Linear Technology

• This Wall Street Alum Has Built One Heck of a Fund. What’s He Buying?

  By Meena Krishnamsetty - April 30, 2013 | Tickers: BRCM, LLTC, TAP, NEM, NVDA

  Noam Gottesman’s accomplished financial career was nurtured in the halls of Goldman Sachs and Lehman Brothers before he broke off to co-found GLG Partners in 1995. He now currently manages just shy of $2bn in his 13F portfolio alone, taking equity and debt positions in hundreds of names. We have searched over GLG’s quarterly filings as well as the filings of 450+ other funds to create retail-friendly investing more »

• The Key to Success for These 3 Semiconductor Stocks

  By Masam Abbas - February 26, 2013 | Tickers: ADI, LLTC, MU

  Writing on semiconductor companies is a tough job given the many complicated terms encountered that have to be described to general investors looking for high-yielding stocks. The following article briefly discusses the three best stocks in the semiconductor industry.

  Linear Technology Corp. (NASDAQ: LLTC)

  Linear Technology is considered to be a top pick for 2013. The stock is viewed as a core holding exhibiting both defensive (strong cash flow, dividend more »

• Sequoia's New (and Old) Positions: Great Long Term Bets

  By Daniel Sparks - December 28, 2012 | Tickers: BRK-B, LLTC, TJX, VRX, WAT

  Over the past ten years, the five-star rated (by Morningstar) Sequoia Fund has significantly diversified its holdings, from 15 holdings to more than 40. Though still more concentrated than the majority of mutual funds, its foray into multiple new holdings should be closely analyzed given the fund's unbelievably consistent outperformance over the last four decades. Two new Sequoia Fund positions are of particular interest: Waters Corporation (NYSE: WAT) and more »

• Altera Versus Xilinx, The Battle for Specialized Semiconductor Supremacy

  By Douglas Ehrman - September 6, 2012 | Tickers: ALTR, LLTC, MXIM, NVDA, XLNX

  For the past decade or so, active traders have dabbled in combinations of semiconductor companies Altera Corp. ) and Xilinx Inc. ); sometimes on the long side, sometimes on the short side and sometimes as a market-neutral pair. Throughout that period, the factors that have driven the performance of one stock have been influential in driving the price of the other. Furthermore, in many cases, the universe of comps have also included more »

• Why Does Billionaire Kenneth Griffin like ON Semiconductor?

  By Meena Krishnamsetty - August 5, 2012 | Tickers: ADI, CY, LLTC, MXIM, ONNN

  Billionaire hedge fund manager Ken Griffin disclosed a 5.1 percent stake in ON Semiconductor (NASDAQ: ONNN) on Tuesday. Citadel Investment Group now owns 23.2 million shares of the company, up from 5.9 million at the end of March.  During the first quarter of this year, Ken Griffin’s Citadel reduced its stake in the stock by nearly 60 percent (you can view Citadel’s portfolio here). The more »

• Xilinx Looks Set to Fly

  By Harsh Chauhan - April 26, 2012 | Tickers: LLTC, XLNX |

  Programmable chips manufacturer Xilinx (NASDAQ: XLNX) saw a drop in its revenue and earnings in the fourth quarter, but trumped Mr. Market’s expectations, and its shares are trading some 6% up as I write this. Adding to investors’ positive sentiment was Xilinx’s guidance, which is well ahead of analyst expectations even at its mid-point of $576 million.

  Now I will put the company under the lens and check more »

• Linear Technology Typifies "Typical" Semiconductor Stock

  By Christopher French - February 11, 2012 | Tickers: ADI, LLTC, MXIM

  A positive earnings surprise from semiconductor manufacturer Linear Technology Corp. (NASDAQ: LLTC) in mid January is credited for sparking the recent run-up in the value of semiconductor stocks as a sector. After its latest earnings release, Linear Technology shares gapped higher at the open and the shares were up 11 percent after a couple hours of trading. Other, related semiconductor stocks followed with gains of their own. Reflecting the gains more »