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

To: Rillinois who wrote (3842)	3/6/1998 11:01:00 PM
From: Skeeter Bug	Respond to of 42834

rillinois, i think the4 lagging performance led bob to the conclusion that asia wasn't performing so he sold it. it seems consistent to me. however, your point is just as valid. if it hadn't have been lagging then bob wouldn't have deleted it. nobody sees the future. we just try our best to envision probabilities, max profits and min losses. good luck...

To: Rillinois who wrote (3842)	3/7/1998 12:28:00 AM
From: Ken Brown	Read Replies (4) \| Respond to of 42834

Can't we all just get along? :-) Fact: o Bob recommended a sell of New Asia before the serious turmoil started, citing a reason of "lagging performance". Was it lagging relative to other Asian funds? Yes. But was that what he was referring to? Who knows. Maybe he meant relative to general int'l funds. Maybe even relative to the S&P (doubtful). And, maybe he felt uncomfortable with the region, but didn't mention it. Does it matter? Well, no. Not really. Sort of. Maybe. It matters to me only that, as stated before, I elected to switch out of New Asia to another Asian fund. I didn't follow his recommendation. Can Bob be blamed for that? Of course not. However, it does irk me when I hear him say - or imply - that he foresaw the Asian troubles and got his subscribers out. He did the latter, but not the former, IMO as a subscriber. Doesn't mean he didn't foresee it, but it does mean he did not convey that to me. Fact: o Over the 7-9 years I've been listening to him (I've lost track of exactly when I started), he's been uncannily accurate in identifying buying opportunities in both the stock and bond markets. He hasn't been perfect (Mar '94 comes to mind), but he's damn well been the best that I've come across, and far exceeds my expectations. Will he be able to call a top? We'll know eventually. If he cannot, I will still believe he's the best I've seen, and I won't bad mouth him because of it. If he can, well, I really will begin to wonder if he's visiting us from a future time zone. Fact: o Some of Bob's stock picks have been great, and others not so great. I was long UTEK before Bob mentioned it, and I'm still long. UTEK is a good company, and I strongly believe in it. Yes, recommending it for purchase late last year at 30 or lower wasn't a very good call. In hindsight, selling it at 30 or higher would've been better. But that's one pick among many over the years, some of which have done very well. (Again, I wish I hadn't used independent thinking and sold MSFT in late '96 when it seemed WAY overvalued to me. Bob held, and it's doubled since.) Fact: o All wives (mine included) feel Bob is arrogant, egotistical, and sometimes rude. ;-) I do believe there are times when he is clearly short - curt - with people. Some of them deserve it, many of them don't. But, deep down, I think he's a pretty decent guy. And I cannot believe he can put up with 6 hours of callers (some of them make me yell "GIVE ME A BREAK"), week after week, for soooooo many years. Of course, I do still hold a bit of a grudge for the time he read our letter on the air, and remarked "Give me a MAJOR break". ;-) Fact: o I am bothered by the fact that he keeps saying "I have nothing to sell". Compared with brokers and bankers and insurance agents who push loaded mutual funds without disclosing the load - damn straight. But, c'mon. In some ways, Money Talk is a 6 hr commercial for Marketimer. (Much more so nowadays than in the "old days".) Bob has reached critical mass (many times over, I'd think) due in part, at least, to his radio show. But I don't begrudge him one bit for it - I just wish he would stop saying he has nothing to sell. (Come to think of it, I'm not sure I've heard him say that anytime recently ....) Thanks for letting me vent. I hope I haven't upset too many regulars here, who think that a lurker such as I shouldn't be seen or heard. Ken

To: Rillinois who wrote (3842)	3/7/1998 8:49:00 AM
From: Justa Werkenstiff	Read Replies (1) \| Respond to of 42834

