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Non-Tech : Kirk's Market Thoughts
COHR 174.92+2.6%1:01 PM EST

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From: Jerome5/7/2014 6:56:00 PM
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A balanced portfolio with tech and with dividends.

Some of my solar growth stocks took a big hit today.....FSLR down $3.88..& -5.85%.SUNE down $1.63 and -7.71% etc.

But some of my stocks that pay good dividends such as INTC, BP, ESV, T, RIG, GLW, and GE were up nicely.

My conclusion....a strong portfolio needs both.

An all dividend portfolio has limited upside, and an all growth portfolio has unlimited downside.

I have also come to the conclusion that no matter what MU does or promises.....there are enough doubters to keep the stock depressed near current levels.,,,,, Its like this....when MU does really good the stock has peaked and its time to sell.....and when MU does poorly...it can only get worse so sell now.

Just my biased opinion.
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