• Applied Materials Inc. (AMAT)
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• Lam Research Corporation (LRCX)
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• NVIDIA Corporation (NVDA)
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• Finning International Inc. (FTT)
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• TFI International Inc. (TFII)
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• Kinaxis Inc. (KXS)
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• Trisura Group Ltd. (TSU)
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• Monolithic Power Systems Inc. (MPWR)
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• Cadence Design Systems Inc. (CDNS)
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• Century Communities Inc. (CCS)
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• M/I Homes Inc. (MHO)
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• Boyd Group Services Inc. (BYD)
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Q: Are there any stocks out there today that you feel are stupidly mispriced and could get a nice bounce/run this year?
Thank you

Upvote 33

Read Answer Asked by Christine on January 17, 2025

• Applied Materials Inc. (AMAT)
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• KLA Corporation (KLAC)
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• Lam Research Corporation (LRCX)
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• ASML Holding N.V. (ASML)
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Q: Would you consider KLA and/or ASML as "core" IT/AI holdings for 3-5 years, apart from current M 7 holdings. Among IT/AI opportunities available, how would you rank one or both, given current valuations, and taking into account vulnerabilities [China]. Or, would you suggest 3 others instead.
Thanks

Upvote 4

Read Answer Asked by sam on January 14, 2025

• Applied Materials Inc. (AMAT)
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• Lam Research Corporation (LRCX)
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Q: LRCX and AMAT both fell hard after ASML reported. Is the drop overdone? Are LRCX or AMAT buyable? If yes, at or below what price on each? And between the LRCX and AMAT, do you have a preference?

Upvote 1

Read Answer Asked by Adam on October 18, 2024