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


To: Sam who wrote (86460)2/11/2021 12:34:27 PM
From: Sam1 Recommendation

Recommended By
Return to Sender

  Read Replies (1) | Respond to of 95531
 
Here are some analyst ratings for Microm. Cascend just raised their PT to 100 from 90 and reiterated a Buy.
From Benzinga.

DateResearch FirmActionCurrentPT
2/11/21CascendMaintainsBuy100.0
1/08/21Raymond JamesMaintainsStrong Buy110.0
1/08/21Credit SuisseMaintainsOutperform110.0
1/08/21RosenblattMaintainsBuy120.0
1/08/21NeedhamMaintainsBuy100.0
1/08/21KeyBancMaintainsOverweight121.0
1/05/21CitigroupUpgradesBuy100.0
1/04/21Morgan StanleyMaintainsOverweight88.0
12/14/20Morgan StanleyMaintainsOverweight80.0
12/02/20Morgan StanleyMaintainsOverweight68.0

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To: Sam who wrote (86460)2/11/2021 1:03:39 PM
From: Return to Sender3 Recommendations

Recommended By
FJB
Robert O
Sam

  Respond to of 95531
 
>But it is sure making the semi-equip stocks pop.<

Now we are back to talking about greed as it relates to us in the investment world.

I have been cashing in on some of the profits I have scored on this cycle. A better investor might be just selling off enough to cover their cost basis but me I am closing entire positions.

I am not going to pretend that I don't look at a stock wistfully when it trades even higher than where I sold it but I have had some tremendous profits.

We may avoid a major top due to low interest rates and government subsidies but...

10% of our population is out of work.

I have had my vaccinations for Covid-19 but I am now hearing that the effectiveness begins to wear off after 3 months. Due to new variants of the virus it's questionable that the vaccine will even be fully protective in the first place.

Chip and chip equipment stocks probably deserve more of a premium than they are getting on a relative basis. This investment environment has been sending up some major red flags. Stocks are being ran higher in other industries just because of high short interest. IPO's are going nuts on a valuation basis regardless of whether the companies are making actual profits.

Add that to overly bullish sentiment and the only thing keeping the market from a major disaster is the lack of meaningful inflationary numbers. I personally believe inflation numbers are gamed to make them look smaller than they are in actuality.

We have numerous bubbles going on again. In the stock market and in housing for sure to name just a couple.

I'm not telling anyone what to do with their money or investments but I feel perfectly okay about sharing my concerns.

RtS