by Anura Guruge
on December 4, 2023
I like semis. Always. I understand semis. I only invest in stocks I understand.
I first bought Broadcom nearly a decade ago. Had a GREAT ride with them. They pay very handsome dividends. Then I had to (alas) SELL because I had become too greedy with my option calls. I wasn’t that upset. I had had a lovely run.
I then went for about 2-years without owning any. They were, of course, a tad expensive.
But, I missed owning AVGO & I knew they will continue to do well.
So, last year I started buying AVGO again. SMILE.
As some of you know, I (& my kids) have owned NVDA for AGES. SMILE. We have done OK with NVDA.
I now have, in terms of semis, NVDA, AVGO, ARM & AMD. Smile. I am comfortable with that position.
