Sell Entegris (NSDQ: ENTG) and Ichor (NSDQ: ICHR) Before Next Round of Cuts

Sell Entegris (NSDQ: ENTG) for a 10% loss.

Sell Ichor (NSDQ: ICHR) which is flat with our purchase price.

An update last week from semiconductor equipment company KLA-Tencor (NSDQ: KLAC) threw cold water on the hope that softness in semi equipment demand will be short-lived. Although both stocks look cheap, I fear estimates will be cut and send them lower.

I like that both of these companies are reducing their dependence on the semiconductor build cycle but neither is immune to a drawn-out cycle of slowing demand from equipment manufacturers. I am keeping them on my watch list for future purchase.

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Jeff L.

Jeff L.

Sold ENTG thanks for the alert!

Mark M

Mark M

Hi Linda,
I just returned from vacation and was catching up on all of your postings this last week. As of Sept 16, you still show both of these as a BUY on the portfolio.

Linda McDonough

Linda McDonough

Hi Mark,
Welcome back and thanks for being on the ball. I did suggest selling both from the portfolio but did not update the website. That is done now.
Best,
Linda

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