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

To: Math Junkie who wrote (33856)	10/17/2007 9:28:30 AM
From: Kirk ©	Read Replies (1) \| Respond to of 42834

I stand by what I wrote. "I haven't noticed you ever using that argument as a reason to ignore his UTEK, ONTK, or STII recommendations." You have a vivid imagination or I forgot writing something. Can you post a link to any analysis I've ever done that uses "cash reserves" to purchase UTEK, ONTK or STII? I pretty much look at his good advice to buy MSFT as offset by advice to buy UTEK, ONTK and STII. Since he had a 4% limit on stocks, it would be hard to have any meaningful change in reported results with a position limited to 4% in any of these compared to putting up to a third of one's aggressive portfolio into QQQQ that was followed by months then years of "holding for future recovery" such as right after 9/11: *October 8, 2001 Marketimer:* "We do not anticipate a long-term negative effect on the investment markets as a direct result of the tragic events of September 11. ... the Wilshire 2000 index of all US stocks was already down 30% from its March, 2000 record high on September 10 prior to the terrorist attacks.... We also recommend subscribers with a position in the NASDAQ100 (QQQ) shares hold for recovery within our earlier percentage guidelines (20 to 50% of cash reserves)." (S&P500 = 1,051.33, DJIA = 8,950.59 & QQQ=28.82)