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Technology Stocks : Semi Equipment Analysis

SOXX 309.40

+1.0%

Dec 5 4:00 PM EST

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To: Donald Wennerstrom who wrote (76618)	8/6/2017 10:05:38 PM
From: Kirk ©	Read Replies (1) of 95530

The market could "solve" a lot of that valuation problem by rotating money out of the crazy stocks into some of our favorite commodity and capital equipment stocks, some that pay nice dividends. I'm not sure that would be the right reaction.... Amazon, Google, Tesla, Netflix, Apple and facebook all seem to have a lock on some serious growth ahead but I only own one of those as individual stocks and I'm nearly on house money at that after taking profits.

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