...owned more QCOR! It has more than doubled since I wrote this on May 7. Now it is PERI's turn!
"Right now QCOR and PERI are the two best GARP-type stocks I can find. I've owned PERI a few years, and own much more of it than QCOR because I consider their business model more durable than QCOR..."
Look at Magnachip (MX)
Interesting idea. What is their intellectual property or niche that makes them different from other analog semi designers like MRVL or LSI?