U.S. Equity Strategy: Cyclicals Continue to Lead; Energy Is Bottoming.
Rotation is alive and well. Once-dormant Sectors and Groups are helping propel the market to new highs. While Tech, the overachiever, continues to...
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Opportunistic and Undervalued Broadcom Bid
Qualcomm Inc (QCOM US) received an unsolicited $130 billion offer from Broadcom Limited (AVGO US), in what could be the largest tech deal in...
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Broadcom Is Buying Qualcomm; Two Major Challenges Ahead to Close the Deal
SummaryWe believe the merger news is somehow reliable as Broadcom CEO Hock Tan said at TSMC's 30th Anniversary Celebration Forum on October 23 that...
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Semiconductor - Couple of Early Signs Confirm a Seasonal Correction to Kick In
Couple of Early Signs Confirm a Seasonal Correction to Kick InAfter 37% ytd performance on Phila semiconductor index (SOX) at 23x P/E and 34% ytd...
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Apple New IPhones and Watch 3: All New Features Are in the Price?
SummaryDespite almost all new features like Face ID, wireless charging, OLED display, faster A11 CPU, and glass casing on iPhone X have been well...
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