Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Kirk © who wrote (4664)	2/28/2017 1:13:46 PM
From: robert b furman	Read Replies (1) \| Respond to of 26422

Hi Kirk, I've worked off my undue concentration with Cohu (well some of it any way). It's gone into Brks F, Cy. When Cohu was higher I sold Cohu and bought more of all three. They have bigger dividends, so if I have to wait for a correction to complete - I'm still growing at a faster rate. I've been waiting for a correction, but so far - the surprises have been to the upside. I think the long term looks very good. The big cap semi's have really advanced ie LRCX new high. It time for the smaller cap to have their run. All will have ups and downs. I just about dropped my jaw when I looked up Aehr - all those guys have ever done is lose money - no scale,and in expensive Taxifornia. I always place a lot of weight on Chip's time projections - he works an Andrews Pitchfork like few do. Bob