Lam Research Continues To Impress

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About: Lam Research Corporation (LRCX)
by: Skylar Florian
This article is exclusive for subscribers.
Skylar Florian
Momentum, contrarian, portfolio strategy
Summary

A snapshot of the updated financials of LRCX versus last year’s numbers.

The progress they have made on their share buyback program, their dividend, and a projection of future shareholder capital returns.

An overview of semiconductor equipment spending forecasts, the memory market, and headwinds and tailwinds facing the industry and Lam Research.

Premise of the Article:

I wrote an article on Lam Research (LRCX) on 8/30/2018 discussing its declining share price and stated that it was a good time to start accumulating shares of the