Applied Materials

AMAT-Q

Analysis and Opinions about AMAT-Q

Signal
Opinion
Expert
TOP PICK
TOP PICK
January 27, 2010
Involved in semiconductors and solar. Seeing a strong recovery in IT and solar was the first of the energy sector to recover well so this will trickle down to the equipment market in this company should really come along. Lots of liquidity and great balance sheet.
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Applied Materials (AMAT-Q)
January 27, 2010
Involved in semiconductors and solar. Seeing a strong recovery in IT and solar was the first of the energy sector to recover well so this will trickle down to the equipment market in this company should really come along. Lots of liquidity and great balance sheet.
WATCH
WATCH
December 17, 2009
Likes tech space and this ranks very well in his model. Surprised on the upside with earnings of $.11 versus expected $.02 in the last quarter. Earnings momentum seems to be going upwards. Seems to get stuck around $14 range and as it is moving towards this again he would be very careful.
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Applied Materials (AMAT-Q)
December 17, 2009
Likes tech space and this ranks very well in his model. Surprised on the upside with earnings of $.11 versus expected $.02 in the last quarter. Earnings momentum seems to be going upwards. Seems to get stuck around $14 range and as it is moving towards this again he would be very careful.
VAGUE
VAGUE
September 9, 2009
You have to have your time right. It’s not a bad time to own it right now. Intel is more palatable.
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Applied Materials (AMAT-Q)
September 9, 2009
You have to have your time right. It’s not a bad time to own it right now. Intel is more palatable.
HOLD
HOLD
September 8, 2009
(Market Call Minute) Slow on Cap X spending so no big turnaround.
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Applied Materials (AMAT-Q)
September 8, 2009
(Market Call Minute) Slow on Cap X spending so no big turnaround.
TOP PICK
TOP PICK
October 16, 2007
He likes the business.Key supplier for solar and flat panels. Company has done well over the last 25 years.
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Applied Materials (AMAT-Q)
October 16, 2007
He likes the business.Key supplier for solar and flat panels. Company has done well over the last 25 years.
TOP PICK
TOP PICK
July 9, 2007
Equipment provider for those who make the equipment we use. Great way to benefit overall from the spending on technology. Recently moved into solar. Caution, you can get home run quarters and then big misses.
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Equipment provider for those who make the equipment we use. Great way to benefit overall from the spending on technology. Recently moved into solar. Caution, you can get home run quarters and then big misses.
BUY
BUY
June 15, 2006
They make the equipment for the Intel's, etc. In the process of making an acquisition of Applied Films (AFCO-Q) to make solar panels. A great name. Strong balance sheet. Tends to be quite volatile.
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They make the equipment for the Intel's, etc. In the process of making an acquisition of Applied Films (AFCO-Q) to make solar panels. A great name. Strong balance sheet. Tends to be quite volatile.
BUY
BUY
January 26, 2006
Part of the semiconductor equipment industry. Business is primarily driven by foundries for making integrated circuits however, the industry is changing. Consumer electronics now demand more semiconductors than the cyclical capital spending side. More stability. Also building their server side.
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Applied Materials (AMAT-Q)
January 26, 2006
Part of the semiconductor equipment industry. Business is primarily driven by foundries for making integrated circuits however, the industry is changing. Consumer electronics now demand more semiconductors than the cyclical capital spending side. More stability. Also building their server side.
PAST TOP PICK
PAST TOP PICK
August 22, 2005
(A Top Pick Apr 19/05 Up 21%.) Still likes this one a lot. Have executed well and sees good things ahead of them.
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(A Top Pick Apr 19/05 Up 21%.) Still likes this one a lot. Have executed well and sees good things ahead of them.
BUY
BUY
April 22, 2005
This sector is very dependent on capital expenditure and the companies buying their products are putting a lot of pressure on. Margins are being squeezed. OK for a long term hold and if you can take the volatility, you are fine at these levels.
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This sector is very dependent on capital expenditure and the companies buying their products are putting a lot of pressure on. Margins are being squeezed. OK for a long term hold and if you can take the volatility, you are fine at these levels.
TOP PICK
TOP PICK
April 19, 2005
World wide leader in supplier of semiconductor equipment to manufacturers. Great franchise, all kinds of cash.
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World wide leader in supplier of semiconductor equipment to manufacturers. Great franchise, all kinds of cash.
BUY
BUY
February 21, 2005
Valuation is good. Likes both Intel (INTC-Q) and Applied Materials
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Applied Materials (AMAT-Q)
February 21, 2005
Valuation is good. Likes both Intel (INTC-Q) and Applied Materials
DON'T BUY
DON'T BUY
February 9, 2005
Stock is in a downtrend. The semi conductor industry is a cyclical sector and is not looking good. NASDAQ stocks as a whole are looking very toppy here and look very risky.
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Applied Materials (AMAT-Q)
February 9, 2005
Stock is in a downtrend. The semi conductor industry is a cyclical sector and is not looking good. NASDAQ stocks as a whole are looking very toppy here and look very risky.
PAST TOP PICK
PAST TOP PICK
January 18, 2005
(A Top Pick Oct 26/04. Up 5.3%.) Sold out for a profit.
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Applied Materials (AMAT-Q)
January 18, 2005
(A Top Pick Oct 26/04. Up 5.3%.) Sold out for a profit.
PAST TOP PICK
PAST TOP PICK
December 24, 2004
(A Top Pick Oct 26/04. Up 8.5%.) Took their gains. Came out with a major reduction in October of their earnings estimates, so cleared out of them.
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Applied Materials (AMAT-Q)
December 24, 2004
(A Top Pick Oct 26/04. Up 8.5%.) Took their gains. Came out with a major reduction in October of their earnings estimates, so cleared out of them.
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