Comments on: Buy Taiwan Semiconductor (TSM)

By: frankbone

frankbone — Mon, 26 Oct 2009 02:33:57 +0000

So, what about UMC?

By: sidicula

sidicula — Thu, 22 Oct 2009 18:47:00 +0000

Hi Jim,
Thanks for your insights. I was wondering what cash percentage do you recommend maintaining (or what you’re targetting for Jubak Picks) at this stage?

By: devaneym

devaneym — Thu, 22 Oct 2009 18:06:13 +0000

Jim, new to your site. I am following your picks and purchased CSCO,GLF,WRB,GLW,teva & tsm. I committed $11k to start a portfolio. How much should I leave in cash

By: Justin

Justin — Wed, 21 Oct 2009 17:50:43 +0000

I keep my eye on TSM more than 2 years and never jump in. I agree with wwweng and akexzhu. Moreover, for TSM and other Taiwan chip factories, their margins are already quite thin, and there is almost no more room to cut the cost. Unless, Taiwan and mainland China can somehow reach some deals, even a signal of a start of a peace talk, then the mainland money will rush into Taiwan’s stock market and therefor push the price up.

By: ubergeek

ubergeek — Wed, 21 Oct 2009 17:45:44 +0000

I have been buying everything Mr.Jubak has recommended and couldn’t be happier. Thanks for all the great work!
-CC