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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 • 1 Comment
HGST Launches The Highest Capacity Hard Drive For The Mainstream Mobile Market

PR Newswire (Tue, 3:01AM)
Bull Market Speed Bump #1: All News Is Good News (Confirmation Bias)
Philip Mause • Mon, May 20 • 12 Comments
Western Digital, SanDisk Target Big Potential In Hybrid Drives With Collaboration
Trefis • Fri, May 17 • 1 Comment
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
Western Digital® Board Declares Dividend For June Quarter

PR Newswire (Thu, 8:45AM)
Hutchinson Technology: Extraordinarily Undervalued, About To Become A Lot Less So
Thomas Lewis • Wed, May 15 • 30 Comments
Lead Sponsor HGST Discusses Optimizing Storage to Efficiently Handle Increasing Content for Lowest Total Cost of Ownership During Free May 15-16 BrightTALK Data Center Transformation Summit

PR Newswire (May 14, 2013)
Western And Seagate: Surprising P/E Ratios
William Greenfield • Mon, May 13 • 6 Comments
HAMR Will Make Seagate One Of The Best Tech Plays With Significant Upside
Andy Batts • Thu, May 9 • 7 Comments
Barron's 500: America's Top Companies Leave One Wishing For A Thicker Wallet
Reasonable Risk • Tue, May 7 • 2 Comments
Seagate: I Told You So
William Shearer, Jr. • Mon, May 6 • 10 Comments
Ranking The S&P 500 Stocks By Dividend And Earnings Yields
Arie Goren • Sun, May 5 • 15 Comments
Western Digital® To Participate In Investor Event

PR Newswire (May 2, 2013)
Western Digital's Robust Growth And Outlook Support $64 Value
Trefis • Tue, Apr 30 • 1 Comment
Risk-On
David Brown • Mon, Apr 29 • 2 Comments
Western Digital: The New Paradigm Unfolds
Sunil Shah • Thu, Apr 25 • 10 Comments
Western Digital Management Discusses Q3 2013 Results - Earnings Call Transcript
Wed, Apr 24 • 1 Comment
Western Digital® Announces Q3 Revenue Of $3.8 Billion And Non-GAAP Net Income Of $514 Million, Or $2.10 Per Share(1)

PR Newswire (Apr 24, 2013)

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Western Digital, SanDisk Target Big Potential In Hybrid Drives With Collaboration
Trefis • Fri, May 17 • 1 Comment
Desktop Computers May Be Gone, But Western Digital Isn't
Black Coral Research • Thu, May 16 • 2 Comments
Western And Seagate: Surprising P/E Ratios
William Greenfield • Mon, May 13 • 6 Comments
Western Digital's Robust Growth And Outlook Support $64 Value
Trefis • Tue, Apr 30 • 1 Comment
Western Digital: The New Paradigm Unfolds
Sunil Shah • Thu, Apr 25 • 10 Comments
What Trends Can Drive Western Digital To $60?
Trefis • Sun, Apr 21
Trends That Could Drive Western Digital To $60
Trefis • Fri, Apr 19
Seagate And Western Digital: The Disk Drive Duo Still Looks Good
Philip Mause • Wed, Apr 17 • 6 Comments
Can Hybrids Extend Life Of Seagate And Western Digital?
Dana Blankenhorn • Tue, Mar 5 • 37 Comments
A Snapshot Of Western Digital's Key Businesses And $61 Price Estimate
Trefis • Thu, Feb 21 • 1 Comment
Seagate And Western Digital: Tech's 'Ugly Sisters'
Philip Mause • Mon, Dec 17, 2012 • 10 Comments
The Cloud Is Good For Western Digital
David Trainer • Wed, Dec 5, 2012 • 3 Comments
Western Digital Undervalued, Dominant Position Overlooked
Intangible Valuation • Thu, Nov 8, 2012 • 18 Comments
Western Digital Earnings Analysis: A Money-Printing Machine
Ashraf Eassa • Mon, Nov 5, 2012 • 8 Comments
Is Western Digital An Ideal Acquisition Target?
Amvona • Wed, Oct 31, 2012 • 14 Comments
Another Look At The Low-Cost Building Blocks Of Storage - Part 2
Amvona • Mon, Oct 22, 2012 • 5 Comments
Another Look At The Low-Cost Building Blocks Of Storage - Part 1
Amvona • Mon, Oct 22, 2012
Get Paid To Buy Western Digital At A Bargain Price
Bargain Bin • Fri, Oct 19, 2012 • 30 Comments
Western Digital Reaches Moore's Law Destination
Dana Blankenhorn • Thu, Sep 27, 2012 • 9 Comments
Western Digital Warns: A Buying Opportunity Or A Trap?
Ashraf Eassa • Sun, Sep 16, 2012 • 13 Comments

