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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club -- Ignore unavailable to you. Want to Upgrade?

To: Justa Werkenstiff who wrote (3061)	1/28/1999 7:29:00 PM
From: MrGreenJeans	Read Replies (2) \| Respond to of 15132

Utek Conference Call Kirk has an excellent summary on the suite 101 site at suite101.com

To: Justa Werkenstiff who wrote (3061)	1/28/1999 8:39:00 PM
From: Investor2	Respond to of 15132

Now Justa, don't hold your feeling back. <g> Re: "And there is one more reason in my thinking to sell. His name is Percy Thomas. Let's see if anyone can figure out what I mean by this reference. See Chapter 12, Reminiscences of a Stock Operator." I have not read the aforementioned book, so I wait with baited breath for your explanation of the above statement. Best wishes, I2

To: Justa Werkenstiff who wrote (3061)	1/28/1999 9:35:00 PM
From: MrGreenJeans	Read Replies (1) \| Respond to of 15132

Percy Thomas "...It cost me millions to learn that another dangerous enemy to a trader is his susceptibility to the urgings of a magnetic personality when plausibly expressed by a brilliant mind..."

To: Justa Werkenstiff who wrote (3061)	1/28/1999 10:48:00 PM
From: Demosthenes	Read Replies (1) \| Respond to of 15132

Justa, Do you think Brinker's long term opinion of UTEK has changed significantly due to today's earnings? Rgds, D

To: Justa Werkenstiff who wrote (3061)	1/28/1999 11:31:00 PM
From: mister topes	Read Replies (5) \| Respond to of 15132

Your comments are excellent. I might add the critical importance of limiting single stock exposure to no more than four percent of equities. That way,if a stock disappoints and drops in half you still have 98% of your portfolio plus what you make on the 96% you had invested in other equities. That is what strategic diversification is all about. No question picking individual names is a very risky business therefore wide diversification protects from overly aggressive single stock risk. This is the most important principle to employ when dealing in stocks. Those that piledrive into one or two stocks expose themselves to huge potential risk.