toast or c3c...I follow nxpi, swks, and avgo. with all 3 suppliers to apple, swks an avgo seem to be the 2 laggards of this group. yet when I compare the 3 for their 1 year return, swks and avgo both beat nxpi. would be curious to here any thoughts on the lackluster performance of swks and avgo.
talked too early and too much. earlier when Apple was, he mentioned someone knows something and the suppliers are all up. now Applle is down and the suppliers are sinking. Cramer knows only what the daily ticker tells him..just the same as all of us.
good post. agree that FANG has gotten too much attention and these other names have been left behind. they will catch up.
yes, the last 2 months of the year have historically been bullish. I own the stocks you mentioned, all of them but there other other sectors that have great fundamentals but the stocks have languished such as swks, avgo nxpi and the lg cap biotechs gild, celg and biib. once the secular bear market is over in those names, I'd look to be overweight in these quality, low p/e names. I find market watch to be too sensational with their headlines.
thank you all for your replies. I am staying long. sentiment will change as this is one part of the market that has not done well and is not overvalued. the buyers will find us eventually. I hope.
while apple has done well and reports out that the dec qtr is just fine, why do swks, crus, avgo and nxpi continue to trade like dog sh-t? why are these stocks under attack?
first of all, it's no wonder yahoo can't get out of it's own way. these message boards work like you know what. second of all, today's rally had nothing to do with Cramer. Just look around.
alinte-you might be on to something. the stock has been quick out the gate lately even though it has gone nowhere. take today for example..market is down, biotech is down but BIIB is up. got to be a reason.
the action, or no action, in the stock is perfectly normal if you have a time horizon of more than 3 months. look at a 2 year char. the stock has gone from 45 to 112 and is now consolidating those gains in the $80 area. that's basically right in the middle which makes perfect sense to me. this period will pass and swks will go on to new highs. stick with it (unless, of course, you need the money now).