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

To: Kirk © who wrote (7896)	11/27/2019 8:32:01 AM
From: robert b furman	Read Replies (1) \| Respond to of 26704

Hi Kirk, Wonder how strong their product line is, as 5G gets really its first initial ramp. It looks like a parabolic candidate. What a wonderful problem to have - scaling out into a runaway market. I've always dreamt of scaling out of my Cohu, if it ever looks as strong as Keys. Selling calls that expire within 30-45 days at near the money strike prices. With a little luck you get to sell some shares twice. Then roll them with 1/2 of the funds into dividend aristocrats and 1/2 into cash - after you've paid your quarterly estimated tax bill. Then you'll have a problem finding yield as you await the decline. That will be a high class problem to have. <smile> Bob