Kirk's Market Thoughts Message Board

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Non-Tech : Kirk's Market Thoughts

COHR 185.83

+5.8%

Dec 19 9:30 AM EST

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To: The Ox who wrote (10657)	12/4/2020 10:17:51 AM
From: Kirk ©	Read Replies (1) of 26800

Lam valuation numbers at record highs often look cheap with PEGs often well below 1.0 as fast money starts moving out even as the fundamentals appear to be peaking... as the "smart money" looks to anticipate the next downturn. IF they are right that 2021 will be more growth than 2020, then the price could still go higher until Cramer and others on TV start gushing about how great the company is and it gets a 0.5 PEG... Anyway, I don't trust any of the projections... history says they are more "entertainment" used to move used stock certificates... BUT if we have another "Roaring Twenties" like we saw after the 1918 pandemic ended, the current market may be correct. Anyway, I keep taking profits and smile just to be ready. LRCX has nearly the same price to sales ratio as FB. 6.43 vs 10.18 is quite the difference... I have a Yahoo! "FAANG+ - "Crazy Eight" portfolio that now has 9 stocks really since I show both halves of Alphabet. This shows it with AMAT and LRCX added. Any suggestions for a portfolio cute name or other stocks to add are welcome.

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