As my portfolios get pressured by the market's fear of a Fed trying to stuff the inflation it created back in the bottle, I've had a second positive surprise in…
![Read more about the article Staring at the horrific (?) chart of CCMP [w/ edit]](https://i0.wp.com/nftrh.com/wp-content/uploads/2018/09/goats.png?fit=256%2C308&ssl=1)
CCMP's daily chart sux [edit] after all that, I sold it. Not so much for CCMP reasons but for portfolio management reasons. Look at the disgusting short-term pattern, just begging…
A few weekly charts (the index, the primary chip maker, an equipment company and a materials company) to gauge the progress of this sector that was so hard to get…
While some might want us to focus solely on the big layoff at Cisco, why don't we stay with what is actually happening. What is actually happening is that there…
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…
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…
Thing 1 is Lam Research, a Semiconductor Equipment company. I have held it for weeks but given the market's short-term risk profile, am taking well earned profit as I did…