Today I sold my long term holding of Western Digital (WDC). It was a good holding for a long time but recent events in the fundamental metrics of the company brought me to this juncture. Add in the retirement of the CEO and it indicates at least rough sailing for a while. I still like the comp
Applied Materials (AMAT) released 2019 yearend earnings yesterday. Although they are coming down from a historically strong 2017 and 2018 fiscal years, 2019 is still very strong.
The attachment reviews major fundamental metrics of AMAT.
