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

To: Steve Hallam who wrote (4159)	3/15/1998 12:37:00 PM
From: Trebor	Read Replies (3) \| Respond to of 42834

>I have yet to hear Mr. Brinker mentioned -- even mentioned once on CNBC.< I have wondered about this myself. Could it be that CNBC doesn't want to promote an ABC personality or program? For that matter, why hasn't Bob B. ever been on Wall St. Week or CNN's nightly business show?

To: Steve Hallam who wrote (4159)	3/15/1998 12:56:00 PM
From: Investor2	Read Replies (1) \| Respond to of 42834

RE: "First, I have heard it said that one should not write checks against GNMA accounts (for example Vanguard). I have yet to hear an explanation of why." The only reason I can think of is the tax issue. Since GNMA funds fluctuate in share price, each check you write will probably result in a capital gain or capital loss. That means that you would have a line on Schedule D of your tax return for each check. RE: "Second, I have heard Mr. Brinker say that if he could hold only one fund it would be the Vanguards' Total Stock Market. Has anyone heard if he has a second favorite ("if I could hold only two funds......")." I assume that you realize that Bob is talking about the U.S. portion of equities when he makes that statement. I haven't heard any "second choice" mentioned. RE: "Fourth, does anyone know of an easy method of finding the mutual funds that possess a particular stock. For example, suppose I wanted a list of mutual funds that own UTEK." I don't know, but I believe that the Prudent Bear Fund managed by Tice is short UTEK, based on the way he is trying to talk the stock down. RE: "Fifth, has anyone analyzed Mr. Brinker's three portfolios for comparison with the S&P 500? Just eyeballing some of the numbers it looks like slight underperformance for the sake of low volatility and diversification." In my opinion, it isn't appropriate to directly compare portfolios containing international funds to the S&P 500. Best wishes, I2

To: Steve Hallam who wrote (4159)	3/15/1998 6:28:00 PM
From: Thomas M. Carroll	Read Replies (1) \| Respond to of 42834

Steve, BB has gone far beyond 8400-8600. His latest call is between 8800-9100 and that's a minimum. Tom C

To: Steve Hallam who wrote (4159)	3/16/1998 1:14:00 AM
From: sea_biscuit	Read Replies (1) \| Respond to of 42834

I have heard Mr. Brinker say that if he could hold only one fund it would be the Vanguards' Total Stock Market. Has anyone heard if he has a second favorite ("if I could hold only two funds......"). Is there a difference between holding the Vanguard Total Stock Market on the one hand, and dividing the amount between Vanguard Index 500, Vanguard Mid-cap Index and Vanguard Small Cap Index, and re-balancing the mix from time to time, say once a year? Dipy.