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ETG remains at an attractive discount, while many in the CEF space head to historically tight discounts. ETG's discount has been tightening up, but is still quite attractive compared to the average equity fund discount of 5.59%. Additionally, the fund pays an attractive 6.5% distr...
NZS Capital, an investment company focused on innovative businesses that work toward maximizing non-zero-sum outcomes for their investors, customers, employees, society, and the global environment. The NZS Capital Growth Strategy had a gross return of 6.87% in the first quarter of 202...
ASML is a leading company in the semiconductor industry, having a monopoly on EUV technology. Growth prospects for the industry and ASML are very good over the next decade, making it a very compelling investment for long-term investors. Its valuation is high, but the upcoming inve...
KLA's semiconductor metrology/inspection revenues increased 9% YoY as the company maintained a 50%-plus share of the market. Smaller companies such as Nova Measuring, Camtek, and Bruker grew more than 10% YoY and gained overall share of the market. Applied Materials moved back to ...
Taiwan Semi has leaped over Intel as the technology leader in semiconductors. TSMC is now at least one generation ahead - more likely two. But Intel has another problem: the phasing out of the x86 architecture across an increasing number of critical applications. As a result, Inte...
ASML is a crucial player in the global semiconductor supply chain and seems to be undervalued by the market despite strong momentum. Its new product extreme ultraviolet lithography will benefit from the demand for smaller, more powerful chips. ASML has a very strong management and...
In 2019, ASML moved to the top of the Wafer Front End ("WFE") rankings over Applied Materials. Applied Materials can move back to the top if it meets its guidance of $3.45 billion for the semiconductor sector in the current quarter. In 2021, large WFE equipment purchases by TSMC a...
Fisher’s 13F portfolio value increased from $117.8B to $133.5B in Q4 2020. They increased Alphabet and Total SA during the quarter. Fisher has a number of small positions in several ETFs/ETNs. For further details see: Tracking Ken Fisher's Fisher Asset Management ...
Applied Materials is a high quality business with a competitive advantage. Short-term tailwinds could continue to boost share price further. The margin of safety is non-existent at the current valuation despite factoring in growth. For further details see: Why Applied Ma...
ClearBridge is a leading global asset manager committed to active management. Research-based stock selection guides our investment approach, with our strategies reflecting the highest-conviction ideas of our portfolio managers. Overall market breadth began to expand beyond mega cap te...
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ASML reports €6.2 billion total net sales and €1.6 billion net income in Q2 2024 ASML continues to expect 2024 total net sales to be similar to 2023, supported by a strong second half year VELDHOVEN, the Netherlands, July 17, 2024 – Today, ASML Holding N...
ASML discloses 2024 AGM results Veldhoven, the Netherlands, April 24, 2024 – ASML Holding N.V. (ASML) today announces the results of its Annual General Meeting (AGM) held on April 24, 2024. The 2024 AGM marks the end of the terms of Peter Wennink and Martin van den Brink as Presi...
ASML reports €5.3 billion total net sales and €1.2 billion net income in Q1 2024 2024 outlook unchanged VELDHOVEN, the Netherlands, April 17, 2024 – Today, ASML Holding NV (ASML) has published its 2024 first-quarter results. Q1 total net sales of &...