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

To: Kirk © who wrote (10554)	11/5/2020 2:17:20 PM
From: berniel	Read Replies (1) \| Respond to of 26820

ASO, eye on it Do Dillgence

To: Kirk © who wrote (10554)	11/5/2020 3:39:10 PM
From: robert b furman	Read Replies (2) \| Respond to of 26820

Hi Kirk, Yes and it has had quite a drop - which when good earnings and EPS are guided, that drop can be recovered quite quickly. BRKS has plummeted from $57.00 to $42.00 over the last 3 months and it has reclaimed it in the last 4 days (earnings due out on the 10th next week AH). Congrats on a great position and dynamic portfolio growth! Some fast portfolio appreciation going on. I'm still lagging my portfolio high from August 2018. Cohu is sneaking up to its high in $27.83, while Brks is with in a buck and change. I'm looking to sell some covered calls on my higher flyers in a bit. That being said, I've got a bit of cash, but things are a bit pricey. Only one small put to expire in December and my year is in the books. All in all a good year. My biggest decline in income, was interest income - Last year I had some 4% rate months, this year it is down to 1.40 %. Fortunately I had some dividend revenue growth. Every year a little different dance it seems. Bob