Analyst Report: Lam Research Corp.
James Kelleher, CFA
Director of Research & Senior Analyst, Technology
– With over 25 years in the financial services industry, James Kelleher has established himself as an expert, contributing valuable insights since joining Argus in 1993.
– As the Director of Research at Argus, he plays a crucial role in guiding the Investment Policy Committee and shaping the firm’s strategic direction.
– Jim has been pivotal in developing Argus’s proprietary valuation models, which form a cornerstone of the renowned Argus Six-Point Rating System.
Expertise in Technology Sector Analysis
– He oversees technical analysis products, writes the Portfolio Selector report, and manages various Argus model portfolios, demonstrating his extensive experience in evaluating investment options.
– As a Senior Analyst, his coverage includes key sectors such as:
– Communications Equipment
– Semiconductors
– Information Processing
– Electronic Manufacturing Services
– A CFA charter-holder and a recognized industry leader, Jim has been honored multiple times in The Wall Street Journal’s “Best on the Street” All-Star Analyst Survey.
Notable Contributions and Publications
– In July 2010, Jim authored Equity Valuation for Analysts & Investors, published by McGraw-Hill Professional. This text offers a comprehensive overview of financial modeling and the valuation process.
– The book introduces readers to the Argus proprietary valuation methodology known as Peer Derived Value, showcasing his commitment to educating others in the financial field.
In summary, James Kelleher’s expertise and contributions significantly enrich the landscape of technology sector analysis, offering invaluable resources and insights for investors and analysts alike.