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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (61421)10/26/2018 7:52:03 PM
From: Elroy  Read Replies (1) of 78740
 
Do you still own your SIMO? I would hold that one.

All this weakness in semiconductor land should be a positive development for SIMO. My hunch is it has fallen with the semiconductor group, but the decline in unwarranted. Hopefully their guidance on Monday afternoon next week allows them to separate from the semi group and trade on their company specific improving fundamentals.

I wouldn't be surprised to see a dividend increase Monday as well.
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