Intel (INTC)

It used to dominate chipmakers with a technological lead over its peers, but in the last few generation of chips, Intel has failed, fallen behind. They remain a giant, though, in this business. You can hold this and wait for a turnaround. That said, you can buy this now. It pays a 2% dividend yield The company is addressing its problems. He prefers Broadcom.

He used to own this for its dividend, but became unhappy with how they executed on growth plans. He doesn't see much forward growth in the next two years. They're moving some production to Taiwan Semiconductor. They lag the leaders in semis now. The stock fell to $45, but has rebounded nicely, due to activists who saw value in INTC. He prefers AMD and Nvidia, both momentum growth stocks that have pulled back in the last 3 weeks.

Major issues. Problem is Apple may want to make its own chips. Can't keep up to Taiwan Semiconductor. Business model is under pressure. He wouldn't choose it. Better choices in the industry.

A mature business that is in many ways a market leader in semiconductor and miniaturization. However in many ways it has struggled in the transition from desktop to miniaturized conductors. AMD has really succeeded here. Does not think it is well positioned for the mobile side where growth is coming from. They do pay a good dividend. It is all about entry price.

Stock's responding to news of new CEO. But, stock has underperformed. Manufacturing challenges, increased competition. Revenue growth seems flat. He owns Nvidia and Taiwan Semiconductor, so you could look at those.

His preferences are Qualcomm and Broadcom. Demand for chips and technology will continue to be strong. Intel will continue to do well, as well as the sector. You won't do badly owning this, but the other names might do better.

Has lost its dominance. A difficult stock to own. He prefers other names such as AMD. Manufacturing is just not good enough compared to the competition.

It has stumbled this year--and that's why he loves it. Product launches stumbled, too slow. Also Apple and Amazon are talking about making their own chips. However, Intel remains the biggest chipmaker in the world. It trades at 10x earnings, 3% dividend yield, and offers a massive free cash flow and valuation is so low. Intel will move to a hybrid model when they will no longer manufacture everything. This will free up some cash for buybacks. (Analysts’ price target is $53.49)

We have seen AMD-Q get more competitive and gain more market share. AAPL-Q has brought Mac-book chips in-house. This is not really a growth technology any more.