US stock · Technology sector · Semiconductor Equipment & Materials
Company Logo

Entegris, Inc.

ENTGNASDAQ

106.12

USD
+0.60
(+0.57%)
Market Closed
32.16P/E
22Forward P/E
1.24P/E to S&P500
14.420BMarket CAP
0.34%Div Yield
Google Trends
Recent Reddit Comments

ENTG posted pretty good numbers, this drop in semis is sus

1
Reply
Share
Report
Save
Follow

ENTG beat boys, might be good news for your semi leaps

1
Reply
Share
Report
Save
Follow

Try this All-Weather portfolio from Ray Dalio, 30% VTI, 7.5% GSG, 7.5% GLD, 15% IEF, 40% TLT. Adjust according to economic stages. As the economy is currently overheating (my opinion, please do research before adjustment), I am going with 10% VTI, 40% GSG, 15% GLD, 10% IEI, 25% TLT.

90% of my investment is in such portfolio, contributed monthly with 25% of my income. And 10% for small play, 3% of such is in USA (a closed end fund, with about 9% annual dividend), 7% in the VR and AR interrelated small to mid cap:

SYNA, AMBA, LSCC, PXLW, KEYS, NPTN, FN, ACLS, ZUO, SMTC, POWI, ENTG, COHR, AZTA, AVNW, NTNX, KLIC, ARLO, UCTT, SMAR, CIDM, LITE, MKSI, CGHX, COHU, VIAV, HIMX, AEIS, PING, ACMR, IIVI, $S0L0, KOPN, GNSS, IMMR, MVIS, VUZI, EMAN, CETX, INTT, ALGN, SIMO, MODN, EXLS, AYX, SLP, INTT, YEXT, LAC, EXPO, CNMD, NEWR, FIVN, CLNE

1
Reply
Share
Report
Save
Follow

SYNA, AMBA, LSCC, PXLW, KEYS, NPTN, FN, ACLS, ZUO, SMTC, POWI, ENTG, COHR, AZTA, AVNW, NTNX, KLIC, ARLO, UCTT, SMAR, CIDM, LITE, MKSI, CGHX, COHU, VIAV, HIMX, AEIS, PING, ACMR, IIVI, $S0L0, KOPN, GNSS, IMMR, MVIS, VUZI, EMAN, CETX, INTT, ALGN, SIMO, MODN, EXLS, AYX, SLP, INTT, YEXT, LAC, EXPO, CNMD, NEWR, FIVN, CLNE

1
Reply
Share
Report
Save
Follow

After Hours Losers

$FTCH -2.6% $RELY -2.0% $VNO -1.8% $CVNA -1.8% $GPS -1.8% $TRIP -1.6% $ENTG -1.5% $SPT -1.5% $KBR -1.5% $KOS -1.4%

1
Reply
Share
Report
Save
Follow

How did you know $ENTG would be a good play?

1
Reply
Share
Report
Save
Follow

I'm not going to define total assets publicly but I worked a low paying job so even though I've seen nice gains percentage wise I'm not well off. It's taken many trades to get to that point but I'm currently only holding entg which is currently sitting at $124.48 after a 5.43% spill yesterday.

2
Reply
Share
Report
Save
Follow

INTC does look like it had a recent dip lately so possibly a buying opportunity.

ENTG is actually a supplier for them too. So if they do well typically so does ENTG.

5
Reply
Share
Report
Save
Follow

Honestly right now 100% entg. Just got out of znga when it popped and got 1 share of gme because wsb said it would make me cool.

3
Reply
Share
Report
Save
Follow

I've mainly been trading tech and semiconductors. My strategy has been finding Ceos with a history of turning disasters around. I wait for concerns to happen and cost average on the dip.

My largest gains have been with ENTG and ZNGA

Entg will often dip a decent amount when investors are concerned but the company has been pretty consistent in coming through on earnings.

Znga I got into due a large dip rather than ceo history. On this one I lucked out when the stock exploded upon an acquisition proposal. This appears to be more of a boom bust type of stock so I don't really recommend it unless you're some kind of pro day trader. I could have gotten into trouble with this one and it made me realize that I need to develope some kind of risk management strat.

I also obsessively monitor my stocks from open to close wether I plan on trading or not. I feel like it gives me a better sense of its typical movement.

51
Reply
Share
Report
Save
Follow

SYNA, AMBA, LSCC, PXLW, KEYS, NPTN, FN, ACLS, ZUO, SMTC, POWI, ENTG, COHR, AZTA, AVNW, NTNX, KLIC, ARLO, UCTT, SMAR, CIDM, LITE, MKSI, CGHX, COHU, VIAV, HIMX, AEIS, PING, ACMR, IIVI, $S0L0, KOPN, GNSS, IMMR, MVIS, VUZI, EMAN, CETX, INTT, ALGN, SIMO, MODN, EXLS, AYX, SLP, INTT, YEXT, LAC, EXPO, CNMD, NEWR, FIVN, CLNE

My bag, for VR/AR/IoT

1
Reply
Share
Report
Save
Follow

I am not gonna say things you are doing right or things you are doing wrong. I will say something from my experiences or ask questions about what you think will propel your portfolio according to my experience.

I am 39, will be 40 this year. I earn $20 an hr, that's about $800 a week and $41600 before tax a year. Married, and I have no kids, no debt other than revolving credit card payments for bills. Each month my expenses are about $1200 max, so before tax I will have about $1200 to be save. Among the $1200, I have to save $500 each month for next year's Roth IRA, which max at $6000, and $300 per month for next year's HSA account, which max at $3500 to $3600 (if next year government raise the range again. So all I have left is $400 to invest monthly. Now if I were to cover my expenses for my life and my wife's (we have about equal amount of salary as well as expenses) before retirement or an earlier one to covered my and my wife's expenses, I have to get about 1.5 million to be able to do that.

I have injected $220k into the market, and since I I want an earlier retirement, possibly by 45. I have to go aggressive. My portfolio is 20% VTI, 40% VR and AR small cap (some are not small cap, or they are distantly related to VR and AR):

SYNA, AMBA, LSCC, PXLW, KEYS, NPTN, FN, ACLS, ZUO, SMTC, POWI, ENTG, COHR, AZTA, AVNW, NTNX, KLIC, ARLO, UCTT, SMAR, CIDM, LITE, MKSI, CGHX, COHU, VIAV, HIMX, AEIS, PING, ACMR, IIVI, $S0L0, KOPN, GNSS, IMMR, MVIS, VUZI, EMAN, CETX, INTT, ALGN, SIMO, MODN, EXLS, AYX, SLP, INTT, YEXT, LAC, EXPO, CNMD, NEWR, FIVN, CLNE

10% individual picks (from Motley Fool recommendations, or my own picks), 15 ARKK as in Roth IRA, 5% in USA (closed-end Fund), 5% Crytpo (LTC), and 5% KOMP in an HSA account.

My personal finance growth will be none for the next 20 years, as I know I cannot earn more than my current wage anymore. Therefore to achieve an early retirement, I need to go for the ultra-aggressive. I still have $28k after 2021 taxes, for 1 year of expenses for both my wife and me, or 2 years of expenses if we don't both lose our jobs.

Now you understand my personal context, and you will also get how I form my opinion on the future, I need near term growth, and what I am seeing is forming of a VR and AR sector in 5 years similar to Semiconductor thriving these 10 years.

I personally want you to evaluate your financial situations, and what is your goal, and how willing are you going to risk your money in the market going up and down for years to gain something substantial as to cover your overall expense. Will it be better for you to find a job that can earn sure money, and can you personally grow to have more abilities to earn more money than getting in the market? That's probably the question you will have to answer yourself.

1
Reply
Share
Report
Save
Follow

The Big Dilemma With Lump-Sum Investing

The biggest question most investors have when they need to invest a lump sum is whether they should buy stocks all at once or stretch out investing over time. There's no right or wrong answer, and there are pros and cons to each approach.

