Viewing Company Corning Inc | StockChase
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Compiling comments that experts make about stocks while on public TV.

Corning Inc Stock Symbol: GLW-N

Notes:A Major player in fibre optics

Last Price Recorded: $30.0300 on 2017-09-20

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Date Signal Expert Opinion Price
2012-08-09 DON'T BUY Mark Grammer

Not one of his favourite companies.  Issue is commodity.  There are only 3 competitors on the glass side but they tend to beat each other up on margins.  Corning is tied to flat screen televisions and they have not grown in sales recently.  There is not much chance of growth.  Apple is notorious for not letting the supplier take the margin and keeping it for themselves.


Price:
$11.590
Subject:
GLOBAL
Bias:
SELECTIVE
Owned:
Unknown
2012-08-01 DON'T BUY Christine Poole

Thinks there is more downside to come. This is driven by consumer demand for TVs etc.


Price:
$11.310
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2012-07-31 PAST TOP PICK Brian Acker, CA

(Top Pick July 8/11, Down 35%) He reduced the position when it fell out of the S&P 100.  Model $ 23.71, 107% upside.  But he believes Corning will end up at around the $9 level.  It will re-invent itself again.


Price:
$11.410
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2012-07-25 SELL Gordon Reid This is a company that you would think should do very, very well but they can't seem to get out of their own way. Good products and seemed to be at the sweet spot of the technology cycle but it is just tough for them.
Price:
$11.140
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
No
2012-07-13 PAST TOP PICK Darren Sissons (A Top Pick April 12/12. Up 10.16%.)
Price:
$12.320
Subject:
GLOBAL LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2012-06-01 PAST TOP PICK Darren Sissons (Top Pick Mar 1/12, Down 0.59%)
Price:
$12.610
Subject:
GLOBAL LARGE
Bias:
DEFENSIVE
Owned:
Unknown
2012-05-14 COMMENT Don Lato You would think with all the smart phones and tablets that are being marketed that they would be doing better. Stock seems to continually being bumping along. He would prefer Cirrus Logic (CRUS-Q) which does all of the sound chips for the iPhone and iPad.
Price:
$13.310
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2012-05-09 DON'T BUY Gordon Reid (Market Call Minute.) Having trouble getting out of its own way. This is something that should do well because of the amount of glass that they are producing both for tablets and for LED TVs. Product is being commoditized, which is eating into their margins.
Price:
$13.380
Subject:
US EQUITIES
Bias:
BULLISH on US MARKET
Owned:
No
2012-05-08 WATCH Christine Poole They make the screens for LCD TVs and there has been weak demand for the last year or 2. It probably is undervalued because it is a cyclical name. Starting to see some stabilization in supply/demand in the last quarter. In fact continues and we see an improvement consumer demand and confidence, she expects there will be an upward movement.
Price:
$13.360
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2012-04-18 DON'T BUY Gordon Reid Cheap in terms of valuation back strikes him as a bit of a value trap because it is having trouble getting traction. Putting out lots of glass because the new LD technology has twice the glass of the ordinary TV.
Price:
$13.540
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
No
2012-04-12 TOP PICK Darren Sissons LCD’s, which is everything from cell phones through to TVs through to screens. That business is currently having a pretty tough time but market is starting to rationalize supply, which will be good for the story. Into a joint venture with Samsung and ultimately any earnings will be 100% credited to earnings. Also make fibre-optic cable and the telecom business will do really well. Fortress balance sheet. Very cheap.
Price:
$13.730
Subject:
GLOBAL LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2012-03-20 TOP PICK Norman Levine Just bought it. It is very cheap. Is in a number of good businesses, glass related. Fiber optics – smart phones straining data bandwidth. Developing world is exploding in demand for fiber. Fiber starting to go into home.
Price:
$14.050
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2012-03-01 TOP PICK Darren Sissons Glass products and LCDs, which have been having a very tough time. Likes to buy good companies that are really beaten up. Going to be a big growth story. Telecom sector is going to build out with fiber optic. We will see a recovery in consumer TVs, etc. Reasonable dividend, room to grow, great balance sheet.
Price:
$12.970
Subject:
GLOBAL LARGE
Bias:
BULLISH
Owned:
Yes
2012-01-13 DON'T BUY Gavin Graham Capital equipment manufacturer and tech companies are all saying that demand is definitely diminishing, especially in Europe where both governments and corporations are cutting back.
Price:
$14.000
Subject:
GLOBAL
Bias:
DEFENSIVE
Owned:
Unknown
2012-01-05 DON'T BUY Christine Poole Has been beaten down. They have lowered guidance of late. They provide the glass for LTD TV’s and there is an oversupply due to a weak consumer environment globally.
Price:
$13.280
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
Showing 61 to 75 of 162 entries
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