Intel Corp. (INTC)

All Comments on INTC

  • commenter
    Mountain
    Fist
    Oct 06 09:39 AM
    36 Opportunities for the Beginning of the Bull [view article]
    Bill, I generally enjoy your analysis and articles. I believe in buying when others everybody is selling. I completely disagree that this a time to buy stocks denominated in US dollars. The foreign markets will be buyable long before this country is. We may see another 40-60% drop in valuations in this country before anything resembling a long term bull market happens in this country. This country has to undergo a fundamental change in the way it's people think before the markets will go up meaningfully again. In my opinion, that is years away, not happening now.

    Not catching this falling knife, I am out and in cash. There will be other ways to make money, but it won't be by going long stocks denominated in US dollars. I'll look to buy in the next 5 years or so, but we've got a LOT more downside to go.     Reply
  • commenter
    Pretzel
    Logic
    Oct 06 07:21 AM
    36 Opportunities for the Beginning of the Bull [view article]
    There are problems with trying to catch falling knives at this point.

    1) The markets are overly unstable, as the 300-700 daily point swings illustrate. We run the real risk of a crash.

    2) The fundemental conditions are not anything most of us have seen in our lifetimes. Maybe everyone is RIGHT to be fearful. Contrarian indicators generally only work to confirm other indicators. They are virtually useless on their own, because the levels of bullish/bearishness are all relative. As an example: It may seem high when 50% of the people are bearish, relative to the 20% who were 2 months ago... but it will turn out that 98% will be bearish at the REAL bottom -- which makes the 50% seem low. There's just no way to know where you are in that cycle, except by hindsight.

    3) There is a risk of systemic meltdown. This would obviously be exceedingly bearish.

    4) The hedge funds are facing extremely high redemptions, and may be forced to continue selling.

    5) The market anticipates the future. The future 6-9 months ahead looks worse, not better.

    All in all, I have considered trying to bottom pick, but decided against it. Bottom picking implies a bottom -- and I'm not convinced we're there yet. Stocks are still not cheap by historical standards.

    I would rather miss the exact bottom by a few percent than be way too early and lose dozens of percent.     Reply
  • commenter
    Pipo
    Oct 06 06:37 AM
    My Website
    25 Cash Cows to Ride Out the Storm- Barron's [view article]
    Jim Rogers has said that water treatment stocks and agriculture was the way to go for the next bull run.

    Read his latest interview at: jimrogers-investments....
    Reply
  • commenter
    Cheap
    Charley
    Oct 06 06:13 AM
    My Website
    36 Opportunities for the Beginning of the Bull [view article]
    I am all in, I had 25% in cash and spent it all last week. I bought GE when it dropped nearly 10% now it looks to open down another 1%. I cannot help but wonder what people are thinking? GE has capitol problems sure but they are also set to rock with a sizable presence in wind turbines. The next time that oil goes up this one will too. It is a good bet that if the Democrats win in Nov that Alt Energy will be a major agenda item for the new administration. Reply
  • commenter
    Pipo
    Oct 06 06:05 AM
    My Website
    36 Opportunities for the Beginning of the Bull [view article]
    Jim Rogers has said that water treatment stocks and agriculture was the way to go for the next bull run.

    Read his latest interview at: jimrogers-investments....     Reply
  • commenter
    Matt
    Blackman
    Oct 06 02:02 AM
    My Website
    36 Opportunities for the Beginning of the Bull [view article]
    Cara;
    You and all the other analysts I've heard labeling this an excellent or 'once in a generational time' to buy may be right. But given the trend we are in there is a greater chance you and they are wrong. (Trends reverse when a force greater than what is pushing them down exerts an upward force). Such major trend reversals do not happen often especially considering that the bailout attempts are now having a diminishing effect (see tradesystemguru.com/co... ). Our debt situation ( tradesystemguru.com/co... ) doesn't help....     Reply
  • commenter
    jrs87sch
    Oct 06 01:13 AM
    My Website
    36 Opportunities for the Beginning of the Bull [view article]
    I think a lot of these stocks are good picks, but I think Apple (AAPL) should be added to tech stocks.

