Bob Brinker Data

[Kirk]

"I recall him saying that it is OK to ignore the 4% rule
on MSFT because it is such a key stock and acts like
a nutual fund."

Wrong.

He said that about GE and GE was ok for up to 20%.. Check PBS transcripts for his appearances on NBR but I have him as far back as 1996 saying MSFT was a "hold." Back in those days, a hold meant a sell for most analysts.....

When GE fell by 60%, he used some crap about "we warned that GE would lose the Welch Effect" or some such nonsense.

Someone retired I know listens to Brinker every weekend and doesn't recall the 4% rule for GE until after it fell and he held a SUBSTANTIAL position in GE about equal to Brinker's 20% limit... despite my urging to "take some profits" back in the summer of 2000.