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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Donald Wennerstrom who wrote (78750)	1/26/2018 6:12:57 PM
From: Donald Wennerstrom	3 Recommendations Recommended By Return to Sender Sam The Ox Respond to of 95541

This is the weekly look at the 13 week rolling quarter for the SOXM stocks and major indices in actual and percent changes. The bottom line number remained nearly unchanged this week going to 59.3 from 60.9 last week. While the bottom line was good at 7.7, a slightly bigger number rolled off to the left. It is interesting to look back a few weeks at the rolling quarter posts. Going to the week ending 12/8/17, there were 8 straight up weeks at the left side of the table totaling 68.5. From there to the week ending the year at 12/29/17 there were 5 green weeks left still totaling 40.7. Now with 4 weeks concluded in the new year, only 1 of those green weeks are left which is still a hefty 8.2 which will be gone next week. However, while a lot has been lost to the left, much has been gained the past 4 weeks totaling 52.1. This performance has kept the positive slope of the table. At the end of this week, 18 of the stocks are in the green, and the remaining 10 are in the yellow or red.

To: Donald Wennerstrom who wrote (78750)	1/26/2018 10:45:12 PM
From: Sam	3 Recommendations Recommended By Donald Wennerstrom Return to Sender The Ox Respond to of 95541

The SOX had a great year last year. It looks to me like there has been a lot of pent up profit taking taking place, as people were waiting for the tax cut to kick in. Plus of course there is the "cyclical -- we are at the top of this cycle" argument. See the video I just posted of an interview with Martin Anstice. If he is right (and it should be obvious by now that I think he is), the fundamentals will shine through in the ripeness of time. If that is so, we just need to be patient.