Intel: Goodbye, Paul Otellini - You Will Be Missed [View article]
...."(Intel should have bulit only two 22 nm fabs, and watch for demand before buliding more fabs. This would be a proven business principle I mentioned ealier). "...
Nice 'Catch-22' you created. You can either blame INTC for 'missing the boat' on mobile. OR, you can blame them for spending too much on CAPEX in a hurry, after they've assessed the hyperbolic growth of mobile. In essence, you have a problem w/ the fast build-out of the fabs that will have the best die-shrink, yields, and probably the best margins in mobile chips.
Nice touch, but I'm not buying what your selling...
Intel: Goodbye, Paul Otellini - You Will Be Missed [View article]
Jeach, OK so a little symantics got the better of me. Otellini may have not created "Tic-Toc" (!), but the fact that he decided to incorporate it was a VERY important decision. Whether you want to credit him for that decision is up to you. Some of the best decisions are when you see an great idea and use it for your benefit.
Intel: Goodbye, Paul Otellini - You Will Be Missed [View article]
You can't blame a company if you bought in when overvalued ( think KO the later 90's)... Btw, what did you do with the growing dividend stream since 2005?
Intel: Goodbye, Paul Otellini - You Will Be Missed [View article]
All's I know, is that Mr. Otelleni circled the wagons, squashed AMD, and created the Tic-Toc blueprint that created a dividend growing, Free Cash Flow juggernaut. He put INTC in the lead in the manufacturing/die shrink race. I was lucky enough to discover Seeking Alpha and Ashraf's articles in the beginning of 2012. I've steered a good chunk of $$ at INTC (at prices between $20.50 - 22.50), and look forward to the growing dividends and capital gains. I look forward to 2014/5, and what INTC will accomplish.
Intel Won't Build Apple's Chips; It Still Makes No Sense [View article]
...."Intel needs Apple a lot more than Apple needs Intel at this point in time. That of course could change later."......
I respectfully disagree. If what INTC is saying is true, about its current fab capacity (around 90%), and it's orders for tablet chips doubling from Q4 to Q1, why would Intel need Apple? It's ramping up its fabs as we speak. When Apple leaves Samsung, who else is (or can) take on the extra capacity? I think TSMC, Glo-Flo are pretty much the only foundries capable of the production. I think Apple is, or will be sharting itself wondering who will build its chips.
I've said this before on a different thread....Apple is the fat kid in musical chairs, looking for the chair (foundry) to build its chips. When the music stops, I think the only chair left will be Intel. And to sit in that chair, Intel is gonna tell Apple how it's gonna be: meaning, Intel chips will be put in i-whatever, and not Intel fabbing Apple's chips. I don't have any info to back this up, but it wouldn't surprise me if the wheels are already in motion on this theory....
An Inconvenient Truth - Rotten Apples Bringing Down The Whole Smartphone Tree [View article]
....."So What in the Name of Motorola Can Investors Do Next?"....
How 'bout buy some INTC on the dips? Maybe short ARMH for the saucy investor? Because the way I see it, although INTC is late to the party, it's going to crash it, spike the punch, and take a good chunk of share market in processor chips (both tablets and smartphones), and later, LTE chips....
I suggest mentioning the efforts (past 2-3 years) of 'Tic-Toc' coming to fruition, getting a good spell-checker, and taking more time to look at INTC at the 'micro' level, instead of the macro/industry level....
My iPhone has crashed more times than my Win-7 laptop in the last year (3x for iPhone and 1x for Win7.....BTW, tablets are the new PC form factor . You think ARM-based chips can handle Office 2013, adobe CS7, etc in a tablet? Intel will do just fine. They were a little late to the mobile party, but the party is just getting started.....
