Western Digital

WDC-Q

NASDAQ:WDC

69.52
1.41 (1.99%)
Western Digital Corporation is an American computer data storage company and one of the largest computer hard disk drive manufacturers in the world, along with its main competitor Seagate Technology.
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Analysis and Opinions about WDC-Q

Signal
Opinion
Expert
COMMENT
COMMENT
August 28, 2019

He owned Western Digital a few years ago. He still follows it, but finds there are other players, like Juniper or Cisco, who are better investments today.

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Western Digital (WDC-Q)
August 28, 2019

He owned Western Digital a few years ago. He still follows it, but finds there are other players, like Juniper or Cisco, who are better investments today.

BUY
BUY
April 27, 2018

He has been cautious on tech generally as there has been so much money going into the sector. The valuation is still cheap, but getting towards higher levels and recent earnings did not prove up these metrics. He would look to add to his position on this pullback.

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Western Digital (WDC-Q)
April 27, 2018

He has been cautious on tech generally as there has been so much money going into the sector. The valuation is still cheap, but getting towards higher levels and recent earnings did not prove up these metrics. He would look to add to his position on this pullback.

COMMENT
COMMENT
August 4, 2017

He is somewhat positive on this. Taking the earnings into account with its balance sheet, it is positive. His model price is $144.66, a 71% upside. This is cyclical, so you do get a substantial discount from value. It looks like it wants to hold here. If it were to break here, the support level is $65.

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Western Digital (WDC-Q)
August 4, 2017

He is somewhat positive on this. Taking the earnings into account with its balance sheet, it is positive. His model price is $144.66, a 71% upside. This is cyclical, so you do get a substantial discount from value. It looks like it wants to hold here. If it were to break here, the support level is $65.

TOP PICK
TOP PICK
December 21, 2016

A hardware company focusing on memory. Just completed a takeover of their competition Sandisk in May, so they are a sort of the “go to” company now. They have a great customer base including Alphabet, Apple, Walmart. As we use the Cloud more and more, this company is a great beneficiary. Dividend yield of 2.89%. (Analysts’ price target is $77.96.)

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Western Digital (WDC-Q)
December 21, 2016

A hardware company focusing on memory. Just completed a takeover of their competition Sandisk in May, so they are a sort of the “go to” company now. They have a great customer base including Alphabet, Apple, Walmart. As we use the Cloud more and more, this company is a great beneficiary. Dividend yield of 2.89%. (Analysts’ price target is $77.96.)

HOLD
HOLD
June 13, 2016

Recently acquired SanDisk. There are a lot of concerns around the information technology semiconductors. Not one of her favourites, both in valuation and questionable earnings growth.

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Recently acquired SanDisk. There are a lot of concerns around the information technology semiconductors. Not one of her favourites, both in valuation and questionable earnings growth.

PAST TOP PICK
PAST TOP PICK
September 16, 2010
(A Top Pick Sept 17/09. Down 27%.) Got Stopped out at $31 for loss of 15%. Computer hard drive manufacturer.
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Western Digital (WDC-Q)
September 16, 2010
(A Top Pick Sept 17/09. Down 27%.) Got Stopped out at $31 for loss of 15%. Computer hard drive manufacturer.
PAST TOP PICK
PAST TOP PICK
April 8, 2010
(A Top Pick Sept 17/09. Up 11%.) Should continue to recover with the global recovery of IT spending as well as PC upgrade cycle. Made $1.85 last quarter versus analysts’ estimates of $1.36. 12 straight quarters of earnings surprises. Very cheap at 6.7X forward earnings. Still a Buy.
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(A Top Pick Sept 17/09. Up 11%.) Should continue to recover with the global recovery of IT spending as well as PC upgrade cycle. Made $1.85 last quarter versus analysts’ estimates of $1.36. 12 straight quarters of earnings surprises. Very cheap at 6.7X forward earnings. Still a Buy.
BUY
BUY
December 17, 2009
Manufacture internal hard drive storage for computers. Has great technical strength. Cheap at 11X earnings.
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Western Digital (WDC-Q)
December 17, 2009
Manufacture internal hard drive storage for computers. Has great technical strength. Cheap at 11X earnings.
TOP PICK
TOP PICK
September 17, 2009
Manufactures hard drive storage space for personal computers/laptops. Makes storage solutions for enterprise applications. Electronic devices for PVRs. The new Windows 7 application is going to spur sales of new PCs.
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Western Digital (WDC-Q)
September 17, 2009
Manufactures hard drive storage space for personal computers/laptops. Makes storage solutions for enterprise applications. Electronic devices for PVRs. The new Windows 7 application is going to spur sales of new PCs.
PAST TOP PICK
PAST TOP PICK
May 27, 2009
(A Top Pick Dec 3/07. Down 9.18%.) Hard drive market consolidated 5 or 6 years ago and they stopped being so competitive. ROE is fine and the growth is there.
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(A Top Pick Dec 3/07. Down 9.18%.) Hard drive market consolidated 5 or 6 years ago and they stopped being so competitive. ROE is fine and the growth is there.
TOP PICK
TOP PICK
December 3, 2007
A hard drive story. A lot of digital cameras, etc. now have hard drives. They are also the leader in laptops. A massive amount of data is being produced. Video is in the early stages of truly being digitized. They will be a key beneficiary. Hard drive industry has consolidated so pricing is much more rational. Likes the long-term trend.
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Western Digital (WDC-Q)
December 3, 2007
A hard drive story. A lot of digital cameras, etc. now have hard drives. They are also the leader in laptops. A massive amount of data is being produced. Video is in the early stages of truly being digitized. They will be a key beneficiary. Hard drive industry has consolidated so pricing is much more rational. Likes the long-term trend.
TOP PICK
TOP PICK
July 9, 2007
Hard disc drives for computers. Particularly strong in portable hard drives. There is tremendous growth in gigabytes of storage. In the past, there has been too much competition but has now consolidated into 3 players who are all making money. Under appreciated and has tremendous upside.
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Hard disc drives for computers. Particularly strong in portable hard drives. There is tremendous growth in gigabytes of storage. In the past, there has been too much competition but has now consolidated into 3 players who are all making money. Under appreciated and has tremendous upside.
TOP PICK
TOP PICK
March 22, 2007
The storage market is a great opportunity and the industry has consolidated. Good value.
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Western Digital (WDC-Q)
March 22, 2007
The storage market is a great opportunity and the industry has consolidated. Good value.
DON'T BUY
DON'T BUY
September 3, 2003
IT spending and storage is picking up. Has had a huge run. This stock would not pass their criteria.
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Western Digital (WDC-Q)
September 3, 2003
IT spending and storage is picking up. Has had a huge run. This stock would not pass their criteria.
PAST TOP PICK
PAST TOP PICK
June 9, 2003
(Was a top pick on May 9/03. Up 20.5%.) Still likes. Will be volatile. Should go higher.
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(Was a top pick on May 9/03. Up 20.5%.) Still likes. Will be volatile. Should go higher.
Showing 1 to 15 of 16 entries