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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: WIND FALL who wrote (69527)	1/13/2022 8:47:40 PM
From: robert b furman	Respond to of 78954

Cohu and Azta. Bob

To: WIND FALL who wrote (69527)	1/14/2022 12:01:58 AM
From: Paul Senior	2 Recommendations Recommended By Lance Bredvold petal Respond to of 78954

"...sitting on a mountain of cash which would benefit..." That for me is a tough one. You want mountain of cash AND cash that would benefit from rising rates. Would that be if the company kept cash and got higher returns on it? Or would the benefit be from deploying that cash in a market that's seeing higher interest rates. What outsider can anticipate that deployment? I can come up with several high cash/sh stocks, but they also have offsetting debt. For the stocks I hold, I've no idea now whether such debt does or does not need to soon be refinanced (I might guess at higher rates) For a name, there's AGX. (I have a few shares.) Lots of cash/sh and little ltd finance.yahoo.com I don't understand construction company accounting though. Sometimes they record earnings on % of completion of contracts. I've been burned when there's been completion and final accounting "adjustments". Some construction companies keep lots of cash for bidding for contracts to show they have resources to fullfill the contracts if awarded.

To: WIND FALL who wrote (69527)	1/14/2022 1:01:27 AM
From: bruwin	Read Replies (2) \| Respond to of 78954

Mountains of Cash earning what ???? ....... The current long term government bond in the USA is yielding around 1.6% per annum .... The current RATE OF INFLATION IN THE USA IS RUNNING AT 7% !!! ....... Sitting on "Mountains of Cash" doesn't sound like too much of a "Smart Investment" at the current time ...... Even if the FED raised Interest Rates by some phenomenal amount they could never come close close to the ERODING effect of 7% Inflation, caused, to a "Large Extent", by the "printing" of all those Billions/Trillions of Dollars out of "thin air", PLUS the USA's ongoing obsession about constantly raising the "Debt Ceiling" every year !!! ................. When is America going to STOP SPENDING MONEY that it doesn't have ??!!!