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Non-Tech : Kirk's Market Thoughts
COHR 177.38+3.8%3:59 PM EST
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To: Return to Sender who wrote (3281)8/6/2015 12:05:43 AM
From: Kirk ©1 Recommendation

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Thanks. I agree with your comment on the graph about market tops are hard to call.

I actually think that they are pretty much impossible to call and those who do are mostly lucky as they seldom get the next one, at least with any significant switch in assets.

I came REALLY close to selling ALL my AMAT at $25 at the start of the year as I felt it fully valued what could happen with the merger and I had a huge gain on shares recently purchased in the low teens.

I have a good friend who WORKED there but quit not long ago to move back to Taiwan to take care of his parents and work for one of their customers...

I took profits at $22.69 and haven't bought back yet... but at least I considered selling more. -grin-

I would have looked and felt brilliant as I even wrote about selling it for many months in my newsletter. One reason I didn't sell is it pays a good dividend and what would I buy with the cash? Age old issue.... you have to make two good decisions to beat buy and hold.

Now I'd consider buying back SOME with that cash.... duh... and it is getting to where I'm interested again, for large cap Semi stocks... the smaller ones have a ton more value.

Thanks again for the chart and good to have you posting here.

-Kirk out

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