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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?


To: E_K_S who wrote (70456)6/7/2022 1:16:38 PM
From: Madharry  Read Replies (1) | Respond to of 78955
 
googl is just a steal at these levels but i admire your greed. I have some other stocks i am waiting on in case the market tanks and takes everything down with it. I just dont know what will happen to peoples hvac costs with nat gas over $9. I am happier and happier having reduced my utility bills with solar installation. I will be surprised if the fed keeps raising rates beyond july if oil price and nat gas prices stay at this level or move higher. Im sure my friends in the north east will be very unhappy as their heating costs move to stratospheric levels.



To: E_K_S who wrote (70456)6/7/2022 1:33:49 PM
From: Paul Senior1 Recommendation

Recommended By
petal

  Read Replies (1) | Respond to of 78955
 
In the semiconductor supplier venue, I happened to see MKSI a couple days ago, and I've started a very small tracking position now fwiw.

finance.yahoo.com

14 profitable years of past 15.

P/e 11-12

19% net profit margin

20% ROE currently

generally rising annual revenue numbers

Maybe not a value investment (yet); It might fit ok though in my small basket of these semi supplier stocks.