Opinions
Darren Sissons
Kulicke and Soffa Industries
KLIC-Q
SELL
Sep 16, 2021
Short. A volume story on semiconductors. Problem is the stock's gone vertical. Has run significantly like all semis. Looking out 6-12 months, it could come back quite hard. Very strong cashflow. Well capitalized. Great company, but entry is too high. A good short.
$68.380
Stock price when the opinion was issued
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KLAC offers a yield management tool used in the semis industry. The chart is very good. Problem is that the large-cap names in semis are included in ETFs, so those names have run up without being tied to the cycle. Compare that to non-ETF names, like KLIC, which he prefers but has had a deep sell-off which makes it an opportunity.
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