Kirk's Market Thoughts Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Non-Tech : Kirk's Market Thoughts

COHR 178.34

-10.2%

Dec 12 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Kirk © who wrote (4732)	4/12/2017 10:48:39 AM
From: robert b furman	of 26768

Hi Kirk, After today 10 and 30 day clix drop off some big negative numbers. 2cs requires a good week next week, to dip into the 40's Earnings get serious next week and I expect them to surprise to a much bigger than expected way. Finally energy will contribute - housing is robust. Semi's have been making chips like crazy : oled TV's, S-8 and S8+ with the new I-phone being ramped up for introduction - huge numbers and lastly equipment makers have all said business is good. Amat should explode with OLED equipment plus 3d memory. We've worked our way down into earnings with an ABC - the big question is will this up into earnings be a weal B and require another down leg C or is the simple ABC that's concluding now all we need. From a simple view - all we need is earnings and I think they will be much better than all the Trump dump talk. I was impressed that the market shook off the Tomahawk event in Syria. Plus I think we're seeing global reflation amongst a lot of political noise. How far we pop on good earnings will be very telling IMO Bob Bob

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next