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To: Kirk © who wrote (77298)10/5/2017 4:03:22 PM
From: seminole
1 Recommendation   of 78211
 
I voted!
With low but increasing interest rates, a shortages of housing inventory, near full employment,
an aging population, and a confused Fed; this economic expansion will not end well.
I expect a bear market in the bond market to fuel a final leg up and bubble in the stock market.

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To: Sam who wrote (77300)10/5/2017 4:09:18 PM
From: Kirk ©
   of 78211
 
Wouldn't that be similar to about right? That is what I consider risks and rewards are equal.

I'd add that if I could. Perhaps post that as a reply to the poll so we can click the "replies" and see all who don't know.

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To: seminole who wrote (77301)10/5/2017 4:10:40 PM
From: Kirk ©
   of 78211
 
Yeah, that seems a reasonable ending but when and how much higher is also important. Rebalancing a balanced portfolio can mean you have 50% more money if the market doubles again then still have plenty to buy a 50% decline from that level.

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To: Kirk © who wrote (77302)10/5/2017 4:15:22 PM
From: Sam
   of 78211
 
No, because I wouldn't say it is "About right". I really have no idea. I don't buy "the market". I buy individual stocks. Although it is true that I have opinions about the market. Opinions which are very fluid and can change on a dime depending on circumstances.

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To: Sam who wrote (77304)10/5/2017 4:24:55 PM
From: Kirk ©
   of 78211
 
Too bad I can't edit it... I'll try to remember to have "no opinion, I don't know" for the next one.

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From: Donald Wennerstrom10/5/2017 4:48:09 PM
2 Recommendations   of 78211
 
This is day early to post the results of the week for the SOXM stocks and major indices, but some interesting results so far.

There are 9 stocks down so far, and among them are AMAT(-1.3%), ASML(-1.6%), KLAC(-4.1%)(at the bottom), and LRCX(-1.2%), all 4 of the big semi-equip makers. At the same time, the SOX is up +14.32(+1.2%), COMPX UP +89.40(+1.4%), DOW up +373.40(+1.7%), and the SPX up +32.86(+1.3%).

INTC(+3.8%) and AMD(+4.6%) are doing great while MU is up +4 cents(+0.1%), along with the SOXM up +1.10(+0.1%), both trying to keep their "chin above water":-)


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To: Kirk © who wrote (77303)10/5/2017 5:07:33 PM
From: seminole
   of 78211
 
My guess is the FED will be behind the curve on increases in inflation, that will start next year.
I expect Trump to appoint a new Fed Chief who will be slow to raise rates (they will raise two or three time by 1/4 instead of by 1/2).
Also, with the midterm elections the Fed will feel pressure not change rates. Inflation will come from wages and housing costs.
I expect by 2019, the experts will be justifying S&P multiples of 24-25. I am a value investor who will need a supply of Xanax by 2019.

I am a retiree with no bonds. I use pensions and SS income for stable income. I keep a large (20-40%) cash position to lower the risk of my aggressive stock portfolio.
I generate returns on the large cash position by selective short term trades. Trading in and out of my cash position has generated a 5-6% short term return.
A large number of my trades have been in MU and INTC. Currently I have just entered SWKS.

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From: Gottfried10/5/2017 6:11:00 PM
2 Recommendations   of 78211
 
bpNDX rose one to 60% [REGN]


