" and say "this fund has the potential to generate total investment returns that will prove competitive over time with the overall market" and at the same time delete the fund from the recommended list? Is this an attempt to keep the truth from future unsuspecting subscribers while not admitting a horrendous recommendation yet again to those who followed the original recommendation? Best Regards. Rillinois

To: geode00 who wrote (12824)	3/12/2001 9:25:34 PM
From: Rillinois	Read Replies (1) \| Respond to of 42834

geode00, Please ignore my earlier response to you and use this response as a corrected one. As far as I've been able to determine, Bob tries very hard to not take realized losses on recommended individual stocks. However, he removes mutual funds from his recommended list because of poor performance all the time. This is another area where Bob misleads new subscribers. Bob has no accountability for funds that have been removed. Bob only shows performance for the funds currently on the list. Nowhere on his list does he disclose previous mutual fund recommendations that have blown up and believe me there have been many. Not surprisingly, Bob removed Firsthand e-Commerce from the recommended list this month after falling over 80% from the highs. But in a rare move, I don't recall Bob doing this before when removing mutual funds from the recommended list, Bob said he rates the fund a "hold" at this time and he went on to say "we expect the shares to recover value over time". He usually just deletes the fund from the list. Best Regards. Rillinois