Friday, June 15, 2007
Sector Spotlight: Semiconductors
I know, HANS is up a bundle and you are very appreciative for "The Fly's" persistence in recommending the name. Moreover, you love Monster Energy Soda and will not sell the stock, since it's going much higher.
Mention MVIS going lower and I'll send someone to break your legs.
Of course the market is going higher. We have good growth, tame inflation and lots of cash to invest. Plus anyway, people, like me, enjoy grilling the short sellers, until they are extra crispy.
It's time for the semi's to run.
As you know, the big industrial names have led this market higher. However, with stocks like POT, DE, AG and VLO already up huge, I suspect investors will look for bargains. Believe it or not, on a PE to growth basis, the semi's are cheap.
In that space, I am warming up to TRID, FORM, BRCM, SNDK, MU and SIRF. I outright like and own INTC, MRVL and KLAC.
Also, the telco's are ripping, with nice gains in GLDN, RCI, RCCC, TCN, TKC and HTC.
Finally, with my money, I will be adding to my MVIS, BBY and LNN positions.
Mention MVIS going lower and I'll send someone to break your legs.
Of course the market is going higher. We have good growth, tame inflation and lots of cash to invest. Plus anyway, people, like me, enjoy grilling the short sellers, until they are extra crispy.
It's time for the semi's to run.
As you know, the big industrial names have led this market higher. However, with stocks like POT, DE, AG and VLO already up huge, I suspect investors will look for bargains. Believe it or not, on a PE to growth basis, the semi's are cheap.
In that space, I am warming up to TRID, FORM, BRCM, SNDK, MU and SIRF. I outright like and own INTC, MRVL and KLAC.
Also, the telco's are ripping, with nice gains in GLDN, RCI, RCCC, TCN, TKC and HTC.
Finally, with my money, I will be adding to my MVIS, BBY and LNN positions.
Comments:
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Back up the truck on MVIS! It's a freaking projector for portable devices. All the growth is in mobile video. None of the competition has anything nearly as good as this. A deal is imminent. MVIS market cap is only $220million. Opportunity of a lifetime!
zombie--
if you blaspheme one more time, I will personally see to it that you are hauled off to Sunday School and tasered. You are on dangerous ground and have been warned.
on a brighter note:
almost all my stocks are posting gains today.
if you blaspheme one more time, I will personally see to it that you are hauled off to Sunday School and tasered. You are on dangerous ground and have been warned.
on a brighter note:
almost all my stocks are posting gains today.
GNSS is showing signs of life again, too.
BRCM plans to eat SIRF's lunch with its acquisition of Global Locate. That's probably why SIRF has been sucking ass, so it may already be priced in.
BRCM plans to eat SIRF's lunch with its acquisition of Global Locate. That's probably why SIRF has been sucking ass, so it may already be priced in.
Wow, Fly, you seem so smart and all with your anti-short trades, but you're drinking the Kool-aid if you believe the government's inflation data. But I guess you are a fucking moron, even a dead clock is right twice a day.
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