Don't Forget To Buy A Commodity That's Going Up Instead Of Down: Memory
Sneha Shah • Tue, May 21 • 1 Comment
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
Hutchinson Technology: Extraordinarily Undervalued, About To Become A Lot Less So
Thomas Lewis • Wed, May 15 • 30 Comments
HAMR Will Make Seagate One Of The Best Tech Plays With Significant Upside
Andy Batts • Thu, May 9 • 7 Comments
Barron's 500: America's Top Companies Leave One Wishing For A Thicker Wallet
Reasonable Risk • Tue, May 7 • 2 Comments
Seagate: I Told You So
William Shearer, Jr. • Mon, May 6 • 10 Comments
Ranking The S&P 500 Stocks By Dividend And Earnings Yields
Arie Goren • Sun, May 5 • 15 Comments
Risk-On
David Brown • Mon, Apr 29 • 2 Comments
SanDisk's SSD Venture: Does Economic Moat Justify Valuation?
Andy Batts • Tue, Apr 23 • 3 Comments
EMC And VMWare: More Reward Than Risk
Nick Chiu • Wed, Apr 17 • 2 Comments
Thoughts On Investment Selection In A Richly Priced Market
Independent Value • Mon, Apr 8
STEC: Stepping To The Sidelines On Continued Cash Burn, And Slim Recovery Prospects
Ashraf Eassa • Mon, Apr 1 • 17 Comments
Why Seagate Will Continue To Grow
William Shearer, Jr. • Tue, Mar 19 • 20 Comments
4 Stocks Passing A Contemporary Graham Investment Checklist
Jae Jun • Mon, Mar 11 • 19 Comments
5 Undervalued Stocks According To The Graham Formula
Harlan Kessler • Fri, Mar 1 • 3 Comments
Tech Stocks Are Dirt Cheap
Philip Mause • Mon, Feb 25 • 10 Comments
5 Dividend Picks From One Of The Best Equity Income Funds
Dividendinvestr • Mon, Feb 25 • 1 Comment
Apple Calls, Google Amongst Billionaire Einhorn's Newest Positions
Insider Monkey • Wed, Feb 20 • 5 Comments
3 Stocks With Recent Intensive Insider Selling
Markus Aarnio • Tue, Feb 19 • 2 Comments

Western Digital Management Discusses Q3 2013 Results - Earnings Call Transcript
Wed, Apr 24 • 1 Comment
Western Digital Management Discusses Q2 2013 Results - Earnings Call Transcript
Wed, Jan 23 • 1 Comment
Western Digital Management Discusses Q1 2013 Results - Earnings Call Transcript
Mon, Oct 22, 2012 • 1 Comment
Western Digital Corp. - Analyst/Investor Day
Thu, Sep 13, 2012
Western Digital Management Discusses Q4 2012 Results - Earnings Call Transcript
Wed, Jul 25, 2012
Western Digital's CEO Discusses Q3 2012 Results - Earnings Call Transcript
Thu, Apr 26, 2012
Western Digital's CEO Discusses Q2 2012 Results - Earnings Call Transcript
Mon, Jan 23, 2012
Western Digital's CEO Discusses Q1 2012 Results - Earnings Call Transcript
Wed, Oct 19, 2011 • 1 Comment
Western Digital's CEO Discusses Q4 2011 Results - Earnings Call Transcript
Thu, Jul 21, 2011
Western Digital's CEO Discusses Q3 2011 Results - Earnings Call Transcript
Wed, Apr 20, 2011
Western Digital's CEO Discusses Q2 2011 Results - Earnings Call Transcript
Wed, Jan 19, 2011
Western Digital CEO Discusses F1Q2011 Results - Earnings Call Transcript
Tue, Oct 19, 2010 • 1 Comment
Western Digital Corporation F4Q10 (Qtr End 07/02/2010) Earnings Call Transcript
Wed, Jul 21, 2010 • 2 Comments
Western Digital Corporation F3Q10 Earnings Call Transcript
Thu, Apr 22, 2010
Western Digital Corporation F2Q10 (Qtr End 01/01/10) Earnings Call Transcript
Thu, Jan 21, 2010
Western Digital F1Q10 (Qtr End 10/2/09) Earnings Call Transcript
Thu, Oct 22, 2009
Western Digital F4Q09 (Qtr End 7/3/09) Earnings Call Transcript
Tue, Jul 28, 2009
Western Digital Corporation F3Q09 (Qtr End 03/31/09) Earnings Call Transcript
Thu, Apr 23, 2009
Western Digital Corporation F2Q09 (Qtr. End 12/26/08) Earnings Call Transcript
Wed, Jan 28, 2009
Western Digital Corporation F1Q09 (Qtr End 26/09/2008) Earnings Call Transcript
Thu, Oct 23, 2008

