Mike & PK,
All things considered, I'd probably do it via a sector mutual fund versus any specific semi stock right now. That being said, I like the chart on KOPN for the moment.
Earnings warning season, geo political risks and looming oil shock (with it going higher....) all outweigh my investment premise right now.
I am focussed on 2 stocks right now, way outside the tech arena. I think DRIV is a internet survivor, and was just dumped on down to 9 mistakenly from SYMC woes (rebound in progress). Two 14+ recommendations just last week.
And my favorite stock right now? Trinity Biotech (TRIB), which is about to explode to the upside with approval of the fastest, most accurate HIV test for the US market. Trinity is the #1 seller of HIV tests OUTSIDE THE US MARKET, and is poised to get FDA approval for their test IN THE USA in Q2. All materials are submitted to the FDA, according to the company. See what happened to OSUR when they announced their HIV test late last year.........:) Trinity has a LOT more going for it that this HIV test, and I am really into this one for a wide berth of growth and biotech opportunities.
BTW, TRIB's chart is solid. I've been accumulating this stock for over a year (got some at .90). It's 1.94 now and acting well.
Regards to all... |