Kirk's Market Thoughts Message Board

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Non-Tech : Kirk's Market Thoughts

COHR 159.34

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Nov 6 3:59 PM EST

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Kirk ©

sixty2nds

To: Kirk © who wrote (14460)	9/7/2022 10:46:50 AM
From: robert b furman	2 Recommendations Read Replies (1) of 26434

Good Morning Kirk, I saw that. The WSJ is rolling out the bear this morning. Fitting for WWW and a full moon over the weekend. I had my T and KMI puts fill during the dip at the open. My nets are full and I kept getting more premium last week and this short week so far. Time to watch and let time decay do its thing. I only have one uncovered put that expires next week. Some KMI $16.00puts I sold long ago @ .95. If assigned the dividend yield will be 7.38%. I'll gladly take the assignment. This morning the top price on a ladder of buys filled with KMI at $17.50 (6.343% yield) paid for by the 50 contracts I sold. Market for chips is getting beared up. Yet many future fabs coming to the US. I suspect all those fabs will need top of line equipment. Watching INTC and wonder where a bottom comes in. Dabbling a scalp on the 22.50's. Bought to cover them as price closes in on $30.00. If the price continues its decline, the sale of Mobil eye will bring a lot of cash. I suspect the line of great assets and capabilities is deep for INTC, albeit with PC sales troughing from a post pandemic decline. Bob

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