Alwyas looking for great investments to research. No shame in sharing information in helping everyone make money. Post your favorite stock investment(s) and why.
Pros: Incredibly Undervalued based on PE. EPS/Revenues growing at incredible rate for a company under 10 PE. Demand for NAND and DRAM chips are robust and continue to grow. With IOT as the next revolution, growth very well will accelerate propeling MU to new levels.
Cons: In past, DRAM demand/supply has been cyclical. MU would reap rewards one year, lose money the next. Handful of analysts still beleive their chipsets will remain cyclical going forward.
DQ (Daqo New Energy)
Pros: Again, like MU, currently incredibly undervalued. EPS/Revenue growth exponential with PE under 10. Pure Polysilicon supplier currently at 18,000 MT with aggressive Expansion plans to 30,000 MT end of 2018, 65,000 MT end of 2019, 100,000 MT end of 2020. China Trade war helping DQ as Hemlock Semiconductor cannot afford to shp Poly to China because of Tarifs. China largest consumer of Poly (Polysilicon is the raw material of wafers/cells/modules). DQ is the lowest cost producer of Polysilicon.
Cons: Do you trust a chinese company and their numbers? What happens when Chinese trade war has ended? What if Thin Film modules somehow take over in efficiency against PV modules? Are expansion plans to aggressive?
Do your own research as always. List yours, i always love recommendations.