Latest Expert Opinions

Signal
Opinion
Expert
Chart
BUY
BUY
April 14, 2021

Vacuum metrology, where they and one other company have most of the market. Demand increases as we move to increasingly smaller semiconductor nodes. Increase in OLED screens is a positive. They are one of two global players in leak detection, a space that's growing, especially in batteries. A significant position for him.

Show full opinionHide full opinion
Inficon (IFCN-SW)
April 14, 2021

Vacuum metrology, where they and one other company have most of the market. Demand increases as we move to increasingly smaller semiconductor nodes. Increase in OLED screens is a positive. They are one of two global players in leak detection, a space that's growing, especially in batteries. A significant position for him.

David Fingold
Price
$0.000
Owned
Yes
WAIT
WAIT
April 14, 2021
Good way to play 5G, though not a pure play. Next catalyst will be in more traditional areas that depend on industrial demand. Big defense segment, which may shrink before increasing. 6G could become reality 5 years from now. He exited because unsure of next catalyst. Strong earnings power. Very fine company, but not sure it's timely.
Show full opinionHide full opinion
Good way to play 5G, though not a pure play. Next catalyst will be in more traditional areas that depend on industrial demand. Big defense segment, which may shrink before increasing. 6G could become reality 5 years from now. He exited because unsure of next catalyst. Strong earnings power. Very fine company, but not sure it's timely.
David Fingold
Price
$144.185
Owned
No
BUY
BUY
April 14, 2021

Displaced Oracle in the cloud as the database of choice. It's about selling cloud services, like a utility. Margins are much higher on cloud than selling software. Over time, margins and free cashflow will go up. Not concerned about the valuation, because of growing business and margins.

Show full opinionHide full opinion
Microsoft (MSFT-Q)
April 14, 2021

Displaced Oracle in the cloud as the database of choice. It's about selling cloud services, like a utility. Margins are much higher on cloud than selling software. Over time, margins and free cashflow will go up. Not concerned about the valuation, because of growing business and margins.

David Fingold
Price
$255.480
Owned
Unknown
WEAK BUY
WEAK BUY
April 14, 2021

Fine company. Merging with a competitor, so this brings uncertainty. Not beholden to any one customer. He owns TXN instead, which does digital and analog chips. One of the most profitable of all of the chip manufacturers, and this is why he owns TXN.

Show full opinionHide full opinion
Analog Devices (ADI-Q)
April 14, 2021

Fine company. Merging with a competitor, so this brings uncertainty. Not beholden to any one customer. He owns TXN instead, which does digital and analog chips. One of the most profitable of all of the chip manufacturers, and this is why he owns TXN.

David Fingold
Price
$159.530
Owned
No
BUY
BUY
April 14, 2021

Instead of ADI, he owns TXN, which does digital and analog chips. One of the most profitable of all of the chip manufacturers, and this is why he owns it.

Show full opinionHide full opinion

Instead of ADI, he owns TXN, which does digital and analog chips. One of the most profitable of all of the chip manufacturers, and this is why he owns it.

David Fingold
Price
$191.150
Owned
Yes
DON'T BUY
DON'T BUY
April 14, 2021
Very little competition. Optical inspection of the semiconductor wafer. He owns others instead. Rapidly growing area.
Show full opinionHide full opinion
KLA-Tencor (KLAC-Q)
April 14, 2021
Very little competition. Optical inspection of the semiconductor wafer. He owns others instead. Rapidly growing area.
David Fingold
Price
$338.470
Owned
No
PAST TOP PICK
PAST TOP PICK
April 14, 2021
(A Top Pick Apr 07/20, Up 43%) Produce endoscopes, eyeglass lenses, glass platters for hard disks, and leading edge nodes. A long-term favourite.
Show full opinionHide full opinion
(A Top Pick Apr 07/20, Up 43%) Produce endoscopes, eyeglass lenses, glass platters for hard disks, and leading edge nodes. A long-term favourite.
David Fingold
Price
$0.000
Owned
Yes