Finding Value in Semis

Featuring Erin Gibbs

Erin Gibbs, equity chief investment officer at S&P Global, thinks semi-conductor stocks are attractive at these levels. She discusses why she likes buying shares of Lam Research, in this interview with Justine Underhill. Filmed on April 5th, 2018.

Published on
10 April, 2018
Topic
Technology, Valuation
Duration
7 minutes
Asset class
Equities
Rating
3

Comments

  • sm

    stephane m.

    26 4 2018 00:56

    0       0

    Isn't it already priced in?!?!?