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

To: robert b furman who wrote (7196)	6/2/2019 1:46:56 PM
From: isopatch	Respond to of 26781

Roger that. Already got lots of worthwhile yard work done while watching "correction" in stocks play out as expected, per earlier posts here and elsewhere. Stock shopping list always on hand when Mr Market confirms a price bottom is. That said. Never buy into unresolved down trends in fav sectors, broad market indices or important economic fundamentals. FA 60%; TA 40%; for many years.. Ooops….here comes some rain. Makes time for a least a few website and thread fly overs. Like to read a lot more than I post. All the best, Iso

To: robert b furman who wrote (7196)	6/6/2019 7:02:18 PM
From: Kirk ©	Respond to of 26781

I hope you caught lots of fish! I'm going to the boonies on a fishing trip to Six Mile Lake in Minnesota. Looks like we got a tasty haul in our nets this week that were out for bargains! I took a harpoon out yesterday and added another unscheduled buy of a new stock I've been accumulating just as it bounced off a major support point (a bit higher than were I first bought for the newsletter last December) and could still buy more so won't alert with the name here. I posted some more bullish charts here in the main post facebook.com then added some in the comments. Kirk

To: robert b furman who wrote (7196)

6/21/2019 10:16:52 AM

From: Kirk ©

1 Recommendation

Recommended By
berniel

Read Replies (1) | Respond to of 26781

Another month of sequentially higher sales.

MILPITAS, Calif. — June 20, 2019 — North America-based manufacturers of semiconductor equipment posted $2.06 billion in billings worldwide in May 2019 (three-month average basis), according to the May Equipment Market Data Subscription (EMDS) Billings Report published today by SEMI.

The billings figure is 7.4 percent higher than the final April 2019 level of $1.92 billion, and is 23.6 percent lower than the May 2018 billings level of $2.69 billion.

“Billings of North American equipment manufacturers increased for the second consecutive month,” said Ajit Manocha, president and CEO of SEMI. “Expanding end-market applications continue to fuel demand for advanced semiconductors and the equipment necessary to manufacture those devices. However, market volatility continues due to the macroeconomic environment.”

The SEMI Billings report uses three-month moving averages of worldwide billings for North American-based semiconductor equipment manufacturers. Billings figures are in millions of U.S. dollars.

	Billings (3-mo. avg.)	Year-Over-Year
December 2018	$2,104.0	-12.3%
January 2019	$1,896.3	-20.0%
February 2019	$1,868.1	-22.7%
March 2019	$1,825.3	-24.9%
April 2019 (final)	$1,922.0	-28.5%
May 2019 (prelim)	$2,064.0	-23.6%

Source: SEMI ( www.semi.org), June 2019

SEMI publishes a monthly North American Billings report and issues the Worldwide Semiconductor Equipment Market Statistics (WWSEMS) report in collaboration with the Semiconductor Equipment Association of Japan (SEAJ). The WWSEMS report currently reports billings by 24 equipment segments and by seven end market regions. SEMI also has a long history of tracking semiconductor industry fab investments in detail on a company-by-company and fab-by-fab basis in its World Fab Forecast and SEMI FabView databases. These powerful tools provide access to spending forecasts, capacity ramp, technology transitions, and other information for over 1,000 fabs worldwide. For an overview of available SEMI market data, please visit www.semi.org/en/MarketInfo.

The data contained in this release were compiled by David Powell, Inc., an independent financial services firm, without audit, from data submitted directly by the participants. SEMI and David Powell, Inc. assume no responsibility for the accuracy of the underlying data.

semi.org