Sean O'Shaughnessey on October 22nd, 2015
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Lam Research Corp. [[LCRX]] on Wednesday announced a deal to buy KLA-Tencor Corp. [[KLAC]] for $10.6 billion, the latest sign that consolidation pressures among chip makers have spread to their suppliers. The two Silicon Valley companies rank among the biggest makers of equipment used in semiconductor manufacturing. Lam has focused on machines that deposit or […]

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Continue reading about Chip merger frenzy continues with Lam ($LCRX) purchase of KLA-Tencor ($KLAC)

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At this time, I think that a Confident Investor can cautiously invest in KLA-Tencor Corp as long as the price is correct. Most of the fundamentals of this company are good but there are some concerns. I am a little concerned that the growth has slowed too much so I am taking the company off of my Watch List.

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Continue reading about KLA-Tencor Corp ($KLAC) Cautious Buy or Hold to $54 Confident Investor Rating: Fair

Sean O'Shaughnessey on November 17th, 2014
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The market was generally good last week and should be good this week as well. More concern is on geo-political events that could cause a pullback. There is a very good chance that the week will be flat so individual stock choices will be important.

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Continue reading about Investment indicator thoughts for the week of November 16, 2014

Sean O'Shaughnessey on September 29th, 2014
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The investment indicator trends are not very positive right now. It is very important to be cautious on any slight moves as they are likely to pull back. Solid companies will continue to be okay and this may be a time to buy at a discount. Keep your money dry so that you can jump at the right time.

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Continue reading about Investment indicator thoughts for the week of September 28, 2014

Sean O'Shaughnessey on September 22nd, 2014
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We seem to be stuck in a bit of a holding pattern for now. I continue to stress that it is very important as to the stocks that you choose to have in your portfolio.

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Continue reading about Investment indicator thoughts for the week of September 21, 2014