HGST Launches The Highest Capacity Hard Drive For The Mainstream Mobile Market

PR Newswire (Tue, 3:01AM)
Western Digital® Board Declares Dividend For June Quarter

PR Newswire (Thu, 8:45AM)
Lead Sponsor HGST Discusses Optimizing Storage to Efficiently Handle Increasing Content for Lowest Total Cost of Ownership During Free May 15-16 BrightTALK Data Center Transformation Summit

PR Newswire (May 14, 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)
Western Digital® To Participate In Investor Event

PR Newswire (May 2, 2013)
Tech Stocks: Tech stocks follow Apple, Microsoft north

at MarketWatch.com (Apr 29, 2013)
Early Movers: XOM, MMM, UPS & More

at CNBC.com (Apr 25, 2013)
After Hours: Zynga, Qualcomm among after-hour tech decliners

at MarketWatch.com (Apr 24, 2013)
After-Hours Buzz: QCOM, ZNGA, AKAM & More

at CNBC.com (Apr 24, 2013)
Earnings Watch: Updates, advisories and surprises

at MarketWatch.com (Apr 24, 2013)
Western Digital® Announces Q3 Revenue Of $3.8 Billion And Non-GAAP Net Income Of $514 Million, Or $2.10 Per Share(1)

PR Newswire (Apr 24, 2013)
Stocks to Watch: Stocks to watch: Apple, Boeing, Sprint

at MarketWatch.com (Apr 24, 2013)
Reminder: Western Digital® Sets April 24 For Q3 Fiscal 2013 Financial Results Conference Call/Webcast

PR Newswire (Apr 24, 2013)
Apple's Roller-Coaster Ride to Set Market Tone

at CNBC.com (Apr 23, 2013)
Movers & Shakers: Tuesday’s movers: Apple rallies as earnings loom

at MarketWatch.com (Apr 23, 2013)
Harvard Clean Energy Project Powered By HGST Enterprise Capacity Hard Drives

PR Newswire (Apr 23, 2013)
A Make-or-Break Week Ahead for the Stock Market

at CNBC.com (Apr 20, 2013)

WDC vs. ETF Alternatives

Company Description

We design, develop, manufacture and sell hard drives. A hard drive is a device that uses one or more rotating magnetic disks (“magnetic media”) to store and allow fast access to data. Hard drives are key components of computers, including desktop and notebook computers (“PCs”), data storage... More

