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Strategies & Market Trends : Stock and Bond Market-Timing: Can it be Done? -- Ignore unavailable to you. Want to Upgrade?


To: Kirk © who wrote (215)1/27/2009 1:28:02 PM
From: Math Junkie  Read Replies (2) | Respond to of 3605
 
All I know is that if I called someone a basher here, I would expect to receive a reprimand at minimum. In any case, I accept your apology.

"I think the whole exercise shows he is a machine that spits out ideas where the bad ones vanish while the good ones, though rare, like MSFT, live on forever via fawning callers getting on the show to praise him. It is next to impossible to track the overall returns of the ideas because they vanish as 'hold until future recovery' and are never heard of again."

That's true to some extent, except that he has been consistent about not including individual stock recommendations in his model portfolios, whether they were profitable or not. As for mutual funds and ETFs, I know of only one case where he did not, at the time a newsletter recommendation was made, make it clear whether the recommendation would be included in his model portfolios, so it can't really be described as a pattern of behavior.