Got anything in mind? Are you sticking to the semis, or are you looking at a broader range of ideas for this capital?
I have a financial adviser who looks for companies that are undervalued relative to fundamentals, and those shares have been working out pretty well for me (in the 10-50% return range over the past 4 years). He sells when shares go up, and price to value fits within his target. Now, some of these gains are the result of the market itself, and may not be representative going forward, but I'll probably pass the cash on to him anyway, since it's the strategy I would pursue on my own, if I had the time to dedicate to the research.
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