Monday, May 5, 2014

Seeking Alpha: ON Semiconductor Coming Along

Up around 22% since I wrote about it as a Top Idea, I can't complain too much about how the ON Semiconductor (ONNN) has developed. The company's SANYO business still isn't up to snuff, but the company's leverage to industrial and auto markets puts it in the right place at the right time. Rising inventories are a potential area of concern, but ON still has more margin upside than the average analog chip company today.

Read more here:
ON Semiconductor Coming Along

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