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Technology Stocks : Semi Equipment Analysis
SOXX 342.47+1.6%Jan 16 4:00 PM EST
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To: Sam who wrote (77935)11/29/2017 10:41:52 AM
From: booney11 Recommendation

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These companies should get a massive benefit from the repatriation of off-shore capital.

According to Yahoo finance, LRCX has $38/share in cash. KLAC has $22.

When the repatriation part of the tax bill becomes effective, they will return cash to shareholders by buy backs or dividend increases.

My guess for the correction is that they have had a large run-up, and it's 7 weeks until earnings start coming in to serve as a catalyst. Meanwhile some other sectors seem to be running hot, so there's some sector rotation going on.
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