Intel: 4% Yielder Is Safe Bet For The Approaching Decline [View article]
I'm confused by his suggestion of a business model. Also assumes that consumers want that. I think consumers rather be able to buy and subscribe to only the TV channels they want to watch. Who ever can provide that type of service will win.
4 Major Reasons Intel Is Too Cheap To Ignore [View article]
Intel has highest market share ever. 83.3% up from 81.8 percent the year before. When you are talking Billions, that sir, is something to talk about. And the market is cyclical, like every market.
Intel: 4% Yielder Is Safe Bet For The Approaching Decline [View article]
Good move. But, I would have put all your money in Intel, don't listen to other people. They make their own mistakes. Read about Buffett's rule. 5 Stocks, 5 best ideas. Why not put most of you rmoney in the best idea? 50%, 30%, 10%. 5%, 5%.
Intel: 4% Yielder Is Safe Bet For The Approaching Decline [View article]
" Analysts are too pessimistic about the company's earnings prospects. Intel has beat earnings estimates for twelve straight quarters on the bottom line."
Sir, Intel has guided their earnings lower the past 3 or 4 quarters. They beat "their" earnings estimates after the adjustments. Second, Intel is just now admitting to the fact tablets are taking revenue away from the PC business. They still don't sell very many tablets, have you noticed?
"Intel has a 4.3% dividend yield. The company has raised its dividend payouts at better than a 13% annual clip over the past five years. It is also due for another dividend hike based on historical precedent."
Again, based on historical precedent, companies in the technology sector are prone to "technological destruction." Besides growing their business from 32 Billion to 50 Billion today, they are in a down cycle and if times get tough don't expect increases in dividends.
" The stock is selling at the very bottom of its five year valuation range based on P/B, P/E, P/S and P/CF."
More than explained by failing to take mobile serious.
" For a 4% plus yielder, INTC is cheap at under 10x trailing earnings."
This is a repetitive reason, trailing 10x earnings, you do know investing is all about the future right? By the way, do you know who their new CEO is?
"Revenues were basically flat in 2012 but sales are expected to improve some 5% in FY2013. The stock sports a five year projected PEG of under 1 (.90)."
Are these the same "pessimistic analysts you were talking about earlier? Remember, they will update after each quarter, when is the last time you really saught the need to upgrade your PC. Servers and data centers are not growing at the 15% a year rate Intel said they would in 2010-2011. Remember that?
" Credit Suisse has an "Outperform" rating and a $28 a share price target on the shares."
Outperform the market...they would actually Perform the market if they reached 28 a share...
" The company has an A+ rated balance sheet and no net debt on its balance sheet (over $5B in net cash on the books)"
Balance sheet 101. They have debt and it has increased from 2 Billion to double digits in 3 years, mobile technology has challenged the growth in the business, and they are using debt to buy back shares. Lets hope that they are right..
"The stock has long term technical support at just under the current price level (See chart)"
Well, if you take Cisco and Intel combined you have the same market cap as IBM. And IBM has been executing on their stragety that makes sense and for years to come will achieve great success. Over time, HP may be able to work out the issues at hand, but the business itself will be lower margin than IBM or Cisco.
Apple's (AAPL) shares are -3.4% premarket following reports that the company has cut iPhone 5 component orders for calendar Q1 due to weaker-than-expected demand. That's possibly helping to depress sentiment on the stock-futures market, with the Nasdaq benchmark -0.4%. The Dow is flat and the S&P is +0.1%, while Europe remains mostly in the green. [View news story]
ARM Holdings: Imagination's Recent Fall Invites Caution [View article]
Shorting ARM holdings is a lot of agony, and not to mention, hoping for blue skies for a quick buck does not seem to logical.
Will Japan Create Inflation Or Just Export Deflation? [View article]
A lot more wiggle room to move the needle and prevent deflation.
Japan?
Not so much.
Intel: 4% Yielder Is Safe Bet For The Approaching Decline [View article]
4 Major Reasons Intel Is Too Cheap To Ignore [View article]
Intel: 4% Yielder Is Safe Bet For The Approaching Decline [View article]
Intel: 4% Yielder Is Safe Bet For The Approaching Decline [View article]
Sir, Intel has guided their earnings lower the past 3 or 4 quarters. They beat "their" earnings estimates after the adjustments. Second, Intel is just now admitting to the fact tablets are taking revenue away from the PC business. They still don't sell very many tablets, have you noticed?
"Intel has a 4.3% dividend yield. The company has raised its dividend payouts at better than a 13% annual clip over the past five years. It is also due for another dividend hike based on historical precedent."
Again, based on historical precedent, companies in the technology sector are prone to "technological destruction." Besides growing their business from 32 Billion to 50 Billion today, they are in a down cycle and if times get tough don't expect increases in dividends.
" The stock is selling at the very bottom of its five year valuation range based on P/B, P/E, P/S and P/CF."
More than explained by failing to take mobile serious.
" For a 4% plus yielder, INTC is cheap at under 10x trailing earnings."
This is a repetitive reason, trailing 10x earnings, you do know investing is all about the future right? By the way, do you know who their new CEO is?
"Revenues were basically flat in 2012 but sales are expected to improve some 5% in FY2013. The stock sports a five year projected PEG of under 1 (.90)."
Are these the same "pessimistic analysts you were talking about earlier? Remember, they will update after each quarter, when is the last time you really saught the need to upgrade your PC. Servers and data centers are not growing at the 15% a year rate Intel said they would in 2010-2011. Remember that?
" Credit Suisse has an "Outperform" rating and a $28 a share price target on the shares."
Outperform the market...they would actually Perform the market if they reached 28 a share...
" The company has an A+ rated balance sheet and no net debt on its balance sheet (over $5B in net cash on the books)"
Balance sheet 101. They have debt and it has increased from 2 Billion to double digits in 3 years, mobile technology has challenged the growth in the business, and they are using debt to buy back shares. Lets hope that they are right..
"The stock has long term technical support at just under the current price level (See chart)"
--Not even remotely related to "Intel."
Buy Qualcomm - It's The Intel Of Mobile [View article]
Intel: Something Big Is Coming In April [View article]
http://www.intc.com
I know. Hilarious. but true. And the published annual report.
Cisco: The Pullback You Wanted [View article]
Investing In The LNG Market [View article]
Investing In 2013: Remember 1977 [View article]
Enough Said.
Wells Fargo: What The Numbers Say [View article]
Why should Toronoto bank even compete in theU.S.? Largest in what?? 7th place to get to 5th place in the U.S. will require Enron type growth.
Wells Fargo: What The Numbers Say [View article]
Finding Opportunity In Rumors About Game Consoles: Gamestop In Play [View article]
Apple's (AAPL) shares are -3.4% premarket following reports that the company has cut iPhone 5 component orders for calendar Q1 due to weaker-than-expected demand. That's possibly helping to depress sentiment on the stock-futures market, with the Nasdaq benchmark -0.4%. The Dow is flat and the S&P is +0.1%, while Europe remains mostly in the green. [View news story]