If you put all your money into the market immediately, you ensure that you'll quickly get invested in the promising companies you choose. Given that the stock market's long-term returns are far better than the near-zero returns you'll get on cash, it makes sense to invest quickly rather than waiting.

However, investing all your money at once comes with a downside. If your timing turns out to be bad, then you might put all your money into the market right before a correction or bear market. That shouldn't matter, because your time horizon runs for years or even decades. But it's nevertheless a tough thing to endure emotionally to see your portfolio lose money out of the gate.

Because of that, some people prefer to break up lump sums into several chunks. For instance, they might invest a third of their money now, with plans to invest the second piece one or two months into the future and the final chunk a month or two after that. That means you're sitting on cash, and if your stocks go up, you'll wish you'd gotten all your money working faster. But if a crash happens, you'll have a chance to buy some shares at the lower price.

We're not market timers. But if one strategy sounds better to you than the other, then go with that. It's important to feel confident when you're first investing a big lump sum.

From Motley Fool.

From my personal experience, I am 39 years old, no debt, can invest $800 to $1000 monthly. My portfolio consisted of the following, 20% VTI, 40% into the "Tech-Semi equipm, Scientific, AR, VR, Haptic, Optic, Communication, etc" category (these you will seldomly see reddit mentioned, as they ar ultra-aggressive, micro, small, or mid cap stocks):

SYNA, AMBA, LSCC, PXLW, KEYS, NPTN, FN, ACLS, ZUO, SMTC, POWI, ENTG, COHR, AZTA, AVNW, NTNX, KLIC, ARLO, UCTT, SMAR, CIDM, LITE, MKSI, CGHX, COHU, VIAV, HIMX, AEIS, PING, ACMR, IIVI, $S0L0, KOPN, GNSS, IMMR, MVIS, VUZI, EMAN, CETX, INTT, ALGN, SIMO, MODN, EXLS, AYX, SLP, INTT, YEXT, LAC, EXPO, CNMD, NEWR, FIVN, CLNE

15% into individual stocks that I think will rise in near future, namely: CDNS, SNPS, TER, NVCR, ANSS, CPNG, OZON, WK, KRNT, ZTS, AXON, NET, CRWD, UPST, GOOG, TMUS, DOCN, INTU, DCT, CWH, SNOW, etc. And ETFs, ARKK, TAN, LIT, PHO, FAN, SMH, GAMR, MOON, KOMP.

5% into USA (a closed-end fund that gives about 10% annual dividend)

5% into crytpo, LTC

10% as IRAs and HSA into ARKK and KOMP

My Investment fund is fully invested into them.

Volatility of the 40% slice (the ultra-aggressive ones) is 2 to 5% differentials whenever market bloom or correct in a day or 2. It doesn't outrun VTI yet, but I have seen that part of my portfolio runs 15% unrealiazed gain compare to VTI's 26%. I am aiming for a 500% to 1000% with that part of my portfolio within 5 years, but that's just my take of it.

So in case you don't have any idea what to invest, you can definitely research on these, even as individual stocks, there are 80 or more in this comment, so there are so much you can diversified into.

1
Reply
Share
Report
Save
Follow

You can bet on the whole VR, AR sector/subsectors:

SYNA, AMBA, LSCC, PXLW, KEYS, NPTN, FN, ACLS, ZUO, SMTC, POWI, ENTG, COHR, AZTA, AVNW, NTNX, KLIC, ARLO, UCTT, SMAR, CIDM, LITE, MKSI, CGHX, COHU, VIAV, HIMX, AEIS, PING, ACMR, IIVI, KOPN, GNSS, IMMR, MVIS, VUZI, EMAN, CETX, INTT, ALGN, SIMO, MODN, EXLS, AYX, SLP, YEXT, LAC, EXPO, CNMD, NEWR, FIVN

Most of these are interrelated. LITE is the direct competitor of IIVI

A lot are not so related, but may become the mix. These are random, take your own risk. My theory, the more random, the less research done, the more risky, the greater the reward.

1
Reply
Share
Report
Save
Follow

There are you can bet on the whole VR, AR sector/subsectors:

SYNA, AMBA, LSCC, PXLW, KEYS, NPTN, FN, ACLS, ZUO, SMTC, POWI, ENTG, COHR, AZTA, AVNW, NTNX, KLIC, ARLO, UCTT, SMAR, CIDM, LITE, MKSI, CGHX, COHU, VIAV, HIMX, AEIS, PING, ACMR, IIVI, KOPN, GNSS, IMMR, MVIS, VUZI, EMAN, CETX, INTT, ALGN, SIMO, MODN, EXLS, AYX, SLP, YEXT, LAC, EXPO, CNMD, NEWR, FIVN

Most of these are interrelated. LITE is the direct competitor of IIVI

1
Reply
Share
Report
Save
Follow

If you have not experience a correction and a crash before, any short, mid or long term strategy are counter intuitive to your fear of losing it.

The thing with DCA is you will not feel the gain of a large sum you have, whenever the market goes up. Let say you lump sum all in VTI, 1% increase in the market equals to $3000 to you. Let say the coming year is not as good as this year, maybe 10%, less, that still is 16% gain for next year, and that would be $48000 for next year. So if you fear there's a downturn, and I don't understand why everyone think of the worst before they think of getting a nice profit out of the input, DCA is not gonna help because you would lose opportunity cost by not investing either, or rather the time to spend not putting all the money into it will eat you up, because you don't need that money instantly/according to your lifestyle/future budget/future plans to tackle emergency situations.

I myself is 39 years old, I have no kids, 40k annual income, with my wife, it is 80k annual Income. We spend $2000 to $2400 per month for all our expense including rent, food, utilities, entertainments. We work 9 to 5 clerical job. I currently have 260k fully invested into the market.

My personal experience in stock market from 2019 to now, not knowing anything about options or other advanced stuff, I gone through cycles of betting on market news, earnings, losing to political issues (trade war from Trump), seeing growth needs time in Oct 2019, start DCA then, Covid happens in March 2020, afraid of losing job around that time since less people are applying for jobs (work in HR of an Home Health Aide agency), still holding my stocks through these uncertainties, and then add more monthly from April 2020 till now, bet on AR and VR(VUZI, KOPN, EMAN, CETX, MVIS, to be exact) in January through the GME incident, and thinking the world depends on them very soon, and they doubled 5 in a roll, market starts to have a tech correction and I cashed out the last minute.

Still bet some on dividend fund to be great in June, USA (a close end fund) which has 10% yield, gain about extra 10% from $7.5 to $8.5, cash out a bit, put some in VTI, put more into my AR and VR themed portfolio, then the market correct really hard, I was losing from the drop of $9.0 to $8.0 from USA, so I didn't earn much from the initial gain. In August, my coworker quit his job for a better career, my supervisor and I have to take care most of his work, I wasn't able to handle more work, I assume I would be fired for not able to handling more and a lot of youngsters can replace me easily. So I panic and put more in USA, thinking 10% dividend yield will cover my expense if I ever failed in my job. USA tank, and not go up a bit due to market corrections.

Yes, from July to August, people were very much into income from stocks, so everyone is saying SCHD or QYLD are good, etc. But when market correct and those doesn't bounce back readily, the unrealiazed loss will bother you day and night. And my health seems to have a little problem by November, and I was concerned if I ever get a serious sickness or something (it turns out just nothing wrong with my health during physical checkups, and some imaging), I kind of want to pull out my Investments, and then the market correct more.

When market correct, there are always things happening in my life, dragging me down. But since Oct 2019, I have been DCA into ultra-aggressive stocks, and by that I mean, not a lot of people invest in them, and most will doubt such funds too, like ARKK. But these stocks, with growth perspective are more readily bounce back. And since my job seems to be stable now, my health is stable, and since this January, I have input in the Ar and VR themed portfolio till November, I understand that small cap and mid cap can earn much more than the broad market index. I know my ytd unrealiazed gain so far is just 3% compare to VTI's 21%, but then when I look at some of mine, they have a 50% to 100% in a year, I feel there are really gems in the rough, and can be the golden egg(s) of the future.

