Kirk's Market Thoughts Message Board

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Non-Tech : Kirk's Market Thoughts

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Nov 7 9:30 AM EST

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berniel

To: robert b furman who wrote (12465)	12/6/2021 11:58:31 AM
From: Kirk ©	1 Recommendation of 26439

Indeed, all true. Also, I made a LOT of money being long top names in that sector by taking profits when "everyone" loved them then buying back when they were hated again. It is hard to believe at one point that doesn't seem long ago I was able to load up my ROTH with AMAT paying a 4% dividend! Now I read Citi has it as a top pick replacing one of Cramer's stocks, Marvel... I worry when the expert churnmasters "discover" my stocks.... Even after these HUGE runs, LRCX and AMAT pay very nice dividends compared to what you get in cash and they are generating enough cash that they'll have no problem paying the terrorist government the 1% fee to buy back their own shares. Did the terrorists give them an extra 1% when they issued the shares???? Anyway, the point of the chart was there is history of great companies that 20 years later were the clear ones to own but it was not a smooth ride. These days we may be considered, with the nice dividends and balance sheets, the "value stocks" that soar even as the Kathy Wood bubble brain stocks get hammered just like Buffett's value stocks did very well after the tech/telecom bubble burst between 2000 and 2002. Thanks for your thoughts Bob Kirk out

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