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

To: Rillinois who wrote (3831)	3/6/1998 8:33:00 PM
From: Boca_PETE	Read Replies (1) \| Respond to of 42834

Rillinois: re: < Brinker's individual stock picks are useless,> If you truly believe this, you should NOT invest in any of the stocks Brinker recommends. Maybe you would have better luck with Joe Granville's Market Newsletter for stock picks. P

To: Rillinois who wrote (3831)	3/6/1998 8:37:00 PM
From: Bill Shepherd	Read Replies (1) \| Respond to of 42834

Re: they just might think twice before following his next stock pick. A ringing endorsement for limiting your exposure to 4% of total equities, on a cost basis. Rillinois, your points are good, and have opened my eyes some. Let's continue with the math, however. If someone had bought KMAG, and limited themselves to 4%, and experienced the 59% loss you describe, their overall loss would be about 2.4% of their portfolio's value. This may be an acceptable risk to some investors, especially if they bought Intel, Microsoft, and Vodefone, for example (other BB recommendations.) I'd like to see all stock-pickers disclose their bad picks as well as their winners. Regards... Bill S

To: Rillinois who wrote (3831)	3/6/1998 9:21:00 PM
From: Boca_PETE	Read Replies (1) \| Respond to of 42834

Rillinois: re: <showing that Brinker's individual stock picks are useless,> Brinker doesn't guarantee his stock picks. Each investor needs to do their own homework and take responsibility for their own personal decision to follow any recommendation. Your statement is a GENERALIZATION. Some of Brinker's picks have been excellent. Microsoft, Vodafine for example. Brinker once recommended Cray Computer. That one fizzled - so what does that prove ? It proves that Cray Computer Fizzled and that's all. As for UTEK, Brinker has stated many times that his recommendation is based on UTEK's new products division expected to generate increasing revenues during 1999 and 2000. Perhaps you should wait until that period has passed to see if the products are successful before investing. If you believe the new products will be successful and you note the large number of shares short and you note the high cash amount on UTEK's balance sheet; some might say now is the time to accumulate your investment while the share price is low. I'm in the latter camp of opinion. We'll all see how this all unfolds with time. P

To: Rillinois who wrote (3831)	3/7/1998 10:38:00 AM
From: mister topes	Read Replies (3) \| Respond to of 42834

Brinker recommended Microsoft at split adjusted $4 and it is now 81. Brinker recommended Vodafone at split adjusted 17 and it is now 88. These are both documented in his newsletter. You left out Uniphase recommended on NBR at 45 and sold on NBR at 80. You seem to have a severe case of selective memory. Also remember he always recommends 80% to 100% in no load funds. So if you choose to live in the world of stocks that is your decision. He currently ranks #2 for stock market timing for the past six years in Timer Digest which looks pretty good to me. As for UTEK, don't be so quick to pontificate about this company. If it hits Brinker's target price of $40 next year UTEK shareholders will be laughing all the way to the bank!

To: Rillinois who wrote (3831)	3/7/1998 11:07:00 AM
From: Boca_PETE	Read Replies (1) \| Respond to of 42834

Rillinois: Can you explain how it is that your posted opinions could attract a response such as that posted on the no longer used AOL Moneytalk forum ? Subject: Re: Brinker and Komag Date: Wed, Feb 25, 1998 17:21 EST "Don't tell me your over here now too. You must be a virus! " P