Kirk's Market Thoughts Message Board

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Non-Tech : Kirk's Market Thoughts

COHR 154.52

-3.0%

3:59 PM EST

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To: Kirk © who wrote (5409)	1/1/2018 11:35:50 AM
From: robert b furman	Read Replies (1) of 26439

Hi Kirk, I have positions in KMI and ESV for my long term bet on the return of normal historic energy prices. It took 15-16 years for semi's to recover the 1999-2000 blowoff distribution top - not sure on energy's time frame. What I do know is some very large leaders in energy were available at their below cash per share price - ditto the semi's of 2000. Now to watch demand grow and wait for them to resume paying dividends as price recovers. AMAT's on a 5 bagger - who'd a thunk it? Happy New Year !! Bob

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