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Texas Instruments: Tailwinds In Critical End Markets To Drive Growth

Wealth Insights profile picture
Wealth Insights


  • Texas Instruments is strategically positioned to benefit from tailwinds in industrial sectors, transportation, and consumer electronics.
  • These tailwinds will fuel revenue growth over the coming years, which will trickle down to shareholders as dividend increases and buybacks.
  • There is a lot to like, but the stock is a little pricey. I would wait for a pullback.

Silicon wafer negative color in machine in semiconductor manufacturing
Photo by MACRO PHOTO/iStock via Getty Images

Texas Instruments (NASDAQ:TXN) has long been one of my favorite semiconductor companies. A leader in the industry, Texas Instruments also boasts strong fundamentals such as strong profitability, cash flow margins, and a clean balance sheet. All of

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Wealth Insights profile picture
Using fundamental analysis and common sense, I provide straightforward insights on stocks and markets. https://www.threads.net/@wealth__insight- Bachelor's degree in Business Administration with a concentration in Financial Analysis. Been investing and following the markets for more than a decade.- Wealth Insights is an investor and investment author. His content is not geared to anyone's investment goals, time horizons, or risk tolerance. Content is for illustrative purposes only and is not intended to displace advice from a fee-based financial adviser. It is not to be taken as investment advice or influence investor decision-making. The accuracy of data is not guaranteed.

Analyst’s Disclosure: I/we have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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Comments (14)

bazooooka profile picture
Might end up a ten bagger off its ten year lows later this Summer and this one has been a double in a year. Who would have thought.
Is there something wrong doing DCA for TXN? Thanks
A general question regarding some closely related stocks to TXN: Do you view TER and ENTG as high quality businesses with wide moat? Could these 2 quality as a sort of buy and hold long term investments? Thanks
thank you for the article: clear and sensible all around :) i bought a small position (3% of my portfolio, which is very concentrated in about 10 stocks) in Dec 2019 and its up over 50% plus dividends — i am also waiting for a pullback to add more (and if that doesnt happen i plan to just hold my current shares for a decade or more)...since i like your logic on TXN, i’d be interested to know what some of your other favorites are...me, my other ultra-long positions include: ABT, ACN, DUK, LMT, and LHX
newfruit profile picture
When I started investing in the stock I figured it be a really slow and steady burn, man was I wrong. Amazing company, decent moat, great management, LONG.
Prodigy Disc Golf profile picture
I buy when I have capital. One of my best performers. Long since 2015
The old addage of time in the market vs timing the market definitely applies here. Thanks for the article and GLTA. long TXN.
TopDog417 profile picture
The only problem with waiting for pullbacks is that sometimes they never happen. Can’t time the market
Seekingbuddah profile picture
Great American company. My returns have been phenomenal with this corporation and a good dividend grower.
"There is a lot to like, but the stock is a little pricey. I would wait for a pullback".

Well, I've heard that so many times before that I've lost count. TXN is perhaps the most diversified company in the semiconductor industry. It is an all-but must have investment in a DGR portfolio, and over time, the stock delivers significant capital appreciation. I've been long TXN since 1995, and the company has rewarded me with a total gain of +3,644% (which corresponds to a 15% CAGR), PLUS dividends. It is the #2 position in my portfolio of 19 stocks.

Thanks a lot. I can't tell you how many times I've said it to myself in the last 10 years 😂😂
GDPPP profile picture
@Paul01x It's true that TXN has been one of the best compounders to own over the past 20 years. But the author is not wrong to say that shares are pricey at current levels. TXN like other stocks within it's sector is prone to cyclical downturns, so there will be buying opportunities along the way for patient investors (see 2011, 2015, 18 and last yr)
@GDPPP, You are advocating the practice of market timing. The approach I prefer is to gradually acquire a full position over a period of time.
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