Nova Ltd. (NASDAQ: NVMI ) has been a quiet stellar performer over the past two years, a major player in the semiconductor equipment space. While the majority of the attention is on peers such as KLA Corporation (I am focused on Canadian stocks, Technology and growth stocks. The key to long term returns are disruptive companies that change the landscape of their industry. I also focus on Mid-Cap companies with strong management and high growth to attain alpha. I buy swing positions as well for quality compan ...