SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Non-Tech : Kirk's Market Thoughts
COHR 164.29+6.7%12:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Kirk © who wrote (11254)5/11/2021 10:30:26 AM
From: robert b furman1 Recommendation

Recommended By
da_spot

  Read Replies (1) of 26635
 
Hi Kirk,

Same old song and dance.

The one redeeming factor isthose who have survived with the best equipment, now have wonderful parts and service installed owner bases.

Now called renewables ( a Politically Correct term) in the ESG jargon. What they really are is huge margin business.

One wonders how much the Pandemic has really reduced inventories. One thing for sure is it will take a while of robust production to restock the supply chains. It currently seems to be impacting everything.

I tried to buy a rototiller this week. There is not one Troy Super Bronco in the state of Wiscosin.

Had to rent one instead. Probably should have done that at the start.

Tried to buy some metal panels for my 55 nomad. Most all the sheet metal is on back order. It's short every where for every thing it seems. Perhaps it is just metal and lumber and of course chips.

Much more demand out there , than expected!

Bob
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News