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Non-Tech : Kirk's Market Thoughts
COHR 166.69+7.9%3:59 PM EST
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To: robert b furman who wrote (4249)8/23/2016 4:13:22 PM
From: Kirk ©  Read Replies (2) of 26448
 
Will you keep track of the guesses?

With semi's well in the lead this past year... still cant believe I bought all that AMAT for my roth at $15.50 just last year when I wrote about sentiment making a major bottom.... we could see some big $ flow into the sector.... and with Fidelity changing the name of this fund to semiconductors.... its largest holdings should do really well with the new money.



I took profits again today in AMAT and Lam just missed by a few cents.... and our old favorite, you and I were probably the only two in the World it seemed who publicly liked Intel (and were buyers) when it was so low I believe the dividend was about 4% last year....

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