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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 (4330)3/23/1998 8:41:00 PM
From: Investor2  Respond to of 42834
 
Excellent summary, Joe. Thanks very much.

Best wishes,

I2



To: Joe Basile who wrote (4330)3/23/1998 8:45:00 PM
From: Mr. BSL  Respond to of 42834
 
Great summary Joe. With the baseball season upon us, there will be more & more pre-empts. I truly appreciate the summaries when I can't listen.

Duke



To: Joe Basile who wrote (4330)3/23/1998 9:09:00 PM
From: Mike McFarland  Read Replies (2) | Respond to of 42834
 
<The most expensive brokerage stock is Siebert
Financial. The shares have risen sharply recently.
The stock trades at 90 times earnings. In response to a caller
on whether he should roll is standard IRA to a Roth IRA, he
said that's iffy on the premise never pay taxes today that can
be put off til tomorrow. "Consult your CPA. "I think the IRS is
trying to trap un-sophisticated investor's to pay taxe now>

Bob's comments this weekend regarding SIEB were
timely--down 18% today, though I suppose it is possible
he got his idea from Barron's too.

His comment regarding Roth taxes rings true--why should
I lock in my taxes now! Heck, my picks could crash just
as soon as I convert to a Roth from my traditional IRA.

Having been a permabear, I never much cared for Brinker's
show...I suspect if you tracked every specific call he has
made, you might find he has done no better than the market.
But...the market has done awfully well.

He did have a disparaging comment about not getting rich
from penny stocks, I'm going to see if I cant prove 'ol
Bob wrong on that one--there are some pennies out there
which are a better bet than the Dow I think.

Anyway, your summary is much appreciated Joe, thanks.

happy trading
oops--happy dollar cost averaging, forgot for a second
what thread I was on.



To: Joe Basile who wrote (4330)3/23/1998 9:12:00 PM
From: sea_biscuit  Respond to of 42834
 
Joe :

Thanks for the detailed yet concise, clear-cut, un-opinionated and near-professional report. I was on the move most of the weekend and your summary was a treat to read. Many thanks.

Dipy.



To: Joe Basile who wrote (4330)3/23/1998 9:29:00 PM
From: Bill Shepherd  Read Replies (1) | Respond to of 42834
 
Re: Summary of Mar 21/22 show

Joe: Great summary, very useful and appreciated.

Bill S



To: Joe Basile who wrote (4330)3/23/1998 10:21:00 PM
From: Alan Bell  Read Replies (1) | Respond to of 42834
 
Joe, thanks for the summary. Would it help if we all chipped in for a snowblower <g>?

re: Home building stocks are also trading at a large discount....35% to the market multiple. There "could" be good value here.

Did anybody catch the name of the largest home building stock that BB talked about? It might have been Centex but there are 2 symbols under that name CXP and CXT.

-- Alan



To: Joe Basile who wrote (4330)3/25/1998 2:31:00 PM
From: Red Dragon  Read Replies (3) | Respond to of 42834
 
Wow. Just stumbled onto this thread today and definitely like it. Joe, thanks for the great summaries.

I must admit that I have listened to Brinker on and off for years and dismissed him at first. Now, I have totally reshaped my investment philosophy to be more similar to his. I now focus on the 2 megatrends of economic direction and interest rates/inflation. Everything else is short term "noise." The nice thing about these two megatrends is that they tend to shift direction slowly and over a period of years. So you only get buy and sell signals once every 1-5 years.



To: Joe Basile who wrote (4330)3/27/1998 7:58:00 PM
From: jetcityrandy  Read Replies (1) | Respond to of 42834
 
Fantastic.---

Would it be possible to see this type of summary from time to time. Very useful. I appreciate the effort you must have put into this.

Thanks