Stock Investor Insights: Five Semiconductor Investments to Buy at Reduced Prices Amid Putin’s Predatory Policies

You are receiving this email because you signed up to receive our free e-letters, or you purchased a product or service from its publisher, Eagle Financial Publications. Five Semiconductor Investments to Buy at Reduced Prices Amid Putin’s Predatory Policies 03/16/2022 [Sponsored Content]( [Free Report: 5 Stocks to Protect Your Portfolio During Tumultuous Times]( Markets are an absolute disaster. With Russia's invasion of Ukraine, inflationary threats, a potential recession, and likely interest rate hikes on the way, investors are terrified. Plus, with oil prices now above $110 a barrel, there are concerns pump prices could substantially curb consumer spending. And unfortunately, no one is quite sure what comes next. Here are five ways to protect your portfolio right now. [Click Here to Download the FREE Report]( [Click Here...]( Five semiconductor investments to buy at reduced prices offer products that not even the predatory policies of Russia’s President Vladimir Putin should be able to torpedo. The five semiconductor investments to buy after recent pullbacks in their share prices should be protected from financial distress due to strong demand from growth industries such as electric vehicles, consumer electronics and data servers. However, supply chain problems due to COVID-19 outbreaks, shipping challenges, rising costs and Putin’s deployment of 150,000 troops to attack neighboring Ukraine have posed recent challenges. The premier semiconductor manufacturer is [Taiwan Semiconductor Manufacturing Company Ltd](. (NYSE: TSM), of Hsinchu, Taiwan, said Bob Carlson, a pension fund chairman who also leads the [Retirement Watch]( investment newsletter. The biggest risk, outside of normal business and market issues, is that China might be encouraged by Russia's invasion of Ukraine and take military action against Taiwan, he added. Chinese Threats May Affect Five Semiconductor Investments to Buy at Reduced Prices [Taiwan's Minister of Foreign Affairs Joseph Wu]( said on Jan. 13 that military threats voiced against it from China was not just rhetoric. China’s leaders in Beijing have beefed up their country’s military and openly discussed “invading” Taiwan. He mentioned that Chinese military aircraft in 2021 had flown more than 900 sorties -- a French word for military missions -- that passed over Taiwanese territory. The Chinese Communist Party (CCP) aired a video in its native language during July 2021 that [warned Japan]( of a nuclear response and “full-scale war” if the island nation interferes with the world’s most populous country’s plans to annex Taiwan. The video, aired on a channel that is approved by the CCP, named Japan as the one exception to China’s policy to not use nuclear weapons against non-nuclear powers. In response to the growing threat, Wu said Taiwan has acquired new weaponry and is preparing for possible military action from China. [[How Much Could You Make Trading, Armed with This Knowledge?]( Believe it or not, there’s a way to know what direction a stock is poised to go over a period of time… I’m talking about a technical trading technique that lets you know whether a stock is going up…or whether it’s going down within a rough time frame. I personally use this technique to consistently make profitable stock market trades… And I’ve put together a short presentation with details on how you can start taking advantage of this technique today. [Click Here...]( Taiwan Semiconductor Manufacturer Shows Success Formula Rivals Seek to Emulate “TSM is rapidly building facilities around the globe, including in the United States,” Carlson said. Taiwan Semiconductor is a marketplace leader and typically a top holding in industry funds, Carlson commented. Company officials describe it unabashedly as the “world’s largest and best semiconductor foundry.” Bob Carlson, head of [Retirement Watch]( speaks with columnist Paul Dykewicz. The company has developed its own semiconductor design ecosystem and collaborated with its customers and partners to offer innovations. Roughly 85% of worldwide semiconductor start-up product prototypes were enabled by TSM. In addition, Taiwan Semiconductor reported that it has built 12,302 different products with 291 unique process technologies to serve hundreds of customers with more than 13 million 12-inch-equivalent wafers in 2021. The company claims to have 26% of semiconductor market share. Five Semiconductor Investments to Buy at Reduced Prices in Anticipation of Rebound Taiwan Semiconductor has achieved a 17.5% cumulative average growth rate (CAGR) in revenue and 17.1% in earnings since its initial public offering in September 1994 on the Taiwan Stock Exchange. Its management