Trade Alert: Bought Teradyne (TER) $141

First recommended in January between $105 and $110, and reiterated a couple more times, the stock has recovered from the cyclical weakness in cellphones, robotics and other end user segments. As the smaller player in the semiconductor testing industry, Teradyne suffered more than Advantest (ATEYY) but has recovered some 40%. I believe the company has legs for another 40% appreciation and with demand for semis soaring, I’m planning to hold till at least $200 – likely 12-18 months from now.