Moneytalk Bob Brinker Summaries - Information ONLY
- Kirk
- Kirk
- Rande
- Richard_Palm
- Richard_Palm
- Roger_Babson
- Richard_Palm
- Kirk
- Kirk
- Rande
This archived discussion is "read only".
For the corresponding "live" discussions, post in the active topic forum here.
« Previous 51 52 53 54 55 56 57 58 59 60 61 62 63 64 65 Next »
» Kirk - Bob on AT&T
This is a particularly good example of the value some find in David Korn's Interpretations:From 10/29/00 email interpretation:
Caller: AT&T sucks. What's the deal? Bob says AT&T has had a dismal year and has had problems with their revenue streams as well as executing their business plan. The caller wanted to know if Bob thought that the given price level ($22) presents a buying opportunity. Bob ain't touching it right now and leaves it up to the analysts who follow AT&T.
This is the value added part for me
EC: Back on the March 25, 2000 Moneytalk broadcast, a caller asked Bob at what price he would consider purchasing AT&T (it was trading above $50 then). At that time, Bob said he really liked AT&T when it was trading in the $40 range and that he had talked very favorably about it at that time on the program (short of specifically recommending it). Bob also stated on that program that probably the best time to add to a position in AT&T was when it traded in the $40s. Hmm. Apparently, Bob has backed off from his position in March. Today, AT&T is trading at about $22 a share. [insert some Korny Humor here] Ironically, Utek is trading at the same price!
[Accountability???]
-- posted by Kirk
» Kirk - Bonds
Bob talked about how well his GNMAs have done this year. Indeed they have done well. Still, our buying XLF and BTTRX (strip zero's) with profits taken in technology stocks has REALLY done well!<img src=http://pvcharts.quicken.com/bin/icenter.... width=470 height=250>
my 3rd bond fund was VFFIX
I own these three in my personal portfolio:
XLF=Financial Sector Spyders I bought
BTTRX = Strip Zero Mutual Fund I bought
VFIIX = Vanguard GNMA Fund
I agree 100% with Bob on Junk bonds, if you want risk, better to buy stocks!
BTW, Bob didn't buy any long bonds with his 65% he put into cash in January as he felt rates would keep going up. Rande and I didn't agree and we bought XLF, BTTRX and a few others... (BTO & FSRBX if I remember) to go along with GNMA's we held. The chart shows who was right.
-- posted by Kirk
» Richard_Palm - Re: Bonds
In response to message posted by Kirk:Kirk, for people like you and me, with relatively high risk tolerance, it's clear that BTTRX and XLF were good investments YTD. But did you see the howls of protest back in January, when VFIIX dipped that tiny bit? Can you imagine what those same people would have been saying in late February/early March if Brinker had recommended XLF?
-- posted by Richard_Palm
» Richard_Palm - Re: What part of 65/35 did he recommend GNMA for?
In response to message posted by Rande:Rande, Brinker recommends bonds as part of the overall asset allocation, in a sliding percentage according to how close one is to retirement. His 65/35 recommendation only applies to the equity portion of the asset allocation.
-- posted by Richard_Palm
» Roger_Babson - Re: Re: What part of 65/35 did he recommend GNMA for?
In response to message posted by Richard_Palm:Richard,
I haven't kept up with the Brink, so perhaps I'm mistaken, but did he not previously recommend 60/40 for the stock portion with only one-quarter going to US equities? Did he further cut his equity portion in recent weeks/months?
Thanks.
-- posted by Roger_Babson
» Richard_Palm - Re: What part of 65/35 did he recommend GNMA for?
In response to message posted by Roger_Babson:Yes. He mentioned the 65/35 equities-to-cash ratio on the radio this summer. No reason given for the change, as far as I know.
-- posted by Richard_Palm
» Kirk - Media misrepresenting the poll numbers
To: Tony Viola who wrote (39184)From: Kirk Tuesday, Nov 7, 2000 10:57 AM ET
http://www.siliconinvestor.com/stocktalk...
RE: One interesting comment by a caller in to the Bob Brinker show Sat. (or Sun.), was that he thought Bush would win easily because the media is all for Gore and they've been misrepresenting the poll numbers. Brinker had no comment.
Tony
Well, he IS a member of the media and is not known for impartial representation of the facts.
LOL... thanks for the funny tid-bit!
VOTE EARLY - Vote Often! 8)
-- posted by Kirk
» Kirk - Popular Vote
Brinker suggests in the monologue that we should go back to the popular vote.People that talk of popular vote have NEVER studied history and have not a clue of what makes our country so great. We are a REPUBLIC that uses principles of democracy.
In a nutshell: How many funds would go to North Dakota or Wyoming for interstate highways and other great stuff if we went on Majority Vote? ALL government spending would be spent on the largest states and collected from the smaller states.
After that monologue, I am sure as Shinola happy that I am not a follower that bought QQQ "immediately" at $83 and was waiting to be reassured on the monologue that my safe, dry powder that was invested into the casino sector NASDAQ was safe and sound.
-- posted by Kirk
« Previous 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 52 53 54 55 56 57 58 59 60 61 62 63 64 65 66 67 68 69 70 71 72 73 74 Next »
Please follow the guidelines set forth in the Suite101 Posting Etiquette when adding to the discussion.