As I said in detailed posts on the weekend and this morning, ICHR is in a better sub sector than ESIO, and the PE is 8 going forward vs ESIO 12. Also ICHR sub sector has not peaked IMO, where I feel ESIO sub sector may have peaked.
Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.