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

To: Investor2 who wrote (3699)	2/28/1998 8:52:00 PM
From: wooden ships	Read Replies (1) \| Respond to of 42834

I2- In re: "Do you think that Bob is expecting his model to issue an intermediate term sell signal in the not-to-distant future?" To recall it, Brinker did refer to the potential of an intermediate correction. However, I did not understand him to say that his model had flashed such a signal. He continues to advocate a fully invested position. The discussions regarding intermediate term cor- rections and the like were hypothetically posited. That being said, to be quite honest, I2, my moneytalk early warning radar registered a faint glow today.

To: Investor2 who wrote (3699)	3/1/1998 10:27:00 AM
From: MrCash	Read Replies (3) \| Respond to of 42834

I taped the first 1.5 hrs and listened later. Bob is still 100% invested and new money is be dollar cost averaged into the market. Good show. He seemed happy and humble. He clarified the 4% position in response to a question I raised on SI (SiliconInvestor) with reguards to a San Diego caller where it seemed that last week Bob was advising staying with an 85% position in HWP stock options. Bob only meant to suggest staying for a few weeks before getting the portfolio down to the 4% to 12% region since he expected this large cap high tech to have sector strength relative to the total market. He said the 12% number was for those with company programs and good visibility to earning, etc... The caller never said HWP on the show, but I put the numbers together that the caller said and posted it to SI in an open question. I was surprised that Bob said HP on the air as the caller was reluctant to say it though I think that is because the caller's $200K salary level indicated he was a high level manager who is not supposed to discuss HP publically. I think it was all handled just fine so the caller shouldn't worry. Later in the show, Bob talked about my favorite subject. I forget exactly the book but it was something like "Die Broke". It came while talking to a 44 yr old San Jose caller who had $1.3M, was making $200K per yr as a CFO but had no life as he was working 70 to 80 hr weeks and wanted to quit and retire to do something else. Bob suggested the concept of "retire and not tell anyone". The phrase is new, but the idea is old as I did it 10 yrs ago after burning out. We used to call this "stepping off the fast track" where you do jobs that you enjoy rather than those that lead you to making more and more money. Bob then went on to say that time and health are two things that money can't buy and he suggested eating right, not smoking and aerobic exercise. I wish he'd say this on every show and add that reducing stress is also important to living a healthy, long life. BTW, HWP is really good about allowing us to step off the fast track if you have the right manager who understands. Even our CEO, Lew Platt, often talks about "work life balance". Overall, it was one of the best shows I've listened to. Not sure why, but I really enjoyed it even if I heard the 2nd half first while in the garden and the 1st half on tape while cooking dinner and futzing around the house. Originally posted at suite101.com regards Kirk out