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Technology Stocks : Semi Equipment Analysis

SOXX 312.18

-0.2%

Dec 9 4:00 PM EST

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Donald Wennerstrom

To: Donald Wennerstrom who wrote (61174)	8/21/2013 5:53:03 PM
From: Return to Sender	1 Recommendation of 95546

OT: Excellent discussion Don and Kirk. Thank you both for sharing the information. Personally I don't think this is off topic at all since the number of companies raising or lowering guidance is very important to where stocks go from here. As is where interest rates go. I am an investor who has been concerned that maybe the stock market was getting overvalued due to these artificially low interest rates. This condition has been making stocks look appealing. I mean other than flipping houses again where else has low interest rates made speculating rampant but the stock market? But things can change rapidly. The bond market has been rising in anticipation of the Fed tapering. Truth is that even if the Fed does taper very slowly our government cannot print free money based upon bonds that no one will want to own in the future forever. Who wants to earn less than 3% on their money? Not me but we all are owners of a great deal of U.S. Debt as long as you are a taxpayer. Rising interest rates could change the whole paradigm. Even if all we do is go back to average interest rates. observationsandnotes.blogspot.com A quick glance at the next couple of charts will tell anyone that we are living with interest rates so low that they are not likely to be seen again in our lifetimes. multpl.com multpl.com As far as the stock market goes I have seen it as overvalued for a couple of years. I have already been largely in cash. If I can get a secure return of 5% or more I'll do it! Be that from CD's, treasuries, or buying undervalued stocks after the market corrects that pay dividends. But right now there are no safe bets. Bonds still pay too little except those that are extremely high risk. Most stocks are overvalued and therefore likely to correct when bond prices rise high enough to make them seem like the safe alternate to stocks. JMHO, RtS

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