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

To: Sam who wrote (82697)	3/1/2019 5:52:40 PM
From: Donald Wennerstrom	2 Recommendations Recommended By Return to Sender Sam Read Replies (1) \| Respond to of 95456

This is the weekly look at the performance of the SOXM stocks and major indices in actual and percent terms in table and chart formats. Friday was a strong enough day to enable a positive finish for the week at the bottom line, however all in all, a relatively quiet week with a positive finish. Note that the DOW finished in the red by a very small number ending the previous 9 weeks in a row to the upside. The COMPX finished with another positive week making it up 10 weeks in a row.

To: Sam who wrote (82697)	3/2/2019 11:39:12 AM
From: Kirk ©	Respond to 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.