Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 270.83

+1.0%

Nov 21 4:00 PM EST

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To: Sam who wrote (82697)	3/2/2019 11:39:12 AM
From: Kirk ©	of 95456

I call them makers of "picks and shovels" but I like the name "Arms Dealer" from that article. Another is Keysight... KEYS makes the equipment to test the devices and in 2017 they bought a 5G test company. It was tough accumulating more shares after its IPO & spin-off from Agilent due to the falling price and low analyst coverage... I'd have to go back but I don't think analysts even had forward earnings growth estimates until 2017 or 2018.... It looked "expensive" based on PE and PEG until recently when, of course, analysts joined me in seeing the potential and gave it a decent growth rate so next year's PEG was 1.05 when I did the February newsletter calculations. As tough as it was accumulating... I've taken some profits (at $80) and watch it go higher but we did get some shares back late last year for the portfolio at a great price so it made taking profits easier.

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