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HEADLINES:

Don't Forget To Buy A Commodity That's Going Up Instead Of Down: Memory
Sneha Shah • Tue, May 21 • 3 Comments
Bull Market Speed Bump #1: All News Is Good News (Confirmation Bias)
Philip Mause • Mon, May 20 • 12 Comments
Tracking David Einhorn's Portfolio - Q1 2013 Update
John Vincent • Fri, May 17
Desktop Computers May Be Gone, But Western Digital Isn't
Black Coral Research • Thu, May 16 • 2 Comments
Seagate Technology Announces Cash Tender Offer for Outstanding 7.75% Senior Notes Due 2018 and 6.800% Senior Notes Due 2016

Business Wire (May 16, 2013)
Seagate Technology Announces Pricing of Senior Notes Offering

Business Wire (May 15, 2013)
Hutchinson Technology: Extraordinarily Undervalued, About To Become A Lot Less So
Thomas Lewis • Wed, May 15 • 30 Comments
Seagate Technology Announces Offering of $1.0 Billion of Senior Notes

Business Wire (May 15, 2013)
Jim Chanos Is Shorting Seagate, Should You?
Jae Jun • Mon, May 13 • 13 Comments
Western And Seagate: Surprising P/E Ratios
William Greenfield • Mon, May 13 • 6 Comments
Seagate Week In Review: Did Chanos Misguide Investors?
Mark Gomes • Sun, May 12 • 6 Comments
Seagate Technology - Are There Clouds Overhead Or In Its Books?
The Dividend Guy • Sun, May 12 • 8 Comments
5 Dividend Stocks From The Ira Sohn Investment Conference
Dividendinvestr • Fri, May 10 • 17 Comments
Facebook's Greatest Strength May Be Its Greatest Weakness - Buy Something Else
Abu Bakr Hussain • Thu, May 9 • 27 Comments
HAMR Will Make Seagate One Of The Best Tech Plays With Significant Upside
Andy Batts • Thu, May 9 • 7 Comments
Ranking The Russell 1000 Stocks By Dividend And Earnings Yields
Arie Goren • Thu, May 9 • 11 Comments
Top 10 Net Payout Yield Stocks For May 2013
Stone Fox Capital • Tue, May 7 • 6 Comments
Seagate Delivers on Solid State Strategy: Unveils Complete SSD Product Line

Business Wire (May 7, 2013)
Risk Remains On
David Brown • Mon, May 6
Seagate's Revenue Declines, But Improving Outlook Lifts Shares
Trefis • Mon, May 6

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Jim Chanos Is Shorting Seagate, Should You?
Jae Jun • Mon, May 13 • 13 Comments
Western And Seagate: Surprising P/E Ratios
William Greenfield • Mon, May 13 • 6 Comments
Seagate Week In Review: Did Chanos Misguide Investors?
Mark Gomes • Sun, May 12 • 6 Comments
Seagate Technology - Are There Clouds Overhead Or In Its Books?
The Dividend Guy • Sun, May 12 • 8 Comments
HAMR Will Make Seagate One Of The Best Tech Plays With Significant Upside
Andy Batts • Thu, May 9 • 7 Comments
Seagate's Revenue Declines, But Improving Outlook Lifts Shares
Trefis • Mon, May 6
Seagate: I Told You So
William Shearer, Jr. • Mon, May 6 • 10 Comments
Start Storing Value With Seagate
Black Coral Research • Thu, May 2 • 2 Comments
Seagate And Western Digital: The Disk Drive Duo Still Looks Good
Philip Mause • Wed, Apr 17 • 6 Comments
Why Seagate Will Continue To Grow
William Shearer, Jr. • Tue, Mar 19 • 20 Comments
Can Hybrids Extend Life Of Seagate And Western Digital?
Dana Blankenhorn • Tue, Mar 5 • 37 Comments
Seagate: Making The Long-Term Case
Ashraf Eassa • Thu, Feb 14 • 22 Comments
5+1 Reasons You Should Consider Buying Seagate
Gregory Vousvounis • Wed, Feb 6 • 12 Comments
Seagate Reaping Windfall Benefits Of Industry Consolidation
Sneha Shah • Wed, Jan 30 • 8 Comments
Seagate Technology: This Buyout Bust Still Made Investors Rich
Marshall Hargrave • Fri, Jan 25 • 8 Comments
Seagate's Growth Rides These Storage Business Trends
Trefis • Wed, Jan 16 • 2 Comments
David Einhorn's Favorite High-Dividend Stock
Insider Monkey • Thu, Jan 10 • 26 Comments
Seagate And Western Digital: Tech's 'Ugly Sisters'
Philip Mause • Mon, Dec 17, 2012 • 10 Comments
Seagate Technology: Low Valuation Meets Strong Cash Flow
Nick Chiu • Tue, Dec 11, 2012
Seagate: A Dividend Growth Stock To Buy For 6% Yield
Ashraf Eassa • Mon, Dec 3, 2012 • 53 Comments

