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

To: Joe Basile who wrote (4125)	3/14/1998 7:10:00 PM
From: DD™	Respond to of 42834

JB: Thank you kindly for the comprehensive, yet succinct recap of Brinkers show. Its good to see Brinker's continued bullishness on the market, although the sentiment indicator (i.e., the ratio of bullish advisors/bulls + bears) is somewhat concerning. I would suspect that he is still rating the sentiment indicator as "neutral", even at a 64% level. DD

To: Joe Basile who wrote (4125)	3/14/1998 7:15:00 PM
From: intime	Read Replies (1) \| Respond to of 42834

Thanks. Very good summary. Greatly appreciated.

To: Joe Basile who wrote (4125)	3/14/1998 7:39:00 PM
From: Sam2482	Read Replies (1) \| Respond to of 42834

Has anyone heard BB comment on the oil drilling stocks? They seem to be oversold. Thanks for the update Joe. Excellent job!

To: Joe Basile who wrote (4125)	3/14/1998 8:27:00 PM
From: Bill Shepherd	Respond to of 42834

Joe...your summary is most appreciated. Thank You!! All 3 radio stations I can pick from were broadcasting sports today. Yuck! Regards...Bill S

To: Joe Basile who wrote (4125)	3/14/1998 9:12:00 PM
From: Investor2	Respond to of 42834

Excellent post! Thank you very much for taking the time to post your notes. Re: "He talked a bit about how tired he is of Washington spouting a budget surplus. He says the surplus does not exist. "What they are doing is counting the Social Security fund as surplus". He was apparently annoyed with this." On this subject, I heard something on the news this afternoon indicating that Clinton was asking for an emergency budget increase. Funny he would have to do that if we are in budget surplus. Best wishes, I2

To: Joe Basile who wrote (4125)	3/14/1998 9:28:00 PM
From: Skeeter Bug	Read Replies (1) \| Respond to of 42834

joe, thx for the excellent recap. keep 'em coming :-)

To: Joe Basile who wrote (4125)	3/14/1998 10:40:00 PM
From: Boca_PETE	Respond to of 42834

JoeB: RE:<My notes from today's program.> Outstanding summary of the program. I'm sure those who missed the program will find it extremely useful. P

To: Joe Basile who wrote (4125)	3/14/1998 10:58:00 PM
From: Demosthenes	Respond to of 42834

Joe, Thanks for your summary. I was working today and gained a lot from reading your post. Regards

To: Joe Basile who wrote (4125)	3/14/1998 11:16:00 PM
From: Kirk	Read Replies (2) \| Respond to of 42834

Ramblings and .... Thanks for the great summary Joe, it is greatly appreciated. Re. 30% in Global Com. Yes! Been in my IRA for yrs. Funny, I FINIALLY sold my 401K Magellan and got Spartan Index500 in my 401K after getting tired of Magellan lagging the index by a few points or more yr after yr and of course it has leaped past the Index500 fund! I would have been better off finially taking Bob's advice and selling PBHGX instead rather than keep wishing for it to have another great year. Overall, they are all making money so can't complain too much. Funny, my oldest mutual funds are in my nondeductable IRA and are Windsor2 and International Growth. Great performance yr after yr. I bought Windsor2 rather than the index fund on Vanguard's Advice many yrs before listening to Brinker and I have been happy with the fund. Windsor2 is more value oriented and thus has a lower beta I believe. Any ideas where I can get Mutual Fund Beta's and Sharp Coefficients? Someone might accuse me of too much fund diversity, but it is fun and I learn by following the different strategies of the funds. When I hear of a new fund I want to own, I use new money to get it (usually from diversification of Company Stock) since I don't want to pay capital gains on other funds that are making money year after year. I do grow tired of paying high taxes yr after yr for Fidelity Value, so maybe I'll switch that into an index fund since it is nondeferred money. Anyone have similar "problems" and different or new solutions? regards Kirk