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Non-Tech : Kirk's Market Thoughts -- Ignore unavailable to you. Want to Upgrade?

To: Kirk © who wrote (1750)	7/25/2014 9:46:56 AM
From: Jerome	Read Replies (1) \| Respond to of 27096

Hi Kirk, I don't know enough about Intel and the plans for an Israel plant to make any meaningful comment. I'm long INTC stock and some INTC in the money options. I know that there are many chart watchers that view this thread for clues about the future of any given tech stock. For myself I use a different approach. I have a portfolio of 30 stocks, somewhat balanced out between tech, oil, financial, networking, and solar. Over any given period of time I take note of what is working, and what is not working. What is working I leave alone. When a stock is not working as planned, my options are to hold it another three to four months or to sell it. There has been some discussion on this board about taking profits periodlcally. My viewpoint is that a stock should be sold when you have a better idea of how to use the cash generated by a sale. Good dividend paying stocks can be held long term with just minor appreciation of share price. (BP, INTC, GSK, ESV, T, SDRL etc.). The portfolio problem is with stocks that have great potential, no significant dividend, and no great investor interest. (at the current time). FNSR, MRVL, RBCN, etc come to mind. So the question becomes what would be better alternatives to the three stocks (MRVL, FNSR, and RBCN) mentioned at about the same price?