Gold's Crash, Europe's Woes Signal Global Decline: Companies To Watch [View article]
None of my friends/family/co-workers aren't invested in gold, or have no idea why it 'might' be a good idea. I have 15% of my portfolio in SLW and SAND. So when folks talk of a 'gold bubble', I laugh to myself, because even at $18-1900 an ounce, gold never really got past the talking heads of the business shows on cable. When it's talked about on the local TV newscasts and by the barber and cashier, then I'll think we're in a bubble...... The recent collapse in Gold prices might be a shift from 'paper gold'/derivatives dictating the world market price to actual supply and demand dictating the gold price.
5 Stocks With Solid Upside To Buy On Weakness [View article]
...."The crazy thing about Apple is when it was going up, you couldn't find a person who did not like the stock. ".....
Really? I'm not the most sophisticated investor, but even I realized last summer that I 'missed the boat' with AAPL, when it was in the 550s - 600 range. I didn't like the stock then, and I still don't like it now. Although i'm a DGI investor, I have around 25% allocated to 'growth' (ie, non-dividend stocks), and AAPL was NOT on my list at all then and now. Hey, Apple was there at the right place and time to innovate existing products (MP3, cellphone and tablet internet surfing w/ touchscreen) and rocketed up. Just a matter of time before being 'commoditized' and margin compression commenced (even back in summer of '12).... Even w/ Billions in the bank, I think there are more promising, less volatile ways to invest in growth than going with AAPL.
After continuing to slide sharply early in overnight trade, gold is bouncing, +1.8% to $1,388/oz. (it touched $1,322 at its low point). Silver +0.6% to $23.50 after dropping as low as $22.01. GLD +2.5%, SLV +3.4% premarket. [View news story]
Still not concerned about SAND, since it's only 5% of my portfolio, and have been playing w/ 'house money' since 2010... Gold will come back. It always does. Can't say the same for the USD...
There Is No Such Thing As A 'Dividend Strategy' [View article]
.......So your point is, there is such a thing but it won't last forever. I think most of us are aware of this. No need for this article. ".....
Drone, I think most are aware that you missed the point made by the author. The point is that the term "dividend-based strategy" is very nebulous, and subject to interpretation. The term is a very broad definition, and can't be applied in an argument of ETF vs. "dividend-based" strategy.... One has to introduce the idea of picking individual stocks AT A GOOD PRICE. Certain dividend investors choose different companies for different reasons. Ex) If I were in my 70s relying on a dividend income stream, I'd be inclined to invest in utlities that pay a bigger dividend, w/ little to low dividend growth, w/ a really low beta (WGL, O, T).......Someone in their 20s/30s that's in the 'accumulation phase' may opt for lower dividends w/ greater dividend growth and accept a higher beta for volatility (PG, MCD, KO).... There's no need for your rude comment, which didn't add any value whatsoever either....
These Companies Are Minting Debt To Buy Back Stock [View article]
Henry, I think the 'PC is dead' and the 'Intel missed the mobile boat' hype is way overblown. PC demand (as we traditionally know it) has declined slightly, but at the same time, the definition of the 'PC' is changing as well, and has the attention of INTC (capex #'s back this up)... Looking at the confidence of Intel's mgmt in issuing debt to buy back shares during a more darker period for INTC speaks volumes. The low 2.5% borrowing costs that the banks are charging INTC also tells you that they are confident in getting their $$ back from INTC w/o worry... Can you tell I'm an NTC bull? ;)
Intel: Goodbye, Paul Otellini - You Will Be Missed [View article]
Nice 'Catch-22' you created. You can either blame INTC for 'missing the boat' on mobile. OR, you can blame them for spending too much on CAPEX in a hurry, after they've assessed the hyperbolic growth of mobile. In essence, you have a problem w/ the fast build-out of the fabs that will have the best die-shrink, yields, and probably the best margins in mobile chips.
Nice touch, but I'm not buying what your selling...
Intel: Goodbye, Paul Otellini - You Will Be Missed [View article]
OK so a little symantics got the better of me. Otellini may have not created "Tic-Toc" (!), but the fact that he decided to incorporate it was a VERY important decision. Whether you want to credit him for that decision is up to you. Some of the best decisions are when you see an great idea and use it for your benefit.
