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

To: Donald Wennerstrom who wrote (77950)	11/29/2017 3:24:31 PM
From: Donald Wennerstrom	1 Recommendation Recommended By Return to Sender Respond to of 95737

I forgot to post this summary table of Billings comparing 2016/17 monthly data which is updated to include the month of October. Every month for 2017 has greatly exceeded the 2016 month thru October, but the October data shows the smallest increase in percentage terms. At the bottom line, the average "beat" is 6203M(41.5%) for the 10 months.

To: Donald Wennerstrom who wrote (77950)	11/29/2017 3:39:14 PM
From: Kirk ©	1 Recommendation Recommended By Return to Sender Read Replies (3) \| Respond to of 95737

It is too bad that table doesn't show their dividend rate. IF you were reinvesting dividends in a TAXABLE account, then it would make sense to "take profits" with the most recently added shares this year before the GOP tax plan forces you to sell your original shares before you sell the most recently bought shares with automatic dividend reinvestments. I've been going through my own positions and SOLD all my "new shares" in LRCX and a few other positions so all I have left is my really old shares. LRCX and some others where I have 10, 20 or more x gains.... so it is really important to "rebalance" this year and get those shares off the table... As I haven't read anyone else talking about this strategy, there is probably going to be some weakness, maybe a lot before the year ends, unless they fix this backdoor capital gain tax increase.