Showing posts with label Kulicke Soffa. Show all posts
Showing posts with label Kulicke Soffa. Show all posts

Wednesday, March 2, 2011

Investopedia: Hot Stocks To Start 2011

So far 2011 is off to a great start. 

Fears of a U.S. federal government shutdown? No problem. North Africa and the Mideast in an uproar? Not to worry. Rising inflation and decreasing fears about equities? It's all good.  

Not only have the markets climbed the wall of worry quite easily so far this year, they all appear to be using the same rope. The Dow Jones, S&P 500 and Nasdaq are all up about 5% so far this year. But as is always the case, markets operate like ducks on a pond - things seem quiet and steady on the surface, but there are a lot of little feet madly paddling away out of sight. With that in mind, let us look at some of the top performers in 2011.

Solar - The Sun Has Come Out Tomorrow
Solar carries the rap for being economical and attractive only because of heavy government subsidies - subsidies that will presumably go away in the newly frugal world of 2011. It's not bothering the stocks, though, as this sector is up more than 36% so far this year. While tiny solar companies have seen the sun shine, large players like Jinko (NYSE:JKS) and LDK (NYSE:LDK), with the former announcing a 23% sequential revenue jump in Monday's earnings report. (For more, see Top Solar Stocks To Watch.)


Continue to the full piece here:
http://stocks.investopedia.com/stock-analysis/2011/Hot-Stocks-To-Start-2011-JKS-CAM-PTEN-AMAT-NVLS-BCS-BBVA0302.aspx

Tuesday, October 12, 2010

KLIC Goes Clunk

The semiconductor space is famous for swinging between euphoria and depression with a cyclical irregularity, and semiconductor equipment is arguably even worse. While analysts have been nervous about chip stocks ranging from Intel (Nasdaq:INTC) to Linear Technology (Nasdaq:LLTC) to Silicon Labs (Nasdaq:SLAB), the warning from small equipment company Kulicke & Soffa (Nasdaq:KLIC) is not going to help matters. 

A Mid-Cycle Pause?
Kulicke & Soffa gave investors a classic good news-bad news press release. The good news was that the September quarter was quite strong and revenue is going to be on the high end of guidance. In the "what have you done for me lately?" world of Wall Street, though, the bad news about the December quarter is far more significant. KLIC management said that the December quarter would be "significantly" below the September quarter, and on the basis of past KLIC-speak, that could mean a 20% sequential drop or more.


For the full piece:
http://stocks.investopedia.com/stock-analysis/2010/KLIC-Goes-Clunk-KLIC-AMAT-KLAC-SPIL-ASX1012.aspx