Summer Sale

50% off Premium Yearly

00days
00hrs
00mins
00secs

ATI Technologies (ATY.TO)

BUY
Just acquired a graphics chip designer, Bitboys, which has a very interesting technology which allows signals to be sent out to a cell phone and automatically scales to the size of the screen. Ranks 275 in his database. Cheap.
DON'T BUY
Have tended to stay clear of this name. A frustrating situation. They have a wonderful business but there is a lot of exposure to legacy and markets where they don't want to have exposure to. Have been losing market share.
BUY ON WEAKNESS
This is a business that will be around for the long term. Like it in the mid-teens.
DON'T BUY
Seating increased strength in growth oriented stocks in North America. Semiconductors is one of these. Competitor, Nvidia (NVDA-Q) has been outperforming. Prefers companies in this sector with a broader global outlook.
HOLD
Has a model price of $20.68 which is the highest this model price has been since September. A positive differential of 18%.
BUY
This company and Nvidia (NVDA-Q) have owned the gaming chip market. They have such a lead in the graphics industry you can play them off against one another. Long-term, it should be all right.
HOLD
A good business Doing great things in graphics. The near term is fine but some of the longer-term prospects haven't materialised. Have shifted their business to a chipset type business where margins are not as good. There has been some disappointments with their recent quarterly reports. There is also some concern that the PC market will slow down.
DON'T BUY
ATI Tech's stock is declining. They are in a very competitive environment. Difficult to stay on top. He does not see the growth in the company to justify the price, the stock was at 6 months ago. Avoid at current levels.
WATCH
It ranks just below half in database. Recent acquisition of a design studio in China, which will allow them to work closely with their consumers. Constant fight with Invidea about who has the fastest chips. Watch closely but don't buy as he expects a pull back in the stock.
WAIT
ATI Tech is a strong business and has a strong market value, but very volatile. Best to stay put and wait and sell later when it goes up.
PAST TOP PICK
This is one of his previous picks. It is up 5%. He feels that there is no reason to sell. However, he is switching.
BUY
Is coming back from losing market share with Nvidia (NVDA-Q). Very well-positioned. Going into the first-half of the year with some very good momentum. Brightening its platform beyond desktops and laptops.
DON'T BUY
Was a recent owner of the stock, but stepped out of it because he made too big of a return too quickly. Good company that is going to be around for quite a while. Very competitive market. Probably worth low $20's so it's close to fair value.
WATCH
Ranks borderline bottom 3rd of his databank. Earnings estimates have been shaved by about 4% in the last 90 days. Year over year earnings have been beat up, down about 142%. Out to Aug/06, the numbers are pretty cloudy, but looking out to Aug/07, estimates have earnings doubling from $0.50 to $1.06 which is an 18 X P/E.
DON'T BUY
Has a huge overhead resistance. The current little rallly is going to run into a lot of supply as the market gets up to the level of $21/22. There are better stocks in the market.
Showing 16 to 30 of 347 entries