Don't Forget To Buy A Commodity That's Going Up Instead Of Down: Memory
Sneha Shah • Tue, May 21 • 3 Comments
Bull Market Speed Bump #1: All News Is Good News (Confirmation Bias)
Philip Mause • Mon, May 20 • 12 Comments
Tracking David Einhorn's Portfolio - Q1 2013 Update
John Vincent • Fri, May 17
Desktop Computers May Be Gone, But Western Digital Isn't
Black Coral Research • Thu, May 16 • 2 Comments
Hutchinson Technology: Extraordinarily Undervalued, About To Become A Lot Less So
Thomas Lewis • Wed, May 15 • 30 Comments
5 Dividend Stocks From The Ira Sohn Investment Conference
Dividendinvestr • Fri, May 10 • 17 Comments
Facebook's Greatest Strength May Be Its Greatest Weakness - Buy Something Else
Abu Bakr Hussain • Thu, May 9 • 27 Comments
Ranking The Russell 1000 Stocks By Dividend And Earnings Yields
Arie Goren • Thu, May 9 • 11 Comments
Top 10 Net Payout Yield Stocks For May 2013
Stone Fox Capital • Tue, May 7 • 6 Comments
Risk Remains On
David Brown • Mon, May 6
4 Solid-Yielding Stocks With Very Low P/E Ratio In An Uptrend
Arie Goren • Mon, May 6 • 2 Comments
Big Blue Was Battered And Bruised, But Isn't Down For The Count
Black Coral Research • Mon, May 6 • 7 Comments
Sell In May And Go Away? Worst Investing Advice Or Sound Investment Choice?
The Dividend Guy • Mon, May 6 • 3 Comments
3 Technology Companies Transitioning Into Dividend Growth Stocks
Kevin Quon • Mon, May 6 • 5 Comments
Ranking The S&P 500 Stocks By Dividend And Earnings Yields
Arie Goren • Sun, May 5 • 15 Comments
SanDisk's SSD Venture: Does Economic Moat Justify Valuation?
Andy Batts • Tue, Apr 23 • 3 Comments
3 Strong-Yielding Russell 1000 Stocks That Have Hiked Payouts By At Least 7% For 5 Years
Arie Goren • Mon, Apr 22 • 5 Comments
EMC And VMWare: More Reward Than Risk
Nick Chiu • Wed, Apr 17 • 2 Comments
6 Tech Earnings: 2 Buys, 2 To Hold, 2 To Consider
Richard Saintvilus • Mon, Apr 15
4 Stocks For Solid Dividends
Efsinvestment • Thu, Apr 11 • 3 Comments

