SEMICONDUCTOR HOLD DEP REC(20 SEMI COND COS) (AMEX:SMH)

kahunacfa (66.71) Submitted: 9/16/2010 3:48:51 PM : Start Price: $24.55 SMH Score: +10.35

SMH is the semiconductor company ETF. Following the usual Summer sesonal slow period for the industry, orders and shipments start to rebound and build in the Fall - particularily after the Labor Day three day weekend.

For the more intermediate and longer term, the increasing penetration of semiconductor technology and solid state devices in Smart Consumer and Industril product will continue over the intermediate to long term 3-5 years to forever.

SMH is a BUY!!!

Aloha,

Kahuna, CFA
le 16 septembre 2010