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


To: Investor2 who wrote (5668)6/30/1998 1:10:00 PM
From: Justa Werkenstiff  Respond to of 42834
 
I2: I would expect to see a "sell" on emerging markets in the next newsletter. He is not going to make that statement on the air before giving the benefit of his thinking to his subscribers.

I don't even have a 1% exposure to emerging markets at this time. I am looking to buy these markets long term but the timing is my only concern. I look forward to Brinker's rationale for his decision.

I think the more interesting issue is where he is going to put his 5% exposure. Will he put in in the US or in the international? I would guess the latter.



To: Investor2 who wrote (5668)6/30/1998 3:30:00 PM
From: Bill Shepherd  Read Replies (1) | Respond to of 42834
 
Re: Emerging market change

I2: I decided I couldn't wait for his newsletter any longer. I looked back in my records, and saw that I bought that fund some three years ago for $13.xx and now it is trading below $10.00 ($9.85). This is a dreadful performance. I went ahead and sold the fund, but am awaiting BB's call on what to do with the money. I'm guessing he'll move it to Europe or other International funds.

Regards...Bill S