TD Ameritrade Network Interview: KLIC, MCHP, ELV: Investment Ideas For A Slowing Economy
Jeff Travis, Oak Associates’ Portfolio Manager, joins TD Ameritrade Network to discuss the opportunity he sees in semiconductors, specifically Kulicke & Soffa Industries (KLIC) and Microchip Technology (MCHP), and health insurance provider, Elevance Health Inc. (ELV).
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The thoughts and opinions expressed in the article are solely those of the person speaking as of March 14, 2023. The discussion of individual companies should not be considered a recommendation of such companies by the Fund's investment adviser. The discussion is designed to provide a reader with an understanding of how the Fund's investment adviser manages the Fund's portfolio.