JPMorgan has refreshed its top stock picks for various investment strategies for the month of July, with three additions.The firm publishes a monthly list compiled by analysts of its top stock picks. Most of the additions have overweight ratings and are recommended for growth or near-term strategies.The analysts added gaming and hospitality firm Boyd Gaming and MGM Resorts Internationalas overweight growth picks and State Street as a near-term pick. It removed Bank of America, Devon Energy, MGM
Taiwan Semiconductor Is Ripe for Entry: Here's How I'm Playing It
I've been hot for the semis for a good while now because of the widely covered shortages that are creating significant pricing power.Thinking about... Taiwan Semiconductor . Taiwan Semiconductor reports Q2 financial performance in two weeks, on July 16th. Currently, Wall Street is looking for EPS of $0.93, without much divergence in opinion. This name is not as highly followed across the community of analysts. I can only find four analysts that have gone as far as to make quarterly projections,