SI
SI
discoversearch

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.
Technology Stocks : A Bob Brinker Fan and Critic Club -- Ignore unavailable to you. Want to Upgrade?


To: Mark Davis who wrote (34)11/30/2008 11:01:25 AM
From: Kirk ©Respond to of 123
 
Brinker "Gift Horse Buy Levels"

Did he miss one in the mid 700s?

As the charts show, the markets are up nearly 20% since the low.

Unless we get a lower low or another test of what some call the "Art Hogan Bottom" of October 10, Mid 700s and mid 800s came and went.






To: Mark Davis who wrote (34)1/5/2009 1:15:02 PM
From: Kirk ©Respond to of 123
 
Check out DJIA Priced in Ounces of GOLD: The Secular Bear Market Continues

* Back in 1999, it took 45 ounces of gold to buy the DJIA.

* Today it only takes 10.31 ounces of gold to buy the DOW!

It looks like a good rally just to get back to the lower trend line. If Gold rallies, then the DOW has to go even higher.



To: Mark Davis who wrote (34)6/24/2010 10:18:29 AM
From: Kirk ©Respond to of 123
 
Mark Ultra Discussion about Brinker

To: marc ultra who (5278) wrote 6/24/2010 10:16:58 AM

"do you think Gold is in a bubble now like TEFQX was in 2000?"

Personally yes.
"

Thanks. I'm not sure but I think the upside is much less than the downside from here so not worth chasing and have been happy with TIPS and iBonds. I checked my oldest (2001) I-bonds for value yesterday and they are up over 60%. Certainly not as good as gold but better than a stick in the eye or the S&P500 and certainly better than Brinker's QQQ and TEFQX.

"As to Bob he's always said if someone wanted to they could own a little gold equivalent as a hedge but it's not something I listen to or care about and I didn't even notice it in the newsletter because I don't care."

Interesting. His newsletter contains but a few pages of new content each month and you didn't notice a major new asset class was added. Does that tell you something?

"I'm interested in Bob's long term market timing discussion in the newsletter and any interesting financial stuff that occasionally comes up on the show that I may not have been aware of. The rest I don't really give a crap about or pay much attention to. For better or worse I don't invest in things recommended in the newsletter anymore and haven't for years."

Thanks for that info. I recall the days when you fawned over Brinker's every word. What changed this for you? Given his timing model issued a "gift horse buying opportunity" near the very top of the market in 2007 just before the greatest bear market since they great depression, why haven't you given up on his timing ability as you have with all his other abilities?

January 2008 Bob Brinker's Marketimer with S&P500 @ 1468.36, Brinker said:
In summary, the Marketimer stock market timing model indicates that conditions are favorable for the market as we enter 2008. We expect the S&P Index to achieve new record highs this year and to reach the 1600’s range in the process. We continue to rate the market attractive for purchase on any weakness into the S&P 500 Index mid-1400’s range. Above this range we prefer a dollar-cost-average approach for new purchases. All Marketimer model portfolios remain fully invested as we enter 2008."

As for me, my interest in Brinker is mostly about his ability to trick what appear to be otherwise intelligent people into thinking his advice is better than it is PLUS convince many that their success is due to him because they took more of his advice that worked out than advice that didn't. It is fascinating!

Reposted from original at: Message 26639531



To: Mark Davis who wrote (34)6/29/2010 6:08:03 PM
From: Kirk ©Read Replies (1) | Respond to of 123
 
DOW Stocks YTD in Table Format.

Some are discussing YTD results on "Honey's Bob Brinker Beehive Buzz" so I decided to make a new spreadsheet for DOW stocks.

Brinker's lone DOW pick, MSFT, is 2nd worst DOW stock on a YTD basis.

Ticker YTD

BA 16.5 %
CAT 6.8 %
MCD 6.4 %
DD 4.7 %
KFT 4.6 %
DIS 0.2 %
TRV (0.3%)
PG (0.5%)
HD (1.0%)
AXP (1.1%)
INTC (3.0%)
MRK (3.0%)
BAC (3.3%)
GE (4.3%)
IBM (4.4%)
MMM (5.1%)
UTX (6.4%)
JNJ (8.0%)
WMT (8.5%)
CSCO (9.7%)
JPM (11.1%)
CVX (11.2%)
KO (11.7%)
T (12.7%)
VZ (13.6%)
HPQ (14.0%)
XOM (16.0%)
PFE (21.5%)
MSFT (23.5%)
AA (35.9%)
.
$DJI (5.3%) (DOW)
$INX (6.6%) (S&P500)
$COMPX (5.9%) (NASDAQ Composite)
$RUT.x (1.5%) (Russell 2000)

Testing a new format that I can sort then update