Month: May 2022

KLA Corporation – A Semiconductor Equipment Leader

Analysis / November 3, 2022

Semiconductors continue to be a highly sought-after product in today’s increasingly digitized world. Demand for semiconductors comes from three main factors: more overall demand, more (smart) devices requiring chips, and more chips being required per device. Consider that the average electric vehicle requires 2,000 chips, which is roughly double that of the average non-electric car. …

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Sectors I’m Targeting for Long-Term Growth

Analysis / November 3, 2022

When investing for the long-term, it’s important to identify sectors that are poised to experience sustained and/or significant growth. Heavily investing in declining industries like tobacco may do okay in the short and mid-term, but isn’t an ideal strategy for multi-decade time horizons. There are many industries I think will do well over the next …

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Portfolio Review – April 2022

Portfolio / October 1, 2022

April was one of the worst months for the stock market we have seen in years. The Nasdaq fell about 13.3%, its worst monthly performance since October 2008. The S&P 500 lost 8.8%, its worst month since March 2020. Fears over inflation, economic growth slowing, and rising interest rates all contributed to stocks taking a …

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