History says that this is a great time to buy chip stocks, but geopolitical/supply chain risks make us cautious near term. In this recording, CFRA Vice President of Equity Research, Angelo Zino, CFA will highlight a slew of risks that investors should be mindful of, which have helped contribute to recent semiconductor stocks declines and could potentially further offer downside risks.
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Angelo Zino, CFAVice President of Equity Research, CFRAAngelo is a Vice President at CFRA. His responsibilities include conducting research and recommending equity investments within the Technology sector, specializing in hardware and semiconductors. In addition, Angelo has extensive coverage in the “alternative technology” arena (i.e., solar, LEDS, 3D printing). Angelo was previously an Industry Analyst with S&P Global Market Intelligence and worked there from 2007 through 2016. Prior to S&P Global and CFRA in 2016, Angelo was Vice President and Portfolio Manager at North Fork Bank, investing accounts through the utilization of mutual funds and applying a black-box approach. In addition to that role, he was an Analyst for the North Fork Bank Trust Department, recommending industrial stocks through fundamental analysis and technical analysis-driven models. Angelo holds an MBA in Finance from Hofstra University and is also a CFA charterholder. |
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