So I take out most from USA to that portfolio. Now 20% VTI, 50% that portfolio, 12% in ARKK in IRAs, 10% in other individual stocks, 5% in crypto (litecoin), 3% cash. These funds I put into, do not include my emergency savings and funds for tax purposes. ARKK is meant to be long term through retirement, people just think tech can grow overnight, that they will have 500% gain instantly (in January, it was $150 with 500% gain in 5 years), but it happens in a 5 year period, only covid spur the tech advance a bit, that make the earnings shine more than other sectors, imo

My AR and VR themed or interrelated portfolio:

SYNA, AMBA, LSCC, PXLW, KEYS, NPTN, FN, ACLS, ZUO, SMTC, POWI, ENTG, COHR, AZTA, AVNW, NTNX, KLIC, ARLO, UCTT, SMAR, CIDM, LITE, MKSI, CGHX, COHU, VIAV, HIMX, AEIS, PING, ACMR, IIVI, KOPN, GNSS, IMMR, MVIS, VUZI, EMAN, CETX, INTT, ALGN, SIMO, MODN, EXLS, AYX, SLP, INTT, YEXT, LAC, EXPO, CNMD, NEWR, FIVN, CLNE

You can create your ETFs with fractional shares in M1 Finance. I personally did that, with monthly contribution.

The uncertainties are created by your income or ability to generate sustainable income or more income. Therefore, to beat these uncertainties, and have a good investment journey, increase your income by all means, whether through more jobs you can handle in real life, or more volatility you can handle in stocks.

1
Reply
Share
Report
Save
Follow

entg, cannabis stock, recently added canada's second largest province as a sales area - set up as for medical and recreational, with their own extraction faculties - just added gummies and have been working on a beverage with a partner for awhile - not the biggest by any stretch but good potential especially when the US federally opens up the US market! One of the keys in the cannabis industry will be setting up right so you can leverage your product value once the US opens up!

1
Reply
Share
Report
Save
Follow

This is my Roth IRA account portfolio. I just started investing this year on 04/01 and have been throwing in money every check until a couple weeks. I also have a 401k with large cap growth stock mutual funds. My Roth makes up only about 17% of my assets, so I decided to shift it to more riskier, higher growth expectation stocks over this past quarter. Please let me know what you think!

TCNNF 15.0%

GOOG 10.5%

MSFT 10.0%

AAPL 9.4%

AMZN 8.4%

FB 7.6%

SOFI 6.6%

TSLA 6.1%

TMO 6.0%

PLTR 5.6%

TROW 5.1%

AFRM 4.2%

ENTG 3.0%

NVDA 1.6%

MTTR 0.5%

1
Reply
Share
Report
Save
Follow

ENTG they make the gas processors for silicon chip manufacturing

3
Reply
Share
Report
Save
Follow

I would stick with the ones you mentioned and add TMO and ENTG; “shovel” plays for the healthcare and chip industry, respectively.

Disney, because never bet against the mouse!

Good on you for helping to encourage your daughter to invest at an early age! Wisdom is the only path to building and preserving generational wealth.

1
Reply
Share
Report
Save
Follow

Already in them both. KLIC, KLAC, AMAT, ENTG, and an assortment of uranium exposure.

12
Reply
Share
Report
Save
Follow

I hold both tsm and entg since Feb, entg did much better than tsm and other semi equipment stocks, entg is heavily shorted so I am out of it for now will buy back once short sellers finish their play

-1
Reply
Share
Report
Save
Follow

I noticed that all the stocks you've posted (TMO, AAWW, ENTG to a much lesser degree) Had large fluctuations along with massive volume on Friday. Any ideas on what's going on?

1
Reply
Share
Report
Save
Follow

Damn dude. Just looked at your ENTG post from a year ago, well that aged well!

Im in!

If you really want to throw me a bone i would really love to learn more about your process, how you find and filter ideas and how you find these glorious plays!

Either way nice dd!

1
Reply
Share
Report
Save
Follow

Thanks - will take a closer look at ENTG and TMO. The main issues I've had in the past with suppliers are the cyclicality and somewhat commodity nature of suppliers, i.e, most compete on price - there is no product differentiation. Also the supplier shouldn't be focused on only one or two large buyers and a drop in orders / demand leads to a big loss in revenue.

2
Reply
Share
Report
Save
Follow

Thanks for the recognition and sharing. I don't have much to add for the moment, but I can confirm that ENTG and TMO are still 2 of my 3 largest holdings at the moment. They may even be the top 2? It's close!

I'll definitely monitor this thread for more opportunities.

(As a side-note, you can see my recent DD on AAWW, but that does not follow this investment philosophy.)

19
Reply
Share
Report
Save
Follow

I'm a small time, yolo $1000 in one stock kind of guy. Bought 700 worth of MVST-didnt have 1000 in app at time- at 11.74. Sold at 14 today. Made about $100. Decided to add 600 into app. Put $1300 into ENTG penny stock at $0.26. It ended day at $0.2750 so im hoping itll keep rising 🤞🤞🚀🚀🚀🚀

-11
Reply
Share
Report
Save
Follow

all green:

cook

entg

snap

amd

1
Reply
Share
Report
Save
Follow

I have the same thoughts about semiconductor suppliers, but ccmp looks like a more attractive price than entg.

They're both priced assuming growth, but to make the entg valuation work, it takes growth rates that I think are a bit unrealistic.

2
Reply
Share
Report
Save
Follow

I agree with the mentality behind ENTG. Back the people behind the scenes and regardless of who actually wins, you win. Selling shovels in a gold rush. That's why I like plasma processes and nano materials. PyroGenesis (PRYNF) and HPQ Silicon Resources (HPQFF) are sister companies. PyroGenesis has several different sub-units that specialize in different plasma fields: plasma torches, plasma waste processes, and high-temperature metallurgical processes. Their sister company HPQ creates nano-silicon materials and nanowires.

Plasma and nano-tech are still in their infant years and there is a lot of growth to come. In addition PYRNF is on a solid price trend up, and while HPQFF seems to be very slowly falling it is too cheap to pass up.

These are my early entry long shots.

2
Reply
Share
Report
Save
Follow

ENTG - Semiconduct manufacturing supplier. They supply all major players. Lots of battles going on in this industry but no matter who wins (Taiwan Semi, Intel, etc) they get paid. And all of the investment that Intel and Taiwan Semi are making to build billions of dollars worth of FABs? Yeah, Entegris will get their chunk of that money. They sell the equipment upfront and the consumables going forward. Truly a fantastic company, I've owned since 2009 and am still completely bullish.

TMO - Similar to the above philosophy. Lots of expensive cell and gene therapy companies out there, those are high risk. But there's a low-risk high-reward play: Thermo Fisher. Just like ENTG in the example above, Thermo is a supplier to the whole industry. While those biotechs remain unprofitable, the suppliers are getting paid and Thermo is making absolute bank in a rapid growth industry and yet it trades at a PE of 20...absurd. It'll double or triple in a couple years.

I'm an engineer focused on raw materials, so I'm a bit biased but I have seen suppliers make money hand over fist while the companies buying these things are burning cash or barely scraping by. Thats what drove me to look in to high-moat suppliers in the first place and I will continue to.

79
Reply
Share
Report
Save
Follow

Why not go for those that support them, like ENTG?

2
Reply
Share
Report
Save
Follow

No love for ENTG?

1
Reply
Share
Report
Save
Follow

ASML for more medium term (outfitting new fabs with equipment), and ENTG for long term (selling consumables).

They both crossover in to equipment and consumables but the above is the general trend. Between the two, I view ENTG as the better bet given the forward-looking nature of the market.