Seagate Technology's CEO Discusses F3Q 2013 Results - Earnings Call Transcript
Wed, May 1
Seagate Technology's CEO Discusses F2Q13 Results - Earnings Call Transcript
Mon, Jan 28 • 1 Comment
Seagate Technology Public Limited Management Discusses Q1 2013 Results - Earnings Call Transcript
Wed, Oct 31, 2012
Seagate Technology PLC Management Discusses Q4 2012 Results - Earnings Call Transcript
Mon, Jul 30, 2012
Seagate Technology PLC's CEO Discusses Q3 2012 Results - Earnings Call Transcript
Tue, Apr 17, 2012
Seagate Technology PLC's CEO Discusses Q2 2012 Results - Earnings Call Transcript
Tue, Jan 31, 2012
Seagate Technology PLC's CEO Discusses Q1 2012 Results - Earnings Call Transcript
Thu, Oct 20, 2011 • 1 Comment
Seagate Technology PLC's CEO Discusses Q4 2011 Results - Earnings Call Transcript
Wed, Jul 20, 2011
Seagate Technology PLC's CEO Discusses Q3 2011 Results - Earnings Call Transcript
Tue, Apr 19, 2011
Seagate Technology PLC's CEO Discusses Q2 2011 Results - Earnings Call Transcript
Wed, Jan 19, 2011
Seagate Technology PLC F1Q2011 Results - Earnings Call Transcript
Wed, Oct 20, 2010
Seagate Technology F4Q10 (Qtr End 07/02/10) Earnings Call Transcript
Tue, Jul 20, 2010
Seagate Technology F3Q10 (Qtr End 04/02/10) Earnings Call Transcript
Wed, Apr 21, 2010
Seagate Technology F2Q10 (Qtr End 01/01/10) Earnings Call Transcript
Wed, Jan 20, 2010
Seagate Technology F1Q10 (Qtr End 9/30/09) Earnings Call Transcript
Tue, Oct 20, 2009
Seagate Technology F4Q09 (Qtr End 06/27/09) Earnings Call Transcript
Wed, Jul 22, 2009 • 1 Comment
Seagate Technology F3Q09 (Qtr end 3/31/09) Earnings Call Transcript
Tue, Apr 21, 2009
Seagate Technology F2Q09 (Qtr End 1/2/09) Earnings Call Transcript
Thu, Jan 22, 2009 • 2 Comments
Seagate Technology F1Q09 (Qtr End 9/30/08) Earnings Call Transcript
Thu, Oct 23, 2008
Seagate F4Q08 (Qtr End 6/27/08) Earnings Call Transcript
Tue, Jul 15, 2008

Chuck Jaffe: Stop ‘playing’ the stock market

at MarketWatch.com (Fri, 7:00AM)
Here's What the Billionaires Are Buying

at CNBC.com (May 16, 2013)
Seagate Technology Announces Cash Tender Offer for Outstanding 7.75% Senior Notes Due 2018 and 6.800% Senior Notes Due 2016

Business Wire (May 16, 2013)
Seagate Technology Announces Pricing of Senior Notes Offering

Business Wire (May 15, 2013)
Whale Watch: Einhorn Boosts Apple Stake by 83.5%

at CNBC.com (May 15, 2013)
After-Hours Buzz: CSCO, AAPL, TSLA & More

at CNBC.com (May 15, 2013)
Seagate Technology Announces Offering of $1.0 Billion of Senior Notes

Business Wire (May 15, 2013)
Movers & Shakers: Thursday’s movers: Chanos is Seagate’s albatross

at MarketWatch.com (May 9, 2013)
After Hours: Tesla Motors shares rally after hours

at MarketWatch.com (May 8, 2013)
Hard Times Ahead for Hard Drive Business: Chanos

at CNBC.com (May 8, 2013)
US Hits an Historic High and the World Joins In

at CNBC.com (May 7, 2013)
Seagate Delivers on Solid State Strategy: Unveils Complete SSD Product Line

