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: y2kate who wrote (17801)	1/19/2024 5:59:59 PM
From: Kirk ©	Respond to of 26437

You're welcome and thank you for sharing your profitable ideas. My only complaint is you didn't make a strong enough case to convince ME to buy some! LOL BTW, I VERY seldom buy new stocks as my portfolio is up so much, that I'm always looking where to take profits to get my allocation down to target and to have extra spending cash. I'd love to completely sell a few names to make my portfolio simpler too...

To: y2kate who wrote (17801)	1/19/2024 6:06:11 PM
From: Kirk ©	1 Recommendation Recommended By berniel Read Replies (2) \| Respond to of 26437

Also, I own very similar HPE with a near zero cost basis from my HP days... Did you notice that SMCI used their good sales to issue upside guidance and HPE used it to buy Juniper? BOTH SMCI & HPE proved there is good value in the sector as it is only off 10% or so.