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Strategies & Market Trends : The Art of Investing

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To: Sun Tzu who wrote (3374)	1/20/2022 4:45:43 PM
From: Sun Tzu	Read Replies (1) of 10701

A couple of things about that article: (1) I have a screen for the semis that I'd like to buy on pullback and every stock they recommended, except for INTC, is on that screen. So I know what they are talking about. (2) In the current situation the most pertinent thing that article said is this: "The SOX is now trading at 7.9 times estimated next 12 months sales—more than double its historical 10-year average." Good luck PS Another strange sign of times was an article (on Street.com, I think) that argued chips and semicaps should not be considered as a cyclical business and we should think of them as secular growth companies.

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