NFTRH+; A Sector Rotation Buy Candidate

The Materials sector has been one that has been rotated into as Tech (especially software) has been rotated out of. Much like the gold mining sector and other more commodity/resources-related…

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Materials Sector Intrigue

This one was benefited as part of the Trump Trade before that bull in a China shop started breaking things in global trade. So ironically, Materials are now in the…

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Updating Stocks Previously Discussed

To recap a few other stocks I've mentioned publicly over time, they don't all go as well as hysterical little Trixy. There are the bad to go with the good…

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Profit & Rotation Time Again; CCMP Out, CBT In

Knowing full well that the market is making me look smart (as opposed to me actually being smart) I made a handy switch.  CCMP, the Semiconductor manufacturing materials company, is…

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CCMP’s Daddy, Cabot Corp.

Many years ago Cabot Microelectronics, itself surging on earnings today per the previous post, was spun off by Cabot Corp., an industrial materials and chemical company (and long time maker…

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