1
Reply
Share
Report
Save
Follow

wish I found you sooner - if I were to buy a leap, how long would I wait for market reevaluation of entg

1
Reply
Share
Report
Save
Follow

Bought a few dips. Shares in JKS, CSIQ, NKE, TSEM, GOEV, NEE, and FSLY

Bought these calls:

BAH 4/16 $85c

U 4/16 $115/125 debit spreads

My best active calls, up over 100%, are:

SPG Jan 2021 $110c

ENTG 8/20 $110c

Current FD: AMKR 3/19 $28c

And about 25% of my portfolio is in ASO which I swear to God it would be nice if the squeeze shit would hit this one and push it over $30. If that happens it will go straight to the moon.

2
Reply
Share
Report
Save
Follow

I just read some of your past threads and saw your post on $ENTG... you have some amazing foresight.

Do you have any DD threads coming up? I'm new to options trading and learning a lot from your posts

1
Reply
Share
Report
Save
Follow

ENTG makes the containers used in manufacturing and shipping.
ASML has an effective monopoly on the high-end lithographs used to make the chips.

1
Reply
Share
Report
Save
Follow

I have MRVL options in my trading account and ON and ENTG leaps in my Roth.

I spent some time today doing some more studying. I'm salivating over a few. UMC and AMKR are looking super attractive to me right now.

2
Reply
Share
Report
Save
Follow

why didn't i YOLO on the ENTG dip, what the fuck is wrong with me.

1 call and 14 lousy shares. that's it.

1
Reply
Share
Report
Save
Follow

I'm opening positions on ENTG and DM. Both look strong to hit my take profit points. Adding onto CRSR now too because I reallllly hope that now is the bottom of the dip

1
Reply
Share
Report
Save
Follow

Interesting. Thank you for the tip on ENTG.

2
Reply
Share
Report
Save
Follow

ENTG. buy on the next dip.

1
Reply
Share
Report
Save
Follow

Do some DD on ENTG

1
Reply
Share
Report
Save
Follow

LRCX, AMAT, KLA, ASML, ENTG, BRKS, ASMIY. These are some I could think of that have stocks in the US. There are a lot of japanese/taiwanese companies that provide raw materials but not available in the US stock exchanges. From what I understand GLW makes polysilicon which isn't what used for making transistors..in any case, silicon isn't what is causing the bottleneck. It's the ABF (someone mentioned this already above) and just lack capacity to make more chips..which is why tsmc and samsung announced earlier this year significant investment in capacity expansion

3
Reply
Share
Report
Save
Follow

FSLR, CSIQ, ARRY, ENPH, SEDG are all solar plays on dips right now that I think are ready to go again

MRVL, ENTG, MU, AMD, and INTC all do electronics stuff that I don't fully understand but have nice charts

CHWY is personal favorite and is consolidating after a dip.

DG and V are on super sale right now

1
Reply
Share
Report
Save
Follow

Maxed out on GME, so may hit more AMC, DG, ENTG, and 🛳 stocks.

8
Reply
Share
Report
Save
Follow

ARRY, bought some $45c's. I also got in on AMD.

Bought CSIQ last night in the after hours, that's looking good.

ENTG got hammered on good earnings. Not a lot of options volume, so shares would be the play.

2
Reply
Share
Report
Save
Follow

ENTG got hammered on good earnings. Damn.

Good time to buy though.

1
Reply
Share
Report
Save
Follow

Machine learning predictions for all of these companies. Prediction values >0.5 are predicted to beat earnings.

TIC	Prediction   
ARLP	0.618
ON	0.961
OTIS	0.96
QTNT	0.04
TMO	0.98
ARE	0
CACC	0.281
CBT	0.202
CMRE	0.061
CRUS	1
CSWC	0.379
FN	0.94
HLIT	1
IBTX	0.502
KMPR	0.96
KMT	0.181
KRC	0
NXPI	0.96
OMCL	1
PCH	0.06
RMBS	0.02
RMR	0
SKY	1
TESS	0.081
VRTX	0.98
WMG	0.12
WWD	0.9
SBT	0.141
ABG	0.86
AQUA	0.879
ARCB	0.919
ATHM	0.26
ATKR	0.202
BABA	0.662
BEN	0.06
BPY	0.06
BR	0.98
COP	0.14
CTLT	0.92
EMR	0.98
ENTG	0.92
ETN	0.96
GPK	0.96
GWW	0.779
HAE	1
HCA	0.181
HLNE	0.9
HOG	0.504
HUBB	1
IDXX	1
LII	0.899
LITE	1
LPG	0
MAN	1
MCK	0.98
MDC	0.961
MMP	0.698
MPC	0.859
MPLX	0.12
PBI	0.879
PFE	1
PINC	0.839
PJT	0.96
RACE	0.26
SALT	0.02
SIRI	0.06
ST	0.98
SYY	0.98
TECH	1
UPS	0.92
UTL	0.04
VRTS	0.62
WAT	1
WDR	0.88
XOM	0.758
AMC	0.061
AMCR	0.182
AMGN	0.98
AMZN	0.839
APAM	0.1
ATGE	0.98
ATO	0.08
BDN	0
BRKS	0.242
CB	0.403
CMG	0.899
DLHC	0
DOX	0.839
EA	1
EPAY	0.92
FBHS	0.98
FEYE	1
GL	0.06
GOOGL	0.94
ICHR	0.42
ITI	0
MANH	1
MHO	0.94
MRCY	1
MTCH	0.141
OCFT	0.079
PKI	1
POWI	0.94
POWL	0.221
SANM	0.94
SCSC	0.583
SMCI	1
STE	0.98
TCS	0.879
TENB	1
TRNS	0.718
VIAV	0.98
BP	0.16
IMO	0.738
TELNY	0.02
ABBV	0.96
APO	0.06
APTV	0.98
AVY	1
BIIB	0.94
BIP	0
BSX	0.9
CHKP	1
CNHI	0.859
CPRI	0.96
DT	0.98
EPD	0.06
EVR	0.9
HUM	0.859
HWM	0.06
IEC	0.1
INGR	0.301
LAD	0.859
LFUS	0.94
LGND	0.161
MIME	1
MKL	0.858
MSGS	0.04
2
Reply
Share
Report
Save
Follow

Check ENTG too, it supplies the chip makers and is also growing well and based in the USA.

2
Reply
Share
Report
Save
Follow

> ENTG

Only tangentially. ENTG does a lot of materials work in the semiconductor space. ASML builds the machines that actually produce the chips from the wafers. Chances are if you are a customer of ASML you might be a customer of ENTG especially if you are in USA.

2
Reply
Share
Report
Save
Follow

Is this the same type of thing ENTG does? I almost worked for them

They may be in a business that is also ASMLs customer tho

1
Reply
Share
Report
Save
Follow

I've never bought stock options, but I'd really like to start somewhere. If I buy 1 contract for ENTG $105 Call 5/21/21 its "max cost" is $270. How can I tell how much I would stand to gain? Is the most I stand to lose $270?

1
Reply
Share
Report
Save
Follow

SDGR, BLI long shares

ENTG leap calls

GME stock and options long

ENPH puts

1
Reply
Share
Report
Save
Follow

No one will read this because it's not a sexy name. This is going to explode. Hell, it already started exploding. I've been in ENTG since August waiting for this. Feb $100 and $105 calls. They are going to print. Can't wait to buy myself a wardrobe with the profits.

But seriously, love this ticker. Ride it to the moon.

2
Reply
Share
Report
Save
Follow

ENTG single handedly brought my portfolio back to life. +300% gains. Feels good to finally win again boys

1
Reply
Share
Report
Save
Follow

ENTG calls printing again

1
Reply
Share
Report
Save
Follow

ENTG 6/19 60c printing

1
Reply
Share
Report
Save
Follow

You start with pennies. Spreadsheet ratings from every possible source, then watch the chart for a proper dip. This is an example of their trades for a few days...

