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

To: w0z who wrote (68788)	6/6/2015 11:32:43 AM
From: Donald Wennerstrom	1 Recommendation Recommended By Gottfried Read Replies (1) \| Respond to of 95541

This is the weekly look at the change table for the SOXM stocks in terms of several parameters. ALTR and especially AVGO had the biggest impact on the table this week. AVGO mean target price was raised by 22.63.

To: w0z who wrote (68788)	6/6/2015 10:06:27 PM
From: Elroy	Read Replies (1) \| Respond to of 95541

2. Margin interest is deductible as an investment expense against other taxable income. Really? Do you need to itemize deductions to get this margin expense benefit? I didn't know this. I'll have a failry large margin expense in 2015 since I've just made this big margin move. We may buy a property in the next week which will cost about $300,000. If we do, I'll take it out of margin. How do I utilize this margin expense deduction benefit on my taxes? == I'm in exactly your situation with one very large capital gain in my account. I planned to sell it in a year or two, but it's an interesting idea to use it as a bank instead and just borrow off of it. One reason for me to sell it is I live outside the USA, so I won't owe any state taxes if I sell. We plan to move back to live permanently in the US in a few years, to either California or Hawaii, and I think both of them will tax me at about 10% to sell the large capital gain. So I thought I should sell it prior to moving back to the US to avoid that state tax.

To: w0z who wrote (68788)	6/7/2015 1:02:38 PM
From: Kirk ©	Read Replies (1) \| Respond to of 95541

That is an interesting idea. What do you do if margin rates jump? I'd want to make sure you used up the zero bracket on capital gains, perhaps for others by delaying Social Security until age 70 to keep total income low. Once you sell the stock to get the 15% bracket filled, then you can use excess cash to buy back the shares and have a higher basis. irs.gov The tax rate on most net capital gain is no higher than 15% for most taxpayers. Some or all net capital gain may be taxed at 0% if you are in the 10% or 15% ordinary income tax brackets. However, a 20% rate on net capital gain applies in tax years 2013 and later to the extent that a taxpayer’s taxable income exceeds the thresholds set for the new 39.6% ordinary tax rate ($406,750 for single; $457,600 for married filing jointly or qualifying widow(er); $432,200 for head of household, and $228,800 for married filing separately). For more information, refer to Publication 505, Tax Withholding and Estimated Tax.