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Semiconductor Equipment

Oct 04 2019

Industry Groups Topping The Charts In 2019

  • Oct 4, 2019

The groups we examine here are particularly interesting because they are a diversified mix across sectors with varying macro-factor relationships and risk profiles. They have scored well for a long period of time and have been long-term positions in our SI portfolio.

May 07 2019

Information Technology Sector Now Highest Rated

  • May 7, 2019

For the first time since late 2017, Information Technology moved into the top-rated spot. This sector has historically produced especially strong results during periods after which it took over the #1 seat.

Oct 06 2017

Autonomous Vehicles: Building A Thematic Group

  • Oct 6, 2017

Rapid growth, coupled with regulatory support, has the potential to bring autonomous vehicles (AV) to the streets sooner than some may anticipate.

Jul 21 2017

Railroads Go Off The Tracks This Week

  • Jul 21, 2017

Semiconductor Equipment and Internet Retail are this week's best groups. Homefurnishing Retail and Railroads are this week's worst groups.

Jul 07 2017

Highlighted Attractive Groups

  • Jul 7, 2017

Auto Parts & Equipment, Hotels & Leisure, and Semiconductor Equipment are among the month’s intriguing opportunities based on the current Group Selection (GS) Scores.

Jun 09 2017

Semiconductor Equipment Leads This Week

  • Jun 9, 2017

Semiconductors and Semiconductor Equipment were this week's best groups. Oil & Gas Exploration & Production and Oil & Gas Drilling were this week's worst groups.

Jun 07 2017

Old School Tech Flies High; Semi Equipment Revisited

  • Jun 7, 2017

Although the glamorous Tech giants have captured investors’ attention of late, from our perspective, the old school, physical Semiconductor plays hold the greatest appeal.

Apr 28 2017

Semiconductor Equipment Leads This Week

  • Apr 28, 2017

Internet Software & Services and Semiconductor Equipment were this week's best groups. Real Estate Investment Trusts and Precious Metals were this week's worst groups.

Aug 05 2016

A Theme Develops Among “Unsexy” Tech; Semi Equipment Purchased

  • Aug 5, 2016

The semiconductor industry is a theme among our most highly-rated groups. Currently both the Semiconductors group (design and manufacture semiconductors) as well as its suppliers, Semiconductor Equipment, rate Attractive.

Jul 07 2016

Highlighted Attractive Groups

  • Jul 7, 2016

We examine the factor category strength behind Commodity Chemicals, Hypermarkets & Super Centers, and Semiconductor Equipment.

May 05 2001

New Select Industries Group Holding: Semiconductor Equipment

  • May 5, 2001

This highly cyclical group should benefit earlier than the chipmakers in a recovery.