Dr. Candace S. Cheng thinks some outsourced production will return to the US. Americans import a lot of products from abroad, cars and computer equipment the most. But there are logistical challenges, especially during the Covid crisis. As Dr. Cheng manages the US stocks portfolio, she decides to invest in two companies that are versed in producing equipment for semiconductor fabrication plants: Lam Research and Axcelis. She turns to Obermatt ratings for these companies in order to better understand the financial side. Listen to more reasons in her discussion with Dr. Hermann J. Stern in our latest video.
April 30, 2021