Business Wire (May 7, 2013)
Tech Stocks: LinkedIn slumps while most techs close higher

at MarketWatch.com (May 3, 2013)
Tech Stocks: Facebook, Yelp spur tech gains; Intel rises

at MarketWatch.com (May 2, 2013)
Movers & Shakers: Thursday’s movers: Berkshire up as Buffett tweets

at MarketWatch.com (May 2, 2013)
Early Movers: GM, BDX, CI & More

at CNBC.com (May 2, 2013)
After-Hours Buzz: FB, V, YELP & More

at CNBC.com (May 1, 2013)
Seagate Technology Reports Fiscal Third Quarter 2013 Financial Results

Business Wire (May 1, 2013)
Stocks to Watch: Facebook, Comcast are Wednesday’s stocks to watch

at MarketWatch.com (May 1, 2013)
'Helicopter Ben' Intact as Traders Mull 'Sell in May'

at CNBC.com (Apr 30, 2013)

STX vs. ETF Alternatives

Company Description

We are the world's leading provider of hard disk drives based on revenue. We design, manufacture, market and sell hard disk drives. We produce a broad range of disk drive products addressing enterprise applications, where our products are used in enterprise servers, mainframes and workstations;... More

Sector: Technology

Industry: Data Storage Devices

Country: United States

All
| Earnings
| Dividends
| M&A
| On the move

Thursday, May 23, 8:19 AM Deutsche Bank's Sherri Scribner (who likes the HDD space) upgrades Seagate Technology (STX) to Buy from Hold and raises the price target on it ($46 from $40) and shares of Western Digital (WDC). She says outperformance stemming from "the impact of the Thailand floods, which reset pricing and profitability higher" and industry consolidation will continue to benefit the two companies which Jim Chanos recently called value traps (STX is his favorite short). Meanwhile, SA contributor Sneha Shah also likes the industry consolidation thesis. (See also: Lazard's PT boost for WDC) STX +.85% premarket. 2 Comments [Tech]
Thursday, May 9, 10:00 AM Seagate (STX -3.6%) and Western Digital (WDC -1.8%) slump after Jim Chanos calls the hard drive makers value traps at the Sohn conference. Chanos, who was bearish on Dell before the bottom fell out of its PC business, calls the hard drive industry "PC with a year lag." "Most people have way too much storage as it is on their laptops and desktops," he adds. Seagate is Chanos' favorite short - he cites margin pressure, accounting issues (Chanos thinks $1B of goodwill from the Samsung deal could mask cash flow issues), and insider selling. 15 Comments [Tech, On the Move, Quick Ideas]
Saturday, May 4, 3:52 PM Barron's is out with its list of the 500 financially strongest companies as ranked after a rigorous cash and sales analysis. A quick filter on the list shows a good chunk of the names trade with a single-digit price to earnings ratio including Goodyear Tire & Rubber (GT). Despite all the buzz about booming auto sales in the U.S. and China, concerns about growth for Goodyear's products in other regions of the globe have lowered expectations. But with auto sale estimates for full-year being taken higher, Goodyear could see enough consistent revenue growth to justify a higher trading multiple. (Top 25: AAPL, WCC, WDC, DVA, CHRW, QCOM, JOY, V, STX, MRC, MA, CVI, COF, SYMC, MCK, WCG, ETN, BRCM, TMO, CI, CBI, NOV, WNR, HFC, DK) 39 Comments [Consumer, Quick Ideas]
