January opened with a thud this year from a stock market point of view. Just a handful of days into 2016, things looked really bad, although it got slightly better by the start of February. Since then everything’s pretty much been up and to the right – at least for the five publicly traded companies whose CEOs sit on the board of the ESD Alliance.
The question is, of those five – ARM, Cadence, Mentor Graphics, PDF Solutions, Synopsys – which company should you have discerned in January would outperform the rest by the end of August? On which horse should you have put your money back in January, so you’d be the envy of the guys in August?
