NYSE:GLW

Corning Inc (GLW)

154.48
-5.21 (3.26%)
as of Sep 23, 2026, 8:00:00 pm Market Open.
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TOP PICK
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.
TOP PICK
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.
TOP PICK
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.
DON'T BUY
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.
DON'T BUY
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.
DON'T BUY
(Market Call Minute.) Difficult making a margin in the glass business right now. He is short the stock.
DON'T BUY
We are in a market where even the companies that are hitting the numbers and doing relatively well are being called into question. The last 3 earnings numbers have been negative and there is question about the sustainability of earnings.
BUY
Optical fibre, cable and LCD producer. Very cyclical business. Has found a little bit of support in recent weeks. Business is heavily driven by the profits from the glass business. Negotiating the 6% revenues they get from Samsung, which is expiring in the next quarter. Great dividend payer and a low payout ratio of 10%-15%.
TOP PICK
Dot com darling. Management did an amazing transition. Not a lot of competition. Earnings will stay flat. 3D TV is next. Incredibly well positioned.
TOP PICK
(A Top Pick Nov 8/10. Down 26.82%.) His model price is $31.44, a 30% upside. Consumer play which is a big part of the business.
DON'T BUY
Their big product right now is the Gorilla glass but the stock is not that cheap. Very low growth.
TOP PICK
His model price is $39.38, which is a differential of 120%.
WAIT
Had a pretty good run last year and recently had a bit of a pullback. In the fibre business. It also comes down to consumer spending in the glass business. No sign of a turnaround at this time. There is support at $17, but he prefers to see the price start to move up.
DON'T BUY
Just reported and the earnings and revenue were very good but noticed their margins were starting to slip. At what point des the glass (LCD) market start to see price deflation? Unit revenue is starting to fall.
DON'T BUY
You would think it would be on fire because they make fiber optics amongst other things. We have a bandwidth issue. But it has not been beating earnings recently. It has been going sideways for a year. Longer term this sector should do very, very well but right now it is isn’t
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