Wednesday, May 1, 6:45 PM Seagate (STX) +4.8% AH after guiding on its FQ3 call for FQ4 revenue of $3.3B-$3.45B, in-line with a $3.35B consensus and easing PC-related concerns. Western Digital (WDC) +1.6%. In prepared remarks, Seagate estimates the hard drive industry saw 136M shipments in FQ3, nearly even with the 135.4M estimated by WDC. Seagate pegs its share at 41%, down from FQ2's 43%; WDC claims its share rose 80 bps Q/Q to 44.4%. High-margin enterprise drive sales rose 3% Q/Q to 7.5M (boosted by Web/cloud storage); PC drives -7% to 36.6M, "non-compute" drives down slightly to 11.6M. Gross margin was flat Q/Q at 27.6%. (slides) Comment! [Tech, Earnings, On the Move]
Wednesday, May 1, 4:10 PM Seagate (STX): FQ3 EPS of $1.26 beats by $0.11. Revenue of $3.53B (-21% Y/Y) beats by $150M. $102M in buybacks, $379M in debt paid down. Shares +0.9% AH. CC at 5PM ET (webcast), guidance should be provided. (PR) Comment! [Tech, Earnings, Breaking News]
Wednesday, April 24, 5:39 PM Western Digital (WDC) guides for FQ4 revenue of $3.55B-$3.65B and EPS of $1.65-$1.80, in-line with a consensus of $3.58B and $1.74. That, along with a strong FQ3 beat, is going over well in light of huge PC-related fears. WDC +3.7% AH. STX +1.3%. LSI +2.2%. WDC estimates the total market for hard drives in FQ3 was 135.4M, down just slightly from FQ2's 135.8M. The company pegs its FQ3 share at 44.4%, up from FQ2's 43.6%. Gross margin rose 50 bps Q/Q (while falling 400 bps Y/Y) to 28.2%, and $243M worth of shares were repurchased. (fact sheet) (PR) Comment! [Tech, Earnings, On the Move]
Tuesday, April 23, 10:20 AM Storage/hard drive stocks are outperforming, possibly aided by Veeco's Q1 bookings numbers: the company reported hard drive equipment bookings totaled $27M, down 7% Y/Y but up 60% Q/Q in spite of slumping PC demand. Veeco added on its CC (transcript) hard drive customers are "starting to make selective technology buy decisions" once more. STX +2.6%. WDC +2.6%. EMC +1.8%. NTAP +2.7%. XRTX +1.6%. QTM +5.1%. EMC reports tomorrow morning. Also, LED/solar equipment makers Aixtron (AIXG +9%) and GT Advanced (GTAT +2.7%) are getting a lift from Veeco's numbers and bullish Q2 commentary. 2 Comments [Tech, On the Move]
Wednesday, April 17, 11:54 AM H-P (HPQ -2.1%), Seagate (STX -2.6%), and Western Digital (WDC -2.8%) underperform after UBS' Maynard Um argues Intel's (INTC -1.3%) Q1 report backs up his thesis that "PC pricing needs to come down ... to entice upgrades." Um thinks this will lead to margin pressure for OEMs, and an unfavorable mix shift for hard drive vendors. He also notes H-P/Dell might not benefit from Intel's server CPU strength, since it's fueled by cloud buyers who often rely on white-label gear. Also: Paul Otellini stated on Intel's Q1 call he expects Window 8 (MSFT) touch devices (7" tablets?) using Intel's upcoming Bay Trail Atom CPU to eventually sport ~$200 price points. 3 Comments [Tech, On the Move]
Thursday, April 11, 8:24 AM In addition to the fall in Microsoft's shares, companies exposed to the PC market drop further after IDC said yesterday that global computer shipments slid 13.9% in Q1. H-P HPQ -5.2%, Lenovo (LNVGY.PK) -5.8% in Hong Kong, Intel (INTC) -2.3%, AMD -2.7%, Nvidia (NVDA) -2.1%, Seagate (STX) -1.85%, Western Digital (WDC) -1.3%. (previous) 6 Comments [Tech, On the Move, Consumer]
Wednesday, April 10, 4:43 PM Global PC shipments fell 13.9% Y/Y in Q1 to 76.9M units, per IDC. That surpasses Q4's 6.4% drop and Q3's 8.6% decline, and is steep even in light of IDC's recent commentary. IDC: "It seems clear that the Windows 8 (MSFT) launch not only didn’t provide a positive boost to the PC market, but appears to have slowed the market." H-P (HPQ) was the market's leader, but its share fell 200 bps Y/Y to 15.7%. #2 Lenovo (LNVGY.PK) saw its share rise 210 bps to 15.3%, and #3 Dell's rose 40 bps to 11.8%. Apple's (AAPL) U.S. share rose 60 bps to 10%, though U.S. Mac shipments fell 7.5% to 1.4M. 33 Comments [Tech]
