Since bottoming in mid-May, the DJUSSC has been torching the benchmark S&P 500 on a relative basis. In just the past two quarters, our portfolios have included quarterly semiconductor winners like KLA Corp (KLAC, +25.38%), Teradyne (TER, +20.78%), and Advanced Micro Devices (AMD, +14.47%). Finding strong stocks within strong industry groups has been a winning formula for us at
EarningsBeats.com. This quarter, we've turned our attention to Applied Materials (AMAT), Amkor Technology (AMKR), and Intel (INTC). The bottom line is to stick with leaders.....until they're no longer leading.
Happy trading!