Ultratech Stepper Message Board

To: joe fabitz who wrote (2939)	12/25/1998 2:29:00 PM
From: mister topes	Read Replies (1) of 3615

I have never ever heard Bob say every stock he likes will go up. However every weekend he says to spread specific stock risk very carefully by limiting single stock exposure to a maximum of 4%. Imagine what a 4% position in Microsoft on Bob's recommendation in 1990 at $3.75 is worth today? Or a 4% position in Bob's recommendation in l989 of Vodafone at $16.75 per share. All prices are split adusted of course. If Bob could guarantee every stock he likes would be a ten bagger like VOD or a 35 bagger like MSFT he would be God. He has never made that claim but has always said the market will do what the market will do. He has also been fully bullish for eight years as the Dow soared from 2300's to 9200. And what better way to exploit that rise than VTSMX.

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