Tuesday, April 9, 12:14 PM A (relatively) bullish MKM note on Intel (INTC +2.1%) appears to be giving a lift to the chip giant. The Street is already expecting Intel's PC CPU sales to fall 10% Y/Y in 1H13, thinks analyst Daniel Berenbaum, who believes plenty of bad news is baked in ahead of Intel's April 16 Q2 report. "Longer-term, we maintain our view that INTC will be able to monetize its technology and manufacturing advantage by gaining share in mobility, expanding its foundry business and continuing to dominate the data center space." Other PC-related names are also higher: MSFT +2.2%. WDC +1.4%. STX +1%. 6 Comments [Tech]
Wednesday, April 3, 12:41 PM Seagate (STX -0.3%) launches what it claims is the first 4TB hard drive to use 1TB platters, an innovation that translates into lower costs (its price of $190 is below that of rival 4TB drives) and higher densities. The drive is aimed at desktops, but there's a good chance some Internet/cloud service providers, generally big fans of cheap/dense storage, will show an interest in the technology. Comment! [Tech]
Sunday, March 31, 11:33 AM What makes a good share buyback? Barron's cites four factors: i) Shares are in a downtrend. ii) It's a long-term strategy and not a short-term fix ( = >1% share count reduction/quarter). iii) Shares are cheap based on price-to-book. iv) The company has a rising dividend. The stocks that pass the test? Wellpoint (WLP), Seagate (STX), Western Union (WU) and AT&T (T). 31 Comments [Quick Ideas, Dividends]
Tuesday, March 26, 6:34 PM Western Digital (WDC) +0.7% AH after RBC's Amit Daryanani launches coverage with an Outperform and $55 PT. Just as the hard drive industry has largely consolidated around Western Digital (WDC) and Seagate (STX), the number of suppliers for many drive components has also fallen sharply, something Daryanani thinks has lowered "margin volatility" for drive makers. He's also optimistic about enterprise storage demand, and thinks WDC can sustain $1B/year worth of buybacks. PC weakness is expected to "remain a constant drag" for the industry. (Brean Capital) Comment! [Tech]
Tuesday, March 26, 12:56 PM An upbeat note from Brean Capital's Ananda Baruah is leading Seagate (STX +3%) and Western Digital (WDC +2.9%) to rally. In spite of weak PC sales, Baruah expects industry hard drive shipments to total 130M-135M in calendar Q1, down just slightly from Q4's 136M and in-line with guidance. Moreover, he sees the potential for 5%-10% 2H shipment growth, and ASPs and margins are seen benefiting from a mixture of better capacity utilization, stronger retail revenue, rising hybrid drive shipments, and a mix shift to enterprise and 500GB single-platter notebook drives. LSI +1.4%. MRVL +0.8%. 4 Comments [Tech, On the Move, Quick Ideas]
Monday, March 18, 2:46 PM Like clockwork, IDC's PC shipment forecasts keep falling while its tablet forecasts keep rising. Following weak February Chinese sales, the research firm thinks global Q1 shipments could see a double-digit Y/Y drop, worse than a prior forecast for a 7.7% decline. It also thinks Q2 shipments could see a mid-single-digit drop ahead of a possible 2H recovery (made easier by favorable Y/Y comps). Two weeks ago, IDC forecast full-year shipments would drop 1.3%, which itself was worse than a prior outlook for a 2.8% increase. 13 Comments [Tech]