CLLS APT IMRA DMAC GRWG EDNT WIX CBLI OPK ALO IBIO GROW NVMI AEYE AXU GERN CVM BLU NLS SMG FLAT EVSI TPTX NVDA ICLK LGC RPAY ARYA MMX JD NOW KMED KURE CCX LCA HYAC RWLS OCX DBP GLTR HARP LCR AMZN AGMH IBMP SUMR REPL FUMB CCH IBML OFLX SUB IBMK FLMB HCAC BSCS SMB UUP MFAC LSST SMMU RAVI VNLA JMST LINC WBC TZAC ARYAU BSCR GRAF SPAQ YI BTAL REK COLL KOPN PCYG AUPH WTRH UI DPZ IMKTA SFM MRTX AGTC VTVT HAIN AZRE DDOG MARK PEP FB ZNGA HL V NET LOW ZM XBI ATVI CPB HMY Z SVM IIVI LABU NEWR XLC NGD WPM CHD ROK CNAT ASM ADSW ADBE CLX IGV GOOGL IMGN VRTX QLD GOOG WBC FLO STE THO FTNT OCUL EE OR ILMN MRNS NTLA CRSP MASI ENTG PAYC WGO SHW INSM AGFS LTRX MTUM EDIT ITCI CORT KURA NBIX GNRC CALM VGT LIVX CRNC PULM AOBC BL ZG NOVA CDNA CDAY TYL ARCT SPSC GOLF OCFT SWAV UUP ARKG HZO RMD TYME ICLK COLL BIB VERU GWPH AAAU AVEO BGNE TMQ INSP PFSW BCEL ASMB FTEC LOCO AVAV CSGP CHE DMAC GROW CRTX IMXI SUB CSTL YMAB EVOK ARGX CRNX FENC RLMD PDP KNSL NLTX ESPO GRAF CIIC APPF IYW CMF CHG ANY WEBL PRSC MOR ROM QMOM IGMS ENG XPH VTIQU PTNR ARYA CSBR STSA AGZ ARDS CPAH SBIO FULC PHAT ETHG ETNB IBMJ IBML CNCR DBS XNTK IETC XSW LIVE BIOX GTO DGL PSJ GNOM MOM MFMS MIRM ACAM PBE BMAY DFND AIQ GUDB PLL HTAB BKAG CCX CIZN SMMC SPSK LCA BKSB AAMC AMCI SBUG COFS MTGP GBUG NFINU FLAT

1
Reply
Share
Report
Save
Follow

I wanted a piece of this sector so I went with ENTG. I wanted to buy ENPH too but I haven’t convinced my self.

1
Reply
Share
Report
Save
Follow

ENTG

2
Reply
Share
Report
Save
Follow

ENTG isn’t as mainstream as other tech because the rise can’t be predicted based on product you and I see or speculation of products. The lack of “mainstreamness” creates a lack of speculation/coverage.

I have had luck with then whenever I buy in the “iPhone release season”. I assume this is because development and production occurs shortly there after for the next consumer products.

The only way is up for them because they have a hold on a market that only has greater demand every year. Hell every quarter. And the demand comes from people with tons of cash.

1
Reply
Share
Report
Save
Follow

They typically go up opposite of most tech companies because the money made is not from consumers.

They are a supplier of materials needed for silicon chip manufacturing.

They aren’t really a quick money maker. However, I’ve doubled an account in about 11 months off of a low they had.

ENTG isn’t going anywhere as they are the “gasoline for cars” without the fear of electric ones coming.

1
Reply
Share
Report
Save
Follow

People need to start watching ENTG

1
Reply
Share
Report
Save
Follow

#ENTG

1
Reply
Share
Report
Save
Follow

CERN ENTG

1
Reply
Share
Report
Save
Follow

Buy MU Calls

Bought ENTG stock at the end of the day today should sell those tomorrow on the bounce back.

1
Reply
Share
Report
Save
Follow

Welp, bought weekly calls: 10 PYPL 89, 10 ENTG 30, 5 SQ 89, and 10 Z 45

3
Reply
Share
Report
Save
Follow

Semis are going to the moon lately. I'm watching ENTG, they make other cleanroom equipment, shit like plastic boxes for wafers that sell for 1800 dollars.

0
Reply
Share
Report
Save
Follow

ENTG looks like its about ready to make a run. Needs to break and hold over the SMA.

1
Reply
Share
Report
Save
Follow

Semis: ASML, ENTG, TSMC

1
Reply
Share
Report
Save
Follow

I was averaging down every few days, but got really pissed that BILI was down 6% again so I sold off everything I still had. It seemed like other relatively volatile stocks reached the bottom of the pit, so figured I'd better put my money elsewhere (oil, GOOS and ENTG)

(I don't think it'll really go up 10% after 2 weeks of hammering losses, no problem to get back in just one or two days later).

0
Reply
Share
Report
Save
Follow

BILI went from 6% down after opening to 2% up today. I think this could be the bottom of the dip, bought in on BIDU and some volatile semiconductor stock too (ENTG)

1
Reply
Share
Report
Save
Follow

Daddy has spoken, faggot. I bought $ENTG calls like Daddy told me too and I have received tendies.

5
Reply
Share
Report
Save
Follow

$45 7/20 ENTG calls I'm drunk so I. Bought them fuck it daddy make me some money

4
Reply
Share
Report
Save
Follow

$45 8/17 ENTG calls. Thank u Daddy.

10
Reply
Share
Report
Save
Follow

I would if I didn't put all the cash funds I had left in ENTG yesterday.

1
Reply
Share
Report
Save
Follow

#Tech Events – calendar of events coming up over the next few weeks

  • NFLX earnings – Mon night 10/16.
  • ADTN, CREE, IBM, LRCX earnings – Tues night 10/17.
  • ASML earnings – Wed morning 10/18.
  • BHE, EBAY, LLNW earnings – Wed night 10/18.
  • ADS, SAP, TSMC, VZ earnings – Thurs morning 10/19.
  • MXIM, NCR, PFPT, PYPL earnings – Thurs night 10/19.
  • STX earnings – Mon morning 10/23.
  • CVLT, GLW, INFY earnings – Tues morning 10/24.
  • AKAM, CYBE, IRBT, MANH, T, TSS, TXN earnings – Tues night 10/24.
  • APH, FLIR, SLAB, V earnings – Wed morning 10/25.
  • CA, CLGX, DLR, FFIV, MLNX, NOW, NXPI, PLXS, SSNC, TYL, XLNX earnings – Wed night 10/25.
  • Aixtron, CCMP, CHTR, CMCSA, ENTG, Nokia, STM, TWTR, VNTV, XRX earnings – Thurs morning 10/26.
  • ATEN, CDNS, CLS, EXPE, FLEX, FTNT, GOOGL, INTC, MSFT, NATI, PRO, VDSI, VRSN earnings – Thurs night 10/26.
  • AAPL iPhone X – presales begin Fri 10/27.
  • CGNX, RTEC earnings – Mon night 10/30.
  • AMT, FIS, MA earnings – Tues morning 10/31.
  • PLT earnings – Tues night 10/31.
  • FB/TWTR testifying before Senate on Russia and the election – Wed 11/1.
  • CEVA, GRMN, LFUS, ORBK earnings – Wed morning 11/1.
  • CACI, CAVM, CSGS, EGOV, FB, MANT, QCOM, ULTI earnings – Wed night 11/1.
  • ADP, BCE, LDOS earnings – Thurs morning 11/2.
  • AAPL, ATVI, CRUS, JCOM, UNIT earnings – Thurs night 11/2.
  • AAPL iPhone X – hits store shelves Fri 11/3.
  • ADP – shareholder meeting Tues 11/7.
  • NTGR analyst meeting – Wed 11/8
  • TIVO – the ITC is scheduled to issue its final determination in the TIVO/CMCSA case by 11/9.
  • SNCR – Nasdaq has granted the co a listing requirement exemption until Mon 11/13
  • CA analyst meeting – Wed 11/15
  • CSCO earnings – Wed night 11/15.
  • AMAT earnings – Thurs night 11/16.
6
Reply
Share
Report
Save
Follow

