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

To: Justa Werkenstiff who wrote (5909)	7/13/1998 4:14:00 PM
From: Investor2	Respond to of 42834

Much has been said of Brinker's stock recommendations over the past few days. Let us not lose sight of the fact that, first and foremost, Bob recommends that individual investors place 80 to 100% of the equity portion of assets in mutual funds. Let's not get carried away on individual stocks. Bob is perfectly comfortable with a portfolio containing no stocks. Best wishes, I2

To: Justa Werkenstiff who wrote (5909)	7/13/1998 4:24:00 PM
From: Diamond Jim	Respond to of 42834

RE: "Brinker never recommended AMAT for purchase on July 5, 1998 or any other date." Message 3217305

To: Justa Werkenstiff who wrote (5909)	7/14/1998 12:50:00 PM
From: Lars	Read Replies (2) \| Respond to of 42834

Justa, You are correct on Bob's position. He did think that investors could dollar cost average in or they could wait on the fundamentals. Perhaps this will help some of us on the thread. Remember when UTEK was in mid teens. I distinctly recall Bob calling it a " raging buy ". Hmmmmmmmmmmmmmm. This sure seems different to me compared to undervalued yet waiting on fundamentals. The fact is that Bob specifically says when a company is a buy. You know this is funny b/c I bet some of these people get screwed if they follow brokerage reports. For example, "wah...wah...wah...you said it was a hold and it went down". Obviously most know that this means sell. The analyst can't say sell so he says hold due to the fact if he said sell the company would not talk with him anymore. Ironically in our case Bob, who doesnt talk doublespeak, is assaulted. Bob has no company or people to please. You are getting his own true opinion and these people insist on attacking him. What a joke! Also, let's reflect on his comments on WLA when they declined late in 97. He had some positive comments on the company but he didn't say it was a buy. Look at the results. Obviously these people didnt buy that one or if they did they dont care b/c look at what it has done. What this boils down to is that you have people who went out probably bought boatloads of a stock. They are mad that it went down. So they assault Bob. Give me a break. What is completely obvious is that most investors don't make their own decisions. If they did they wouldn't be assaulting Bob and they would also give him some credit. Interesting fact that these individuals only pick at Bob. If you can't make your own call, look in the mirror and accept the results you DON'T BELONG IN THE MARKET!!!! I don't care what Bob or anybody says for that matter. At the end of the day I make my own decisions. No one places my transactions but ME. IMHO if you can't buy a good company, determined after your research, and accept a 30% to 50% decline then you don't belong in the market. Period. So don't bet the ranch, or your 4% position, unless you can take the consequences. For the record, which I have stated before, I don't follow Bob exactly. So I am not a complete "Brinkerhead". I continue to build a position over time in UTEK. I liked the company before Bob talked about it. I have bought at the bottom and in the high 20s. I know why I own this company and I am not attacking Bob b/c it has gone down recently. I will say this though...that thanks to Bob I will be wasting away again in Margueritaville faster than I had anticipated. Meanwhile, I am quite certain some of these people will still be spewing their venom at Bob after reading his newsletter at the public library or listening to three minutes of the show on the weekend. FWIW, Lars