Sector: Technology

Industry: Data Storage Devices

Country: United States

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

Thursday, May 16, 5:08 PM Western Digital (WDC) declares $0.25/share quarterly dividend, in line with previous. Forward yield 1.68%. For shareholders of record June 28. Payable July 15. Ex-div date June 26. (PR) Comment! [Dividends]
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, 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]
Wednesday, April 24, 4:17 PM Western Digital (WDC): FQ3 EPS of $2.1 beats by $0.34. Revenue of $3.8B beats by $0.19B. Shares +2.5% AH. (PR) Comment! [Earnings, Breaking News, Tech, 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]
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]
Thursday, March 14, 10:41 AM Sell-side commentary on PCs remains gloomy. Longbow's supply-chain contacts think desktop shipments will fall 5%-10% this year, worse than the 4% drop the firm predicts for Intel's (INTC) desktop business. It expects a slow Haswell ramp as high inventories and soft demand lead OEMs to stick with Ivy Bridge. It also sees integrated graphics taking more share from AMD and Nvidia's (NVDA) GPUs. Nomura notes Windows 8 (MSFT) demand remains muted, but holds out hope for a 2H pickup thanks to pricing, battery life, form factor, and app ecosystem improvements. 3 Comments [Tech]
Tuesday, March 12, 12:37 PM Seagate (STX +3.8%) has now shipped 2B hard drives since its founding, the company boasts. Both Seagate and Western Digital (WDC +2.6%) are rallying - investors might deem the timing of the announcement a positive for March quarter shipments. Separately, WDC announces a "strategic investment" in Skyera, a maker of high-performance flash storage systems featuring a proprietary flash controller and OS. In January, Seagate invested $40M in server flash module maker Virident. 2 Comments [Tech, On the Move]

Jim Van Meerten
$WDC - 100% Barchart technical buy signals - 7 new highs and up 16.35% in the last month - Relative Strength Index 72.80%
May 6, 1:24 PM
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Jim Van Meerten
$WDC - 100% Barchart technical buy signals - 6 new highs and up 8.49% in the last month - Relative Strength Index 65.56%
Apr 29, 1:25 PM
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Sunil Shah
$WDC nailed the qtr and raised guidance. Conservative mgmt too. Now on a Price/post capex op cashflow of 5X. Dell bid at 10X. Strong BUY
Apr 24, 6:00 PM
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Sunil Shah
$WDC still on a price/op cash flow of 6-7 times, ex cash on bal sheet. Orders improving despite WP8. Hybrid drives the rage on tablets. BUY
Apr 23, 11:15 AM
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Sunil Shah
$WDC PC slackness already factored into earnings. Non-compute and enterprise segments are 50% of sales. Cloud drives showing robust growth.
Apr 11, 11:26 AM
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Sunil Shah
$WDC still on Price/Cashflow of 7X whereas $DELL bid on 10X. And HDD's have a far rosier outlook versus PC's. Next MBO? Very likely!
Apr 10, 10:48 AM
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Sunil Shah: Silver Lake are you listening? Second chance to make big bucks for you
Apr 10, 11:02 AM
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ltfinger
Returning Upgrades (3/27/13): $ATW, $GWRE, $ONXX, $WDC
Mar 28, 10:06 AM
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ltfinger
Today's Returning Upgrades (3/13/13): $AAP, $NFLX, $WDC
Mar 13, 10:46 PM
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Joshua Hayes
S&P 500 Hits another High as Crude Oil Nears $100 http://bit.ly/VuXAKz $WDC $YHOO $STX $VMW $AAPL $USO
Jan 30, 1:57 AM
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Jim Van Meerten
$WDC - 100% Barchart technical buy signal - 12 new highs and up 18.50% in the last month - Relative Strength Index 80.56%
Jan 28, 12:12 PM
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LATEST REPLIES

