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Compiling comments that experts make about stocks while on public TV.

2017-08-11

Opinion for Samsung Electronics (005930-KS)

Signal Price Bias Subject Owned
DON'T BUY $0.000 UNKNOWN GLOBAL EQUITIES & TECHNOLOGY Unknown

They’ve had a number of negative things, such as exploding phones and a corruption probe. When looking at the financials, you see a big line item that comes from semiconductors, which is one of their big drivers. Ultimately though, that is a supplier to the phones, smart devices and a lot of other related paraphernalia. If there is a slowdown in the phone segment, then you definitely get a slowdown in semiconductors and their ability to use the semiconductor division to derive additional revenues through third-party relationships. It has been a fabulous stock, but at this point it is too rich.

Darren Sissons
Vice President and Partner, Campbell Lee & Ross

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