2022 planning

[ken-do-nim]

(10-14-2021, 08:16 AM)fenders53 Wrote: Ken,

If you get a dip in chips during earnings season (somebody will miss), I'd probably get that shopping done soon.  I'm not suggesting you sell something you are way down in but you know how the market looks forward.  Chips may peak in 2023 and the market will already be worrying about a return to normal and the next down cycle.  Semis will never be completely immune from cycles.  Same as most hardware.

Agreed; I want to be all set on the chip stock targets by mid-2022.  Other targets like Blackstone, Rio, Eli Lilly can come in during the second half of the year.