On Oct 14th when I posted this message, I was waiting for a response to an inquiry as to how to play this stock. I received no responses but it seems the situation was addressed by the "falling price".
I stepped in at 3 5/8 and right now am sitting real pretty at 6 1/2 (bid). Some of the volume you may have noticed on Oct 22-24 was mine. A 75% return on investment is not bad for less than a month. Please do not take this as a gloat since the ride on AEIS is not even close to being over. My belief is that AEIS is still a takeover candidate and that it still has at least another double to go (13). Now that LRCX, AMAT, and NVLS are starting to move (AMAT is buying both ORBOT and OPAL with money still available for other acquisitions), there will be a direct trickling down toward AEIS, since their fortunes are tied to the above 3 companies.
By the way, good things come to those that wait and recognize value.
Another poor IPO compnay was CFMT which I picked up under $10 which is now over $16. These guys are an up and coming critical supplier to the industry for contamination free cleaning within IC manufacturing. They got a slow start out in the investment world and has finally started to move. I believe it may play to 20 and then retreat. CYMI was a hit out of the starting gate and has done nothing but go up past 30 over the past few months. These guys supply the cymer lasers for the new generation of Deep UV steppers that will take the industry down below 0.25 micron in linewidth.
Finally, if you are an avid tech-head investor, your investment portfolio should contain WFR and PLAB. Both of these companies are the prime commodity type providers for the industry. One provides the starting silicon material that all semiconductors are built on while the other supplies the photolithographic masks and reticles. Even in bad times, the industry has to come up with new designs which require new reticle tooling. The first companies to respond to a positive trend in semiconductor manufacturing will be the wafer and reticle suppliers. (By the way, I like UTEK steppers over ASMLF steppers but that is my personal preference. I believe UTEK will get back up to $40 from its present $ 23 level within the next 9 months).
I have 20 years of semiconductor processing experience and know this industry better than most of the damn "market analysts" that either do not know what they are talking about or change their opinions on the drop of a dime. I finally got a reply from a market savvy individual and we have formed a good team relationship. I provide the information and he helps me translate the info into appropriately timed stock transactions. Over the past 6 weeks it has worked fantastic. A fellow on this AEIS thread knows from where I speak since he recieved a copy of my inquiry and knows that AEIS, LRCX, AMAT, and NVLS were hot on my
list, a list that has paid a dramatic divident since then.
In this day and age of greed and avarice on the part of the investment community, my team wants to spread the "TECH WORD" based on value and
future growth and potential to share the wealth with others. However,
my partner has told me that we will release information only after we make our investment such that we can maximize our profits (hey - so he is also greedy and money hungry). He did compromise and tell me I could post immediately after the purchases/sales are verified and share my expertise (Heck- he says I should start a newsletter and charge for my expertise. Talk about the ultimate greedy bastard)
Why am I doing this???? (20% greed, 80% altruism)
|
