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Semiconductor stocks remain a central focus for stock pickers working through the current cycle.
Jim Cramer, updating a 32-stock model portfolio, has named five favorites to buy, placing three chipmakers and a transportation giant at the core of that short list.
What the semiconductor weighting signals Three of the five picks sit inside the semiconductor space. The source does not provide company names, share prices, or price targets for any of the five favorites.
A transportation giant rounds out the identifiable sector themes.
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