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

To: Return to Sender who wrote (86396)	1/31/2021 5:39:28 PM
From: robert b furman	1 Recommendation Recommended By Return to Sender Read Replies (1) \| Respond to of 95572

HI RtS, Was thinking the same today. Mega caps stall and go sideways for 4-6 months. Small caps blow up and go crazy on a percent basis. IPO's get sccoped up and go crazy such that every one chases them. We've surely gone from investing to speculation. It's the fast price mark up phase. As that occurs, it is time to scale out. One thing I know for sure, it is better to be out early than it is late. I'll keep my commodity based energy stocks that are dividend aristocrats, KMI, CVX, XOM, and T (telco). Brks and Cohu, I'll sell out into. Pretty much have already on Brks. Times are getting to be fun. Now to scale out and not get back in for a long time. Bob