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

To: Bill Shepherd who wrote (5671)	6/30/1998 4:29:00 PM
From: Investor2	Read Replies (2) \| Respond to of 42834

Re: Emerging Markets My possible dilemma, should Bob recommend eliminating emerging markets from the asset allocation, involves the following two conflicting facts: 1. Bob recommended sale of a famous growth stock in January 1997 (??) and I decided to hang onto my shares, hoping for a recovery. That was the wrong decision! The fund continued it's very poor performance in the midst of the greatest bull market of all time. Finally, I sold (at a lower level) and vowed that I would listen to Bob's advice the next time. Well, the next time came with the Asia fund. The minute I got the newsletter, I called the fund family and switched out of Asia and into the European fund. Not only did Bob's recommendation save the 55% loss in Asia, but I also got a nice gain in Europe. Two more examples of the value of Bob's recommendation. BUT ON THE OTHER HAND 2. I like to buy low and sell high. I hate to move into last year's winners; that's a loser's game. I don't like to sell in the midst of negative news. I like to buy when the blood is running in the streets. Etc. etc. etc. As I said, it will be a dilemma, should Bob recommend exiting emerging markets. Best wishes, I2