zsljulius
After the short call on $STX, it has been especially strong even in a down market.
6 hours ago
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Joseph P. Porter
$STX blows 'em away with a great week - now if only we could get a dividend out of them.
May 4, 11:40 PM
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Destin: Not following on div comment.This qtrs is coming and last qtrs paid early to avoid the '13 tax change.Long since the Thai floods & loving it
May 5, 12:48 PM
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Joseph P. Porter: was unaware of early Q1 payment. looks like thoughtful co's paid some 2013 divs last year to save investors' taxes. Nice of them.
May 5, 6:52 PM
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Micah
$STX is out of control -Up over 13% in the past two days and it is still cheap! PE = 5.46, Yield = 4.2% and billions left in their buyback!
May 3, 3:08 PM
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Rhinoish
$MU $STX $INTC beautiful day, bright future. So annoyed Seagate never hit my limit buys last month, but long the other 2
Apr 10, 11:52 AM
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jmodrkrk
$STX any word on when the next div announcement will be? last one was in November?
Apr 4, 4:53 PM
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jmodrkrk: i figured it out, they paid 1Q 2013 dividends in Nov to preempt the 2013 tax increases. an oversight on my part
May 3, 3:12 PM
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Micah: oh yeah - that's right....
May 3, 3:49 PM
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ltfinger
Today's New Upgrades (3/12/13): $ACE, $JAZZ, $LPNT, $MCRS, $SNDK, $STX
Mar 12, 11:15 PM
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jmodrkrk
new positions today $INTC, $STX, $ARCP, $NCT, $CSCO still sitting ~ 50% cash and waiting for a meaningful pullback
Mar 5, 8:29 AM
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Ashraf Eassa
$STX considering selling some puts here...thoughts?
Mar 4, 12:27 PM
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Destin: It's sure been a nice dip. The 5% yield point has provided good support as of late.
Mar 4, 1:28 PM
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Destin
Done really well with $STX lately adding whenever it hits the 5% yield point. Almost there now.
Feb 25, 3:00 PM
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John Vincent
Einhorn's Greenlight reduced Coventry ($CVH) & Seagate($STX) and increased Apple($AAPL) & Marvell($MRVL). See http://seekingalpha.com/a/phvd
Feb 25, 7:44 AM
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LATEST REPLIES

