EVENTS:   Where's the Puck Going? - James Aitken/Aitken Advisors - 05 May 26     ROADSHOWS: Consumer Research & Industry Trends focused on US Retail, E-Tail, and Consumer Products Companies - Scott Mushkin /R5 Capital   •   London   07 - 08 May 26      
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The Cut

Fortnightly publication highlighting latest insights from IRF providers

Company Research

SOXX starting another leg higher

Technology

Report by Cerundolo Investment Research

After a 17% pullback from the March high the iShares Semiconductor ETF (SOXX) is emerging from a consolidation phase and about to start another bullish leg higher. Guy Cerundolo scored the constituents of the SOXX and found 53% of the stocks with a bullish multi-factor model score. His top five scoring stocks are: Nvidia, Broadcom, KLA Corp, Applied Materials and Monolithic Power Systems. A full listing and chart review of the constituents is available on request.