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

To: Carl Mays who wrote (6031)	7/16/1998 11:26:00 PM
From: Kirk ©	Respond to of 42834

Hi Carl. I always enjoy your posts, especially about semiconductor capital equipment in the other threads. Bob addressed his involvement with UTEK 401K plan on the show last year (I think it was 1997 or early 1998). I think he said he's been with them since 1994 but didn't issue a buy until much later. I believe he is making his recommendation on the basis of a strong management team with good technology and he got the knowledge of the management from his association with them. Now that it has been disclosed, I find it acceptable, but I sure wish he had stated his association when he made the original recommendation. Side Point. Cramer of Steet.com blasted CNBC just after Art Z. was on this AM for having so many guests with short positions on the YEN and then telling all on CNBC that the YEN was going down without disclosing that they were short the YEN. The CNBC hosts pretty much pooh-poohed the suggestion saying viewers were adults and should expect guests to have financial stakes in the positions they are advocating. All said, I still would have liked it if Bob disclosed his involvement with UTEK, but that might have enticed some to buy more than they should since they might, wrongly, think that Bob had some sort of inside information. Considering Bob might mention Intel on the Air and someone will call in the next week saying how they took his advice to sell/buy it depending on how they interpret his slant at the time. best regards Kirk out

To: Carl Mays who wrote (6031)	7/17/1998 8:36:00 AM
From: Boca_PETE	Respond to of 42834

CarlM:re: < Bob Brinkers investment group - the BJ Group - is the investment management group for the UTEK 401k plan.> I see this BJ relationship with UTEK's 401K Plan as a PLUS, together with the fact that Brinker has his own money invested in UTEK. Firstly, 401K Plans belong to the employees of UTEK, not UTEK. 401K Plans are savings out of employee pay checks plus any additions matched by UTEK, together with capital appreciation and income on the plan investments. I don't know about you, but I sure wish BJ Group was advising the 401K Plan at my company. Then I'd have all of Brinker's recommended funds to choose from :-). It seems to me, Brinker has a strong personal interest in BEING RIGHT on this recommendation and THATS GOOD, not bad. Moreover, if you believe Brinker won't advise UTEK investors to sell at an appropriate point, you don't believe in Brinker's integrity. Having followed Brinker since 1981, I KNOW Brinker has integrity and I KNOW HE WILL give the proper advice based upon his true beliefs on UTEK (right or wrong) at the appropriate time. Obviously with investing in a single stock, there are NO GUARANTEES. That's why Brinker recommends limiting investments in a single stock to 4% of your total stock market portion of your portfolio. Just look at Cendant and Sunbeam stock in recent months and you'll be convinced Brinker is correct on the 4% cap rule. Also, Brinker DID initially describe the UTEK recommendation as a "Formula Trade" in his newsletter. When UTEK's price reaches the ceiling stated in the newsletter, those who invested on the newsletter advice could bail at that time - even if indications at that time point to an even higher UTEK stock price. Bottom line is, the BJ affiliation with UTEK's 401K Plan is a PLUS in my opinion, not a minus. I believe Brinker has been forthcoming in disclosing the relationship. During the past year, he answered honestly on the air when asked directly by a listener. It's NO BIG DEAL - JMHO ! P