Semiconductor Equipment
Industry Groups Topping The Charts In 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.
Information Technology Sector Now Highest Rated
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.
Autonomous Vehicles: Building A Thematic Group
Rapid growth, coupled with regulatory support, has the potential to bring autonomous vehicles (AV) to the streets sooner than some may anticipate.
Railroads Go Off The Tracks This Week
Semiconductor Equipment and Internet Retail are this week's best groups. Homefurnishing Retail and Railroads are this week's worst groups.
Highlighted Attractive Groups
Auto Parts & Equipment, Hotels & Leisure, and Semiconductor Equipment are among the month’s intriguing opportunities based on the current Group Selection (GS) Scores.
Semiconductor Equipment Leads This Week
Semiconductors and Semiconductor Equipment were this week's best groups. Oil & Gas Exploration & Production and Oil & Gas Drilling were this week's worst groups.
Old School Tech Flies High; Semi Equipment Revisited
Although the glamorous Tech giants have captured investors’ attention of late, from our perspective, the old school, physical Semiconductor plays hold the greatest appeal.
Semiconductor Equipment Leads This Week
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.
A Theme Develops Among “Unsexy” Tech; Semi Equipment Purchased
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.
Highlighted Attractive Groups
We examine the factor category strength behind Commodity Chemicals, Hypermarkets & Super Centers, and Semiconductor Equipment.
New Select Industries Group Holding: Semiconductor Equipment
This highly cyclical group should benefit earlier than the chipmakers in a recovery.
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