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Video, Fundamental

Semiconductors: Compressing Valuations and Mounting Risks – Now What?

Angelo Zino, CFA, VP Equity Research and Tech Sector Head

29 March 2022

History says that this is a great time to buy chip stocks, but geopolitical/supply chain risks make us cautious near term. In this recording, CFRA Vice President of Equity Research, Angelo Zino, CFA will highlight a slew of risks that investors should be mindful of, which have helped contribute to recent semiconductor stocks declines and could potentially further offer downside risks.

Solutions

Fundamental Equity Research

Gain a comprehensive view of global themes, industries, and companies.

Technical Research

Giving you confidence to navigate any market cycle.

Public Policy Research

Identify opportunity and risks driven by public policy.