Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: MrGreenJeans who wrote (5765)	7/8/1998 6:44:00 PM
From: Rillinois	Read Replies (3) \| Respond to of 42834

To all: Any comments on whether stocks in the semi-equipment group have seen there lows yet. By the look of their price performances for the last year, you would think that there was blood in the streets. Yet it seems that virtually every analyst and guest host is recommending purchase of this group. Do you think they (the analyst) will be right this time? Or are they early and the blood is still to come? Are we still in that phase where everyone says "they can't possibly go any lower", but eventually they do? Is there anyway to measure the true sentiment towards the semi-equipment group? Best Regards. Rillinois

To: MrGreenJeans who wrote (5765)	7/8/1998 10:12:00 PM
From: Investor2	Read Replies (1) \| Respond to of 42834

Re: "While I am net long equities at approximately 65%, at the moment, and with valuations this high and due to the fact I have a great many profits I wish to keep, (if all goes according to plan), I had to take some more profits this afternoon." An asset allocation of 65% at this point in the cycle is good for those not in retirement, in my opinion. Of course, I haven't received my Marketimer yet this month, so all bets are off if Bob issues his sell signal. (I'm always the last to get it in this small midwestern city.) Speaking of the Marketimer, I'm about ready to pass out from anxiousness waiting for the emerging markets recommendation. Best wishes, I2