#Tech

  • AAPL vs. QCOM battle continues (this was out mid-day on Fri) – QCOM filed lawsuits in China against AAPL seeking to ban the sale and manufacture of iPhones in the country – Bloomberg. https://bloom.bg/2ymxNMs
  • AMZN exploring sportswear line – Bloomberg reported (around 3:20pmET Fri afternoon) that AMZN is exploring a move into the private-label sportswear market and is reaching out to suppliers in Taiwan (some of these suppliers, like Taiwan’s Eclat, are also partners w/NKE, LULU, and UAA). Bloomberg. http://bit.ly/2yq1k7C o LULU said it isn’t worried about threats from AMZN – CNBC http://cnb.cx/2gItgKH
  • China is pouring money into artificial intelligence (AI) as it looks to dominate the industry – FT
  • DRAM market update – DRAM Exchange says tight DRAM market conditions will persist into 2018 – EE Times. http://ubm.io/2xImL04
  • GOOGL, WDAY, CRM: Barron’s discusses how the easiest way for GOOGL to catch up to AMZN and MSFT in cloud technology would be through M&A. The article highlights WDAY and CRM as two attractive takeover candidates for Google. https://goo.gl/tg15mz
  • JD: Barron’s is pos. China’s number two online retail outlet and thinks that the stock could rise 30% or more within a year. The article highlights that shares of JD have underperformed competitor Alibaba by ~30% this year despite a higher growth profile. The article also makes note of JD’s superior position in logistics operations. https://goo.gl/qEdpKA
  • OpenLink – Hellman & Friedman is exploring the sale of OpenLink and a deal could be valued at >$1B – Reuters. http://reut.rs/2i9tfTP
  • Toshiba – Bain plans to inject ~$9B into the Toshiba memory unit to help drive growth – Nikkei. http://s.nikkei.com/2ifYvAC
  • TSLA – the company fired ~400 people in the past week according to media reports. Reuters. http://reut.rs/2z7EIX8 Tech Events – calendar of events coming up over the next few weeks
  • NFLX earnings – Mon night 10/16.
  • ADTN, CREE, IBM, LRCX earnings – Tues night 10/17.
  • ASML earnings – Wed morning 10/18.
  • BHE, EBAY, LLNW earnings – Wed night 10/18.
  • ADS, SAP, TSMC, VZ earnings – Thurs morning 10/19.
  • MXIM, NCR, PFPT, PYPL earnings – Thurs night 10/19.
  • STX earnings – Mon morning 10/23.
  • CVLT, GLW, INFY earnings – Tues morning 10/24.
  • AKAM, CYBE, IRBT, MANH, T, TSS, TXN earnings – Tues night 10/24.
  • APH, FLIR, SLAB, V earnings – Wed morning 10/25.
  • CA, CLGX, DLR, FFIV, MLNX, NOW, NXPI, PLXS, SSNC, TYL, XLNX earnings – Wed night 10/25.
  • Aixtron, CCMP, CHTR, CMCSA, ENTG, Nokia, STM, TWTR, VNTV, XRX earnings – Thurs morning 10/26.
  • ATEN, CDNS, CLS, EXPE, FLEX, FTNT, GOOGL, INTC, MSFT, NATI, PRO, VDSI, VRSN earnings – Thurs night 10/26.
  • AAPL iPhone X – presales begin Fri 10/27.
  • CGNX, RTEC earnings – Mon night 10/30.
  • AMT, FIS, MA earnings – Tues morning 10/31.
  • PLT earnings – Tues night 10/31.
  • FB/TWTR testifying before Senate on Russia and the election – Wed 11/1.
  • CEVA, GRMN, LFUS, ORBK earnings – Wed morning 11/1.
  • CACI, CAVM, CSGS, EGOV, FB, MANT, QCOM, ULTI earnings – Wed night 11/1.
  • ADP, BCE, LDOS earnings – Thurs morning 11/2.
  • AAPL, ATVI, CRUS, JCOM, UNIT earnings – Thurs night 11/2.
  • AAPL iPhone X – hits store shelves Fri 11/3.
  • ADP – shareholder meeting Tues 11/7.
  • NTGR analyst meeting – Wed 11/8
  • TIVO – the ITC is scheduled to issue its final determination in the TIVO/CMCSA case by 11/9.
  • SNCR – Nasdaq has granted the co a listing requirement exemption until Mon 11/13
  • CA analyst meeting – Wed 11/15
  • CSCO earnings – Wed night 11/15.
  • AMAT earnings – Thurs night 11/16.

#Barron’s

  • Barron’s Cover Story: Black Monday 2.0: The Next Machine-Driven Meltdown: Barron’s discusses the proliferation of computer-driven investing and how it affects market liquidity. The article discusses how the rise of algorithmic trading has increased the risk of a Black Monday-like flash crash. https://goo.gl/zhH5Cq
  • Barron’s Big Money Poll: Barron’s polls 140 money managers across the country to gauge market sentiment. All-in the survey shows that investors are optimistic, with 61% describing their outlook at “bullish” or “very-bullish”. https://goo.gl/VkdZoH
  • Banks: Barron’s writes a positive follow-up on the big US banks (BAC, C, GS, MS, WFC) and thinks that they will continue to outperform given their cheap valuations (~12x 2018 earnings), potential benefits from tax reform, higher short term rates, and generous capital return programs. https://goo.gl/Rd136S
  • CTC/A.CN: Barron’s highlights a short report from PAA Research on Canadian Tire. The short call says that earnings expectations are too high and that the stock’s valuation will come under pressure as the company loses market share to rising ecommerce in Canada. https://goo.gl/sHrPYB
  • D: Barron’s is pos. on Dominion Energy and thinks the stock could return 30% (including dividends) over the next two years. The article highlights the utility’s transition towards renewable energy, declining debt levels, solid earnings growth, an attractive dividend (4% yield and growing 10% annually), and a position in natural gas exports. https://goo.gl/yrdVV1
  • GOOGL, WDAY, CRM: Barron’s discusses how the easiest way for GOOGL to catch up to AMZN and MSFT in cloud technology would be through M&A. The article highlights WDAY and CRM as two attractive takeover candidates for Google. https://goo.gl/tg15mz
  • JD: Barron’s is pos. China’s number two online retail outlet and thinks that the stock could rise 30% or more within a year. The article highlights that shares of JD have underperformed competitor Alibaba by ~30% this year despite a higher growth profile. The article also makes note of JD’s superior position in logistics operations. https://goo.gl/qEdpKA
  • Silver: Barron’s is pos. on silver and thinks that the precious metal will outperform gold in the coming months. The article highlights that silver will benefit from increased demand from its use in solar panels and smartphones, and notes that silver is undervalued compared to gold given that the gold-to-silver ratio is currently well above historical averages. https://goo.gl/gw4CGe
  • SoftBank: Barron’s is pos. on shares of SoftBank and thinks that shares could rise 40% over the next twelve months. The article highlights that the stock is cheap trading at a 52% discount to its net asset value and thinks that the stock will continue to do well in the coming years. https://goo.gl/LgfSUT
  • UK stocks: Barron’s is cautious on the outlook for UK equities. The article highlights the risks associated with the Brexit negotiation process and central bank tightening. https://goo.gl/te2vPW
6
Reply
Share
Report
Save
Follow

#Financials

  • C/Citigroup – the co is considering setting up an onshore cash equities business in China and expanding research coverage of Chinese stocks – Reuters http://reut.rs/2xW02lJ
  • European banks – Italy is asking the ECB to ease new NPA rules – Reuters http://reut.rs/2z1Vbgu
  • Payday loans the subject of new regulations – payday lenders will need to assess whether borrowers can repay their loans – WSJ. http://on.wsj.com/2wC7mib
  • Standard Chartered – regulators in Europe and Asia are looking into $1.4B worth of private bank client assets that were transferred from Guernsey to Singapore before new tax transparency rules were introduced – Bloomberg. https://bloom.bg/2hRHkFt

