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Technology Stocks : Semi Equipment Analysis
SOXX 298.01-0.5%Dec 15 4:00 PM EST
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To: Donald Wennerstrom who wrote (78509)1/11/2018 1:37:16 PM
From: Kirk ©1 Recommendation

Recommended By
Donald Wennerstrom

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It might be profit taking in LRCX and AMAT... plus rotation into some losing positions from last year. I believe the others did well last year too.

AMAT and LRCX were my best performers last year

They are up now but not a lot while my three worst performing stocks that were down 20% or more are all up 10% or more for 2018. My other stock that was down last year is up 6% so far.

My guess is there was significant loss harvesting last year when tax rates were higher then this year deferred profit taking in stocks like AMAT and LRCX then using the money to buy back what they sold for a tax loss last year.
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