Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: TigerPaw who wrote (11641)	7/28/2021 3:41:43 PM
From: Kirk ©	1 Recommendation Recommended By berniel Read Replies (1) \| Respond to of 26800

I have a similar issue. The "work-a-round" is to take profits on the momo stocks then buy them back if you get a pullback and thus pay your own dividend that often far exceeds what most dividend stocks pay. These days I look at dividends but get my overall return from the portfolio that includes trading the momentum and low/zero dividend stocks.

To: TigerPaw who wrote (11641)

7/30/2021 11:10:52 AM

From: Kirk ©

1 Recommendation

Recommended By
rcksinc

Read Replies (1) | Respond to of 26800

I still have a lot of AMAT and LRCX due to buying in the 1990s in TAXABLE accounts when they were out of favor and I felt they would be world leaders someday.... I guess I'm a dork for selling any Lam now at $622 that I only paid $3.33 for... but it gave me cash to buy dips, contribute to my ROTH and then buy LRCX again there to sell after huge gains... lather rinse and repeat.

I still have some AMAT in my ROTH bought in 2011 & 2012 in low teens when we got a short 21% bear market in the S&P 500... again another good dividend payer that I'll hold unless things get insane.

The dividends LRCX pays each year is far larger than the per share price I paid... simply amazing returns.

Anyway, it sounds like they will be even more important going forward if Biden gets his money for "infrastructure."

From an SIA email this AM.. lets see how it formats here

July 30, 2021
SIA News Roundup

INDUSTRY/MARKET Senate’s semiconductor aid may be opening bid in global race

Roll Call

The report said U.S. manufacturers suffered from “structural disadvantages in the cost of two factors: labor and utilities.” Labor costs for chip fabrication, construction and operation are 40 percent higher than in Singapore and Taiwan, the report said. But Erik Pederson, director of government affairs at the Semiconductor Industry Association, said the higher U.S. labor cost had less impact on companies’ choice of manufacturing location than subsidies abroad. The association and Boston Consulting’s report said a $50 billion government incentive would attract 19 new U.S. chip fabrication facilities, or 10 more than would be the case without the money. The new facilities would raise U.S. capacity to 14 percent of the market by 2030 from 12 percent, the report said.

Lawmakers from Texas Search for Solutions with Semiconductor Shortage

KTRH News Radio

Erik Pederson, the Director of Government Affairs at the Semiconductor Industry Association, says solving the shortage is especially important for Texas. “The semiconductor industry employees about 44 thousand people in the entire state, and it’s our second largest state for employment. We have a number of manufacturing facilities,” Pederson said.

WSJ’s Gerald Seib on the global chip shortage and infrastructure bill

CNBC – video

The push to complete the nearly $1 trillion infrastructure bill is hitting a number of hurdles. Gearld Seib, Wall Street Journal columnist, joins ‘Power Lunch’ to discuss the bill, how to resolve the chip shortage and more.

The Really Critical Infrastructure Need: American-Made Semiconductors

WSJ

America today is dangerously reliant on foreign producers of semiconductors, crucial components of everything from phones to laptops to cars to smart appliances to much of the equipment in your local hospital. The U.S. share of global semiconductor manufacturing capacity has dropped to 12% today from 37% in 1990, according to a study by the Boston Consulting Group.

Semiconductor shortage hammering automakers, costing billions in lost production and sales

The Washington Post

The global shortage of computer chips continues to hammer automakers, forcing factory shutdowns and sapping sales and profits, with mixed views on when relief might arrive. Seventeen auto factories in North America and Europe have halted or reduced production in recent weeks over the scarcity of the tiny components, according to Seraph Consulting, which is advising automakers on the shortages. The shutdowns have affected plants in Michigan, Kentucky, Kansas, Mexico, Canada and Germany.

The Cybersecurity 202: Biden plans to expand government’s role protecting key industries from cyberattacks

The Washington Post

President Biden will today announce a major program outlining how critical industry sectors such as energy, transportation and agriculture should be protecting themselves against cyberattacks.