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

To: Kirk © who wrote (13120)	3/15/2001 11:59:54 PM
From: Tim Bagwell	Respond to of 42835

Kirk, I remember WAY, WAY back he kept calling Intel a "good trading stock" but he never defined what that meant You mentioned the same recipe I heard for a trading stock, liquidity, an identifiable trading range and a quality company. I guess that last one would equate to your most important point. HWP certainly fit that bill with the valuation locked in a tight range for years and a pretty good cyclical pattern. But far too boring a stock for most people. ;-) Bob always kept his trading tactics a close secret but he did like to gloat when he got a winner. After a while it became obvious he was trading stocks in companies that he was most familiar with, namely semi's and semi cap's. Back when valuation was meaningful, picking a range was not that hard to do. You had history to look to for guidance. Then valuation went haywire and picking a trading range got harder. Valuation is still king. The good 'ole days will return.