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ETF TRADING RESEARCH
ETFs With SanDisk
$SNDK Exposure
Welcome to ETF Trading Research Your
premier site to instantly diversify your
portfolio to make more money! Want More
Research and Strategies on ETFs visit our
website
ETFtradingresearch.com
Hi, My name is Corey and I‘m with ETF
Trading Research, today were reviewing
our recently published article…
ETFs With SanDisk $SNDK Exposure
SanDisk $SNDK stock is up 25% during
the last month. That impressive
performance makes it the top performing
stock in the S&P 500.
SanDisk is a semiconductor company
that designs, develops, manufactures,
and markets data storage solutions. I’m
sure you’ve come across one of their
products inside a digital camera,
camcorder, smartphone, tablet, or
eReader. In fact, SNDK’s biggest
customer had been none other than
Apple $AAPL. They accounted for 20% of
SNDK’s sales.
But Apple changed suppliers… and
SNDK’s stock has taken a beating since
the news broke they were losing their
biggest customer.
At a recent price of $69.42 it has a market
cap of $14.3 billion. Over the last year the
company has generated $2.51 per share
in earnings per share (EPS) on over $6
billion in sales.
That’s a price to earnings (P/E) ratio of
27.84. Unfortunately, EPS are down 2.5%
this year from last year. The good news
is analysts see earnings growth on the
horizon.
Current estimates are for EPS to grow
nearly 37% next year. We’ll get more
clarity on these estimates when the
company reports 3rd quarter earnings
next week.
But earnings and growth aren’t the
reason SNDK has soared 25% in the last
month. Right now, SNDK stock is up
because of buyout speculation.
The company is discussing buyout terms
with Micron Technology $MU and
Western Digital $WDC. In fact, a wave of
M&A activity is sweeping through the
semiconductor industry.
There have been at least fifteen big M&A
deals among semiconductor companies
announced this year. These deals are
valued at a whopping $80 billion.
The major driver of this consolidation is
the rising cost of production. It typically
costs $100 million or more to develop
and produce one of today’s
semiconductors.
This wave of consolidation is good thing
for the semiconductor industry. It will
result in less competition and more
pricing power. And it will help lift the
value of all semiconductor stocks and
the ETFs that hold them.
Here are 2 ETFs with exposure to
SanDisk stock…
iShares PHLX SOX Semiconductor
Sector Index Fund $SOXX and Market
Vectors Semiconductor ETF $SMH are
two ETFs with a large weighting of SNDK.
SNDK accounts for 4.73% of SOXX. It’s
the 9th biggest holding in this ETF.
SOXX has an expense ratio of 0.47%.
SMH has a 2.38% weighting of SNDK. It’s
the 16th largest holding in SMH right
now.
This ETF has an expense ratio of 0.35%.
ETFs with SanDisk stock other
holdings…
SOXX and SMH both track an index of
semiconductor stocks. But the holdings
are put together differently. SOXX is
intended to replicate PHLX
Semiconductor Sector Index.
The index is composed of semiconductor
stocks listed on US stock exchanges.
There are 31 stocks in this ETF. SMH
tracks an index of semiconductor stocks
created by the ETF provider
called Market Vectors US Listed
Semiconductor 25 Index. This index
tracks the performance of 25 of the
largest US semiconductor companies.
Either one of these ETFs focused on
semiconductor stocks should benefit
from the wave of M&A activity sweeping
through the industry.
Other ETFs With SanDisk stock…
You can find even more ETFs with
exposure to SanDisk stock using an ETF
screener. Link ‘ETF Screner to here.
There are more than 60 ETFs to choose
from
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ETF Trading Research.com?
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ETFs With SanDisk $SNDK Exposure

  • 1. ETF TRADING RESEARCH ETFs With SanDisk $SNDK Exposure
  • 2. Welcome to ETF Trading Research Your premier site to instantly diversify your portfolio to make more money! Want More Research and Strategies on ETFs visit our website ETFtradingresearch.com
  • 3. Hi, My name is Corey and I‘m with ETF Trading Research, today were reviewing our recently published article…
  • 4. ETFs With SanDisk $SNDK Exposure
  • 5. SanDisk $SNDK stock is up 25% during the last month. That impressive performance makes it the top performing stock in the S&P 500.
  • 6.
  • 7. SanDisk is a semiconductor company that designs, develops, manufactures, and markets data storage solutions. I’m sure you’ve come across one of their
  • 8. products inside a digital camera, camcorder, smartphone, tablet, or eReader. In fact, SNDK’s biggest customer had been none other than Apple $AAPL. They accounted for 20% of SNDK’s sales.
  • 9. But Apple changed suppliers… and SNDK’s stock has taken a beating since the news broke they were losing their biggest customer.
  • 10. At a recent price of $69.42 it has a market cap of $14.3 billion. Over the last year the company has generated $2.51 per share in earnings per share (EPS) on over $6 billion in sales.
  • 11. That’s a price to earnings (P/E) ratio of 27.84. Unfortunately, EPS are down 2.5% this year from last year. The good news is analysts see earnings growth on the horizon.
  • 12. Current estimates are for EPS to grow nearly 37% next year. We’ll get more clarity on these estimates when the company reports 3rd quarter earnings next week.
  • 13. But earnings and growth aren’t the reason SNDK has soared 25% in the last month. Right now, SNDK stock is up because of buyout speculation.
  • 14. The company is discussing buyout terms with Micron Technology $MU and Western Digital $WDC. In fact, a wave of M&A activity is sweeping through the semiconductor industry.
  • 15. There have been at least fifteen big M&A deals among semiconductor companies announced this year. These deals are valued at a whopping $80 billion.
  • 16. The major driver of this consolidation is the rising cost of production. It typically costs $100 million or more to develop and produce one of today’s semiconductors.
  • 17. This wave of consolidation is good thing for the semiconductor industry. It will result in less competition and more pricing power. And it will help lift the value of all semiconductor stocks and the ETFs that hold them.
  • 18. Here are 2 ETFs with exposure to SanDisk stock… iShares PHLX SOX Semiconductor Sector Index Fund $SOXX and Market Vectors Semiconductor ETF $SMH are two ETFs with a large weighting of SNDK.
  • 19. SNDK accounts for 4.73% of SOXX. It’s the 9th biggest holding in this ETF. SOXX has an expense ratio of 0.47%. SMH has a 2.38% weighting of SNDK. It’s the 16th largest holding in SMH right now.
  • 20. This ETF has an expense ratio of 0.35%. ETFs with SanDisk stock other holdings…
  • 21. SOXX and SMH both track an index of semiconductor stocks. But the holdings are put together differently. SOXX is intended to replicate PHLX Semiconductor Sector Index.
  • 22. The index is composed of semiconductor stocks listed on US stock exchanges. There are 31 stocks in this ETF. SMH tracks an index of semiconductor stocks created by the ETF provider
  • 23. called Market Vectors US Listed Semiconductor 25 Index. This index tracks the performance of 25 of the largest US semiconductor companies.
  • 24. Either one of these ETFs focused on semiconductor stocks should benefit from the wave of M&A activity sweeping through the industry.
  • 25. Other ETFs With SanDisk stock…
  • 26. You can find even more ETFs with exposure to SanDisk stock using an ETF screener. Link ‘ETF Screner to here. There are more than 60 ETFs to choose from
  • 27. Want More from ETF Trading Research.com? Follow us on Social Media
  • 28. Want more FREE information on ETF Trading? ETF Trading Research.com DOWNLOAD NOW
  • 29. Get the TOP 3 ETFs For 2016 READ THIS FREE REPORT!