Maybe, just maybe (I2 -- feel free to correct me -- btw, your crdeibility is fine with me) I2 was responding to your personal attack on Brinker which is a very serious charge: "I believe I have concrete evidence to show that Bob has not only used his spinning techniques to make himself look like a market timing guru, but he has flat out lied to me and to everybody that listens to him." Most of us on this thread know that Brinker prides himself on his integrity because, at the end of the day, that is the only thing that enables him to go on the radio weekend after weekend. If someone comes on this board and calls Brinker, in effect, "a liar", he is in stating that Brinker should not be allowed on the radio. You might as well say that he is guilty of a crime (some SEC statute) and should be hauled off to jail like Sonny Bloch. So in addition to a response to my previous questions to you in my prior post, I would like to know if you really believe Brinker is a "liar" or whether this was a slip of the tongue personal attack that you regret in making your arguments. Your credibility is at stake here without a doubt. I wonder if the other threaders really believe that Brinker has lied on this issue or anything else for that matter. I am surprised that any threaders here have not come to defense of Brinker on this point. I wonder what Bob Brinker, Jr. must think of his father being called a "liar" here on this thread? Who believes that Brinker is not a "liar" on this point or anything else. Anyone? Is everyone willing to let this one go? What a shame; what an outright shame. All the years of great advice from Brinker on the radio when he could have been playing golf and counting his money and all we can do to say thanks is to sit by and watch him be called a liar and, in effect, a criminal: "Thanks, Bob, for everything -- now would you like a cell with a southern exposure? I would like to introduce you to Ralph your cell mate and girlfriend to be." Amazing.

To: Rillinois who wrote (3842)	3/7/1998 10:55:00 AM
From: mister topes	Respond to of 42834

Are you braindead RIllionis? Brinker dropped New Asia last July due to lagging performance. He was concerned about this and so stated. So much so he recommended selling the fund. Marketimer subscribers therefore soldout BEFORE the meltdown. We all know lagging performance can be a red flag for a fund or a regional market. This was clearly the case with New Asia. Obviously that is why he took the money out of Asia and put it over into a broadly diversified international fund. I recommend you seek professional help with this. Otherwise you may spend the rest of your life tilting at windmills. Don't you get it? Brinker sold Asia BEFORE the meltdown due to his concern about lagging performance. Just score that A+ and move on. You are really becoming boring and repetitious with your nonsense.

To: Rillinois who wrote (3842)	3/7/1998 1:02:00 PM
From: Investor2	Read Replies (1) \| Respond to of 42834

1. Re: "First, I don't think you have any evidence, whatsoever, to support any of your allegations against me." You are correct. I have no evidence. Let me rephrase my comment as follows: It sounds to me that you have a bitter taste in your mouth when the subject turns to Bob Brinker. You seem to want to discredit him for some reason. 2. Re: "I don't understand how you get to the conclusion that I `have a bitter taste in (my) mouth when the subject turns to Bob Brinker'." That is just the impression that your posts gave me. After all, you devote pages of text presenting each and every perceived mistake for the last several years. You are obviously spending quite a bit of time on the matter. 3. I assume that you are electing not to respond to my question: "Are you one of the Bad News Bears or financial advisors that Bob makes fun of on the show?" 4. Re: "Second, ironically it seems that you are the one who wants to discredit me for some reason. I believe that the facts that I have posted are 100% accurate." I apologize if my post conveyed the opinion that I am trying to discredit you or that the information that you present is not accurate. However, as discussed below, I do not think that all of the conclusions that you draw from the information are valid. 5. Re: New Asia Fund Please refer back to my previous response to your post on the New Asia Fund. I presented a series of facts regarding my profits from ownership of the fund. Because of my profit from ownership of the fund and, more importantly, the preservation of my capital that Bob's sell signal provided, I really can't agree with your argument that Bob somehow "screwed up" with his sell signal. 6. Re: "Finally, when you said, `Whether or not Bob felt trouble brewing is a moot point ...' in post #3826, I couldn't disagree more." We will have to agree to disagree on this matter. There are thousands of dollars in my account that would not have been there without Bob's sell signal on the fund. The value of my account would not be one penny more if Bob's sell signal was based on the pending crisis in the region. Best wishes, I2