Western Digital

WDC-Q

NASDAQ:WDC

49.15
1.09 (2.27%)
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.
More at Wikipedia

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.

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.

Kim Bolton
President and Portfolio Manager, Black Swan Dexteritas
Price
$53.440
Owned
_N/A
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.

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.

David Dietze
Founder, Pres. & Chief Investment Strategist, Point View Wealth Management
Price
$80.880
Owned
Yes
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.

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.

Brian Acker, CA
Chief Executive Officer, President and Chief Inves, Acker Finley Inc.
Price
$81.170
Owned
Unknown
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.)

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.)

Rick Stuchberry
Portfolio Manager, Wellington-Altus Private Wealth
Price
$69.220
Owned
Yes
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.

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.

Erin Gibbs
V.P., S&P Global Market Intelligence
Price
$46.280
Owned
Unknown
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.
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.
Stan Wong
Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod
Price
$26.920
Owned
No
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.
(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.
Stan Wong
Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod
Price
$40.340
Owned
Yes
BUY
BUY
December 17, 2009
Manufacture internal hard drive storage for computers. Has great technical strength. Cheap at 11X earnings.
Western Digital (WDC-Q)
December 17, 2009
Manufacture internal hard drive storage for computers. Has great technical strength. Cheap at 11X earnings.
Stan Wong
Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod
Price
$41.980
Owned
Yes
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.
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.
Stan Wong
Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod
Price
$36.600
Owned
Yes
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.
(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.
Peter Hofstra
Vice President and Portfolio Manager, Greenrock Asset Management
Price
$24.810
Owned
No
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.
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.
Peter Hofstra
Vice President and Portfolio Manager, Greenrock Asset Management
Price
$27.660
Owned
Yes
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.
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.
Peter Hofstra
Vice President and Portfolio Manager, Greenrock Asset Management
Price
$21.240
Owned
Yes
TOP PICK
TOP PICK
March 22, 2007
The storage market is a great opportunity and the industry has consolidated. Good value.
Western Digital (WDC-Q)
March 22, 2007
The storage market is a great opportunity and the industry has consolidated. Good value.
Peter Hofstra
Vice President and Portfolio Manager, Greenrock Asset Management
Price
$17.480
Owned
Yes
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.
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.
Brad Willock
Vice President and Senior Portfolio Manager, RBC Asset Management
Price
$11.450
Owned
Unknown
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.
(Was a top pick on May 9/03. Up 20.5%.) Still likes. Will be volatile. Should go higher.
Brian Acker, CA
Chief Executive Officer, President and Chief Inves, Acker Finley Inc.
Price
$11.650
Owned
Yes
TOP PICK
TOP PICK
May 6, 2003
Great balance sheet. Has earnings.
Great balance sheet. Has earnings.
Brian Acker, CA
Chief Executive Officer, President and Chief Inves, Acker Finley Inc.
Price
$9.840
Owned
Unknown
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