All 3 have done very nicely of late. Hard to tell if it's only the market's rise or if we are really starting to price in the rebound that is expected in these stocks during the second half of this year. We sold CREE a while back and have regretted it, especially since we didn't keep some profit stock. I don't recall who we purchased at the time but I do know they outperformed CREE for a couple of quarters after we made the move.
We own the following semis:
AIXG, EZCH, ATML, ACLS, AMBA, IXYS, RTEC, MU, MTSN, AEIS, IPHI, QUIK, UCTT, SIMO, LTXC
Keep in mind that we don't buy because we think these are the best to hold for the long haul. Very often, it's because we saw a chart setup and/or fundamental change that looked attractive at the time. With all of these, we took our usual oversized setups and then left profits in stock. |
