Viewing Company Advanced Micro Devices | StockChase
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Compiling comments that experts make about stocks while on public TV.

Advanced Micro Devices Stock Symbol: AMD-Q

Notes:

semi-conductor mnfctr

Last Price Recorded: $13.1300 on 2017-04-24

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Date Signal Expert Opinion Price
2017-04-17 DON'T BUY Barry Schwartz

One of two with graphics processing.  AMD-Q has been focusing on the wrong things however.  The new president is trying to turn things around.  He cannot buy it for clients, although there are lots of opportunities for growth.


Price:
$12.790
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Unknown
2017-01-12 COMMENT Mohsin Bashir

Chip Maker.  You need to look at it as the inputs to secular growth trends like virtual reality, drones, and many others.  You need to be careful of international trade policy revisions.  You may prefer Intel as safer and get a half position in that as well.


Price:
$10.760
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2017-01-10 COMMENT Bruce Tatters

In the hardware group in technology, Cisco (CSCO-Q) is one of the key names he is taking a close look at. AMD and a number of the semiconductors have had a monstrous run and valuations just aren’t there for an entry point.


Price:
$11.440
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2016-05-30 DON'T BUY Bruce Tatters

Advanced Micro Devices (AMD-Q) or Intel (INTC-Q)? Neither of these would be his pick for a US stock. Intel is probably the better of the 2. This one is a little more challenged because it is such a small player in that market. Cisco (CSCO-Q) looks better. It is a CapX company, and there has been a CapX starvation globally. It is positioned at about 12.5X earnings and the earnings growth over the next 2-3 years looks to be about 13%-15%.


Price:
$4.600
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2013-09-11 SELL Darren Sissons

On most semiconductor companies, you have to be careful and wait to see how the stock plays. This one is effectively a company that is an “also-ran” relative to Intel. Intel (INTC-Q) has announced a new small chip program to the mobile and the much smaller device market so he thinks Intel is a better company. This market is struggling a little bit.


Price:
$3.820
Subject:
GLOBAL LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2013-07-09 COMMENT Christine Poole

Advanced Micro (AMD-N) versus Intel (INTC-Q)? Intel is obviously the gorilla in this space with their 10%-15% marginal share. If she had to choose between the 2, she would pick Intel because they have much more 80+ share. They will participate more if we see the PC market start to improve.


Price:
$4.050
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2013-06-04 HOLD John Zechner

Not as well-positioned as some of the growth market of tablets, smart phones, etc. Doesn’t expect great things from this stock over the next year or 2.


Price:
$4.010
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2013-05-03 BUY Keith Richards

It could be a sympathy move with Intel.  Fantastic breakout.  A breakout through a base is the most bullish thing you could see.  You could get a test of the breakout and then on to new highs.


Price:
$3.600
Subject:
TECHNICAL ANALYSIS
Bias:
DEFENSIVE
Owned:
Unknown
2013-02-13 SELL Darren Sissons

Effectively slugging it out with Intel (INTC-Q) in the PC market where they get the majority of their income. PC outlook is not great. You have to ask yourself if this company can move its product line into a different market to get some growth. Both leaders in the PC market are effectively getting beaten up.


Price:
$2.750
Subject:
GLOBAL
Bias:
BULLISH
Owned:
Unknown
2012-10-31 PAST TOP PICK Brooke Thackray

(A Top Short May 3/12. Up 71.79%.) This was a pairs trade with Intel (INTC-Q). This has a seasonal period where it goes down from May 5 to July 29. He sold after it had gone down about 20%.


Price:
$2.050
Subject:
SEASONAL INVESTING
Bias:
OPTIMISTIC
Owned:
No
2012-10-22 TOP PICK Fabrice Taylor

Short. This company will not survive the PC era. They make chips and they don’t have the means to buy themselves out of the market and he thinks it’s going to zero.


Price:
$2.100
Subject:
NORTH AMERICAN
Bias:
BEARISH
Owned:
Yes
2012-07-03 PAST TOP PICK Brooke Thackray

(Top Short May 3, 2012, Up 17.95%) is a risk-on stock. From May 5 to July 29, goes down an average of 17%, which is where it is now. He may have to cover it up if this market continues.


Price:
$6.030
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
Yes
2012-05-03 TOP PICK Brooke Thackray Top Short This is a pairs trade with Intel (INTC-Q). This company tends to do extremely well from the beginning of the year (about 20%) until about now. Market tends to favour more conservative companies at this time. In the last 22 years, it has been negative 18 times from now until July 29.
Price:
$7.410
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
Yes
2011-10-24 DON'T BUY Gordon Reid Like Intel but is smaller and become concentrated, so he would avoid it.
Price:
$5.060
Subject:
US EQUITIES
Bias:
DEFENSIVE
Owned:
Unknown
2011-07-28 COMMENT Gordon Reid Has always played second fiddle to Intel (INTC-Q) on the PC side but things are changing. Challenge for both companies is how they are going to do on the tablet side. This is a real opportunity for this company. Just came out with earnings, which were excellent. If you are looking to allocate some speculative assets, this is not a bad choice.
Price:
$7.420
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
Unknown
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