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Super Micro Computer: A Rare Bargain In Today's Market

Apr. 12, 2021 10:11 AM ETSuper Micro Computer, Inc. (SMCI)7 Comments
Jeff Vande Hey profile picture
Jeff Vande Hey
1.31K Followers

Summary

  • It is not easy to use traditional metrics and find bargain-priced stocks in today's market.
  • Super Micro Computer seems to be just that.
  • The caution flags seem to be in the rear-view mirror.
  • I am targeting 20% annual stock appreciation over the next five years.

Data center corridor 3d rendering
Photo by Galina Shafran/iStock via Getty Images

Why Super Micro and Why Now:

I have been pretty active in the stock market for years and the stock market has treated me well over the past several years. Who's kidding who, the

This article was written by

Jeff Vande Hey profile picture
1.31K Followers
Jeff has been investing in individual stocks for 24 years and has learned a lot of lessons along the way. Jeff's portfolios have consistently produced market-beating returns and Jeff's mission is to share some of these lessons and help readers generate market-beating returns as well. Jeff is a value investor at heart with a love for numbers and statistics. Jeff received his Business Administration Degree from St. Norbert College in 1987.

Analyst’s Disclosure: I am/we are long SMCI. 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 (7)

FROGBERT profile picture
HPQ much better value..do a peer comparison..AND HP didn't get caught peddling Chinese spyware
www.bloomberg.com/...
J
I traded news on SMCI and made some cash earlier this year.

Worked for company that did Natural Language Processing and we bought all of our machines from SMCI with NVIDIA GPU's

While I like the company and would do business with them I don't see that the growth story is working out and no enough interest to move stock.

It is a competitive business and if you are looking for speciality builds and people who know the hardware they are good but better opportunities out there for Alpha.

Glass door comments are also interesting.
K
@JayP-001 The company you worked for sounds much more interesting.
K
Low gross margin commodities business....and check out the Glassdoor the management is not getting along too well with employees
Jeff Vande Hey profile picture
@Kunlun999 Can't argue with your glassdoor comment.
JonJJ profile picture
@Jeff Vande Hey you were right about this stock!
V
@Kunlun999 So many Apple employees hated Jobs but so what ? everybody likes a nice guy to be their ceo but such medicore nice man can do nothing good for the company. Forget about Glassdoor.
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