Sep22 Sep25 Sep26 Sep27 Sep28 Sep29 Oct02 Oct03 Oct04 Oct05

AABA
ADBE
ADI
ADP AABA AABA AABA AABA
ADSK ADBE ADBE ADBE AABA ADBE
ALXN ADI ADI ADI AABA ADBE ADI
AMAT ADP ADP ADP AABA AABA ADBE AABA ADI ADP
AMGN ADSK ADSK ADSK ADBE ADBE ADI ADBE ADP ADSK
ATVI ALXN ALXN ALXN ADI ADI ADP ADI ADSK AMAT
AVGO AMAT AMAT AMAT ADP ADP ADSK ADP AMAT AMGN
BIDU AMGN AMGN AMGN ADSK ADSK AMAT ADSK AMGN ATVI
BIIB ATVI ATVI ATVI AMAT AMAT AMGN AMAT ATVI BIDU
BMRN BIDU BIDU BIDU AMGN AMGN ATVI AMGN BIDU BIIB
CA BIIB BIIB BIIB ATVI ATVI BIDU ATVI BIIB BMRN
CELG BMRN BMRN BMRN BIDU BIDU BIIB BIDU BMRN CA
CERN CA CA CA BIIB BIIB BMRN BIIB CA CELG
CMCSA CELG CELG CELG BMRN BMRN CA BMRN CELG CERN
COST CERN CERN CERN CA CA CELG CA CERN COST
CSCO CMCSA CMCSA CMCSA CELG CELG CERN CELG COST CSCO
CSX COST COST COST CERN CERN CMCSA CERN CSCO CSX
CTAS CSCO CSCO CSCO CMCSA CMCSA COST COST CSX CTAS
CTSH CSX CSX CSX COST COST CSCO CSCO CTAS CTRP
DLTR CTAS CTAS CTAS CSCO CSCO CSX CSX CTRP CTSH
EA CTSH CTSH CTSH CSX CSX CTAS CTAS CTSH CTXS
EBAY DLTR DLTR DLTR CTAS CTAS CTSH CTSH CTXS DLTR
FAST EA EA EA CTSH CTSH CTXS CTXS DLTR EA
FB EBAY EBAY EBAY DLTR DLTR DLTR DLTR EA EBAY
FISV FAST FAST FAST EA EA EA EA EBAY FAST
GILD FISV FISV FISV EBAY EBAY EBAY EBAY FAST FISV
ILMN GILD GILD GILD FAST FAST FAST FAST FISV GILD
INTC HAS HAS GOOGL FISV FISV FISV FISV GILD GOOGL
INTU ILMN ILMN HAS GILD GILD GILD GILD GOOGL HAS
ISRG INTC INTC ILMN GOOGL GOOGL GOOGL GOOGL HAS ILMN
JBHT INTU INTU INTC HAS HAS HAS HAS ILMN INTC
JD ISRG ISRG INTU ILMN ILMN ILMN ILMN INTC INTU
KLAC JBHT JBHT ISRG INTC INTC INTC INTC INTU ISRG
LRCX JD JD JBHT INTU INTU INTU INTU ISRG JBHT
MAR KLAC KLAC JD ISRG ISRG ISRG ISRG JBHT KLAC
MCHP LRCX LRCX KLAC JBHT JBHT JBHT JBHT KLAC LRCX
MDLZ MAR MAR LRCX KLAC KLAC KLAC KLAC LRCX MAR
MNST MCHP MCHP MAR LRCX LRCX LRCX LRCX MAR MCHP
MSFT MDLZ MDLZ MCHP MAR MAR MAR MAR MCHP MNST
MU MNST MNST MNST MCHP MCHP MCHP MCHP MNST MSFT
MXIM MSFT MSFT MSFT MNST MNST MNST MNST MSFT MU
NFLX MU MU MU MSFT MSFT MSFT MSFT MU MXIM
NTES MXIM MXIM MXIM MU MU MU MU MXIM MYL
NVDA NFLX NFLX NFLX MXIM MXIM MXIM MXIM MYL NFLX
ORLY NVDA NVDA NVDA NFLX NFLX NFLX NFLX NFLX NVDA
PCAR ORLY ORLY ORLY NVDA NVDA NVDA NVDA NVDA ORLY
PCLN PCAR PCAR PCAR ORLY ORLY ORLY ORLY ORLY PAYX
PYPL PCLN PCLN PCLN PCAR PCAR PCAR PAYX PAYX PCAR
QVCA PYPL PYPL PYPL PCLN PCLN PCLN PCAR PCAR PCLN
ROST QVCA QVCA QVCA PYPL PYPL PYPL PCLN PCLN PYPL
SIRI ROST ROST ROST QVCA QVCA QVCA PYPL PYPL QVCA
SWKS SIRI SIRI SIRI ROST ROST ROST QVCA QVCA REGN
SYMC SYMC SYMC SYMC SIRI SIRI SIRI ROST ROST ROST
TRIP TRIP TRIP TRIP SYMC SYMC SYMC SIRI SIRI SIRI
TSCO TSCO TSCO TSCO TRIP TRIP TRIP SYMC SYMC SYMC
TSLA TSLA TSLA TSLA TSCO TSCO TSCO TRIP TRIP TRIP
TXN TXN TXN TXN TXN TXN TXN TSCO TSCO TSCO
VRSK VRSK VRSK VRSK VRSK VRSK VRSK TXN TXN TXN
WBA WBA WBA WBA WBA WBA WBA VRSK VRSK VRSK
XLNX XLNX XLNX XLNX XLNX XLNX XLNX XLNX XLNX XLNX

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To: Gottfried who wrote (77308)10/5/2017 6:15:35 PM
From: Gottfried
2 Recommendations   of 78211
 
10 new 52 week NDX high(s)
	10/05/2017
Close Volume
BIIB 326.74 2159738
CTAS 148.01 609272
ISRG 1089.68 272200
MAR 111.27 3459129
MSFT 75.97 21192669
NFLX 194.39 19370828
PAYX 63.25 2401918
PCAR 74.73 1664682
PYPL 65.82 7442976
TXN 91.14 3241790


NO new 52 week NDX low(s)

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To: seminole who wrote (77307)10/5/2017 6:52:34 PM
From: Kirk ©
   of 78211
 
That seems like a reasonable progression and plan.

Thanks for sharing.

Why do you like Skyworks now? A potential breakout of the 2015 top, the jump in earnings or ????

,

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