Applied Materials Inc. (AMAT)
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- Applied Materials Leads by Example [view article]
- 25 Cash Cows to Ride Out the Storm- Barron's [view article]
- 95 Stocks with Low Debt to Equity [view article]
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loading ...Recent AMAT Articles
- 95 Stocks with Low Debt to Equity
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Applied Materials Leads by Example [view article]
Best Solar (China) is working with AMAT to build a 2GW production line.Want to visit best Solar? Join the International Trade Mission to China (24 - 28 November 2008) pvtourchina.com / solarplaza.com. Reply
25 Cash Cows to Ride Out the Storm- Barron's [view article]
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95 Stocks with Low Debt to Equity [view article]
Great article, Bill.Even more important than just looking a debt/equity, in my opinion, is cash position. I would run a sub-screen for cash on the balance sheet. Reply
Lindstrom
95 Stocks with Low Debt to Equity [view article]
Great post! I too was a buyer last week, including Friday. SPY was yielding 3.10% or so when I bought under $88.You might want to add to your list of things to do for "the new financial system" something about shareholders have to retake the companies from the inbred board of directors. They need to pay for performance and not give away 10% of earnings plus 4% a year dilution to a handful of insiders via stock options. I have no problem with giving stock for good performance, but it needs to be done in a way that FORCES insiders to build long term value instead of short term gains so they can unload the options at a high price before the stocks crater. Perhaps make options restricted such that they can't be exercised for 7-years. Reply
95 Stocks with Low Debt to Equity [view article]
Great post, Bill. Well thought out and refreshingly rational. ReplyCastellano
Applied Materials Leads by Example [view article]
The semiconductor industry, AMAT's flagship line, is in the toilet, that's issue number 1. In the solar industry, AMAT is selling a "me-too" product line -- high cost vacuum deposited low efficiency (8%) amorphous silicon. That was a good idea AMAT had when it had a lot of its equipment sitting around waiting for the LCD industry to wake up (the original design of its solar machines) and decided to call them a Solar Machine. At the time, no one could get polysilicon to make the really good stuff and there were only a few companies offering a turnkey approach to making the bad stuff, such as Oerlikon. AMAT was in the right place at the right time. Now, there is no shortage of polysilicon, CdTe sales are going through the roof because of high efficiencies, CIGS is starting to see some revenue stream, also with a high efficiency. The amount of capacity in hand to make solar cells is 2X the actual sales this year and in the forseeable future. Oil prices are plummeting, which when at $145 a barrel was a driving voice for renewable, and European countries are eliminating subsidies. Finally Pickens was instrumental in making the country see the value of wind. So where does that leave AMAT? ReplyApplied Materials Leads by Example [view article]
JUST TALK AND TALK....BLITHERING IDIOTS A BUNCH.FOR GOD'S SAKE.... BUY SOMETHING THAT IS STILL GROWING AND GUIDED HIGHER REVENUE AND PROFIT MARGIN.
The early CSCO of stem cell/regenerative medicine ... Thermogenesis(KOOL).
Sound financial, patented products, almost no competition and the stock is dirt cheap.... find me a better one if you can. Reply
Is This the Nasdaq or a Dollar Store? [view article]
Eric,Google's stock price does not reflect its fundamentals. The management should do something e.g. a buy back or preannouncement like ibm did last night.
Do you know what takes GOOG to preannounce their Q3 results? CEO said in late Sept that "business is as usual even though there is drama on wall street". Reply
25 Cash Cows to Ride Out the Storm- Barron's [view article]
Excuse Me - Cash Cows? What are you thinking?KO was $58 a year ago, now its $47.41 (down 3.83% today).
MSFT was $30 a year ago, now its $23.01 (down 0.95% today)
MMM was $95 a year ago, now its $57.37 (down 4.34% today)
SLB was $104 a year ago, now its $66.14 (down 0.99% today)
TROW was $57 a year ago, now its $46.05 (donw 1.98% today).
CASH COWS FOR WHO? WALL STREET? THE CORPORATIONS? Sure, go ahead and BUY NOW IN THE GREAT DEPRESSION # 2 and catch a FALLING KNIFE.
You either are a Wall Street/Corporate Stooge or you are misinformed. What difference does a small dividend make if you are losing 25% per year?
Reply
cannot
compete!
Is This the Nasdaq or a Dollar Store? [view article]
@SmartyPants: WRONG!! Buy on the way down, in increasing increments!! Sell on the way UP, again in increments!! ReplyIs This the Nasdaq or a Dollar Store? [view article]
Ditto ReplyIs This the Nasdaq or a Dollar Store? [view article]
The time to buy is when they are going up, not on the way down. There is time to wait yet. Great companies had P/Es of 5 or 6 at the end of the Depression. We might still have a long way down to go. Reply25 Cash Cows to Ride Out the Storm- Barron's [view article]
I ponder the idea of a stronger dollar and come up with "stronger than what" ReplyIs This the Nasdaq or a Dollar Store? [view article]
I believe you're right. The problem is that most of us were in during the slide or part of the slide. No more money to enter. Replyughguy.com
25 Cash Cows to Ride Out the Storm- Barron's [view article]
Lame. A lot of these names (HPQ, MSFT, KO etc.) are going to get absolutely destroyed by the stronger dollar during Q3. I don't know why any rational human being would want to own these stocks this earning season. Reply