General Stock Ideas

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Profit Alert

I'm back online after 36 hours without power. Wind gusts reach up to 95 mph - a lot of rain - basically, a hurricane. But, as Cramer says, I'm not here to make friends, I'm just trying to help you make some money. AMAT showing signs of the company buying back shares at these levels. It drops to $56/sh. then roars back to $58. I also like SGH -

SGH to report in the next 2 or 3 weeks. One could get in now and turn a quick profit when earnings are reported. Forward P/E of 7. All conjecture just IMO - as usual, something could always go wrong.

https://finance.yahoo.com/news/zacks-investment-ideas-feature-highlights-123912344.html

"And, one of our sleeper holdings is a little semiconductor maker called SMART Global Holdings. I call it the "lil Micron" because it makes memory and flash components and trades at a similar valuation on some metrics like P/E and PEG.

SMART trades at under 7 times this fiscal year's (ending in August) $5.00 EPS consensus.

But with only a $635 million market cap and an estimated $1.13 billion in sales this year, SGH trades at a price-to-sales multiple of just 0.56.

The behemoth of memory, Micron, trades at 1.77 times sales.

And while the David and Goliath of memory share a PEG (PE ratio vs. Growth rate) of 0.46, Micron's growth is expected to fall to flat next fiscal year (also beginning September) on both the top and bottom lines.

Meanwhile, SMART Global is expected to maintain mid-teens percentage growth for sales and profits. In my book, SGH could be the perfect add-on for a larger semi player."