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I manage two portfolios, the first holds "risky" thematic technology, biotech, and high growth companies. The second is my sleep well at night portfolio, holding the majority of my assets. Growth has certainly been out of favor lately and my SWAN portfolio has more than held its own r...
KLAC is a wonderful company trading at a reasonable price. KLAC is more profitable than its peers and has exceptional returns on capital. We believe the company has a competitive advantage based off of its high market share in process control and excellent financial metrics. W...
When the market is in a phase of rich valuation, it is tempting to broadly identify the market for these stocks as “overvalued”. Making the distinction between stocks deserving high valuations and those that are overvalued is key, particularly in the current market. ...
Fisher’s 13F portfolio value increased from ~$133.5B to ~$142B in Q1 2021. They increased Walt Disney and Eli Lilly while trimming Taiwan Semi, JD.com, and Pinduoduo. Fisher has a number of small positions in several ETFs/ETNs. For further details see: Tracking Ke...
Recent and very strong semiconductor earnings reports are a reminder to investors of what an important technology sub-sector semis are. Strong demand is coming from a plethora of diverse markets: smartphones, automotive, and data-centers just to name a few. Whether you decide...
Sector ETFs offer an agile investor broad exposure to a theme while limiting single-stock risk. By eliminating single-stock exposure you increase your ability to harness the bulk of the trend. The semiconductor ecosystem is in the midst of a golden cycle with demand exceeding supp...
EWN is a relatively popular exchange-traded fund that invests in Dutch equities. The Netherlands is not the most obvious place to invest for U.S. investors, but it is home to one of the most successful tech companies. ASML is a significant holding of EWN. And while it has performe...
ASML Holding N.V. (ASML) Q1 2021 Earnings Conference Call April 21, 2021 09:00 AM ET Company Participants Skip Miller - Vice President, Investor Relations Peter Wennink - Chief Executive Officer Roger Dassen - Chief Financial Officer Conference Call Participants Mehdi Hosseini - Susquehanna I...
The following slide deck was published by ASML Holding N.V. in conjunction with their 2021 Q1 earnings call. For further details see: ASML Holding N.V. 2021 Q1 - Results - Earnings Call Presentation
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...
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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 &...