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


To: Kirk © who wrote (9765)5/11/2020 1:38:37 PM
From: robert b furman  Respond to of 26408
 
Reduce my position at first.

Then probably hold my lowest cost shares.

I've already recovered the dividend loss by substitution into dividend Aristocrats and Kinder Morgan. They have a very stable cash flow and my view of natural gas is it will continue to displace coal for electrical generation.

In a very long run view EV's will require a lot of electricity and I think renewables are a scam and expensive.

The other stock I substituted was T. Covid 19 has put the internet even more entrenched and working at home most likely has forced a growing shift of implementation.

Jan's past employer bought every secretary a home computer and has rotating shifts coming in every other week. It has been well received by all of the paralegals and administrative assistants. I'm thinking it is here to stay. Legal office space will become smaller of firms will merge and use less space, a bit of both and in many other office environments.

A great move for Telco's and Sisco.

I'm going to do something I've never done - buy your service. You've proven your ideas are good and I want to try your sell on rips and buy on dips.

I need to find some new stocks.

I want to diversify a bit more.

Bob