Q: Thoughts on SGH, KLIC, and NVMI for semiconductor exposure?
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Q: For the following stocks, can you provide a quick assessment of each and whether or not you believe they are a buy at current levels?
NVMI
RCII
NNDM
AHCO (AdaptHealth Corp. - doesn't show up in the dropdown menu)
Thank you!
Q: What are your thoughts on NVMI, Nova Measuring Instruments and NANO, Nanometrics Limited? Both are in the metrology side of the semiconductor industry. and their valuations seem reasonable. Would you prefer one or the other? Or is there another company in this space that you like? Thanks-in-advance.
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