Bob Evans Farms and Kulicke & Soffa were among the first-half winners, while Ruby Tuesday and Fitbit were big disappointments.
Shares have run into congestion
FreightCar America, Fitbit and Kulicke and Soffa turned in solid days yesterday, though the latter was bouncing back from a weak Wednesday.
Benchmark Electronics, FreightCar America, Kulicke & Soffa and AVX Corporation are on my radar as potential targets.
Combining these two semiconductor equipment companies makes a lot of sense.
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