Corning Inc

GLW-N

NYSE:GLW

31.20
0.51 (1.66%)
Corning Incorporated is an American manufacturer of glass, ceramics, and related materials, primarily for industrial and scientific applications.
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Analysis and Opinions about GLW-N

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
July 17, 2013

Has always been challenged because it is commoditized. They continue to produce more volume and better products but, at the end of the day, if the price of your product continually falls it is just a brutal wind in your face.

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Corning Inc (GLW-N)
July 17, 2013

Has always been challenged because it is commoditized. They continue to produce more volume and better products but, at the end of the day, if the price of your product continually falls it is just a brutal wind in your face.

WAIT
WAIT
May 27, 2013

Had a phenomenal run, a stock he likes, very high and he would have trouble chasing it unless it fell back to its break-out area.

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Corning Inc (GLW-N)
May 27, 2013

Had a phenomenal run, a stock he likes, very high and he would have trouble chasing it unless it fell back to its break-out area.

BUY
BUY
April 30, 2013

Their big business is glass for television sets, phones and they still make fibre-optic cable. Incredibly cheap. Never recovered from the DOT COM period although amazingly transitioned into high end glass which is definitely a growth business as screens get larger and larger and the world shifts to smart phones. Margins are improving. This will be a double digits earnings story for the next few years.

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Corning Inc (GLW-N)
April 30, 2013

Their big business is glass for television sets, phones and they still make fibre-optic cable. Incredibly cheap. Never recovered from the DOT COM period although amazingly transitioned into high end glass which is definitely a growth business as screens get larger and larger and the world shifts to smart phones. Margins are improving. This will be a double digits earnings story for the next few years.

PAST TOP PICK
PAST TOP PICK
April 24, 2013

(A Top Pick April 12/12. Up 3.58%.) Average TV in houses is growing larger. Introducing a new black screen technology, which used to be used by fighter pilots. Last year they acquired a big laboratory asset which will be accretive to earnings. Raised its dividend 3 times in the last 18 months. Has also been buying back shares.

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Corning Inc (GLW-N)
April 24, 2013

(A Top Pick April 12/12. Up 3.58%.) Average TV in houses is growing larger. Introducing a new black screen technology, which used to be used by fighter pilots. Last year they acquired a big laboratory asset which will be accretive to earnings. Raised its dividend 3 times in the last 18 months. Has also been buying back shares.

DON'T BUY
DON'T BUY
April 11, 2013

They come out with great products but unfortunately the products have tended to become commoditized. As much as they can make hay on the volume side, they are losing on the pricing side so it is a little difficult to get traction.

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Corning Inc (GLW-N)
April 11, 2013

They come out with great products but unfortunately the products have tended to become commoditized. As much as they can make hay on the volume side, they are losing on the pricing side so it is a little difficult to get traction.

DON'T BUY
DON'T BUY
April 2, 2013

Gorilla glass is a very profitable product for them. They are dominant in glass manufacturing. The issue for them is the weakening yen, which helps their competitors. This industry is difficult and he can find better growth elsewhere.

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Corning Inc (GLW-N)
April 2, 2013

Gorilla glass is a very profitable product for them. They are dominant in glass manufacturing. The issue for them is the weakening yen, which helps their competitors. This industry is difficult and he can find better growth elsewhere.

PAST TOP PICK
PAST TOP PICK
March 15, 2013

(A Top Pick March 20/12. Down 5.77%.) The areas of glass that they are most leveraged to are fibre optics and LCD TVs. He expects the LCD business to start to pick up.

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Corning Inc (GLW-N)
March 15, 2013

(A Top Pick March 20/12. Down 5.77%.) The areas of glass that they are most leveraged to are fibre optics and LCD TVs. He expects the LCD business to start to pick up.

DON'T BUY
DON'T BUY
March 13, 2013

This whole industry is becoming commoditized so prices are dropping at a fairly fast clip even though volumes are rising. Have great technologies including Gorrilla glass and Willow glass. Great products, but they don’t have the pricing power.

