Finding Value in Semis

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

Finding Value in Semis

Trade Ideas ·
Featuring Erin Gibbs

Published on: April 10th, 2018 • Duration: 7 minutes • Asset Class: Equities • Topic: Valuation, Technology

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.

Comments

  • sm
    stephane m.
    26 April 2018 @ 00:56
    Isn't it already priced in?!?!?

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