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

To: Rillinois who wrote (4107)	3/13/1998 11:24:00 PM
From: Ken Brown	Respond to of 42834

Ok, so, he hits a home run with his equity market timing, he hits a home run with his bond market timing, and he singles with individual stocks picks. Still batting 1000% - pretty unreal. Ken

To: Rillinois who wrote (4107)	3/13/1998 11:42:00 PM
From: Kirk	Read Replies (1) \| Respond to of 42834

Rillinois Do you have anything new or positive to say? You've told us several times you and Bob like index funds. Do you think we are forgetful (I crossed out "idiots" to be polite) and need to be reminded again? I even found your words here suite101.com which are about 8 weeks old and nearly the same. I checked your posts: Member 4423081 and you seem to only have one interest while many of us seem to be interested in discussing making money and how to best use the advice of Bob Brinker to further our goals. Yes we know that all of Bob's stock picks have not been winners. So what? Bob didn't suggest I buy Cisco in his newsletter while yr after yr I've seen this great company go up. Does this make Bob a poor advisor? I think not. Also, why did you not include Vodephone or Msft in your "total picks" analysis? Wouldn't those bring his total up to a more respectable tally? Or do you have something against fair play? Do you read Forbes or Businessweek? Both seem to rate Marketimer very high, far above average. Link to article here: suite101.com Do you really think a total return portfolio should have beaten the S&P500 the last two years? This would be tough if you had reasonable international diversification. Maybe you were smart enough to put all your money in Russia and did beat the S&P500. Good for you if you did. You don't have to repost the same old stuff everytime. You can refer to your last post with a URL and just add new information. Otherwise, your posts resemble the lunatic on the street corner babbling "the world is at an end" over and over. I doubt you want to fall into that category. How about recalculating your numbers with Msft and Vodephone added and posting again? regards Kirk out

To: Rillinois who wrote (4107)	3/14/1998 7:09:00 AM
From: Justa Werkenstiff	Respond to of 42834

Rillinois: Your post is so full of absurdities, one does not know where to begin: "My sole contention is that Brinker is in denial when it comes to thinking that he can outperform the market with individual stock picks." Incorrect. You have plenty of other contentions as we all know. But this one never happened. Brinker has never said he can outperform the market with his individual stock picks. This statement exists only in your mind. Re:" In my opinion, much is written about how your losses would have been negligible if you stuck to Brinker's 4% rule (ie. Ultratech Stepper, Komag, Stanford Telecom.), but not enough is written on how little you would have made if you had a winning stock and stuck to Brinker's 4% rule." Wrong again. If you choose a good stock like MSFT (up 1975% since Brinker recommended it), a 4% investment at cost would have created a very nice MSFT portfolio position and a very nice capital gain. It seems like to you 4% is too much because one should be in an index fund anyway and it is too little because it limits your gains with the big winners that you should not have chosen anyway because you should have been in an index fund in the first place. Makes sense to me. Re:"Finally, as of the close on March 13, 1998, Uniphase closed at $41. It might be to early to tell, but did Brinker sell UNPH too early? All in all UNPH was a winning trade, but Brinker still hasn't shown that he can CONSISTENTLY OUTPERFORM THE S & P 500 WITH HIS STOCK RECOMMENDATIONS. I'll reserve my judgement as to whether recommending sale of UNPH was a good idea." You are right for once. UNPH was a great trade. By your calculations, it was a 74% gain in seven months. What does that work out to be on an annualized basis? Sure beats the index. But that isn't good enough for you. You think it is possible that he should have held on to UNPH for bigger gains. But wait. By your analysis, Brinker should have never had a UNPH position in the first place because he cannot beat the index. So on the one hand you think that Brinker maybe should have held on to UNPH for bigger and fatter gains to beat the index, but, on the other hand, he should have never been in it in the first place because he cannot beat the index. What you should have said to be consistent is that Brinker should have sold UNPH for a nice fat profit and gone directly into an index fund. Also, you are willing to give UNPH time to see if it runs further to beat the index which someone should not do in the first place beacuse it is a waste of time but you are unwilling to give the likes of UTEK the same benefit of time because one should be in an index fund in the first place and forget about individual stock picks like UTEK. Oh, my, I think my head is spinning! In sum, your position contains totally inconsistent thinking which leads to only one conclusion for me: Brinker can do no right in your mind. He is a "flat out" "liar" and a "spin doctor" to you. So why do you listen to him? Why don't you just go out and buy an index fund and turn your radio off and cruise into retirement? I know the answer but I wonder if you do. Time will tell all. Enjoy Florida. Seems like you could use the rest.