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

To: marc ultra who wrote (3018)	1/1/2005 6:57:21 PM
From: rsie	Read Replies (1) \| Respond to of 10065

Marc, great post! We are "in tune" with each other... "Finally, I look forward to the potential of a bear in which a top can be successfully exited prior to the start of. If we go with the assumption we're in a secular bear than that's the way to make money, as buy and hold should fail." Bob's "model" is what will make or break our fortunes going forward.....unless someone out there has a better plan....and I would like to hear other models that work.... our fate is in Bob's hands, and the thought that we should go at the markets utilizing our own research is a mistake.....certainly you can invest in stocks during these cyclical bulls, but during the cyclical bears - no one makes money in stocks.... Rich

To: marc ultra who wrote (3018)	1/2/2005 9:32:54 PM
From: Investor2	Respond to of 10065

Hi marc. Happy new year to you too! Your scenario sounds plausible to me. I would tend to agree that we will hit a cyclical high sometime in the upcoming year. I'm looking at the 1966 - 1982 period as an example of what could happen, i.e., several bull rushes at the high, but not really accomplishing much over the long term. I'm guessing that there will be a trading range between the areas of the 2000 highs and the 2002 lows. My investment approach will probably be to lighten up on my equity holdings when the markets are on the high end of the trading range and increase my dollar cost averaging during periods when the markets are at the low end of the range. (Oh, and all the while, I need to try to fight my tendency to bottom fish on individual stocks!) Best wishes, I2