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RE: TIB: Today I Bought (and Sold) - An Investors Journal #249 - Semiconductors, Bulk Shipping

in #investing • 7 years ago

What's your rationale for going long semiconductors. You think they still have upside. I was in Micron earlier this year, made a small profit, but got out too soon. I haven't looked at this sector since.

7 years ago in #investing by
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     7 years ago 

    The NXP deal changes the profit profile for Qualcomm by quite some degrees.

    I remain long a number of semiconductor stocks (MU, ADI, AMAT, CY) - economic growth drives semiconductor sales.

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