Advanced Micro Devices

AMD-Q

NASDAQ:AMD

51.05
0.12 (0.23%)
Advanced Micro Devices, Inc. is an American multinational semiconductor company based in Sunnyvale, California, United States, that develops computer processors and related technologies for business and consumer markets.
More at Wikipedia

Analysis and Opinions about AMD-Q

Signal
Opinion
Expert
PARTIAL SELL
PARTIAL SELL
January 20, 2020
He screens the markets every quarter for the metrics he tracks. Every so often he gets a cluster of companies in a sector and it perks his interest. This happened to semiconductors. This is an area you don't want to be in during a downturn. All of the chips suggest they are at reasonable values after reasonable runs. One could consider taking some profits off the table and then let it run. They will be fairly volatile.
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He screens the markets every quarter for the metrics he tracks. Every so often he gets a cluster of companies in a sector and it perks his interest. This happened to semiconductors. This is an area you don't want to be in during a downturn. All of the chips suggest they are at reasonable values after reasonable runs. One could consider taking some profits off the table and then let it run. They will be fairly volatile.
PAST TOP PICK
PAST TOP PICK
January 3, 2020
(A Top Pick Jan 04/19, Up 156%) He didn't buy this when he recommended it. He was waiting for a good entry point. An amazing turnaround story. The CEO is brilliant, working on making a higher margin business with CPUs. They are making a lot of money with their new offerings and adding market share. He would consider buying this on weakness.
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(A Top Pick Jan 04/19, Up 156%) He didn't buy this when he recommended it. He was waiting for a good entry point. An amazing turnaround story. The CEO is brilliant, working on making a higher margin business with CPUs. They are making a lot of money with their new offerings and adding market share. He would consider buying this on weakness.
TOP PICK
TOP PICK
December 6, 2019
It is not cheap here as his price target is $45. He would buy a third of the position here and watch for opportunities to buy cheaper. They have an aggressive product strategy and institutions have been buying in. Yield 0% (Analysts’ price target is $34.28)
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It is not cheap here as his price target is $45. He would buy a third of the position here and watch for opportunities to buy cheaper. They have an aggressive product strategy and institutions have been buying in. Yield 0% (Analysts’ price target is $34.28)
COMMENT
COMMENT
November 13, 2019
AMD vs Apple vs Canadian Tech? His price target for AMD is $41.50 -- pretty close to full value right now. Apple will continue to melt up and you should be able to price it cheaper than today. He has a price target of $265. A Canadian stock like CGI would be good.
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AMD vs Apple vs Canadian Tech? His price target for AMD is $41.50 -- pretty close to full value right now. Apple will continue to melt up and you should be able to price it cheaper than today. He has a price target of $265. A Canadian stock like CGI would be good.
COMMENT
COMMENT
November 13, 2019
A tech supplier? You could look to AI producers, like AMD or NVDA.
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A tech supplier? You could look to AI producers, like AMD or NVDA.
BUY
BUY
October 1, 2019
There is a huge rotation over the summer getting out of software. IGV has corrected around 12% and some stocks down 25%, for example. AMD is a great choice. The chipmakers have learned to manage corrections from past pullbacks. $51.50 is his price target.
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There is a huge rotation over the summer getting out of software. IGV has corrected around 12% and some stocks down 25%, for example. AMD is a great choice. The chipmakers have learned to manage corrections from past pullbacks. $51.50 is his price target.
DON'T BUY
DON'T BUY
September 11, 2019
He wouldn't lean into the semi-conductor space yet. Last earnings they beat, but they are trading at 50 times earnings -- pretty rich this late in the cycle. If the market goes down, this will likely fall faster.
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He wouldn't lean into the semi-conductor space yet. Last earnings they beat, but they are trading at 50 times earnings -- pretty rich this late in the cycle. If the market goes down, this will likely fall faster.
BUY
BUY
August 28, 2019

He likes how their new chips are being bought up by Twitter and Google. There is some volatility. Full value is $30. The stock has the ability to have $10 billion in revenue and feels there is significant runway ahead of them.

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He likes how their new chips are being bought up by Twitter and Google. There is some volatility. Full value is $30. The stock has the ability to have $10 billion in revenue and feels there is significant runway ahead of them.

TOP PICK
TOP PICK
August 21, 2019
Covered call: buy at $30.70, sell January 30 calls at $4.30, net per share $26.40. After taking the backseat to Intel, they now have some of the best chips on the market in both PCs and gaming. Their great run will continue; he sees little downside. However, because they are volatile, their option premiums will be pricey. If AMD stays flat or rises, you get 13.6% over 4 months.
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Covered call: buy at $30.70, sell January 30 calls at $4.30, net per share $26.40. After taking the backseat to Intel, they now have some of the best chips on the market in both PCs and gaming. Their great run will continue; he sees little downside. However, because they are volatile, their option premiums will be pricey. If AMD stays flat or rises, you get 13.6% over 4 months.
HOLD
HOLD
June 25, 2019
This should remain a hold despite the recent pullback. They have some of the most advanced chip sets out there, leaving room for good future growth.
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This should remain a hold despite the recent pullback. They have some of the most advanced chip sets out there, leaving room for good future growth.
BUY WEAKNESS
BUY WEAKNESS
June 12, 2019

A very popular stock with the institutional traders. It is priced to perfection, however. He thinks you will be able to buy it at $25 soon. It has beaten Intel pretty hard and other big players. He would recommend waiting to buy on weakness.

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A very popular stock with the institutional traders. It is priced to perfection, however. He thinks you will be able to buy it at $25 soon. It has beaten Intel pretty hard and other big players. He would recommend waiting to buy on weakness.

BUY
BUY
June 6, 2019

He likes it. He likes the secular tailwind. Gaming consoles and data centers get their chips. They are building more differentiated chips from NDVA-Q.

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He likes it. He likes the secular tailwind. Gaming consoles and data centers get their chips. They are building more differentiated chips from NDVA-Q.

COMMENT
COMMENT
May 22, 2019
This has been staying above the 200 day average. He likes it but wonders when the semi conductor growth phase will end. So has stayed away from this sector.
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This has been staying above the 200 day average. He likes it but wonders when the semi conductor growth phase will end. So has stayed away from this sector.
DON'T BUY
DON'T BUY
February 11, 2019
It has long been the poor stepchild of INTC-Q. Now they are competing with NVDA-Q, which is being hit by a competing game. The chips were used to mine bitcoin but that is no longer profitable. When they hit a product it can really move the company. He prefers Broadcom.
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It has long been the poor stepchild of INTC-Q. Now they are competing with NVDA-Q, which is being hit by a competing game. The chips were used to mine bitcoin but that is no longer profitable. When they hit a product it can really move the company. He prefers Broadcom.
TOP PICK
TOP PICK
January 4, 2019
Doesn't move with the pack in the sector. Good Intel competitor, and hasn't had the same problems that Intel has. Could be back to $30 before the end of the year, but sell it below $17. Good way to diversify the portfolio, because it has a lower correlation than other stocks in the sector to the index. No dividend. (Analysts’ price target is $23.00)
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Doesn't move with the pack in the sector. Good Intel competitor, and hasn't had the same problems that Intel has. Could be back to $30 before the end of the year, but sell it below $17. Good way to diversify the portfolio, because it has a lower correlation than other stocks in the sector to the index. No dividend. (Analysts’ price target is $23.00)
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