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: robert b furman who wrote (12465)	12/6/2021 11:58:31 AM
From: Kirk ©	1 Recommendation Recommended By berniel Respond to of 26439

Indeed, all true. Also, I made a LOT of money being long top names in that sector by taking profits when "everyone" loved them then buying back when they were hated again. It is hard to believe at one point that doesn't seem long ago I was able to load up my ROTH with AMAT paying a 4% dividend! Now I read Citi has it as a top pick replacing one of Cramer's stocks, Marvel... I worry when the expert churnmasters "discover" my stocks.... Even after these HUGE runs, LRCX and AMAT pay very nice dividends compared to what you get in cash and they are generating enough cash that they'll have no problem paying the terrorist government the 1% fee to buy back their own shares. Did the terrorists give them an extra 1% when they issued the shares???? Anyway, the point of the chart was there is history of great companies that 20 years later were the clear ones to own but it was not a smooth ride. These days we may be considered, with the nice dividends and balance sheets, the "value stocks" that soar even as the Kathy Wood bubble brain stocks get hammered just like Buffett's value stocks did very well after the tech/telecom bubble burst between 2000 and 2002. Thanks for your thoughts Bob Kirk out

To: robert b furman who wrote (12465)	12/8/2021 10:39:47 AM
From: Kirk ©	2 Recommendations Recommended By robert b furman rogermci® Read Replies (1) \| Respond to of 26439

Last night a buddy told me he didn't follow my recent buy of Intel at $48.25 because .... all the sound bites you hear on TV. My reply was they are still growing and making a ton of money. IF they have to spend "too much" to compete with TSMC, then they could become worst case high dividend payers like the oil companies but I'm betting on the upside. Most of my life I've argued companies that have great manufacturing are ASSETS that governments should do all they can to attract. Anyway.... we know how that ended with most of them going overseas while CA lost chip manufacturing starting with its high sales tax and annual property tax on new equipment.... More discussion and my charts here facebook.com