At the time of publication the author held no positions in any of the stocks mentioned. Follow @JonMHellerCFA This article is commentary by an independent contributor, separate from TheStreet's regular news coverage.
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.
My tracking portfolio is flat for the year to date, though there have been wildly divergent performances by the constituent stocks.