Investment

» tomkk - Taiwan Semis?

In response to Taiwan Semis? posted by Kirk:

Kirk - thank you. I understand your preference for equipment makers.
- Tom

-- posted by tomkk

» doctorj2 - Taiwan Semis?

In response to Taiwan Semis? posted by Kirk:

I started buying TSM back in March 2005 and have done pretty well trading it plus it pays a 3% to 4% cash dividend plus some extra shares of stock. Last July I had 3000sh and got 89 "free" shares of its stock plus they paid a $1393 cash dividend. They withheld $243 of that cash dividend for taxes so really I only got $1150. BAck then the stock price was about $8.50 and today it closed at $10.76 after taking a pretty good hit (6.27%) because their earnings and revenues were a little disappointing. It pretty much has traded between $7.50 and $11.50. I buy more when it drops and sell some when it goes up. My break even share price is now down to $6.43 so I'm up $4.33/share in less than 2 years. Of course, past performance may say little about future performance and who knows what will happen if the Chinese start talking about taking over Tawain or actually do it. Even so TSM is the largest chip maker in the world so they naren't going out of business and the Chinese have an awful lot of our dollars so it might not pay for them to stick it to US investors in TSM.

-- posted by doctorj2

» axolotl - What do you think about this individual, Kirk?

.............http://www.stockcoach.blogspot.com He is retiring from his blog - with returns like that he could become another Warren Buffett.

-- posted by axolotl

» axolotl - What do you think about this individual, Kirk?

In response to What do you think about this individual, Kirk? posted by Kirk:

I doubt that many were following him because most people want an established record and he is apparently stopping his public record now. I have one stock in common with his list. He seems to be heavy into small tech stocks and most people do not understand tech. I stumbled onto his blog recently from http://www.stockpickr.com

-- posted by axolotl

» GetMo - The January Effect

Anyone have any thoughts on the Jan effect. I have heard it said that because more people anticipate it, the effect itself is occurring in Dec instead of January. If you follow this logic, I would assume that it would evolve into a more aggressive position in the fall, with an exit strategy before the usual May exit?

-- posted by GetMo

» davey52 - re: Verigy ready to rock?

In response to re: Verigy ready to rock? posted by Kirk:

How sweet it is. Thanks Kirk:)

-- posted by davey52

» lcha - re: Verigy ready to rock?

In response to re: Verigy ready to rock? posted by Kirk:

Looks like a verigy good day for this stock!

-- posted by lcha

» hickfish - 2007 Correction Statistics

In response to 2007 Correction Statistics posted by Kirk:

Kirk, the correlation is amazing, but looking at the two time periods the earlier one seemed to be much more significant. From beginning to end it had a rise of about 56%. The 2005-07, if it achieves 1550 will only be 29% or so.

I would much rather see a divergence and get a 50%+ gain, of course.

Any thoughts?

-- posted by hickfish

» SteveT - Strong Jobs Report should be good for the market

In response to Strong Jobs Report should be good for the market posted by Kirk:

.
I must say it was nice to see the average hours worked in manufacturing up a little. Perhaps at some point soon we will see the much anticipated increase in capital spending?
.

-- posted by SteveT

» bob90245 - Strong Jobs Report should be good for the market

In response to Strong Jobs Report should be good for the market posted by Kirk:

I believe the strong jobs report could be a mixed bag for the stock market. Remember, we're in the late stage of the expansion. If we were at the start of an economic expansion, then a strong jobs report is unquestionably bullish for the stock market. But as we are in the late stage of the expansion, the Fed will no doubt keep their feet on the brakes and not consider a rate cut. So the slow growth economy that we've been experiencing will likely continue for the foreseeable future. Not sure the stock market will view that as a positive. But with the economy in slow growth mode, corporate profits may also be tempered. Just my humble opinion, of course.

-- posted by bob90245