Applied Materials

AMAT-Q

Analysis and Opinions about AMAT-Q

Signal
Opinion
Expert
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.
BUY
BUY
November 18, 2004
Reacted very well to bad news and technically that is a very good sign.
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Applied Materials (AMAT-Q)
November 18, 2004
Reacted very well to bad news and technically that is a very good sign.
TOP PICK
TOP PICK
November 12, 2004
A very beaten up name that no one wants to talk about.
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Applied Materials (AMAT-Q)
November 12, 2004
A very beaten up name that no one wants to talk about.
WAIT
WAIT
November 10, 2004
The short term outlook is not that great for semi conductor/capital equipment. Some concerns on inventory levels. Could have another leg down. Will look at it when it is completely out of favour.
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Applied Materials (AMAT-Q)
November 10, 2004
The short term outlook is not that great for semi conductor/capital equipment. Some concerns on inventory levels. Could have another leg down. Will look at it when it is completely out of favour.
TOP PICK
TOP PICK
October 26, 2004
(A Top Pick July 30/04. Down 6.4%.) Feels that tech sector will be moving.
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Applied Materials (AMAT-Q)
October 26, 2004
(A Top Pick July 30/04. Down 6.4%.) Feels that tech sector will be moving.
TOP PICK
TOP PICK
October 8, 2004
So far this year hasn't really done anything and dropped significantly this week. Expectations are good. Generating a lot of free cash flow.
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So far this year hasn't really done anything and dropped significantly this week. Expectations are good. Generating a lot of free cash flow.
BUY
BUY
October 7, 2004
Likes this company. Model price is $22.10.
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Likes this company. Model price is $22.10.
WAIT
WAIT
September 13, 2004
Dropped off because of concerns on flash memory.Wait to see what "book to bill" (?) rates are.
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Applied Materials (AMAT-Q)
September 13, 2004
Dropped off because of concerns on flash memory.Wait to see what "book to bill" (?) rates are.
BUY
BUY
August 26, 2004
They are very difficult stocks. Buy these stocks when they do not make any money and sell them when they start making money.
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They are very difficult stocks. Buy these stocks when they do not make any money and sell them when they start making money.
DON'T BUY
DON'T BUY
August 4, 2004
Tied in to the semiconductor cycle. The industry looks like it's headed south. Very cyclical. Expects it to drop lower.
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Tied in to the semiconductor cycle. The industry looks like it's headed south. Very cyclical. Expects it to drop lower.
TOP PICK
TOP PICK
July 30, 2004
It's part of a sector rotation and has done nothing but go down since November.
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It's part of a sector rotation and has done nothing but go down since November.
TOP PICK
TOP PICK
July 30, 2004
Taking advantage of the sector that has been crushed recently, would go with the Cadillac of the group.
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Taking advantage of the sector that has been crushed recently, would go with the Cadillac of the group.
BUY
BUY
June 24, 2004
A great company. Is around and better in every cycle. 2005/2006 will be good to this stock.
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A great company. Is around and better in every cycle. 2005/2006 will be good to this stock.
WATCH
WATCH
June 24, 2004
Have seen very strong order growth in the last several quarters. That is an issue, as it cannot sustain itself. Momentum is slowing, but it may take up in the second half of the year. Neutral on the stock.
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Have seen very strong order growth in the last several quarters. That is an issue, as it cannot sustain itself. Momentum is slowing, but it may take up in the second half of the year. Neutral on the stock.
BUY
BUY
April 20, 2004
The success that Motorola, Samsung and Texas Instruments are having in the wireless side in handsets is very positive for this company.
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The success that Motorola, Samsung and Texas Instruments are having in the wireless side in handsets is very positive for this company.
Showing 61 to 75 of 88 entries