Intel: Goodbye, Paul Otellini - You Will Be Missed [View article]
Intel: Goodbye, Paul Otellini - You Will Be Missed [View article]
Intel Won't Build Apple's Chips; It Still Makes No Sense [View article]
I respectfully disagree. If what INTC is saying is true, about its current fab capacity (around 90%), and it's orders for tablet chips doubling from Q4 to Q1, why would Intel need Apple? It's ramping up its fabs as we speak. When Apple leaves Samsung, who else is (or can) take on the extra capacity? I think TSMC, Glo-Flo are pretty much the only foundries capable of the production. I think Apple is, or will be sharting itself wondering who will build its chips.
I've said this before on a different thread....Apple is the fat kid in musical chairs, looking for the chair (foundry) to build its chips. When the music stops, I think the only chair left will be Intel. And to sit in that chair, Intel is gonna tell Apple how it's gonna be: meaning, Intel chips will be put in i-whatever, and not Intel fabbing Apple's chips. I don't have any info to back this up, but it wouldn't surprise me if the wheels are already in motion on this theory....
An Inconvenient Truth - Rotten Apples Bringing Down The Whole Smartphone Tree [View article]
How 'bout buy some INTC on the dips? Maybe short ARMH for the saucy investor? Because the way I see it, although INTC is late to the party, it's going to crash it, spike the punch, and take a good chunk of share market in processor chips (both tablets and smartphones), and later, LTE chips....
The Intel On This Tech Stock [View article]
How Apple's Pain Is Intel's Gain [View article]
Gold's Crash, Europe's Woes Signal Global Decline: Companies To Watch [View article]
5 Stocks With Solid Upside To Buy On Weakness [View article]
Really? I'm not the most sophisticated investor, but even I realized last summer that I 'missed the boat' with AAPL, when it was in the 550s - 600 range. I didn't like the stock then, and I still don't like it now. Although i'm a DGI investor, I have around 25% allocated to 'growth' (ie, non-dividend stocks), and AAPL was NOT on my list at all then and now. Hey, Apple was there at the right place and time to innovate existing products (MP3, cellphone and tablet internet surfing w/ touchscreen) and rocketed up. Just a matter of time before being 'commoditized' and margin compression commenced (even back in summer of '12).... Even w/ Billions in the bank, I think there are more promising, less volatile ways to invest in growth than going with AAPL.
Gold Is Crashing...And The Storm Begins [View article]
- Because it will take years to get their own gold out of the US vaults.. Why is that? hmmmmmm...
After continuing to slide sharply early in overnight trade, gold is bouncing, +1.8% to $1,388/oz. (it touched $1,322 at its low point). Silver +0.6% to $23.50 after dropping as low as $22.01. GLD +2.5%, SLV +3.4% premarket. [View news story]
Silver Wheaton: Short-Term Pressure, Long-Term Gains [View article]
There Is No Such Thing As A 'Dividend Strategy' [View article]
Drone, I think most are aware that you missed the point made by the author. The point is that the term "dividend-based strategy" is very nebulous, and subject to interpretation. The term is a very broad definition, and can't be applied in an argument of ETF vs. "dividend-based" strategy.... One has to introduce the idea of picking individual stocks AT A GOOD PRICE. Certain dividend investors choose different companies for different reasons. Ex) If I were in my 70s relying on a dividend income stream, I'd be inclined to invest in utlities that pay a bigger dividend, w/ little to low dividend growth, w/ a really low beta (WGL, O, T).......Someone in their 20s/30s that's in the 'accumulation phase' may opt for lower dividends w/ greater dividend growth and accept a higher beta for volatility (PG, MCD, KO).... There's no need for your rude comment, which didn't add any value whatsoever either....
These Companies Are Minting Debt To Buy Back Stock [View article]