Kirk's Market Thoughts Message Board

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Non-Tech : Kirk's Market Thoughts

COHR 166.62

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3:59 PM EST

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To: robert b furman who wrote (15016)	12/28/2022 1:29:10 PM
From: Kirk ©	Read Replies (1) of 26448

My guess is the best two, XOM and CVX, will be fine buying back shares to maintain the dividend growth with inflation even with all the taxes the lefties will throw at them. ESG for your own portfolio is fine but I read some of the ESG funds kicked Tesla out... Tesla's goal of electrifying the planet and creating the electricity with roof top solar they build and store in their batteries AND manage with subscription software is about as ESG as "green" as you can get. BUT the "SG" screwed them when Musk told the lefty tax and spenders he was moving from CA to Texas for lower taxes and they should vote GOP in the midterms. Most CEOs are too savvy to discuss their politics that directly as it will piss off half their customers... but most CEOs don't go on TV/YouTube and smoke a fat joint either. I should check how XOM and CVX do relative to my favorite semi capx stocks... I seem to have a habit of saying I should have taken my profits from selling SOME of my LRCX, et. al near their peaks and buying CVX, XOM and/or XLE once those stocks broke their trading range support... instead I sat on the cash AND lowered my buyback point to a third off (rather than playing the smaller swings) and now collect interest. XOM and CVX are the "new tobacco stocks" that seems to have been joined by PFE and TSLA in the public's eyes...

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