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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: The Ox who wrote (48721)	7/29/2010 12:24:49 PM
From: Debt Free	2 Recommendations Respond to of 95587

it may be SOP, but what everyone has to determine is best how to handle these events. Do you hold on, hoping and waiting that you are right and the market is wrong? Do you sell some of your stock and lighten your position? Do you sell out completely and hope to get back in at a later time? Do sell some covered calls against your positions and risk the stocks running on you? Do you buy some puts and hope to profit as the stocks drop? Each of these options have their own set of risks and concerns as well as rewards. I am still trying to formulate how I want my portfolio to be structure and fine that it seems to change a little bit in a short time frame.

To: The Ox who wrote (48721)	7/29/2010 1:58:58 PM
From: Kirk ©	2 Recommendations Read Replies (2) \| Respond to of 95587

Not sure what else they can do. Maybe offer to pay all cash flow above some amount out as special dividends then cut the dividends to zero when the cycle is down? It is one of the best run companies of any I've owned and has been for the past 12 years when they got Bagley who found and trained a great replacement. Somehow these great companies need to reward shareholders to make them more attractive and less volatile. Until then, I have to stick to my plan of taking profits when it soars with great fundamentals then buy back on the low end of trading rage until that fails... then wait for fundamentals to suck again then buy another boat load.