    The price may have dropped quite a bit from its high, but Apple still has a long way to go in gaining market share in computer sales, which is their most profitable product type. Also, they will continue to innovate. Apple is really a great all around company that you can buy for relatively cheap now.     Reply
  • commenter
    Curbs-In
    Oct 06 12:07 AM
    36 Opportunities for the Beginning of the Bull [view article]
    John Pseudonym

    I think there are a lot of people who will be choking on their optimism in a few days... Or I'd like to know what's in that glass their drinking... :-)

    Asia is tanking, even after the bailout and fingers are pointing now at Congress for screwing things up. A $700 billion bailout that didn't even get an up tick.

    Soup lines... I don't know what it's like where you are, but I've already heard of suicides that are believed to be related to these financial problems in the United States and overseas.

    Anyhow, I do think energy stocks are the best bet of the group since many are involved in alternatives and hybrid sources... But all of them long, as this may turn out to be a decade or more correction. (sorry those of you in the instant gratification generation -- how we got here in the first place).

     Reply
  • commenter
    Brian in
    Montreal
    Oct 05 10:35 PM
    My Website
    25 Cash Cows to Ride Out the Storm- Barron's [view article]
    I just love Apple down here, I'm more for big cash position than dividends, and I'll probably 2x put the earnings release (that worked last time). Maybe do that with a few this season, I know Fast Money doesn't want to get in front of the GE release this week. Everyone worries but why not pick the stocks you like and short the general market, or take a put position when you need it. Reply
  • commenter
    John
    Pseudonym
    Oct 05 09:36 PM
    36 Opportunities for the Beginning of the Bull [view article]
    All better in March 2009?

    You are way overly optimistic.

    This will take much longer to correct itself and if the politicians keep trying to stop the decline and speed up the recovery we are all going to end up in soup lines.
     Reply
  • commenter
    Jolly_Ranche
    r
    Oct 05 09:32 PM
    36 Opportunities for the Beginning of the Bull [view article]
    I just set up a pseudonym because I tired of being User X. In this discussion I posted above as User 210417.

    Ames, I actually think you and Bill Cara are both correct partially!! I think this is a bottoming cycle but the bottom ain't gonna be pretty -- maybe six months of wicked downs and ups that will pretty much keep the ETF investors thoroughly whipped out. 1975 this is NOT. The best one can do is buy companies whose earnings are not entirely driven by the economy, like selective drugs/healthcare. Again, very company specific. Indiscriminate buying or shorting will result in whiplash. Perhaps dividend plays make sense here -- stable companies only with little economic downside.     Reply
  • commenter
    Ames
    Tiedeman
    Oct 05 09:16 PM
    My Website
    36 Opportunities for the Beginning of the Bull [view article]
    All of these names are going lower. The DOW is going under 9,000. Reply
  • commenter
    Jase
    Oct 05 09:04 PM
    36 Opportunities for the Beginning of the Bull [view article]
    I share your view regarding most of these. I disagree, however, with your call regarding QCOM. Rather than bank on the mobile chipsets, I'd rather play the terrestrial and mobile backhaul/edge network angle via AKAM. Akamai moves 1/5th of the planet's daily internet traffic--despite continued competition in this space, it's exceedingly undervalued. Reply
  • commenter
    User 120394
    Oct 05 08:34 PM
    25 Cash Cows to Ride Out the Storm- Barron's [view article]
    The idea behind this article is to look for companies that are not over-leveraged and large enough to negotiate reasonable short-term loans with the battered finanicials whom are to keen risky what little capital they have on riskier small/mid sized companies. This article is about strategy and not tactics- good food for thought. Reply
  • commenter
    Garry
    Oct 05 07:08 PM
    36 Opportunities for the Beginning of the Bull [view article]
    Good information Bill. You acknowledge the poor factory orders and unemployment, but you don't explain how those numbers factor into your forecast. Please post.
    Thanks     Reply
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