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

To: Kirk © who wrote (10997)	2/23/2021 12:49:42 PM
From: robert b furman	Respond to of 26788

Hi Kirk, Thanks, Still have a bunch to sell. Hoping 2021 earnings carries it back to new highs. With their new scale, they'll find a higher revenue level and consistent revenue from their installed owner base much like the other big equipment makers. Clx is a headwind for this weak and a moderate tailwind next week (later). I think this correction may take more time. A decent retrace reset would be healthy of the SOX. TSLA, AAPL may find selling after they reverse. Could be good for a healthy rotation. Energy appears to be seeing it already. Bob