Ora U Sure You Wanna Wait until NFTRH 475?

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?

MDT Beats, Stock Pops… Who Sold the Negative Stent Hype?

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?

Semi Equipment Spending Record, 2018 Growth, But…

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…