Kirk's Market Thoughts Message Board

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Non-Tech : Kirk's Market Thoughts

COHR 191.91

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Dec 23 3:59 PM EST

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To: Ahda who wrote (1627)	7/11/2014 12:07:16 PM
From: Kirk ©	Read Replies (1) of 26834

??? If you have a dinner party and invite guests then one has a sign around her neck that tells others to not reply to any remarks she makes at the party, what would you do? As the host of this little party, my duty is to keep regular contributors engaged with interesting commentary. So as to not "pick favorites" I try to reply to those who've posted recently and I might not even read what they wrote since it is a second time opening their post. What is TRP? I just saw a decent interview with Brian Rogers of TRPrice... He said 92% of his fund's assets are in US stocks and only 5% outside the US. I wish the pretty gal interviewing him would have asked how is he classifying US companies that invert such as AMAT? I haven't figured out if I'll raise my allocation to international to allow for their move out of the US to not force me to take profits.. or sell some and buy more US stocks.

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