Sunil Shah
$WDC still on Price/Cashflow of 7X whereas $DELL bid on 10X. And HDD's have a far rosier outlook versus PC's. Next MBO? Very likely!
Apr 10, 10:48 AM
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Sunil Shah: Silver Lake are you listening? Second chance to make big bucks for you
Apr 10, 11:02 AM
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Paul Zimbardo
2 Stocks To Buy For The Fiscal Cliff http://bit.ly/12Wh3o2 $HUM $URI $WDC #Stocks #Investing #Fiscalcliff #NYE Happy New Year!
Jan 1, 4:46 PM
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weed: Big Health should do well under Obamacare, I'll be looking at $HUM. Thanks.
Jan 1, 5:01 PM
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Sunil Shah
WDC they lowered units for profitability. 65m units vs 71m in june qtr. Now on a p/cashflow of 2-3. Strong buy!
10/22/12
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Sunil Shah: WDC correction 62.5m units this qtr vs 71m in june. and ASP stayed firm to give gross margin of 29.6% Excellent discipline in new paradigm
10/22/12
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SoDamnLucky
WDC beating earnings reports, maintaining a 5.5x PE, announced a first ever dividend and 1.5 B stock buy back program. Tech Cash Cow 4 cheap
9/14/12
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Ocean Man: It's also up 40% in the past 2 1/2 months.
9/14/12
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Paul Zimbardo
Great Recession II Portfolio: How I Generated A 34% Return Last Year http://seekingalpha.com/a/gxon $AAPL $CVX $ED $EXC $MO $PM $VFC $WDC
8/16/12
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jdub2788: Ha! beat you! 38% for me :)
8/16/12
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Sunil Shah
yes the market is not entirely mad. they see STX's warning is a boon for WDC. i see eps for june of $3. street consensus 2.50. buy!
7/6/12
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Sunil Shah: you go dude. crm going down. wdc is the best buy i have seen in 10 years.
7/6/12
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Sunil Shah: wdc is going to 50$ in a year or less.
7/6/12
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Sunil Shah
June: I get eps of 2.92$ for WDC on 4.7bn rev, 25% gross margin. Consensus eps is 2.5$. and 25% gm is conservative. will the market see it?
7/6/12
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Sunil Shah: stx just warned. 500m rev shortfall, all of which could accrue to WDC. and WDC has not warned although eps disc date announced. buy wdc
7/6/12
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Sunil Shah
WDC market finally seen the buyback. 3% of company in a week!!
5/14/12
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Sunil Shah: if anyone bothered to read their filings, they would see they are buying back shares. 3% of company in a week!! in 3 yrs cash to buy co!!
5/15/12
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Sunil Shah
WDC and STX are being accumulated. as they should on 4 P/cash flow. Bargain Basement sale about to end...WDC to say cash plans p hit. voom!
5/7/12
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Sunil Shah: WDC buying shares. changes everything. finally a bit of corporate sense. $50 in a blink
5/9/12
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Sunil Shah: see http://1.usa.gov/Juhz3K
5/9/12
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Maria Auziliadora
AAPL down, SBUX now down WDC moving up on heavy volume
4/30/12
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Maria Auziliadora: Good luck to yo stocktrend I am glad you made money on BBRY that's a hard one to play
5/1/12
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Maria Auziliadora: I told you keep WDC but can't own them all have a good day witth your daughter that's a good dad!!!!
5/1/12
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Sunil Shah
phew, mkt finally seeing the folly of its diabolical reaction to WDC stellar results. Bargain basement sale over. $50 in a blink.
5/1/12
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Sunil Shah: cool go fer it! going to 50$ by sept. my guarantee...ha ha
5/1/12
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Maria Auziliadora: I think sooner
5/1/12
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Michael Bryant
Currently, Saia (SAIA), Rentech Nitrogen (RNF), Francesca's (FRAN), Sturm, Ruger (RGR), & Western Digital (WDC) are rising on unusual volume
4/30/12
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Maria Auziliadora: I wonder what is going on??
4/30/12
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Michael Bryant: I would think RNF is rising on the agriculture boom and the dividend. RGR is seeing strong gun sales.
4/30/12
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Marc Chaikin
$WDC EPS Beats Big stock drops on OP/Ex fears. Power Gauge Bullish - Buy
4/27/12
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Maria Auziliadora: I agree BUY on WDC!!!!
4/29/12
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Sunil Shah
WDC bargain basement sale just closed. up we go... http://seekingalpha.com/a/bapz
4/27/12
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Maria Auziliadora: I learned to have patience I made a few mistakes by selling on drops and the following week they recover!!
4/27/12
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Maria Auziliadora: even AAPL was down today market was kind of strange a lot of companies that reported good were down SBUX, FIO WDC,
4/27/12
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Sunil Shah
WDC cheaper on an enterprise value/capacity ratio of 32% to Seagate. On a price/cashflow of 3.5X. $50 ub a blink after CC. bagged it!
4/18/12
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Maria Auziliadora: Earnings today I bet they beat!!!!
4/26/12
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WDC Western Digital Corporation

WDC

Western Digital Corporation