Applied Materials

AMAT-Q

NASDAQ:AMAT

56.60
0.76 (1.36%)

Analysis and Opinions about AMAT-Q

Signal
Opinion
Expert
TOP PICK
TOP PICK
January 25, 2018

The world's largest provider of manufacturing equipment, service and software to the global semiconductor industry. Beyond semiconductors, they are the leading supplier of manufacturing tools for flat-panel displays, LEDs, LCDs and OLDEs (a new thing), which will become foldable OLDEs in the future, and will lead to more demand for their products. Also, solar energy devices. Instead of trying to choose which semiconductor company will do the best, choose the one that supplies to all of them. The PC Internet era is maturing now, but now we are looking forward to the growth of mobile and social media usage. That will create demand for chips. Trading at 14X forward earnings with a 15% long-term growth rate, which is pretty cheap. Dividend yield of 0.7%. (Analysts' price target is $68.50.)

Applied Materials (AMAT-Q)
January 25, 2018

The world's largest provider of manufacturing equipment, service and software to the global semiconductor industry. Beyond semiconductors, they are the leading supplier of manufacturing tools for flat-panel displays, LEDs, LCDs and OLDEs (a new thing), which will become foldable OLDEs in the future, and will lead to more demand for their products. Also, solar energy devices. Instead of trying to choose which semiconductor company will do the best, choose the one that supplies to all of them. The PC Internet era is maturing now, but now we are looking forward to the growth of mobile and social media usage. That will create demand for chips. Trading at 14X forward earnings with a 15% long-term growth rate, which is pretty cheap. Dividend yield of 0.7%. (Analysts' price target is $68.50.)

Stan Wong
Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod
Price
$55.760
Owned
Yes
COMMENT
COMMENT
January 8, 2018

Chart shows a long upward trend from 2016, and the stock is still on trend. It bounced off the trend line recently. The trend is still up, so if you can tolerate the volatility, you are probably okay.

Chart shows a long upward trend from 2016, and the stock is still on trend. It bounced off the trend line recently. The trend is still up, so if you can tolerate the volatility, you are probably okay.

Keith Richards
Portfolio Manager, ValueTrend Wealth Management
Price
$55.920
Owned
Unknown
BUY
BUY
November 21, 2017

There are 4 key structural themes in technology. Cloud-based computing, software as a service, the Internet of Things. This makes equipment that makes semiconductors. Estimates are that the average house will have 17 connected devices over the next 3 years. From early to the middle of October, the market started to consolidate. While the percentage of stocks in uptrends didn’t deteriorate, it went from 78% of stocks with positive weekly price momentum down to 30%. In the last 3 days, the leadership groups have re-accelerated, broke out and made new highs. This company fits right into that camp.

Applied Materials (AMAT-Q)
November 21, 2017

There are 4 key structural themes in technology. Cloud-based computing, software as a service, the Internet of Things. This makes equipment that makes semiconductors. Estimates are that the average house will have 17 connected devices over the next 3 years. From early to the middle of October, the market started to consolidate. While the percentage of stocks in uptrends didn’t deteriorate, it went from 78% of stocks with positive weekly price momentum down to 30%. In the last 3 days, the leadership groups have re-accelerated, broke out and made new highs. This company fits right into that camp.

David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$58.800
Owned
Yes
DON'T BUY
DON'T BUY
September 11, 2017

Trouble he has with this is that China is building out a foundry industry and need a lot of products this company is selling. Historically it has had a very strong balance sheet with more cash than debt. It is a very, very cyclical business. We haven’t had a serious correction in the semiconductor business for the better part of 4 years, which is very unhealthy. The major driver is China, but they tend to distort nearly every industry it gets into. He is waiting to get back into this, but is waiting for the next correction. Typically, a correction happens for the semiconductor equipment companies about 6 months in front of the traditional semiconductor companies. He would stay away for now.

Applied Materials (AMAT-Q)
September 11, 2017

Trouble he has with this is that China is building out a foundry industry and need a lot of products this company is selling. Historically it has had a very strong balance sheet with more cash than debt. It is a very, very cyclical business. We haven’t had a serious correction in the semiconductor business for the better part of 4 years, which is very unhealthy. The major driver is China, but they tend to distort nearly every industry it gets into. He is waiting to get back into this, but is waiting for the next correction. Typically, a correction happens for the semiconductor equipment companies about 6 months in front of the traditional semiconductor companies. He would stay away for now.

Darren Sissons
Vice President and Partner, Campbell Lee & Ross
Price
$45.580
Owned
Unknown
DON'T BUY
DON'T BUY
August 18, 2017

The optimal time to buy is between December 1st and Feb 21st, producing a 10.86% return normally. We have seen some problems this year. There was a constant rising trend line. It has been a great run, but now we have a short term double top at $47.50. The lower limit is $42 and if we break that support there would be a further $5 move down. We are out of the period of seasonal strength. It should decline 10% before the end of October, seasonally.

