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.

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

To: Clear Eyed who wrote (81900)	12/5/2018 2:45:11 PM
From: robert b furman	Respond to of 95561

HI Clear Eyed, I agree with all you points very well made. In 2007 as rates were climbing, (at a much later time) I told myself that is rates ever get to 6-7% again,I'm selling equities and laddering into bonds - it has been a long wait. But, if rates stay low, and equity dividend yields continue to grow - the better tax treatment of the dividend is preferential to that of treasury interest income @ personal rates. Granted capital gains can be had if you hold the treasury for over a year and the yield goe down and the price goes up. I think low rates are here for good or at least the very long term. I also can see where old money can embrace good dividend revenue streams. The one major development over these years is huge and growing sovereign debt - which will be "managed "by central banks. I believe the smart money will move into well capitalized businesses that provide real products and have daily demand by the masses in both good and bad times. Bob