Sunday, June 18, 2017

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 
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



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.  

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