#Industrials

  • Aerospace – Reuters highlights an internal memo at Bombardier that says that the company has spent more than $2.4B on US aerospace suppliers last year. The memo is intended on showing the impact on the US economy if Bombardier’s CSeries is kept out of the US market. Reuters https://goo.gl/n3Ussf
  • EasyJet – This morning’s pre-close trading update points to a 2% upgrade of the FY17 PBT guidance range from £380m-420m to £405m-410m. For FY18, guided c.+6% capacity growth implies c.1% downside to our expectation and we believe closer to c.2% relative to consensus. EZJ points to positive unit revenue momentum (ex FX), but with an expectation of continued yield pressure for the full year citing ongoing capacity growth (+5% market growth in FQ1 alone). Combe https://goo.gl/DNEBkL
  • HON – the WSJ reported on Thursday evening that HON is interested in acquiring Evoqua, a privately held wastewater treatment company that is said to be worth ~$3B including debt. Evoqua has been running a so-called dual-track process, simultaneously preparing for an IPO while running a takeover auction. WSJ https://goo.gl/st3THx
  • SUM, ASHG – SUM has made a rival bid for ASHG as it looks to scuttle the existing Ash Grove-CRH PLC transaction. Ash Grove’s board said the offer could result in a superior proposal and that it would engage in talks with the third party. Bloomberg.
  • ULH preannounces – co. preannounced and sees 3Q EPS of $0.22 - $0.25 vs. st. $0.23 on revs of $300-305M vs. st. $307M. Qualitatively, management said that "The third quarter is shaping up to be a good quarter for us… s capacity continues to tighten, I believe we are well positioned to take advantage of the strengthening freight environment. We are optimistic for the remainder of the year, and very excited about the road ahead." ULH preannouncements typically don’t move the trucking sector given its small size and lack of coverage. That being said ULH will underperform, and it wouldn’t be surprising to see some neg. read-through to the sector given the run it’s been on over the last month. Press release
  • WHR – it was announced during Thursday’s trading session that Whirlpool has won the backing of the US ITC regarding its trade case against foreign manufacturers. The WSJ recaps the case and highlights that the panel has a December 4th deadline to send recommendations to the White House. The administration would then have two months to decide whether or not to impose import limits. WSJ https://goo.gl/MAqbwP
  • OA downgraded to hold from buy at Jeffries, Wells Fargo

#Materials

  • Aluminum foil – the US Dept. of Commerce said on Thursday that it would defer on issuing its preliminary determination in its anti-dumping investigation against Chinese aluminum foil imports. Reuters https://goo.gl/iUb8T8
  • RGLD production update – the co. said on Thursday evening that its wholly owned subsidiary RGLD Gold AG sold approximately 61,000 gold equivalent ounces comprised of approximately 48,000 gold ounces, 537,000 silver ounces and 1,170 tonnes of copper related to its streaming agreements during its fiscal FY18 quarter. Press release https://goo.gl/oWBMS7
  • Rio Tinto – Bloomberg reports that Rio Tinto is weighing the sale of Europe’s largest aluminum smelter. The plant has an annual production capacity of 270K tons and has drawn interest from PE firms. The co. is also weighing the sale of its aluminum smelter in Iceland. Bloomberg https://goo.gl/7M9FNY
  • SUM, ASHG – SUM has made a rival bid for ASHG as it looks to scuttle the existing Ash Grove-CRH PLC transaction. Ash Grove’s board said the offer could result in a superior proposal and that it would engage in talks with the third party. Bloomberg
  • ALB downgraded to neutral from buy at Goldman Sachs

#Energy

  • Canadian oil – the WSJ discusses how Thursday morning’s announcement that TransCanada’s decision to end development of two energy pipelines is another setback for Canadian oil producers, who are clamoring to get their landlocked oil and gas to markets in Europe and Asia. https://goo.gl/rmg6T9
  • Russia, Saudi Arabia – the WSJ highlights the growing relationship between Russia and Saudi Arabia following this week’s meetings between Russia’s Putin and Saudi’s King Salman. WSJ https://goo.gl/mmF1ED
  • Solar – Bloomberg highlights how the US solar industry is coordinating with disaster-relief organizations in Puerto Rico, where 90% of homes and businesses still have no electricity following Hurricane Maria. The efforts being carried out are largely humanitarian and aim to show what it can offer (solar panels and batteries) in place of conventional power plants and grids. Bloomberg https://goo.gl/G71JYW
  • Tropical storm Nate – WTI is down ~50bps on Friday morning as investors are cautious ahead of Tropical Storm Nate, which is currently off the coast of Nicaragua and could hit the gulf region. The storm could soon intensify into a hurricane and has prompted several producers to shut down production in the region. Reuters https://goo.gl/YMJvf9
  • VLO downgraded to neutral from overweight at J.P. Morgan (full note: https://goo.gl/TK1Q7k)
  • HFC downgraded to underweight from neutral at J.P. Morgan (full note: https://goo.gl/pR7yKd)
  • APC upgraded to overweight from neutral at Atlantic
  • FRAC initiated underweight at Barclays
  • OGE downgraded to market perform from outperform at Wells Fargo

#Tech

  • AMZN: the one market where Amazon is failing to dominate: Hollywood. The WSJ discusses AMZN’s failure to become a force in content. WSJ. http://on.wsj.com/2xZcJtr
  • BRKS - has acquired 4titude, Ltd., a manufacturer of scientific consumables for biological sample materials, for $65MM cash. Management expects the acquisition will be accretive to Brooks’ non-GAAP earnings within the first quarter of ownership.
  • GIMO – Elliot’s takeover talks w/the company have ground to a halt according to Reuters over price disagreements – Reuters http://reut.rs/2fNCepo
  • HPQ, Samsung – China said it will approve HPQ’s purchase of Samsung’s printer business – Reuters http://reut.rs/2y06khP
  • QCOM, AAPL – a tear-down analysis of the new Apple Watch finds it contains a lot of QCOM silicon. EE Times. http://ubm.io/2wCmWue
  • SNCR - On October 4, 2017, SNCR and Siris determined to restart discussions regarding a potential transaction. Specifically, Siris is offering to buy Intralinks for $915MM cash, invest $185MM for a convert worth ~20% of SNCR’s common shares, and cancel the ~6MM SNCR common shares it now owns.
  • Uber – the co’s leadership is finally nearing a point of stability following months of uncertainty and turmoil; Benchmark is said to be satisfied by recent changes – WSJ. http://on.wsj.com/2kpFsV4

#Tech Events – calendar of events coming up over the next few weeks

  • TECD, WDAY analyst meeting – Tues 10/10.
  • CUDA earnings – Tues night 10/10.
  • TIVO – the ITC is scheduled to issue its final determination in the TIVO/CMCSA case by 10/10.
  • SNCR – exclusivity period w/Siris expires on Wed 10/11.
  • BOX, HPQ, LSCC, WDC analyst meeting – Thurs 10/12.
  • Tata Consultancy earnings – Thurs morning 10/12.
  • EXFO earnings – Thurs night 10/12.
  • NFLX earnings – Mon night 10/16.
  • ADTN, CREE, IBM, LRCX earnings – Tues night 10/17.
  • BHE, EBAY, LLNW earnings – Wed night 10/18.
  • ADS, SAP, TSMC, VZ earnings – Thurs morning 10/19.
  • MXIM, NCR earnings – Thurs night 10/19.
  • GLW, INFY earnings – Tues morning 10/24.
  • AKAM, IRBT, T, TSS, TXN earnings – Tues night 10/24.
  • V earnings – Wed morning 10/25.
  • CLGX, DLR, FFIV, NOW, NXPI, PLXS, XLNX earnings – Wed night 10/25.
  • Aixtron, CCMP, CHTR, CMCSA, ENTG, Nokia earnings – Thurs morning 10/26.
  • ATEN, CDNS, EXPE, FLEX, FTNT, GOOGL, INTC, MSFT, NATI, VDSI, VRSN earnings – Thurs night 10/26.
  • AAPL iPhone X – presales begin Fri 10/27.
  • CGNX, RTEC earnings – Mon night 10/30.
  • FB/TWTR testifying before Senate on Russia and the election – Wed 11/1.
  • GRMN, ORBK earnings – Wed morning 11/1.
  • CAVM, CSGS, FB, MANT, QCOM, ULTI earnings – Wed night 11/1.
  • AAPL, CRUS, UNIT earnings – Thurs 11/2.
  • AAPL iPhone X – hits store shelves Fri 11/3.
  • ADP – shareholder meeting Tues 11/7.
  • NTGR analyst meeting – Wed 11/8
  • SNCR – Nasdaq has granted the co a listing requirement exemption until Mon 11/13
  • CA analyst meeting – Wed 11/15
  • CSCO earnings – Wed night 11/15.
  • AMAT earnings – Thurs night 11/16.
13
Reply
Share
Report
Save
Follow

ENTG- back in the green on calls finally, cashed out up 25%

SNAP- Opened 12 Sep puts. Cashed out my 17 Jul puts yesterday at 1100% gains. Good Hotdog.

