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

To: Investor2 who wrote (4287)	3/21/1998 12:16:00 AM
From: RobZ	Read Replies (2) \| Respond to of 42834

To all Moneytalk regulars: Since the Jan 12 weekend buy signal went out we have been graced with a short term market run-up that may even surpass those experienced after the gift horse buying ops in July 1996 at DOW 5350 (Her Ladyship's famous "sell signal heard round the world", and the 10 ops last April 1997) when the market was under DOW 6600. Both of those ops were stupendous but this baby makes the old 403b account swell like a balloon (SPY, Fidelity EQII, Fidelity Europe, Strong Index 500, Strong Growth, Lucent, etc.) We are nearing 1500 DOW points in 9 weeks. Thank you Bob Brinker. Tax sheltered gains of this kind are rare indeed. I hope anybody who has panned Bob for the lack of short terms gains in UTEK will publicly acknowledge Mr. Brinker for what the other 96% of their portfolio has been doing. Oh yea, I see Vodafone blasted through $100 as well. In my opinion, this buy signal was awesome, amazingly profitable, and you didn't even have to fork out the bargain basement price of $185 for this advice, as we all heard Bob nearly jump out of the radio he was so excited about this op. Well, if the model can predict the hypothetical sell signal (if and when it comes) as good as it picks buying ops, I think we should all pony-up for a new set of PINGS and send them to Florida. Watermelon city or what, Humbly grateful, but not complacent, RobZ P.S. I hope bob is on this weekend. I know he due for a break, but guidance at this level would be timely.

To: Investor2 who wrote (4287)	3/21/1998 9:16:00 AM
From: Kirk	Read Replies (1) \| Respond to of 42834

I2, I'd agree if you inserted the word "most": ...most sector funds is that a given sector will tend to cycle between periods of excellence and periods of mediocrity. I'd take Fidelity Select Electronic's 34.9% 5 yr performance and live with a mediocre period if it ever comes! I bought "Fidelity Value" in my PreBrink days (1992?) and it handily outperformed the S&P500 in '93 and '94 but has sure lagged recently. I stick with this fund thinking it is safe being a value fund and my larger holdings are in the index fund (in that family) but 20:20 hindsight says I would have done TONS better to pay the load and go for Fidelity Select Electronics. Of course, I bought the Price S&T fund in 1996 and it is up a "whopping" 16.4% as its excellent year was 1995 and it has been in relative mediocrity ever since. Sometimes, in rare circumstances, paying the load is worth it. BTW, Fidelity Value has a high tax load of something like 10% or so the past few yrs. so I get both under performance and higher taxes; such a deal! I've been planning to bail on this fund and put the money into either the total stock market or maybe bit the bullet and pay the 3% load for Fidelity Select Electronics......There are still good reasons to own a value fund, but performance has not been one of late. Any suggestions? Fund more UTEK shares? Maybe use the opportunity to get into an income fund like the GNMA? This is non deferred money... regards Kirk out