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 John Gilluly     Graphic_subscribe   

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    This is a Tracking Account  |  Tracked since 04/16/2008  [?]     SocialPicks is not affiliated with John Gilluly
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What's this?
All-time Return
-5.93%
(in 1 year) 		Risk (SD)
Moderate
0.00% 		Sharpe Ratio
-4.3
Followers
0 		Winning Picks
1 of 3 		Total Views
1388


John Gilluly's Blog Posts


Graphic_rating_buy KLIC   Kulicke & Soffa: Lots of Upside Potential in the Coming Year 08/17/08   —  As a follow-up to my previous article, I’m offering a robust estimate of Kulicke &Soffa’s (KLIC) revenue and profit for the next four quarters.If you take the figures that Maurice Carson [CFO] laid out from VLSI (below), there’ll be about $480-500ML in bonder revenue from al...
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Graphic_rating_buy AMR   When Crude Drops, AMR Will Fly 06/20/08   —  I have been watching in amazement while the price of crude strangles the world's economy at $139/bbl. There have been riots and strikes in Europe as gasoline and diesel approach $10/gal (U.S.). In the third world and developing countries, many people have to decide between driving or eating. Cr...
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Graphic_rating_buy KLIC   Building a Kulicke and Soffa Pyramid 04/09/08   —  I have followed the chip equip maker Kulicke and Soffa (KLIC) for 13 years - through thick and thin, through several up/down semiconductor cycles, and I think KLIC is the premier "way shower" for the chip industry as it emerges from a decline. <!--more--> ...
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