We recently bought shares of Synaptics Inc. (SYNA) and included the name in our weekly list, a fabless semiconductor solutions provider, which we believe is standing at a beginning of a new multi-year cycle with a restructured portfolio of products for the consumer markets and a strong balance sheet that should allow the company to move aggressively in seizing opportunities to build its portfolio for higher growth and better margins.
The stock performance of Nvidia Corporation (NVDA) and Advanced Micro Devices Inc. (AMD) over the last few years has taught us that the market