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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 (4252)4/3/1999 10:25:00 PM
From: Demosthenes  Read Replies (1) | Respond to of 15132
 
Justa,

I think you made good points re small cap liquidity and the overvaluation of many large caps. I am looking for the often mentioned 10% correction more than ever now. There was a lot of window dressing at the end of March: lots of AOL buying and other large cap craziness mixed with the madness of small cap selling. Won't the holdings of record for the quarter look nice for these people. I'm looking for the correction.

I gleened the following notes from today's show:
1) An imminent correction could still be in the cards.
2) UTEK has disappointed, has fundamental problems.
3) The small cap equips will recover; I'm assuming he thinks UTEK is included.
4) The long term trend of interest rates going down will continue.
5) Zero chance of bear market for the forseeable future.
6) AOL is raging buy and heyidiot.com is a super strong raging buy <GGG>

Best wishes to all Brinkerheads, D



To: Justa Werkenstiff who wrote (4252)4/4/1999 7:56:00 PM
From: Lars  Respond to of 15132
 
Justa,

>>>
Looks like the bashers will have to find another topic to beat Bob with as he displayed today what those critics lack -- top notch class.
>>>

I couldn't have said it better.