Thesis and Background
This year and the last have seen several major changes for the Intel Corporation (NASDAQ:INTC) - both in good and not so good ways. Start with the not so good ones. Overall, INTC's chip business
Intel Corporation: The Past Decade And The Next One
Summary
- Intel Corporation (INTC) investors have been handsomely rewarded in the past decade through a combination of earning growth, dividend, and valuation expansion.
- This articles reviews the return drivers in the past and provides an outlook for the next one.
- And the results are optimistic: suggesting these drivers are likely to continue and INTC will likely continue delivering double digit annual return in the next decade too.
- Furthermore, the currently reasonable valuation and dividend should provide a good downside protection in the near term.
Sensor Unlimited is an economist by training with a PhD, with a focus on financial economics. She is a quantitative modeler and for the past decade she has been covering the mortgage market, commercial market, and the banking industry. She writes about asset allocation and ETFs, particularly those related to the overall market, bonds, banking and financial sectors, and housing markets.
Sensor Unlimited contributes to the investing group Envision Early Retirement which is led by Sensor Unlimited. They offer proven solutions to generate both high income and high growth with isolated risks through dynamic asset allocation. Features include: two model portfolios - one for short-term survival/withdrawal and one for aggressive long-term growth, direct access via chat to discuss ideas, monthly updates on all holdings, tax discussions, and ticker critiques by request. Learn More.
Analyst’s Disclosure:I/we have a beneficial long position in the shares of INTC either through stock ownership, options, or other derivatives. 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.
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