Advanced Micro Devices
AMD-Q
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About Advanced Micro Devices (AMD-Q)
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.
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Opinion
Expert
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.
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.
electrical/electronic
COMMENT
COMMENT
November 13, 2019
A tech supplier? You could look to AI producers, like AMD or NVDA.
A tech supplier? You could look to AI producers, like AMD or NVDA.
electrical/electronic
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.
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.
electrical/electronic
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.
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.
electrical/electronic
BUY
BUY
August 28, 2019
electrical/electronic
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.
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.
electrical/electronic
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.
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.
electrical/electronic
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.
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.
electrical/electronic
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.
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.
electrical/electronic
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.
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.
electrical/electronic
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.
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.
electrical/electronic
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)
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)
electrical/electronic
Jeff Parent B. Eng. FCSI CIM
VP & Portfolio Manager, Chief Investment Officer, Castlemoore Inc.
$19.000
No
SPECULATIVE BUY
SPECULATIVE BUY
November 2, 2018
The semi-conductor space has come back a lot. He has a model price near $14. He thinks you can accumulate shares on any significant decline. He would recommend buying a little here and more at $18.30 – just not your full position yet.
The semi-conductor space has come back a lot. He has a model price near $14. He thinks you can accumulate shares on any significant decline. He would recommend buying a little here and more at $18.30 – just not your full position yet.
electrical/electronic
DON'T BUY
DON'T BUY
October 31, 2018
They were just punished following a lowering of guidance. He sees other competitors being better positioned right now and are cheaper on a price-earnings basis.
They were just punished following a lowering of guidance. He sees other competitors being better positioned right now and are cheaper on a price-earnings basis.
electrical/electronic
COMMENT
COMMENT
August 27, 2018
Taking market share from Intel and catching up to it. They just had a breakout from a 10-year range. The chip sector will be fine, but he prefers the communication-chip side.
Taking market share from Intel and catching up to it. They just had a breakout from a 10-year range. The chip sector will be fine, but he prefers the communication-chip side.
electrical/electronic
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