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Corning Inc (GLW-N)
March 13, 2013

This whole industry is becoming commoditized so prices are dropping at a fairly fast clip even though volumes are rising. Have great technologies including Gorrilla glass and Willow glass. Great products, but they don’t have the pricing power.

TOP PICK
TOP PICK
March 1, 2013

Stock is a bit of a conundrum. He struggles to find deep value stocks and, invariably, they are small to midcap with a lot of market disdain. This one is a large cap with an $18 billion market cap. Has free cash flow of over $500 million and trades well below tangible book. Dividend of 2.86%.

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Corning Inc (GLW-N)
March 1, 2013

Stock is a bit of a conundrum. He struggles to find deep value stocks and, invariably, they are small to midcap with a lot of market disdain. This one is a large cap with an $18 billion market cap. Has free cash flow of over $500 million and trades well below tangible book. Dividend of 2.86%.

TOP PICK
TOP PICK
February 13, 2013

(A Top Pick March 1/12. Down 0.55%.) Gorilla glass sold $1 billion last year and they are now looking for industrial applications such as sun roofs in cars. Fibre to the home is being driven on the back of much more data been pushed through the system. Its 3 big engines of growth are all structured through joint ventures. As income goes through the joint ventures, they only own 49% of them so volatility will be lower than you see with tech companies. Has a progressive dividend and they bought back $1.5 billion of stock.

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Corning Inc (GLW-N)
February 13, 2013

(A Top Pick March 1/12. Down 0.55%.) Gorilla glass sold $1 billion last year and they are now looking for industrial applications such as sun roofs in cars. Fibre to the home is being driven on the back of much more data been pushed through the system. Its 3 big engines of growth are all structured through joint ventures. As income goes through the joint ventures, they only own 49% of them so volatility will be lower than you see with tech companies. Has a progressive dividend and they bought back $1.5 billion of stock.

BUY
BUY
December 31, 2012

Building a bit of a base. He favours this one.

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Corning Inc (GLW-N)
December 31, 2012

Building a bit of a base. He favours this one.

PAST TOP PICK
PAST TOP PICK
December 20, 2012

(Top Pick Apr 12/12, Down 4.87%)

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Corning Inc (GLW-N)
December 20, 2012

(Top Pick Apr 12/12, Down 4.87%)

DON'T BUY
DON'T BUY
December 19, 2012

They continue to do well in terms of usage, but they suffer from commoditization of their product. He has stayed clear. They will be a leader in their industry but how profitable?

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Corning Inc (GLW-N)
December 19, 2012

They continue to do well in terms of usage, but they suffer from commoditization of their product. He has stayed clear. They will be a leader in their industry but how profitable?

PAST TOP PICK
PAST TOP PICK
November 20, 2012

(Top Pick Mar 1/12, Down 11.80%) There was an over-supply in the glass business. Q1 tends to run for Tech. It looks like capacity has been taken out of the system and we are seeing stability in the glass pricing. As the US starts to recover you will start to get TV purchasing.

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Corning Inc (GLW-N)
November 20, 2012

(Top Pick Mar 1/12, Down 11.80%) There was an over-supply in the glass business. Q1 tends to run for Tech. It looks like capacity has been taken out of the system and we are seeing stability in the glass pricing. As the US starts to recover you will start to get TV purchasing.

DON'T BUY
DON'T BUY
November 13, 2012

Make the glass for big TVs. There has been an oversupply in the industry. This is not a name she is interested in. Anyone who wants a flat panel TV has one and the kids only watch on their tablet, handheld or laptop.

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Corning Inc (GLW-N)
November 13, 2012

Make the glass for big TVs. There has been an oversupply in the industry. This is not a name she is interested in. Anyone who wants a flat panel TV has one and the kids only watch on their tablet, handheld or laptop.

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