Cadence Design

Earnings next week 🚀

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Semiconductor shares since their 52-week highs

-61% Intel $INTC (+2,41 %)

-54% Aixtron $AIXA (-2,94 %)

-45% STMicroelectronics $STMPA (+0,58 %)

-44% Micron Technology $MU (+5 %)

-37% Globalfoundries $GFS (+2,78 %)

-36% BE Semiconductor $OXVE

-33% Lam Research $LRCX

-29% AMD $AMD (+0,64 %)

-29% Qualcomm $QCOM (+1,7 %)

-28% ON Semiconductor $ON (+2 %)

-27% ASML $ASML (+3,19 %)

-26% Applied Materials $AMAT (+3,95 %)

-26% Elmos Semiconductor $ELG (-0,16 %)

-24% Microchip Techn. $MCHP (+2,72 %)

-23% ARM $ARM (+0,48 %)

-23% Synopsys $SNPS (+2,77 %)

-23% Infineon $IFX (+0,2 %)

-22% NXP Semiconductors $NXPI (+2,63 %)

-20% Cadence Design $CDNS (+1,9 %)

-17% Nvidia $NVDA (+1,51 %)

-17% VanEck Semicon. ETF $IE00BMC38736 (+2,06 %)

-17% Nordic Semi $NRS

-17% KLA Corporation $KLAC (+3,32 %)

-13% Marvell Technology $MRVL (+4,57 %)

-12% TSMC $2330

-11% Broadcom $AVGO (+1,3 %)

-7% Texas Instruments $TXN (+0,59 %)

-6% Monolithic Power Syst. $MPWR (+3,92 %)

>> Which stocks are you invested in and how are they performing? Which of these stocks do you have on your watchlist? #semiconductor
#halbleiter

The semiconductor industry has recorded an increase of 40-50% since the beginning of the year

Brief overview:

($NVDA (+1,51 %) , $AMD (+0,64 %) , $ASML (+3,19 %) , $KLAC (+3,32 %) , $CDNS (+1,9 %) , $LRCX (+4,98 %) , $TXN (+0,59 %) , $TSM (+1,17 %) , $LRCX , $KLAC (+3,32 %) , $INTC (+2,41 %) , $QCOM (+1,7 %) ....)

The largest contribution to this was made by companies such as $NVDA (+1,51 %) (Nvidia), $TSM (+1,17 %) (Taiwan Semiconductur) and $AVGO (+1,3 %) (Broadcom).

Here are a few companies you should know:

ASML - $ASML (+3,19 %) :

- ASML is a leading manufacturer of photolithography machines for semiconductor manufacturing

- The share has gained approx. 42.2 % in the last 5 years

- The 5-year average ROIC of ASML is 21.23 %.

Texas Instruments- $TXN (+0,59 %) :

- Texas Instruments specializes in analog and embedded processing chips that are critical to a wide range of electronic applications

- The share has achieved an average annual growth rate of approx. 14.6 % over the last 5 years.

- Earnings per share have increased by 12.19% over the last 10 years

NVIDIA- $NVDA (+1,51 %) :

- Nvidia is a global leader in graphics processing units (GPUs) and artificial intelligence (AI).

- The average annual increase in sales over the last 5 years was 49.37%

- Future EPS growth is estimated at 31.74%

KLA Corporation - $KLAC (+3,32 %) :

• KLA provides advanced inspection, measurement and data analysis solutions that are essential for high-quality semiconductor production

• ROIC 5-year average is 34.66%

• FCF per share has increased by 18.7% over the last 10 years

Cadence Design Systems $CDNS (+1,9 %) :

- CDNS provides software and engineering services for electronic design automation (EDA).

- The share price has increased by an average of approx. 34.5 % annually over the last 5 years

- The free cash flow per share has averaged 18.78% per year over the last 5 years.

Data from: https://finchat.io/

#aktie
#stockanalysis
#halbleiter

What are your dividend favorites?

I would like to divest myself of a few shares and add to existing dividend stocks.

Which positions would you add to ?

I will sell: $ANET (+6,77 %)
$YCA (-0,59 %)
$KLAC (+3,32 %)
$CDNS (+1,9 %)
$SNPS (+2,77 %)
$QCOM (+1,7 %)
$MRAM (+1,31 %)
$SYNA (+5,18 %)

I have approx. 1365€ available afterwards.

Hello everyone,

Briefly about me: I am 26, an employee and also work in letting and leasing/special rental.

The two properties (market value +\- 10%) are now offset by loans of more €329,000 (nothing inherited 😉).

At 99%, this debt will soon increase by a further €150,000 and the real estate portfolio will grow a little again.

However, the cash will fall to +/- 0€, as the NK will be borne by the tenant.

I would like some suggestions and opinions on my portfolio.

Mainly on the subject of equities, as I'm still more of a newbie with about 3 1/2 years of "experience".

I still want to sell all the "meta bets" and park them in cash for the time being or invest them in the $LOCK (+2,71 %) and the $XDWT (+1,92 %) ETF ($ANET (+6,77 %), $KLAC (+3,32 %) , $CDNS (+1,9 %) , $SNPS (+2,77 %) , $QCOM (+1,7 %) and $SYNA (+5,18 %)).

Thank you!