announced that it is targeting revenue CAGR of 15-20%, gross margin of 53% or higher and return on equity (ROE) above 25% between 2021 and 2026. The company boosts of having the semiconductor industry's [highest credit rating]( of AA- with the S&P and Aa3 with Moody's. Another strength is that Taiwan Semiconductor has relied only on its own internally generated funds to finance its organic growth, company officials indicated. The company’s two largest U.S. clients are Cupertino, California-based Apple (NYSE: APPL), a global multinational technology company, and Chicago’s Archer-Daniels-Midland Company (NYSE: ADM), which combined to account for more than 36% of Taiwan Semiconductor’s revenue from this business segment. With Apple and Archer-Daniels-Midland, a Chicago-based multinational food processing and commodities trading business founded in 1902, their sales reflected a 24% jump in the past year and a 64% increase in its share of the U.S. computer chip market, company officials reported. Chart courtesy of [www.stockcharts.com]( iShares MSCI Taiwan Is One of Five Semiconductor Investments to Buy at Reduced Prices For investors wary about buying shares of TSM with its share price hitting 52-week lows, an alternative way to take a sizeable position in the company with less all-or-nothing risk is to buy iShares MSCI Taiwan ETF (EWT). TSM composes more than 21% of the exchange-traded fund (ETF), while technology companies make up 58% of EWT. It’s a low-cost, diversified way to capture this opportunity. The fund slid 8.67% in the past month and 9.89% so far in 2022, while rising a modest 4.96% in the past year. However, the stock price remains vulnerable with the Fed raising interest rates, inflation rising, supply chain challenges and Russia’s continuing onslaught of Ukraine that has caused the deaths of thousands of people on each side since Putin’s invasion began on Feb. 24. Chart courtesy of [www.stockcharts.com]( SOXX is the Second of Five Semiconductor Investments to Buy at Reduced Prices A global way to invest in semiconductor is iShares Semiconductor ETF (SOXX). The fund tracks the ICE Semiconductor Index. Top holdings recently were Broadcom (NASDAQ: AVGO), Advanced Micro Devices (NASDAQ: AMD), Qualcomm (NASDAQ: QCOM), NVIDIA (NASDAQ: NVDA) and Intel (NASDAQ: INTC). It owns 30 stocks, and 60% of the fund is in the 10 largest positions. SOXX also has endured a share price plunge in recent months. The fund is down 9.50% for the past month and 22.49% so far this year, while climbing 5.04% in the past 12 months. Chart courtesy of [www.stockcharts.com]( [[How the Uber-Rich Choose Their Stocks](]( Our “Learn How the Smartest Traders Pick Stocks” masterclass expires soon. You’re running out of time to grab your seat at this LIVE, interactive masterclass for traders. It’s your chance to finally learn the secret behind how the wealthy elite choose their stock picks. [Simply click this link to join the unique audience that gets FREE access to the valuable forecasting of VantagePoint’s A.I.]( [Click Here...]( Invesco’s PSI Is the Third of Five Semiconductor Investments to Buy at Reduced Prices A more volatile but potentially more rewarding fund is Invesco Dynamic Semiconductors ETF (PSI). The fund tends to invest in smaller companies than SOXX and those selling at deeper values, Carlson continued. PSI also invests in companies with higher standard deviations than the index. The fund is actively managed and looks for high-quality stocks, with lower financial leverage and solid returns on equity. PSI’s top holdings recently were Texas Instruments (NASDAQ: TXN), Broadcom (NASDAQ: AVGO), Applied Materials (NASDAQ: AMAT), NVIDIA (NASDAQ: NVDA) and Qualcomm (NASDAQ: QCOM). It also owns 30 stocks but has 46% of the fund in the 10 largest positions. The fund has sunk since the start of the year, giving new investors a chance to pick up shares for a relative bargain. The fund has fallen 9.05% for the past month and 24.56% so far this year, while nudging up just 0.12% in the past year. Chart courtesy of [www.stockcharts.com]( More semiconductor fabrication facilities are becoming established in the United Sates to add to its independence -- “just like oil,” said Michelle Connell, CFA, president and owner of [Portia Capital Management](, of Dallas, Texas. Michelle Connell, CEO, Portia Capital Management  NVIDIA Is the Fourth of Five Semiconductor Investments to Buy at Reduced Prices Connell told me she likes NVIDIA (NASDAQ: NVDA), a Santa Clara, California-based pioneer of graphics processing unit GPU-accelerated computing that went public on January 22, 1999. Graphics processing is one of the most important types of computing technology, both for personal and business computing. Designed for parallel processing, the GPU is used in a wide range