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Summary I launched the 4 factor dividend growth portfolio in November of 2022 and it got off to a fantastic start. The portfolio generated 7.66% of alpha in November and is thus far outpacing the S&P 500 Total Return in December. The journey for this portfolio is long but the op...
Summary Semiconductor stocks have rallied big off the market’s October low. A way to play a near-term consolidation or bullish take on the space is with a short put spread. Lam Research features an attractive valuation and a favorable risk to reward setup, and we outline an o...
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...
Shares of semiconductor equipment stocks ASML Holdings (NASDAQ: ASML) , Applied Materials (NASDAQ: AMAT) , and Lam Research (NASDAQ: LRCX) rallied in November, rising 17.4%, 24.1%, and 16.7%, respectively. There were several reasons for the across-the-board strength. F...
InvestorPlace - Stock Market News, Stock Advice & Trading Tips Although tech stocks represented one of the worst-hit sectors in the malaise that is 2022, a few of these tech stocks to buy could make a surprising comeback in Dec. While it’s no guarantee, the festive holiday spiri...
Summary Applied Materials is being impacted by a recent escalation of sanctions on China by the U.S. Government. The dour economy is forcing Applied's memory customers to make significant cuts in capex spend. A double-digit drop in 2023 WFE equipment revenues is around the cor...
Summary In its most recent filing, Buffett's Berkshire Hathaway disclosed a 60.1 million share position (~$4 billion) in Taiwan Semiconductor. TSM is the No. 1 holding in the VanEck Semiconductor ETF and the highest performance semiconductor maker in the world. While many inve...
Lam Research ( NASDAQ: LRCX ) shares popped 2% Tuesday morning after the semiconductor company acquired Semsysco to expand its advanced packaging capabilities for chips and chiplets. Financial terms of the agreement were not disclosed. Semsysco is a global provider...
Summary Tokyo Electron delivered very strong Q2 2023 results, but guidance for the second half of the fiscal year was disappointing. There are reasons to believe growth will return, and we continue to be optimistic about the company and its industry long term. In our opinion, ...
InvestorPlace - Stock Market News, Stock Advice & Trading Tips Although macroeconomic headwinds this year brutalized the innovation sector, investors should consider targeting tech stocks to buy amid the turmoil. True, the sector features risks – there’s no way around thi...
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2024-07-22 19:36:17 ET What a difference a week can make on the stock market. This truism seemed to be very much in force for microchip stocks on Monday. After last week's sell-off, many got off to a roaring start with the new trading week. Asian powerhouse Taiwan Semiconductor Manufa...
2024-07-14 12:00:00 ET The semiconductor industry is in recovery mode this year, thanks to the growing demand for chips from multiple applications such as smartphones, personal computers (PCs), and data centers. But there is one particular niche within this industry that is enjoying a bigge...