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Non-Tech : Kirk's Market Thoughts
COHR 191.82+3.3%12:47 PM EST

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berniel
To: Kirk © who wrote (11706)8/13/2021 11:49:52 AM
From: robert b furman1 Recommendation  Read Replies (1) of 26818
 
Hi Kirk,

You have taught me to sell into strength by watching your example.

I sold off 90% of my BRKS in a rather arbitrary fashion. I waited for a 6 bagger and then sold 5,000 shares every 5 points. Overall an average of 82 and change.

It got all of my seed money out of the market form buying Cohu and Brks.

I swapped them out for some XOM, KMI, and CVX. dividend payers!

I also bought some preferred shares in T, USB, TDS, KTBA, and GJH

I sold all of my T on the pre market pop when they announced selling the media assets.

Both AMAT and LRCX have been on a slide.

KLAC different pattern. Not sure if it lagged or is leading?
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