4.       Amkor Technology (AMKR - Free Report) is one of the largest providers of outsourced semiconductor packaging and testing. It has partnered with many of the world’s largest semiconductor manufacturers. It had a big third quarter with stronger-than-expected demand in communications, auto, and industrial end markets. Shares are up 16.9% year-to-date and have busted out of a recent 5-year channel to new highs. They’re still cheap, with a forward P/E of just 12.1.

5.       Stewart Information Services Corp. (STC - Free Report) is a title insurance and real estate services company with a market cap of $1.3 billion. Earnings are expected to soar 98.5% in 2020 as the housing market remains hot. Shares are up 17.2% year-to-date and are at new 52-week highs. They’re still cheap, with a forward P/E of 9.1. But is the sizzling housing market about to cool off in 2021?