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Garthilk

Garthilk
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  • Creating A Growth And Dividend Income Portfolio With $150,000, Part One [View article]
    I suppose with a hypothetical portfolio it's all just academic.
    Sep 14 12:47 AM | 1 Like Like |Link to Comment
  • Retirement Strategy: A Focus On Johnson & Johnson For 'Team Alpha' [View article]
    Stock is sitting at a 52 week high with a significant drop just a few weeks ago. Why buy now? Especially given the current market setting. Wouldn't it be smarter to just wait a few months for the inevitable drop?
    Sep 14 12:45 AM | Likes Like |Link to Comment
  • Windows 8 Sets The Stage For The Intel-ARM Battle [View article]
    Excellent points.
    Sep 13 11:31 AM | 1 Like Like |Link to Comment
  • 7 Reasons I Bought Intel [View article]
    Intel isn't inside any appreciable number of tablets, not in cell phones. It's in servers. PC shipped growth is flat. Intel missed the tablet and cell phone boat and it's going to pay the price for a few more years. Its only hope is to R&D it's way into cell phones and tablets and entertainment video game consoles. Unfortunately though it's too late to start getting dressed for a party that's already started.
    Sep 13 11:29 AM | 1 Like Like |Link to Comment
  • ARM Isn't Eating Intel's Lunch: Clearing Up Misconceptions [View article]
    Bingo.
    Sep 12 12:31 PM | Likes Like |Link to Comment
  • One Year Later: A Change In My 5 Blue-Chip Stock Recommendations [View article]
    The yield on BDX seems a bit low. And while I think their prospects in flow cytometry is exciting, I like to start a minimum of 3% for yield.
    Sep 11 08:38 PM | 2 Likes Like |Link to Comment
  • ARM Isn't Eating Intel's Lunch: Clearing Up Misconceptions [View article]
    Intel might have the budget and resources to provide SoCs to any client, but its that very few clients are asking. Mostly because the watts required is too high. The user experiance demands certain battery life and any technology related battery life increase is immediately eaten by processor advantage and watt requirement growth. This is why the user experiance with battery life has stayed in a narrow band. Until Intel can get the power requirements down in their tech, which likely won't be compeditive until 2014 or 2015, it will continue to lag on the price.
    Sep 11 04:28 PM | Likes Like |Link to Comment
  • One Year Later: A Change In My 5 Blue-Chip Stock Recommendations [View article]
    Excellent question for Tim. I'm curious too. Given your penchant for investing philosophy over actual stock picking and that this market proves difficult for DGI. So Tim, given the market today, what are your 5 picks for the next 1 year?
    Sep 11 04:20 PM | 2 Likes Like |Link to Comment
  • Confessions Of A 'DGI Lite' Investor [View article]
    Solid first article. I'm a brand new potential retiree just starting investing this year. I have a similar penchant for DGI and Value stocks. Nice article.
    Sep 11 04:17 PM | 5 Likes Like |Link to Comment
  • Portfolio Boot Camp [View article]
    I like your plan, it seems like you're well into executing and doing well. I'm wondering though for someone at the begining stages of the game, how does this plan stack up in the current market if you were just intiating positions.
    Sep 11 02:12 PM | Likes Like |Link to Comment
  • Intel's Weaknesses Already Baked Into Shares: Buy Now [View article]
    You're exactly right. Tablets and phones are pretty comfortable in the 8 hour user experiance range with some extending out longer. Obviously battery tech will improve, but I suspect that even with improvements in tech, overall life will only marginally improve because of increased CPU watt cost. If Intel can R&D their way out of their current hole things will improve greatly for INTC.
    Sep 11 02:06 PM | Likes Like |Link to Comment
  • 'Hail Mary' Throws Sometimes Result In Winning Touchdowns [View article]
    The problem is that FB is a destination location and Zynga is at a benefit due to their proximity to that location. If they move away, they lose that huge advantage. The real hail mary for Zynga comes from online gambling if they get it legalized in a state or two. A platform is not the answer. Quality products are.
    Sep 11 11:18 AM | Likes Like |Link to Comment
  • My Mad Method: Putting The Chowder Dividend Rule To Work [View article]
    Good solid follow up article. My question is, if you had to redeploy funds or buy something, what 4 stocks would you be buying today based the new computations?
    Sep 11 10:36 AM | Likes Like |Link to Comment
  • Intel's Weaknesses Already Baked Into Shares: Buy Now [View article]
    AMD is not a compeditor to be worried about. It's the severe lack of tablets and cell phones without Intel inside. Look at the shipped growth of tablets and cell phones. Look at the shipped growth of PCs. You can clearly see tablets and cell phone growth rocketing up and Intel isn't a strong compeditor in that area. Long term weakness is expected until Intels R&D can offer a more power efficent solution in which to gain marketshare.
    Sep 11 10:25 AM | Likes Like |Link to Comment
  • Did Intel Just Stumble, Or Is It Something Worse? [View article]
    Can anyone tell me how many tablets have shipped this year? How many mobile phones? How many of those have intel inside? What kind of continued growth do you expect in tablets and mobile?

    Intel missed the mobile and tablet train and it's left the station. Their ability to react is still a year to three in the future. If you're long, then sure. But I forsee more downside for the stock as the markets of mobile and tablets continues to grow.

    What about playstation 4? And the next Xbox? Too bad there's no Intel inside those either. Intel is in the PC and in the Datacenter and it's a market that doesn't have near the growth as Mobile, Tablet, or Game Console.
    Sep 11 02:17 AM | Likes Like |Link to Comment
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