Growing revenue, margins, free cash flow, and trading at a low-ish historical PE still makes Lam Research a good Value pick. Timing: picking up more with this double bottom found after the slide. Downside: The semiconductor cycle and potential downturn in 2018. But IoT demand should have a greater benefit to prevent it though.
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The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.