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

To: E_K_S who wrote (17511)	2/27/2003 9:10:50 PM
From: Kirk ©	Respond to of 42834

Hi Eric That sounds like a smart plan. I do something similar. When I have a big loser, I sell some long term tech elsewhere (much with 90 or 95% capital gains) to offset the loss and buy some other stock with the proceeds with a similar beta and, hopefully, better prospects for the future. I manage my asset allocation. In 2002, I even converted some IRAs to ROTH IRAs since my earned income was so low. Maybe the super majority of those that listen to Brinker don't have much money to invest outside their IRAs and 401Ks so taxes are not an issue? Kirk

To: E_K_S who wrote (17511)	2/28/2003 1:37:48 AM
From: geode00	Read Replies (1) \| Respond to of 42834

IMO, Bob should be discussing this level of portfolio management so the individual long term equity investor can set up his plate and be ready for either the counter bear rally or new bull market run. I believe you may be giving Bob too much credit both for skill and knowledge. He may not possess either in this area. As Kirk and others have pointed out in the past, Bob is surprisingly ignorant of some financial issues like duration in bonds. I think it's highly likely that Bob's lack of advice in certain areas is due to: 1. He doesn't have a clue what to do 2. He's afraid of giving advice of any kind that will bury him once and for all should it go as awry as the QQQ fiasco. In this, his risk/reward is best served by doing absolutely nothing and allowing his remaining "fans" to make all kinds of excuses for him. The QQQ fiasco clearly illustrates that Bob really lacks basic financial literacy in a number of critical areas. How he came to such a place of "authority" without a solid grounding is a sad commentary on the state of investing these days.

To: E_K_S who wrote (17511)	3/3/2003 8:11:36 PM
From: Tim Bagwell	Respond to of 42834

Bob should be discussing this level of portfolio management so the individual long term equity investor can set up his plate and be ready for either the counter bear rally or new bull market run. Wouldn't it be great if Brinker had this kind of intellect. However, what we get instead is mishandling of the QQQ debacle and weekly rants on rank political opinions. Sadly, if you want true investment expertise you're on your own. Brinker has always provided nothing more than a skeleton of details on his recommendations. Intelligent individuals need to do due diligence and should not count on information in the form of tips.