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


To: Kirk © who wrote (5409)1/1/2018 11:35:50 AM
From: robert b furman  Read Replies (1) | Respond to of 26438
 
Hi Kirk,

I have positions in KMI and ESV for my long term bet on the return of normal historic energy prices.

It took 15-16 years for semi's to recover the 1999-2000 blowoff distribution top - not sure on energy's time frame.

What I do know is some very large leaders in energy were available at their below cash per share price - ditto the semi's of 2000.

Now to watch demand grow and wait for them to resume paying dividends as price recovers.

AMAT's on a 5 bagger - who'd a thunk it?

Happy New Year !!

Bob



To: Kirk © who wrote (5409)1/2/2018 12:56:53 AM
From: Robohogs1 Recommendation

Recommended By
Kirk ©

  Read Replies (2) | Respond to of 26438
 
Gold and energy are definitely interesting. Healthcare too. Lots of $ stuck offshore in energy and healthcare will be coming home.

On rates, I actually subscribed to theory low rates were not stimulative. With savers getting more, it could be interesting.

Jon