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

To: Jerome who wrote (1780)	8/7/2014 2:58:18 PM
From: robert b furman	1 Recommendation Recommended By Jerome Read Replies (1) \| Respond to of 26820

Hi Jerome, Several years ago Immelt began the acquisition of high tech manufacturing companies. One such company was SBSE. I had a good sized position in it. They made imbedded computers. Computers within other high tech machines. They bought me out at 16.50 and I thought it was cheap vs the potential it had. It was a great company with excellent margins and a CEO who wanted to retire. Just a FYI. Bob

To: Jerome who wrote (1780)	8/7/2014 4:25:36 PM
From: Kirk ©	Read Replies (2) \| Respond to of 26820

I wonder if these deaths at these unsafe plants come back and bite those in the US who outsourced.... China has suspended work at more than 250 aluminum and magnesium factories - and others that generate metal dust - for potential safety violations. The suspension is in response to the explosion at a Zhongrong Metal Products plant that killed 75 people on Saturday. The Zhongrong factory supplied auto parts to GM (NYSE: GM) and many other companies, and the new closure will greatly affect international supply chains. Makes me think of Bhopal, India and how Union Carbide was eventually absorbed by DOW Chemical.

To: Jerome who wrote (1780)	8/9/2014 9:13:31 PM
From: ETF1	1 Recommendation Recommended By Gottfried Read Replies (1) \| Respond to of 26820

Hi ETF....following are two examples of companies changing direction. General Electric (GE) is selling off the financial business and also the appliance business. The have bought more manufacturing business from the French. (Alstrom). GE will be a heavyweight in manufacturing. (Gas Turbines, Trains, jet engines, MRI machines etc). These are high growth areas that the stockholders want to be in. Jerome, looks like the 3 top advisors (over the last 15 years) that Mark Hulbert follows in the Hulbert Financial Digest all own GE, along with you. "..........market timing is rarely even attempted by the advisers who have made the most money over the past 15 years. The three top performers over this period, among the 200 advisers monitored by the Hulbert Financial Digest, are the Investment Reporter, edited by Marc Johnson; the Prudent Speculator, edited by John Buckingham; and the Turnaround Letter, edited by George Putnam." "Three stocks currently are held in each of these advisers’ model portfolios. One is industrial conglomerate General Electric (NYSE:GE) , with a P/E of 17.7 based on the past 12 months’ earnings, compared with 18.8 for the S&P 500. GE also sports a dividend yield of 3.5%, compared with 1.9% for the S&P 500......" The other two stocks that each of these three advisers currently owns are in the pharmaceuticals industry: Johnson & Johnson (NYSE:JNJ) and Pfizer (NYSE:PFE) . Johnson & Johnson has a trailing P/E of 18.2 and a dividend yield of 2.8%. Pfizer’s P/E is 17.5 and its dividend yield is 3.7%." Jerome, you're in good company marketwatch.com ETF1