Brendan Caldwell
Entegris, Inc.
ENTG-Q
Unspecified
Dec 30, 2024
He did own it but not now. He likes the picks and shovels companies that provide semi conductor companies. It should do well over the long term. He has owned CSU for a long time.
Thinks they can outgrow the semiconductor industry. Provides filtration systems for the gas and liquids used in the creation of semiconductors. Also provide the materials that are deposited on semiconductors. Gas and liquid delivery is also a part of their business. They have the enabling materials for the leading edge nodes. (Analysts’ price target is $133.00)
(A Top Pick Aug 06/21, Down 7%) It provides filtration systems for semi-conductors and metals for silicon wafers. It is well tied into the fastest growing trends within semis. Watch for developments in the semi space and wait for improvement.
Contaminant removal in semi-conductor business. "Picks & shovels" style business to A.I. boom. Excellent business model for the long term investor. More defensive than other names in sector.
He doesn't own semis, but companies that supply them like this. Still likes this. He expects the semis to rebound, because we will see AI in phones. Semis have legs.
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He did own it but not now. He likes the picks and shovels companies that provide semi conductor companies. It should do well over the long term. He has owned CSU for a long time.