Kirk's Market Thoughts Message Board

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Non-Tech : Kirk's Market Thoughts

COHR 178.34

-10.2%

Dec 12 3:59 PM EST

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To: Kirk © who wrote (10736)	12/19/2020 12:13:44 AM
From: da_spot	of 26769

Kirk, Glad to hear you were enjoying the beautiful California weather! I took the day off today to spend time with my bestie who was in town...rollicking good times as always:) I'm a bit tired now as I've just finished cleaning up in the kitchen but I was just thinking, regarding the Russian breach of US govt, cybersecurity certainly deserves a place in a longer-term portfolio. cnbc.com Anyhow, I've accumulated NET as it had gapped up on stellar earnings and institutional support include Baillie Gifford (avg 35 area) as well as Cathie Wood of ARK. I'm following the footprints of the elephants and now the challenge will be to hold it longer term as well as you've done with your holdings:) Have a super weekend! S

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