SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?


To: Donald Wennerstrom who wrote (82605)2/17/2019 2:15:01 PM
From: Donald Wennerstrom1 Recommendation

Recommended By
Return to Sender

  Read Replies (1) | Respond to of 95531
 
This is the weekly look at the change table for the SOXM stocks in terms of several parameters.

A very busy table this week, guess all the analysts are back from vacation? A lot of red numbers this week. Bottom line Current Year earnings estimates way down, but Next Year estimates are up. ASML and KLAC mean price targets greatly reduced. NVDA took a very big hit reducing mean target estimate by -45.53 dollars a share. The bottom line mean target price dropped by -50.07.




To: Donald Wennerstrom who wrote (82605)2/18/2019 6:12:10 AM
From: Sam  Read Replies (1) | Respond to of 95531
 
Not trying to be obvious or anything, but -- That just highlights how much tax loss selling was going on as opposed to selling based on actual fundamentals.

The 13 weeks show a very abrupt change beginning with the week ending 12/21/18. Over the 5 weeks from 11/23 to 12/21 there were 6 green blocks and 13 red blocks for a total of -69 over that period. The last 8 weeks are all up in the green showing 15 green blocks, 0 red blocks for a total number of 111.0. Overall, the bottom line number has gone from 7.6 last week to 37.5 this week.