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Consider the two strong entrants in analog semiconductors, the devices that monitor and amplify signals: Linear Technology ( LLTC, 31) and Maxim Integrated Products ( MXIM, 27).
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For example, an investor could combine Pfizer ( PFE), Verizon ( VZ), Southern Copper ( SCCO), Simon Property Group ( SPG), Paychex ( PAYX), Maxim Integrated Products ( MXIM) and R.
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Ellis notes that the stock is cheap, but suggests investors deploy new money in other stocks where order re-acceleration and fundamental catalyst prospects are brighter, including Analog Devices, Maxim Integrated Products and Texas Instruments.
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