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

To: Da Rookie who wrote (3666)	12/18/2015 5:15:35 PM
From: 3bar	Respond to of 27117

Great read on that Kirk . Wow !

To: Da Rookie who wrote (3666)	12/18/2015 6:46:28 PM
From: Kirk ©	Respond to of 27117

Thanks. Do I post new ideas here or in my newsletter first? Actually, I've already accumulated several high growth, no dividend tech stocks in that Explore portfolio on the Aug to October weakness and have started to take some profits but still some of the stocks are down over 50% from their highs. I worry that too many chase dividend payers and it could be time for growth, but... with that said, there is a huge decline in Walmart and I noticed today they sent me a link (back from my Suite101 days) for FREE SHIPPING with no minimum purchase for today. That got me thinking about them starting to go after some of Amazon's business.... I've found a few food and health related items are cheaper or in stock there and not on Amazon... It might be a good trade to sell half Amazon (get on house money) and buy Walmart. I buy online stuff that I wear from Macys, REI, Eddie Bauer and Costco since I can easily return them if they don't fit. Amazon is supposed to be easy, but I worry about leaving stuff on the porch, having it stolen and being stuck... If you hear about Walmart buying or leasing a big building here in the Silly Cone Valley, could be a major buy even though I'm considering some now for the dividend... actually, they have been adding smaller buildings here for some time so maybe a small ting...