Kirk's Market Thoughts Message Board

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Non-Tech : Kirk's Market Thoughts

COHR 131.96

-0.6%

Oct 31 9:30 AM EDT

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To: Augustus Gloop who wrote (22943)	2/3/2025 10:01:32 AM
From: robert b furman	Read Replies (1) of 26384

Hi Augie, I say build cash and count to a washout fifth wave shows up. As in wait for bottomspotter. Buy the dip, but make sure it's not a headfake. We're highly valued here in this market. Whatever Trump does, will be to have positive growth and corporate profits in 2 years (hopefully). If an accelerated move of production to the USA is being forced, it will hurt someone's profits as they will have expenses and production delays associated with the move. That is a reasonable event to reduce overall S&P profits. Some more and some less. It could well be great business for the industrial sector. Bob

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