LRCX News and Press, Lam Research Corporation From 01/15/23

Summary Lam Research is well positioned to benefit from the increase in semiconductor manufacturing capacity and has executed well in a tough environment. Despite their operational success and growth prospects, the stock has sold off over the past year. Due to an attractive valuatio...

InvestorPlace - Stock Market News, Stock Advice & Trading Tips With 2022 in the rearview mirror, it’s time to hunt for solid, undervalued long-term stocks to buy.  First, it’s essential to define what is meant by long-term. Secondly, we need to classify what makes a stoc...

Summary This thesis assesses the risks to Taiwan's two main chip contract manufacturers by focusing on the location and impacts on their fabs in case of military action. First, U.S. sanctions restricting chip exports to China not only reduce China's ability to modernize its army but als...

Summary The 4 factor dividend growth portfolio was launched on November 1st, 2022, and is thus far off to a great start. The portfolio generated 0.28% of alpha in December and continues to outpace the S&P 500 Total Return. The journey for this portfolio is long but the optimisti...

Summary I significantly pruned my watchlist, removing a number of companies and adding in some high quality companies. I discuss my strategy of focusing on high quality companies and the mistakes I made including some cheap companies on previous watchlists. I name the top companies ...

Summary Our 3-step process focuses on wide-moat stocks (as per Morningstar’s rating). We are only interested in those targets that are attractively valued in historical comparison. We share the heat map of the most investable candidates that may be worth your time for further...

Lam Research Corporation Announces December 2022 Quarter Financial Conference Call PR Newswire FREMONT, Calif. , Jan. 5, 2023 /PRNewswire/ -- Lam Research Corp. (NASDAQ: LRCX) today announced that the company will host its quarterly financial conference call and ...

Summary Micron Technology, Inc. and other memory companies have substantial inventories to work through, as revenues plummet. The logic/foundry IC sector will not exhibit the revenue plunge in 2023 as will the memory IC sector. Applied Materials and Lam Research have the greatest ex...

InvestorPlace - Stock Market News, Stock Advice & Trading Tips Although 2022 undeniably imposed a rough outing for most investors, the optimistic types can use the red ink to their advantage with growth stocks to buy for the new year. True, global recession fears dominate headlines (am...

Summary The year 2022 was bad for semis even though business was mostly good, which provides an important clue as to how 2023 could play out. Fundamentals in the semiconductor industry deteriorated as 2022 went by, but stocks did the opposite by getting better heading into 2023. The...