Saturday, May 24, 2008

Semiconductors - Specialized

The following were the considerations:

1. Market cap greater than US$1Billion
2. PE < 27
3. Debt: Equity < 0.70
4. PB < 8

Only three companies qualify:

Microchip
NVIDIA
Xilinx

Microchip's debt to equity (1.11) however is a bit too big for the group.
For XLNX , it seems too late to buy as the trend has started already.
NVDA's MACD is not too good yet. So we can watch and see this stock and prepare to purchase if the technicals look good.

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