Kirk's Market Thoughts Message Board

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Non-Tech : Kirk's Market Thoughts

COHR 181.67

+2.4%

Dec 5 9:30 AM EST

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To: Kirk © who wrote (4982)	9/20/2017 1:17:19 PM
From: robert b furman	Read Replies (1) of 26720

Yes just as being a boomer makes me digitally challenged - my experience makes me think some of these cornball ideas are just poorly planned. IATL = IT ALWAYS TAKES LONGER!! I remember the internet would be ubiquitous and be wireless - but it took 10 years to evolve I have clx 10 day at 7.7 and only one of the last 15 days is a negative = a headwind. Also 2cs is really low at 34.86. It has been that low back in June 8th ( 36.67) and July 26th (29.49). Not too far fetched to expect a 30 or 60 day reset. And then there is always PETS.COM Some of that VC will go down the tubes quite quickly when this bull unwinds. I think we are due a healthy reset that might get a B wave bump as earnings come out later next month. That would be a good set up for a nice Santa Claus Rally in December. Semi's getting slapped around today after a nice run up - maybe that is just spooking me. Cohu had a BIG day two days ago and yesterday it held the gains well - today showing some selling. I sold some covered calls and will reapply the money if they get called. If not I'll build some cash for tax selling in the oil sector - that really is not too far away anymore. So far I bought KMI and ESV. Speaking of ESV - it is having a more than rare 5 % up day on the gas reserves hitting a 22 month low. In time, these stocks will recover - much like the semi's in 2000 got cheap. ESV is selling way below cash per share and has one of the more modern jack up and deepwater ship fleets. All JMHO Bob

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