Goldman Sachs recently highlighted LED lighting as a top “disruptive”
theme over the next decade. While I'm often inclined to believe that
these sell-side "theme pieces" are designed more towards generating
attention during stretches of slow company news, I have little doubt
that the penetration rate of LEDs in the lighting market is going to
increase significantly over the next decade. That is going to fuel
significant demand for LED-making equipment, LED packaging, and finished
lighting fixtures for companies like Aixtron (Nasdaq:AIXG), Cree (Nasdaq:CREE), Philips (NYSE:PHG), and Osram
What is less clear to me is the extent to which investors can expect to
see huge gains at this point – the “LED revolution” has been long in
coming and while there are certainly going to be trading opportunities
come and go, the idea of “buy and hold” in this sector seems optimistic
at best.
Please read the full article here:
http://www.investopedia.com/stock-analysis/082913/can-leds-brighten-investor-portfolios-cree-aixg-ge-phg.aspx
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