ETFs With SanDisk $SNDK Exposure

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ETFs With SanDisk SNDK Exposure
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• Hi, My name is Corey and Im with ETF Trading
  Research, today were reviewing our recently
  published article

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• ETFs With SanDisk SNDK Exposure

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• SanDisk SNDK stock is up 25 during the last
  month. That impressive performance makes it the
  top performing stock in the SP 500.

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(No Transcript)
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• SanDisk is a semiconductor company that designs,
  develops, manufactures, and markets data storage
  solutions. Im sure youve come across one of
  their

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• products inside a digital camera, camcorder,
  smartphone, tablet, or eReader. In fact, SNDKs
  biggest customer had been none other than Apple
  AAPL. They accounted for 20 of SNDKs sales.

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• But Apple changed suppliers and SNDKs stock has
  taken a beating since the news broke they were
  losing their biggest customer.

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• 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.

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• Thats 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.

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• Current estimates are for EPS to grow nearly 37
  next year. Well get more clarity on these
  estimates when the company reports 3rd quarter
  earnings next week.

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• But earnings and growth arent the reason SNDK
  has soared 25 in the last month. Right now, SNDK
  stock is up because of buyout speculation.

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• The company is discussing buyout terms with
  Micron Technology MU and Western Digital WDC.
  In fact, a wave of MA activity is sweeping
  through the semiconductor industry.

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• There have been at least fifteen big MA deals
  among semiconductor companies announced this
  year. These deals are valued at a whopping 80
  billion.

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• 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 todays semiconductors.

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• 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.

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• 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.

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• SNDK accounts for 4.73 of SOXX. Its the 9th
  biggest holding in this ETF. SOXX has an expense
  ratio of 0.47. SMH has a 2.38 weighting of
  SNDK. Its the 16th largest holding in SMH right
  now.

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• This ETF has an expense ratio of 0.35.
• ETFs with SanDisk stock other holdings

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• 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.

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• 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

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• called Market Vectors US Listed Semiconductor 25
  Index. This index tracks the performance of 25 of
  the largest US semiconductor companies.

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• Either one of these ETFs focused on semiconductor
  stocks should benefit from the wave of MA
  activity sweeping through the industry.

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• Other ETFs With SanDisk stock

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• 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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