The Justa & Lars Honors Bob Brinker Investment Club 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.

Pastimes : The Justa & Lars Honors Bob Brinker Investment Club

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: marc ultra who wrote (5734)	6/10/1999 5:57:00 AM
From: Justa Werkenstiff	Read Replies (1) of 15132

Marc: Re: "You still holding it to ride the cycle or you trading it? I'm still holding it along with the big 4." I have rarely traded these the past few weeks. I believed that a day like yesterday would be forthcoming at some point during June. The historic seasonals in these stocks is strong. Recall my research on the May through mid August time frame. I know the earnings will be strong. The 300mm announcement is just confirmation. I also got my wish with MU trading above $40. MU will have earnings the week of June 18th. Finally, Semicon West, an industry trade show, will take place July 12th through 16th. Analyst meetings will be held. Every company will want to put its best foot forward and we will see press releases galore. Analysts will be reiterating their buy recommendations. My plan subject to revision is to start selling sometime after that date and no later than after AMAT earnings announcement. I believe AMAT will post new highs by the Semicon West show, Greenspan and the economy willing.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next