Replies to post #16880 on A.I.M. Users Bulletin Board (AIMUSERS)

[The Grabber]

Hi Al.

I think you were writing your post while I was writing mine. Of course you were more succinct than me <smile>.

As for Bob Brinker; I listen to him pretty often when I'm out on errands as well. He has a loyal following, is a steadfast Market Timer, typically recommends low cost index funds to his subscibers for equity positions and is pretty much a 'hold-em, fold-em' kind of guy. I recall that he made the 'Sell' timing call of the century back in the bubble bursting days of early 2000. I also remember that he went 'all-in' (well almost all) in 2002 as well.

Is anyone out here a subsciber? I took a look at his website:

http://www.bobbrinker.com

It looks like it costs $185 for a 1 year subscription.

If you go to the portfolios link, his performance over various time frames is represented for all of his 'portfolios'.

[OldAIMGuy]

Hi Al, Re: SAFE settings in a Secular Bear Market......
It was in Feb. - March of 2000 that I told the AIMers that I was shifting all the SAFE value to the Buy side and using 0.0% SAFE on the Sell side. I've still not changed that back on most of my portfolio. In other words, I'm still defensive in how I'm structuring AIM's bias.

I think we need to remember that the "economy" is "recovering" and isn't really "growing" at this point. The Patient is healing, but not necessarily all well at this point.

As I've mentioned, I think the small to mid cap markets are where the greatest risks are presented. It's where the speculation is the worst and also where the relative valuation is the shows the most bearishness.

Best regards, Tom