Ashraf Eassa
During the week, I expect to have articles out on $SIMO, $STX, $NVDA (earnings coverage), and a few new ones :)
Feb 11, 5:45 PM
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eblanch800: Is simo a buy at some point in the near future between $9-11?
May 15, 2:38 PM
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Joseph P. Porter
$STX blows 'em away with a great week - now if only we could get a dividend out of them.
May 4, 11:40 PM
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Destin: Not following on div comment.This qtrs is coming and last qtrs paid early to avoid the '13 tax change.Long since the Thai floods & loving it
May 5, 12:48 PM
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Joseph P. Porter: was unaware of early Q1 payment. looks like thoughtful co's paid some 2013 divs last year to save investors' taxes. Nice of them.
May 5, 6:52 PM
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jmodrkrk
$STX any word on when the next div announcement will be? last one was in November?
Apr 4, 4:53 PM
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jmodrkrk: i figured it out, they paid 1Q 2013 dividends in Nov to preempt the 2013 tax increases. an oversight on my part
May 3, 3:12 PM
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Micah: oh yeah - that's right....
May 3, 3:49 PM
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Ashraf Eassa
$STX considering selling some puts here...thoughts?
Mar 4, 12:27 PM
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Destin: It's sure been a nice dip. The 5% yield point has provided good support as of late.
Mar 4, 1:28 PM
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Ashraf Eassa
Article on $STX submitted. Will write more tomorrow.
Feb 14, 1:40 AM
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Daniel Caycedo: ^ me too, I want a pullback to get back in
Feb 14, 10:33 AM
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DanielleEmberley: I will look forward to seeing this one. I assume there will be some references to WDC in it.
Feb 14, 10:34 AM
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Paul Zimbardo
The Einhorn Apple Rally Continues! +$8 http://bit.ly/XZvjpW #Einhorn #Sues #Apple #AAPL $AAPL $GM $STX #GM #STX #Stocks
Feb 8, 11:44 AM
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Jeramy41: $AAPL bucking the gate over & over @ 476. Does it break through or take a breather?
Feb 8, 12:22 PM
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Paul Zimbardo: I think we could see a bit of profit taking into the weekend but the stock should have strong support until the GS tech converence next week
Feb 8, 12:24 PM
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Ashraf Eassa
$STX did well, as expected. HDD business is a cash cow.
Jan 28, 4:26 PM
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bd4uandu: I like the look of $MU but too rich here?
Jan 28, 7:18 PM
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moldoe: why is STX down almost 10%?
Jan 29, 4:00 PM
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Ashraf Eassa
Anybody buying $STX? Short interest very high on this one, so stay safe in trying to catch the knife.
Jan 29, 10:20 AM
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Ashraf Eassa: Agreed. If I can get it at 6% yield again, I will be happy.
Jan 29, 2:00 PM
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Jim Fish: Wait for it to be ~4x earnings. Seems to be about the right point in the past
Jan 29, 2:47 PM
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Ashraf Eassa
Probably going to buy some OTM weekly calls on $STX...
Jan 27, 5:46 PM
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SKS1586: Patience (Warren Buffet's Virtue) is needed to reach goal. Unfortunately Patience comes with age & after experiencing earnings trade losses.
Jan 27, 7:57 PM
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BlueVelvet: From the current option prices, it seems that it should move more than 10% to be profitable. Why you think it would move that much?
Jan 27, 8:17 PM
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Ashraf Eassa
I sold out of $STX way, way too early. D'oh!
Jan 24, 11:15 AM
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Closet Iguana: I've done that way too many times to count.
Jan 24, 1:09 PM
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Micah: $STX is up over 20% YTD and still yields north of 4%. Add to this their monster buyback and I am not going anywhere!
Jan 25, 7:01 AM
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Micah
Next stop for $STX is $40 at this rate...sheesh
Jan 22, 1:32 PM
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Micah: That is the thing with $STX - it never gets expensive on a simple PE or PEG basis
Jan 22, 4:54 PM
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Daniel Caycedo: Im scared I'm becoming a pig.... But I love the run
Jan 23, 11:05 AM
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Ashraf Eassa
Sold $STX. +$6/share.
Jan 2, 2:21 PM
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SKS1586: Congratulations I reduced too but holding half.
Jan 9, 7:09 AM
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SKS1586: Sold 50% of the remaining half from leftover, with extra +6% profit (STX went up +6% today @ my near my exit).
Jan 9, 4:48 PM
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Ashraf Eassa
So, who got on to the $STX train when I did? :-)
12/5/12
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rasanders22: I made about 20% off them a few months back.
12/8/12
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mmaps@yahoo.com: Oh ..I like iy
12/10/12
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Brian Nichols
I've never seen a company give fewer signs of trouble but be more punished by Wall St. $STX forward yield 6% raises by 19%!
11/29/12
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joe kelly: Just got intc yesterday and was going to stop but dang this is cheap. Placed order for $25 and see if it gets filled.
11/30/12
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Nahodny Okoloiduci: OK div raised, price down on average volume = it stinks. it's not the right time yet
12/2/12
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Ashraf Eassa
snuck an order in for $STX @ $25.53 AH
11/29/12
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Jim Fish: Good call - was tempted to sell out of the beating it took the past 2 weeks. Glad I didn't!
11/29/12
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Ashraf Eassa: Yeah. It has 10.6% short interest and 6% yield now. And it's printing money.
11/29/12
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