BOSTON, March 29, 2004 (PRIMEZONE) -- The pmcw Report recently added over fifteen new companies to its list of investment ideas. The latest update included Lattice Semiconductor (Nasdaq:LSCC), Advanced Micro Devices (NYSE:AMD) and Adobe Systems (Nasdaq:ADBE).
The pmcw Report ( http://www.pmcwreport.net/ ) is a subscription financial newsletter focused on technology and semiconductors stocks. It is published by Paul McWilliams, a 20+ year industry veteran and ranked by SmartMoney as one of the thirty most influential people in investing.
Started in September 2002, the pmcw Report's model equity portfolio has returned a staggering 343%, well outdistancing the Nasdaq's 50% gain over the same period. Since the first of the year, the report's equity positions have gained over 23%, versus a -2% loss for the Nasdaq.
McWilliams said that investment ideas were "stocks I'm not yet comfortable making a pmcw focus stock and adding to our model portfolio; but, I'm familiar enough with the big picture and the markets to discuss my impression of the company and (in most cases) provide what I feel is a reasonable fair value target." McWilliams notes that he may also add stocks with an "avoid" definition.
Past investment ideas have included familiar names like Vishay Intertechnology (NYSE:VSH) for a maximum gain of over 250%.
McWilliams also posted his first quarter review of the semiconductor market including opinions as to what investors should expect for the remainder of 2004. He provided readers with the insights he gained from discussing the current cycle with his many field contacts. Topics covered include:
-- Where does the industry stand in relation to the records set in 2000?
-- What do semiconductor cycles have in common?
-- How long do semiconductor cycles last?
-- Where does China fit in the world of semiconductors?
Technology investors can sign up for a free thirty-day trial to his service by clicking: http://www.pmcwreport.net/join.php3?refer=PZ30
About the pmcw Report
The pmcw Report is a newsletter managed by technology veteran Paul McWilliams and RagingBull.com founder Rusty Szurek. Members enjoy daily postings and a model portfolio.
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