I’ve been posting a bit publicly about the sector so I may as well put the below excerpt up as well. Aside from the usual charts it was really just some dredging and speculating about the tax dynamics swirling around the sector (we also expanded a bit on the Biotech sector) within the US Stock Market segment, which covers a ton of sectors. First however, … Continue reading NFTRH 474 Excerpt on Medical Devices
I thought about it. In light of NFTRH 474’s spotlight on the medical device/equipment area I was looking through IHI’s holdings and came up with two companies to consider talking about in NFTRH 475. One was ARAY, which is making a technical breakout from a bottoming situation on its chart and the other was OSUR, which had been clobbered a few weeks ago. I’d decided … Continue reading Ora U Sure You Wanna Wait until NFTRH 475?
I don’t know how many times I bitch and moan about this but some areas of the mainstream financial media must be filtered to an extreme, almost as if they are purposely trying to mislead you. In the previous post this morning I highlighted some Semiconductor crack for the masses being dispensed. This post from November 3 highlighted why QCOM and MDT media pieces were … Continue reading MDT Beats, Stock Pops… Who Sold the Negative Stent Hype?
What got me checking into the SEMI data is a goofy MarketWatch article featuring a fund manager who owns the FAANG type stocks at 30 multiples, but has found relative value in AMAT and LRCX, the two Semiconductor Equipment stocks that I was bullish on 1.5 years ago. I know, I know… I sold too soon and that is my issue and I have to … Continue reading Semi Equipment Spending Record, 2018 Growth, But…
