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


To: Allan Harris who wrote (2650)1/7/1998 8:30:00 PM
From: Kirk ©  Read Replies (1) | Respond to of 42834
 
Coke Lady....

Allan, King of France,

If I didn't know better, I'd guess you are related to "the Coke Lady". 8-)

You have to have a thick skin to post on the internet. Utek was a good investment for me at $28, was an even better one at $24 and will look really good at $18. When I learn to pick the bottoms, then I will get bored with this and learn to do something else. 8) I wanted MORE semi cap equipment and took Bob's advice on this one on where to look, but made the decision on what I found.

I like NSCP and YAHOO products but don't own the stock other than through my mutual funds (probably that pbhg growth one Bob hates that I kept and got zero return this last yr causing me to underperform the mkt for the first time in 5 yrs, but I liked the diversity of investment styles and I was wrong last yr.) IF you like RAIN and feel it deserves its multiple, then more power to ya. Fact is, many don't and we seem to have been right for the short term.

I do like your posts and sure hope you keep knocking the deity complex some have.

regards
Kirk out



To: Allan Harris who wrote (2650)1/7/1998 8:35:00 PM
From: sea_biscuit  Respond to of 42834
 
Also noteworthy has been the discussion of those market pundits who have achieved success in recent years, almost by accident, that they just happened to be bullish during the greatest bull market of all time. Thus, their apparent wisdom and success is suspect and may be simply a matter of happenstance and not investment acumen.

Excuse me, but the point really was that stock-picking cannot be dumbed down to the extent that the fools do. As for Lynch, yes he was a great investor, but he certainly was aided by the bull market. If Carl Lewis can run 100 meters in 9.0 seconds when assisted by the wind, you would wonder how fast he could do the distance when running into the wind, wouldn't you?

Dipy.



To: Allan Harris who wrote (2650)1/7/1998 8:40:00 PM
From: sea_biscuit  Read Replies (1) | Respond to of 42834
 
Check out this one :

text.morningstar.net

The author talks about "operating risk" and "price risk". As an investor, your goal should be to minimize both risks when you make an investment. The fools generally like to yap about stocks that have high price risk (as in the case of KO) or high operating risk and high price risk (as in the case of RAIN).

Good Luck with your investment.

Dipy.



To: Allan Harris who wrote (2650)1/8/1998 12:51:00 AM
From: mister topes  Read Replies (1) | Respond to of 42834
 
Allan, there is a glaring error in your post.
While you mentioned UTEK which is down a few points,
you neglected Brinker's two huge winners.
They are Microsoft recommended originally at $8, now $130
and Vodafone, recommended originally at $17, now $71.

Please try to be fair in your future posts rather than
self serving by omitting very important recommendations
that have in this case gone up by fifteen times and four times.
Also, your lack of patience regarding UTEK is absurd. Everyone knows
UTEK is a 1999 earnings breakout story so be patient and stop
whining that you have not doubled your money overnight.



To: Allan Harris who wrote (2650)1/8/1998 2:36:00 AM
From: Greg Luke  Respond to of 42834
 
Alan, Alan, Alan...

I was wondering if you would emerge as the born-again investor preaching diversification, or would remain the stalworth defender of "I never met a stock I didn't love". If for no other reason than it provides this hapless group a chance to huff and puff about the risks of trying to get rich quick by picking the big winners.

You did not disappoint. However, I recall saying that all of us have a little adventure in our bones and, like the luckless souls that are drawn to Las Vagas year after year, we try to "beat the odds".

I have taken a similar bath in real estate..and probably for larger stakes than you had invested in RAIN. So I will not throw stones in glass houses. But you can't deny me the opportunity to editorialize:
"Nannie, nannie, nannie, I told you so." Hey look at it this way, on every parade some rain must fall...just too bad a hurricane hit yours!

All in good fun,

Greg