of applications, including graphics and video rendering. Although they’re best known for their capabilities in gaming, GPUs are becoming more popular for use in creative production and artificial intelligence (AI). Even though GPUs originally were designed to accelerate the rendering of 3D graphics, they later became more flexible and programmable, enhancing their capabilities. This allowed graphics programmers to create more interesting visual effects and realistic scenes with advanced lighting and shadowing techniques. Other developers began to tap the power of GPUs to dramatically accelerate additional workloads in high performance computing (HPC), deep learning and more. NVIDIA focuses on products and platforms for the large, growing markets of gaming, professional visualization, data center and automotive industries. The company’s creations are used by demanding gamers, designers and scientists. Thus, NVIDIA’s work is at the center of consequential technology mega-trends. Chart courtesy of [www.stockcharts.com]( Lam Research Is the Fifth of Five Semiconductor Investments to Buy at Reduced Prices Lam Research Corp. (NASDAQ: LRCX), a Fremont, California-based supplier of wafer fabrication equipment and related services to the semiconductor industry, has slid throughout the last year. It is down 18.12% for the past month, 32.29% so far in 2022 and 8.37% for the last year. That drop now positions the stock to rise upward of 35%, Connell predicted. She called it a buy at the currently depressed price of its shares. Chart courtesy of [www.stockcharts.com]( Despite Putin’s continued aggression against Ukraine, amid protests in Russia that included a journalist showing an anti-war sign on a national news broadcast and claiming the country’s government-controlled media was lying, demand for advanced semiconductors remains on the rise. COVID-19 Cases Exceed 461 Million Worldwide and Near 80 Million in America [COVID-19 remains a factor for businesses worldwide and China is suffering its worst outbreak since the virus emerged in Wuhan. COVID cases also are climbing in European countries such as Germany, the Netherlands and Switzerland.]( COVID-19 deaths worldwide exceeded 6 million to total 6,051,011 on March 15, [according to Johns Hopkins University](. Cases across the globe have soared to 461,461,685, up more than 11 million in the past week alone. U.S. COVID-19 cases, as of March 15, hit 79,586,694, with deaths rising to 966,386. America has the dreaded distinction as the nation with the most COVID-19 cases and deaths. As of March 15, 254,681,134 people, or 76.7% of the U.S. population, have obtained at least one dose of a COVID-19 vaccine, the [CDC reported](. Fully vaccinated people total 216,767,955, or 65.3%, of the U.S. population, [according to the CDC](. The five semiconductor investments to buy at reduced prices should start to recover in the months ahead, as Putin’s war is likely to prove pitfall-prone and China may delay any invasion of Taiwan and other Asian nations after watching much of the world condemn Russia’s actions and combine to apply stiff economic stations on the predatory military machinations. The stronger the fight and resolve of the Ukrainian people to fend off Putin’s forces to preserve their freedom and their democracy, the less eager China may be to follow the path of Russia to become the next international pariah. Sincerely, Paul Dykewicz, Editor [StockInvestor.com]( About Paul Dykewicz: Paul Dykewicz is an accomplished, award-winning journalist who has written for Dow Jones, the Wall Street Journal, Investor’s Business Daily, USA Today, Seeking Alpha, GuruFocus and other publications and websites. Paul is the editor of [StockInvestor.com]( and [DividendInvestor.com]( a writer for both websites and a columnist. He further is the editorial director of Eagle Financial Publications in Washington, D.C., where he edits monthly investment newsletters, time-sensitive trading alerts, free e-letters and other investment reports. Paul also is the author of an inspirational book, "[Holy Smokes! Golden Guidance from Notre Dame's Championship Chaplain](", with a foreword by former national championship-winning football coach Lou Holtz. Follow Paul on Twitter [@PaulDykewicz](. mailto:CustomerService@EagleFinancialPublications.com About Us: Eagle Financial Publications is located in Washington, D.C. – only a few blocks from the Capitol. Our products have been helping investors build their wealth for several decades. Whether you’re a long-term investor or short-term trader, you’ll find the right strategy for you, including how to earn more steady income to spend now, preserve and grow your capital to enjoy later, and whatever other investment goals you have. 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