Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: octavian who wrote (33860)	10/20/2007 7:34:43 PM
From: Kirk ©	Read Replies (1) \| Respond to of 42834

kirk said: <<I have open in front of me his Nov. 1993 newsletter where he lists MSFT as a BUY AND he says quite clearly "specific stock positions should be limited to 4% or less of an equity portfolio.." THAT is a DIRECT QUOTE from 1993. Maybe he made this radio advice after the fact like when he told his subscribers this summer that the secular bear market that never was ended a year earlier. You said: --No, he didn't make the recommendation after the fact. I'm pretty sure it was in 1996 or '97. But Microsoft had already gone up a lot, and people were calling wondering what to do. Well, given the newsletter in 1993 said to limit ALL individual stocks to no more than 4%, you would need a time warp to believe he didn't say this after the fact.... MANY YEARS after the fact... You said: He told several different callers it was OK to let Microsoft ride, as long as their cost basis was not over 4%. I read he also told a caller he recommended Gold for 4 or 5% of a portfolio. I've never seen a recommendation for Gold in his newsletter. Maybe he likes to talk about what he "wishes" he recommended and you misunderstood? Your recollection of "facts" is unreliable. A few weeks ago you falsely reported something that was not true about Brinker's performance record since 1991. When pressed, it turns out the numbers you were 10 years off... You said:I don't care what he said in a 1993 newsletter. Obviously, because it makes you wrong and it makes Brinker look less than honest.