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Anh Hoang

 
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  • Intel: A Buy At Current Price [View article]
    Anand. You can have a look at Berkshire Hathaway's original SEC filing 13F (file quarterly), it is to show Berkshire Hathaway's stock holdings in a quarter.
    Here is the first quarter filings which still have Intel in the portfolio:
    http://1.usa.gov/KidbDY

    Here is the second quarter: http://1.usa.gov/OFSqYG (Intel is not in the portfolio anymore)

    In addition, I think there are lots of news coverage that follows this filing of Berkshire Hathaway.

    Gurufocus.com is the website which is doing great job in following investment gurus including Warren Buffett: http://bit.ly/PIXc2Y


    Sep 19 10:01 PM | 1 Like Like |Link to Comment
  • Intel: We Can See Why Berkshire Sold Its Intel Position [View article]
    Agree with MexCom. I am quite bullish in INTC.
    Please have a look at my analysis:
    http://seekingalpha.co...
    Technology is not Buffett's core competency though. For IBM, a great franchise the business has is what interests Buffett.
    Sep 19 05:33 AM | Likes Like |Link to Comment
  • Intel: A Buy At Current Price [View article]
    My pleasure. Based on the historical financial numbers, AMD is fluctuating in both net incomes, operating cash flow (negative and positive) and mainly generating negative free cash flow. They have huge capital leases which pushes the debt/asset ratio over 0.77 (a very high number).
    Technology is hard to predict industry, so I would rather stay with cash cow company like Intel. The wide fluctuation in AMD operating performance does not interest me much.
    Hope that helps,
    Sep 19 05:30 AM | Likes Like |Link to Comment
  • Intel: A Buy At Current Price [View article]
    Thanks. I don't know much about technical analysis as I am value investor at heart. Normally I run through all the SEC documents as much as I can. The annual filing can be a good start to describe the business and operating performance (I focus in the notes to financial statements as well), then the quarterlies, then the proxy statement to see important disclosures that the firm (either they want or don't want it) has to publish.

    Hope that helps,

    Anh
    Sep 19 05:24 AM | Likes Like |Link to Comment
  • Intel: A Buy At Current Price [View article]
    Thanks OldWarrior. Intel closed at $23.37 today. Hopefully you can have enough to accumulate the shares. If it bounces back strongly to rich valuation, I would look elsewhere.
    Sep 19 05:21 AM | Likes Like |Link to Comment
  • Intel: A Buy At Current Price [View article]
    True Cramer, Intel has its feet in many devices. And it keeps itself updating with its new technologies. Its new Clover Trail chip will support Android and Linux.
    Sep 18 09:14 PM | Likes Like |Link to Comment
  • Intel: A Buy At Current Price [View article]
    Thanks!
    Sep 18 09:11 PM | Likes Like |Link to Comment
  • Intel: A Buy At Current Price [View article]
    True Skippy, analysts and investors normally head for short-term events, whereas we should look for long-term results.
    Sep 18 09:10 PM | Likes Like |Link to Comment
  • Intel: A Buy At Current Price [View article]
    Totally agree with you on this. It is all 'bout management. And history has shown that. Glitch gives investors to accumulate shares at undervalued price.
    Sep 18 02:07 PM | 1 Like Like |Link to Comment
  • Intel: A Buy At Current Price [View article]
    Great to hear that you are all in at $15, congrats on that. True that it is the income generator for investors as well. If you don't mind, please let me know your annualized gain for your Intel position over the last 20 years.
    Sep 18 02:06 PM | 1 Like Like |Link to Comment
  • Buying Intel At $23: Like Buying Coca-Cola At $23? [View article]
    KO is definitely 5 stars on sustainability. There is no question about that. Technology is different animal, it subjects to frequent and fast change. The tech business has to update itself very frequently.

    Remember Buffett bought Intel at $22 and sell out at around $27 in less than a year.
    Sep 18 01:47 PM | Likes Like |Link to Comment
  • Intel: A Buy At Current Price [View article]
    Thanks Hoiman. Intel indeed have experienced the terrific growth over years. Will keep you updated on ideas.
    Sep 18 12:13 PM | 2 Likes Like |Link to Comment
  • Intel: A Buy At Current Price [View article]
    That's true, I think Q3 and even Q4 might not be so promising. However there are two things:
    1. I think the pessimism has been reflected in the stock price.
    2. Buyer of Intel should be long-term, expect to hold it for around several years or more.
    You might try to sell the put options of Intel to lock in the price you buy, otherwise you will gain the premium on the writing options.
    Sep 18 12:11 PM | Likes Like |Link to Comment
  • Intel: A Buy At Current Price [View article]
    Thanks for your kind word.
    Sep 18 10:48 AM | 1 Like Like |Link to Comment
  • A Fast-Growing And Profitable Retailer Is Undervalued By The Market [View article]
    Yes, that's true William. Seems like the market is overreacting. Let see whether when it comes to $33-$34, is the intrinsic value increasing or not?
    Sep 18 10:23 AM | Likes Like |Link to Comment
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