Semi-Equips - Buy when BLOOD is running in the streets! 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.

Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!

LRCX 159.74

+1.0%

Dec 3 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Justa Werkenstiff who wrote (3813)	12/14/1997 5:05:00 PM
From: Investor2	Read Replies (1) of 10921

I agree with your overall point. As you said, "Everyone has to find a buying method that fits their asset allocation plans and comfort level." My current equity holding (~80%) is slightly higher than the 65% to 70% called for in my asset allocation model. This overweighting in equities is due primarily to the outstanding performance of the market over the last year. Given the fact that I am already overweighted in equities, I will only buy more stocks if Mr. Market comes to me. My semi-equip buy point of ~15% below current prices is based on my current outlook for the economy (negligible inflation and slow growth), the long-term outlook for the industry, and my previous entry points. That is, I will only get further overweighted in equities if I can do so at lower prices than my current cost basis. Best wishes, I2

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next