Seeking Alpha

ARM (ARMH -3.4%) has opened lower after Raymond James downgrades shares to Outerperform from...

ARM (ARMH -3.4%) has opened lower after Raymond James downgrades shares to Outerperform from Strong Buy - ARM closed near its 52-week high yesterday. Meanwhile, Intel (INTC -2.7%) is lower not only due to H-P's bleak PC and server sales data, but also due to a downgrade to Neutral from UBS, which is worried about the near-term impact of Paul Otellini's May retirement.
Comments (13)
  • bot some intc today at 19.49
    20 Nov 2012, 01:08 PM Reply Like
  • same here at 19.38. I can be patient.
    20 Nov 2012, 01:38 PM Reply Like
  • I've traded INTC up and down for 15 years,increasing my position when it's down,reducing it when it's up. It's been my best investment ever.

     

    Right now I'm increasing my position.
    20 Nov 2012, 01:44 PM Reply Like
  • that's great DesertRat! It's a solid company with good fundamentals. I know there are brighter days ahead.
    20 Nov 2012, 02:59 PM Reply Like
  • I forgot to mention the years of dividend increases and stock buybacks when it makes sense
    20 Nov 2012, 03:04 PM Reply Like
  • Good moves Palm. The best to your investing.
    25 Nov 2012, 11:04 AM Reply Like
  • What do you guys think of ARMH? The price momentum still continues after the "correction"? I am not sure where its real value sits.
    20 Nov 2012, 02:52 PM Reply Like
  • It appears the partnership eventually with Qualcomm will be sooner than later.
    21 Nov 2012, 08:25 AM Reply Like
  • I understand that the growth prospects for INTC don't look amazing right *now*, but if they want to pay me a 4.6% dividend to wait for sentiment to turn around... I'm all ears. I bought some today, and will scale in over time. It's extremely oversold right now.
    21 Nov 2012, 02:47 PM Reply Like
  • they really don't need growth to justify buying the stock at these levels. The divvie is yielding 4.4% and ebitda/market cap is better than 22% ttm. plus,their ttm ebitda covers ALL their liabilities,not just debt,in 12 short months.

     

    if it drops further I'll add more.
    21 Nov 2012, 04:30 PM Reply Like
  • Again, your forgetting Qualcomm wants them and the stock will sky rocket when it happens enjoy the dividend.
    21 Nov 2012, 05:28 PM Reply Like
  • whats the most diligent research you have done on intel? looks like the worst case scenario is more likely than the best case scenario.
    24 Nov 2012, 09:48 PM Reply Like
  • What's your worst case scenario and your best case scenario, Daniel, and why do you think the worst case is more likely?
    26 Nov 2012, 10:22 AM Reply Like
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