Investopedia: Should Investors Hang Around For More From Applied Materials

From the fall of 2012 until very recently, my bullish call on Applied Materials (Nasdaq:AMAT) finally started to pay. Shares rose nearly 50% in six months as investors finally started to believe that NAND capex spending was going to improve and that the flat panel business had likely bottomed, not to mention some confidence that the company would see better results with different leadership. Although these shares are not overpriced on a free cash flow basis, investors who want to stay exposed to semiconductor equipment may want to think about switching over to the stocks of companies with better individual growth stories.

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