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

To: Alan Bell who wrote (4744)	4/26/1998 9:21:00 AM
From: Allan Harris	Read Replies (1) \| Respond to of 42834

Reading Marketimer each month and listening to Brinker's commentary each weekend, one is struck by how damn rational Bob is in his approach to investing. His comments Saturday seem quite in line and consistent with this theme. The market appears to be a bit frothy in here, so it's time to review exposure and make sure one is not over extended on the equities side. This does not appear to be a prediction of anything negative anytime soon, just a dose of rationality, which is what I'm paying the man for in the first place. Speaking of rationality, if Microsoft sold at Yahoo's price-to-sales ratio, it's a $300 stock. Do you think that might work the other way as well? Allan, King of France

To: Alan Bell who wrote (4744)	4/26/1998 2:48:00 PM
From: stock bull	Read Replies (4) \| Respond to of 42834

Alan, I think Bob is starting to confuse a lot of people. I derive this opinion from callers to the radio show and comments on this thread. I think Bob needs to make a clear and simple statement such as: the market is now a buy/sell/hold and risk is now major/minor/or ???. Why stay in a market with no or little upside potential and risk increasing? Stock Bull

To: Alan Bell who wrote (4744)	4/26/1998 9:59:00 PM
From: mister topes	Read Replies (2) \| Respond to of 42834

I heard Bob say clearly that those with overbloated equity ratios above their stated norm should be seriously looking at their situation to bring their equity ratios within their proper range. I also heard him say there is no justification for saying the market is cheap at an all time record high valuation of 24 times S & P earnings, or that pessimism is high when 70% of advisors are bullish (bulls & bears), or that saying the word "internet" justifies an eightfold increase in your shareprice almost overnight. He has labeled such activity rampant speculation and I agree. He also stated he sees no bear market until yearend at the earliest. That is all I heard him say. The process of topping does not happen overnight. It takes time, sometimes lots of time. This is the way markets work.