Today, Greg Newman and Ryan Modesto commented about whether PHO-T, IBM-N, BEP.UN-T, ARE-T, IFC-T, BPY.UN-T, QSR-T, BIP.UN-T, AQN-T, UBER-N, ENB-T, AMZN-Q, CHE.UN-T, XGD-T, CM-T, MFC-T, CGX-T, WMT-N, SIA-T, CSH.UN-T, BYD-T, LNF-T, LSPD-T, SOX-T, PAT-X, DSG-T, GUD-T, WTE-T, WSP-T, STN-T, ATD.B-T, GC-T, TCL.A-T, PYR-T, TFII-T, ADN-T, COV-X, CSW.A-T, PBH-T, TSGI-T are stocks to buy or sell.
They provide parts and equiment to the semiconductor industry. Has pulled back with the slowdown in the industry in general but they are making the right moves and trying to diversify their revenues. Probably not going to see a lot happening with this company until there is more confidence behind the industry and the China and US tensions. They have a decent amount of cash. Probably best to wait for the industry to recover.