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Love AMAT as a dividend growth company. But I have large positions in LRCX and ASML and building positions in AEHR and ACLS. When do you hold too many in one sector (in this case wafer equipment)? Or do you just go with winners and therefore AMAT could be another one to add at the right price?
Hey Geordie, good question. We look at it as a sector allocation % overall of the portfolio, rather than an individual stock% of portfolio. But yes, great winners keep rewarding their shareholders, so we're learning to just leave them alone to do their thing!
Can you guys give an entry price for AMAT in another of my accounts ... if the stock market retreats 5-10 per cent from here...I already own at 180 in one of my accounts
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I’ve been buying AMAT since 2017 and STILL buying today
Buying like hell currently @$175. Love your stuff guys
Amazing video again! Thnx and enjoy your weekend
AMAT, my favorite in the semi !
Your fair value is reasonable
Besides NVDA, Applied Materials is my biggest holding…..
Do you own ASML?
@@michaelbrown-nz4on not yet….been keeping an eye on it.
@@michaelbrown-nz4on it’s like being a kid in a candy store with some of these….wish I had more $$$$$
ASML and ARM are really really good to trade…obviously if that’s your thing💰
Love AMAT as a dividend growth company. But I have large positions in LRCX and ASML and building positions in AEHR and ACLS. When do you hold too many in one sector (in this case wafer equipment)? Or do you just go with winners and therefore AMAT could be another one to add at the right price?
Hey Geordie, good question. We look at it as a sector allocation % overall of the portfolio, rather than an individual stock% of portfolio. But yes, great winners keep rewarding their shareholders, so we're learning to just leave them alone to do their thing!
Thanks you!💯
Thank you! Love your videos!
It’s down like 3% today. Nice.
My top stock in my personnel portfolio is AMAT
That's a solid pick!
I ❤ AMAT!
What about chaina market? Is there risk to sell them?
Casey is gorgeous…in the UK, we would refer to her as “…thinking man’s tottie”…in essence, a beautiful woman with high intelligence!
What the heck happened to Arista? I was gaining and had to sell at a break even.
Can you guys give an entry price for AMAT in another of my accounts ... if the stock market retreats 5-10 per cent from here...I already own at 180 in one of my accounts
no one knows. just DCA and sleep at night