6/18/2017 stock picks (semiconductors)

Recent Nasdaq pullback really put semiconductors in a spot that we need pay attention to have positions in this sector. Several small caps are scanned out by my system.

1. MKSI:

•   fundamentals: major customers are lam research and applied materials. These 2 companies are hot leading semiconductors in the sector. So buying MKSI has similar buying action on LRCX and AMAT
• technically on trend line support 

http://schrts.co/yFwV3u

2. ACLS:

• fundamentals: first quarter of 2017 revenue growth almost double of applied materials and lam research
• technically back above trend line, short terms MAs point up

http://schrts.co/99pDyT

In summary, these 2 picks are long term player. I do not recommend to put stop in.

Note: my personal opinion is not for investment purpose, but for education and illustration.