SI
SI
discoversearch

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 175.05-1.9%Dec 16 3:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
Recommended by:
Gottfried
Kirk ©
From: Jerome1/22/2014 8:04:18 AM
2 Recommendations  Read Replies (2) of 26780
 
Looking over the horizon......(about six months)

Positions I will adding to or starting anew .

CHK, NOG, and other natural gas stocks. Natural gas was in an oversupply position a few months back This prolonged cold spell and rising gas bills, will refocus investors in this area. Beating earnings expectations in this environment should be a no brainer.

NOKIA (NOK) When MSFT pays off Nokia for the purchase of the phone business, Nokia will have surplus cash to use for a stronger balance sheet, A one time dividend is possible.

INTC....they may have missed earnings by a penny,(so what)...but it still the best big tech company around. The pundits make it sound like Intel is about to collapse into oblivion. They are unanimous in their condemnation of this company and in predicting its demise. Be a contrarian and make some money.

GLW...Gorilla glass will be a billion dollar business in a year or so.Corning will prosper with gorilla glass and shake off tepid investor interest.

First Solar....This company has solid earnings and is "best in class". The pundits find reasons to put this company down. A year long solar eclipse is unlikely. (except in China where smog hides the sun).

HPQ...revenue may not yet be increasing...but earnings are solid. A stock price of $35.00 to ???$ is likely.

In all of the above cases the critics can crunch the numbers and come to the conclusion I'm all wrong. But looking over the horizon is the business of any serious option trader. I do trade more than a few options. Most between three months to six months out. It pays the rent and the gas bill.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News