The optimal time to buy is between December 1st and Feb 21st, producing a 10.86% return normally. We have seen some problems this year. There was a constant rising trend line. It has been a great run, but now we have a short term double top at $47.50. The lower limit is $42 and if we break that support there would be a further $5 move down. We are out of the period of seasonal strength. It should decline 10% before the end of October, seasonally.

Jon Vialoux
Research Analyst, CastleMoore Inc.
Price
$44.300
Owned
Unknown
DON'T BUY
DON'T BUY
August 22, 2016

They make the machines that make semiconductors. It is a tough industry to follow. Don’t own second derivative companies like this one. At any given point in the cycle it could come down hard. You will lose a lot of money when this cycle comes to an end.

They make the machines that make semiconductors. It is a tough industry to follow. Don’t own second derivative companies like this one. At any given point in the cycle it could come down hard. You will lose a lot of money when this cycle comes to an end.

John Burke
CEO & CIO, Burke Financial Strategies
Price
$29.150
Owned
No
COMMENT
COMMENT
June 14, 2016

(Market Call Minute.) He likes the semiconductor space. This is trading pretty close to its highs, and is a great large cap way to play the next cycle in manufacturing.

(Market Call Minute.) He likes the semiconductor space. This is trading pretty close to its highs, and is a great large cap way to play the next cycle in manufacturing.

David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$23.740
Owned
Unknown
COMMENT
COMMENT
May 29, 2014

This closed at $20.54, and his model price is $26.27, a 30% upside. There is more value elsewhere such as Oracle (ORCL-N) and Microsoft (MSFT-Q).

This closed at $20.54, and his model price is $26.27, a 30% upside. There is more value elsewhere such as Oracle (ORCL-N) and Microsoft (MSFT-Q).

Brian Acker, CA
Chief Executive Officer, President and Chief Inves, Acker Finley Inc.
Price
$20.280
Owned
Unknown
SELL
SELL
February 20, 2014

He is looking to exit because they tend to peak out about now.

Applied Materials (AMAT-Q)
February 20, 2014

He is looking to exit because they tend to peak out about now.

Brooke Thackray
Research Analyst, Horizons ETFs (Canada) Inc.
Price
$18.990
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
October 24, 2013

(A Top Pick Oct 15/12. Up 67.08%.) Sold his holdings with a 40% profit. Felt that the semiconductor market was ahead of itself. Growth stocks tend to attract investors when the market sentiment improves and this is what happened. This market is maturing and the growth is not going to be there.

Applied Materials (AMAT-Q)
October 24, 2013

(A Top Pick Oct 15/12. Up 67.08%.) Sold his holdings with a 40% profit. Felt that the semiconductor market was ahead of itself. Growth stocks tend to attract investors when the market sentiment improves and this is what happened. This market is maturing and the growth is not going to be there.

Darren Sissons
Vice President and Partner, Campbell Lee & Ross
Price
$17.820
Owned
No
PAST TOP PICK
PAST TOP PICK
May 24, 2013

(Top Pick Jun 1/12 Up 49.08%)

(Top Pick Jun 1/12 Up 49.08%)

Darren Sissons
Vice President and Partner, Campbell Lee & Ross
Price
$14.500
Owned
No
COMMENT
COMMENT
January 23, 2013

Semiconductor equipment provider. Typically runs in the 1st and 4th quarter. Buy in the $10 range and Sell in the $12.50 range. Very predictable cyclicality.

Applied Materials (AMAT-Q)
January 23, 2013

Semiconductor equipment provider. Typically runs in the 1st and 4th quarter. Buy in the $10 range and Sell in the $12.50 range. Very predictable cyclicality.

Darren Sissons
Vice President and Partner, Campbell Lee & Ross
Price
$12.700
Owned
Unknown
TOP PICK
TOP PICK
October 15, 2012

Good balance sheet. 3.5% dividend. Has a buy-back in place. This is a cyclical that tends to trade in front of the semi cycle and he is seeing inventory rise so this naturally should trade up. He is looking for a $12-$13 target.

Applied Materials (AMAT-Q)
October 15, 2012

Good balance sheet. 3.5% dividend. Has a buy-back in place. This is a cyclical that tends to trade in front of the semi cycle and he is seeing inventory rise so this naturally should trade up. He is looking for a $12-$13 target.

Darren Sissons
Vice President and Partner, Campbell Lee & Ross
Price
$10.960
Owned
Yes
TOP PICK
TOP PICK
June 1, 2012
Cyclical. Second time he has owned it. Buying back 23% of stock.
Cyclical. Second time he has owned it. Buying back 23% of stock.
Darren Sissons
Vice President and Partner, Campbell Lee & Ross
Price
$10.005
Owned
Yes
DON'T BUY
DON'T BUY
May 17, 2012
Semiconductor sector is one that you really need to get it right. This is a group that tends to turn up early out of a correction and will be one of the 1st groups to turn down. Semiconductor space has been backing off over the last 2 months. This is not the right industry to be focused on just yet.
Semiconductor sector is one that you really need to get it right. This is a group that tends to turn up early out of a correction and will be one of the 1st groups to turn down. Semiconductor space has been backing off over the last 2 months. This is not the right industry to be focused on just yet.
David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$10.480
Owned
Unknown
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