OPK- Closed 6 Jul calls at 100% profit.

TWTR- Watched my puts evaporate further into nothing.

Sitting on 75% cash and deciding what to burn it on.....

4
Reply
Share
Report
Save
Follow

So tough...

I have Jul puts on TWTR and SNAP, and Jul Calls on AMD, AAPL, and ENTG.

Hopefully either way I win.

2
Reply
Share
Report
Save
Follow

sold veev and entg

bought c

stashed some cash for potential continued dip buying next week

1
Reply
Share
Report
Save
Follow

yup. had my eye on citigroup all week. moving up another 2% today. might dump one of my smaller positions (veev or entg) to jump in because fuck fighting the tape, but they'll have to pry my googl and baba from my cold dead hands.

edit: flipped my veev for c

1
Reply
Share
Report
Save
Follow

Selling CARA, MU, SPWR, ENTG. Waiting to buy again after some dips. I should've held ENTG and SPWR longer it didn't really dip today.

Also bought TWTR at $17.40.

1
Reply
Share
Report
Save
Follow

i jumped in this bad boy yesterday, hoping for a long lasting relationship full of sloppy gains sex.

def shout out to /u/jkh389. he put me on to veev and since i did so well there i checked out entg after he mentioned it. once that other dude posted about his crazy ass neighbor plugging it i had all the dd i needed to take a position.

2
Reply
Share
Report
Save
Follow

DAMN. Sold my ENTG calls last Friday a day too early. Oh well still locked in 130% gains.

1
Reply
Share
Report
Save
Follow

damn cuh, yeah i dont haev options on my account yet, only have the stock play and ENTG doesnt seem like it'll give me the pop im looking for in a stock play

1
Reply
Share
Report
Save
Follow

what was your purchase price for entg again?

1
Reply
Share
Report
Save
Follow

yeah i saw entg, going strong especially today! Earnings aren't until the 25th right? was thinking about waiting and getting in a little closer Might be too late :P got a good price on VEEV today tjhough!

1
Reply
Share
Report
Save
Follow

Oops I meant entg options lol

1
Reply
Share
Report
Save
Follow

hahaha very true, classic hindsight. Looking forward to ENTG now =) Going to have to keep an eye on decide if im going to enter

1
Reply
Share
Report
Save
Follow

Great call, when are you picking up ENTG for their earnings? I'll follow you into hell brother

1
Reply
Share
Report
Save
Follow

Basically this is a long term (multiple quarters) play because of the semi industry, as we are in the early stages of an analyst upgrade cycle. And with China being a big player I think ENTG is well positioned to benefit. The entire industry may hit the downturn in 2019 when China get's their feet wet in memory fabrication, but that could bode well fell a company like ENTG because they make products to help companies improve quality/yield in semiconductor fabrication. In addition, I really like the fact that ENTG has been smart about what they spend their money on. Share buyback, debt payback, ATMI acquisition (which consolidated a competitor to increase production), and forecast to improve the bottom line.

I think what's special about this company is that it has continued to generate revenue and positive returns even in down years of an extremely cyclical industry, which is extremely impressive to me. Look at MU and see that sine wave and you can respect the cyclical nature of semiconductors.

Is the stock expensive? Yes it's ran quite a bit but so has the entire industry. Is there room to go? I believe so and coupled with a bunch of analysts upgrades I don't see why it can't hit 25 by June if not more. There really isn't a roadblock and with such low volume/RSI I don't believe it's priced in and any beat will probably pop the stock.

1
Reply
Share
Report
Save
Follow

The hiring of mr.graves who turned $entg from being worth 300 million to 1.2billion is the difference maker, it's like when the pats hired bilicheck in and the rest was history lol

1
Reply
Share
Report
Save
Follow

Hiring mr.graves is the main reason I think they don't wna mess this run, with amazon, the guy is experienced and helped changed the company he worked for ($entg) from being worth 300 million to 1.2billin, he might be the difference maker

  • Item
  • Item
1
Reply
Share
Report
Save
Follow

ENTG

2
Reply
Share
Report
Save
Follow

ENTG - Entegris. I tried asking about it a couple years back on here but got no feedback. There's not much on it but listen to the last quarterly report. They just bought out a major competitor in the field and the CEO is extremely optimistic about the future of the company. I think his words were close to "Entegris has never been in a better place for growth than right now."

--

A brief summary of what they do...they build the environments used to manufacture semiconductors and other particle-sensitive computing and non-computing things. I got in back around 2009 and its done me good! I bought more earlier this year.

1
Reply
Share
Report
Save
Follow
Recent Tweets
Entourage Health Reaffirms First Quarter 2022 Preliminary Record Revenues of $17.4 Million and Announces Financial Results Call to be held on May 31, 2022 $ENTG $ETRGF https://t.co/TaBc6mI8oy
1
0
0
Entegris, Inc. is down -2.29% in the pre-market $ENTG
0
0
0
$ENTG ~ Don't Miss the Next move In a few hours,. https://t.co/6MehOhqq9h
0
0
0
A.I.dvisor made a bearish call on $ENTG, netting in a 21.81% gain over 3 months #Entegris https://t.co/7kulLOPkbp https://t.co/MMiQXNCDIR
0
0
0
Nice print for $ENTG Size: 399067 Price: 105.3 Amount: $42,021,755.10 Time: 1600 See more: https://t.co/eV4UscUQwZ Join https://t.co/JWvlYbvmfL to get REAL TIME prints. Runners 📈: https://t.co/VC1LdPYLBp Losers 📉: https://t.co/9MWV4TYQ9o Gappers 🪜: https://t.co/bHQKF2dERV
0
0
0
The venture market is off by 11 points!!! And $ENTG.V $ENTG is green 😎 https://t.co/HPXSc0aD8x
2
0
0
Back to .075, overall market conditions making it volatile AF $ENTG.V $ENTG https://t.co/XJu7slpdIP
2
0
0
And as usual your boy Bay has your back. You had 30 minutes to buy all the .075 $ENTG.V $ENTG 😎🔮 https://t.co/XZKu25jCLl
1
0
3
Let’s get this puppy moving. $ENTG.V $ENTG just unhalted. Q results were 8 days ago. 2021 revs of 55 million. Sitting at .075. https://t.co/SnLkySIWQw
0
0
3
$ENTG: New Insider Filing on ENTEGRIS INC's SVP and General Counsel JOSEPH COLELLA: https://t.co/4FwX5itbni
0
0
0
$ENTG Strike: 115.00 Expiration: 2022-06-17 Call .ENTG220617C115 Price: 3.65 Size: 1024 Time: 2022-05-16 1:37:52PM Premium: $373,760.00
0
0
0
$ENTG Look at this! Profit Factor of 4 and trade profitability of 77.78% 9 trades executed and buy signal in place. 15 minute chart. https://t.co/fQ2V9H6iXQ
0
1
0