LRCX: One month later…

September 16, 2009

Last month, I teamed up with Research Edge CEO Keith McCullough and Technology Analyst Rebecca Runkle to produce a report about Lam Research that looked at the company from three distinct angles: Macro, Tech, and the sorts of signals I try to decipher in the filings. That was on Aug. 13. Here’s how the stock has performed since then:

What caught our attention was an 8-K that came out shortly around the time that Lam Research reported its fourth quarter results. But Keith and Rebecca added their own extensive research processes to produce a report that looked at Lam from very different perspectives and both concluded that it was worth buying. Given that it’s up nearly 15% in the past month, we think the results speak for themselves.

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