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Non-Tech : Kirk's Market Thoughts
COHR 171.88-1.8%3:02 PM EST
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To: w0z who wrote (7335)7/23/2019 1:26:40 PM
From: Kirk ©2 Recommendations

Recommended By
mary-ally-smith
rdkflorida2

   of 26782
 
Stocks I follow bottomed in December thus predicting fundamentals would turn up in June or July.

This weekend I posted some news links in my newsletter about some chip companies already posting higher sales so the turn has started. Specifically Pg 10 shows
  • the monthly semi report also ticked higher with a graph showing the first uptick
    and
  • a 2nd consecutive m/m semi capx sales gain with May the highest of the year (Dec 18 was slightly higher)

GS gave an upgrade after my buy of AMAT was up over 50% and LRCX was up nearly the same AND I've already taken profits in some of what I bought during lower prices.

Yesterday I posted More here facebook.com

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