NASDAQ:INTC

57.29
3.16 (5.84%)
Intel Corporation is an American multinational corporation and technology company headquartered in Santa Clara, California, in the Silicon Valley.
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Analysis and Opinions about INTC-Q

Signal
Opinion
Expert
TOP PICK
TOP PICK
February 8, 2019
An old-tech play that still has 71% upside. A new CEO can hopefully shake things up. A good place to hide in the semi-conductor space. You can't even see a measurable pullback in its December trading -- really stands out. Yield 2.6% (Analysts’ price target is $53.00)
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Intel (INTC-Q)
February 8, 2019
An old-tech play that still has 71% upside. A new CEO can hopefully shake things up. A good place to hide in the semi-conductor space. You can't even see a measurable pullback in its December trading -- really stands out. Yield 2.6% (Analysts’ price target is $53.00)
SELL
SELL
January 29, 2019
There are better tech stocks like AMD which has better upside. There's lots of trading between $44-48. Take profits if you can.
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Intel (INTC-Q)
January 29, 2019
There are better tech stocks like AMD which has better upside. There's lots of trading between $44-48. Take profits if you can.
HOLD
HOLD
January 10, 2019
It was strong until a couple of months back. On monthly relative strength charts it looks terrible. It is at the bottom out of 18 areas he looks at. It has been really weak. We have seen a bit of a pickup in Intel recently, relative to the market. There is a wedge pattern forming. If we get a push here it will be a confirmation. If it breaks above $48 it will have a bit of ground beneath it.
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Intel (INTC-Q)
January 10, 2019
It was strong until a couple of months back. On monthly relative strength charts it looks terrible. It is at the bottom out of 18 areas he looks at. It has been really weak. We have seen a bit of a pickup in Intel recently, relative to the market. There is a wedge pattern forming. If we get a push here it will be a confirmation. If it breaks above $48 it will have a bit of ground beneath it.
DON'T BUY
DON'T BUY
November 12, 2018
It has a bit of life breathed back into it. However, it is a semiconductor company. The whole complex has rolled over. Some of the names have been hit hard. They broke on relative strength.
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Intel (INTC-Q)
November 12, 2018
It has a bit of life breathed back into it. However, it is a semiconductor company. The whole complex has rolled over. Some of the names have been hit hard. They broke on relative strength.
PAST TOP PICK
PAST TOP PICK
November 2, 2018
(A Top Pick Oct 17/17, Up 22%) He likes the support technically and the 2.5% dividend yield. It is not as cyclical as AMD and others in the space. His model price is $80.51.
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Intel (INTC-Q)
November 2, 2018
(A Top Pick Oct 17/17, Up 22%) He likes the support technically and the 2.5% dividend yield. It is not as cyclical as AMD and others in the space. His model price is $80.51.
HOLD
HOLD
October 31, 2018
He recently sold out of their position based on their previous earnings, which called for reduced earnings growth. The chip space is very good. If in it, stick with it.
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Intel (INTC-Q)
October 31, 2018
He recently sold out of their position based on their previous earnings, which called for reduced earnings growth. The chip space is very good. If in it, stick with it.
BUY
BUY
October 25, 2018

The chips have been creamed. We are probably close to the end of the cycle. TI as well as AMG got hit. INTC-Q had manufacturing issues with 10 nm circuits. We are in the time period when chips manufacturers can do well. We could see a run.

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Intel (INTC-Q)
October 25, 2018

The chips have been creamed. We are probably close to the end of the cycle. TI as well as AMG got hit. INTC-Q had manufacturing issues with 10 nm circuits. We are in the time period when chips manufacturers can do well. We could see a run.

DON'T BUY
DON'T BUY
October 19, 2018

The chip space has been recently under pressure. The multiples are so high. He likes Microsoft and Apple in the US tech sector. This is very cyclical.

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Intel (INTC-Q)
October 19, 2018

The chip space has been recently under pressure. The multiples are so high. He likes Microsoft and Apple in the US tech sector. This is very cyclical.

DON'T BUY
DON'T BUY
October 12, 2018

Not a fan of the chip companies, subject to commodity pricing. They have a big war chest to shift into electrification. Large caps here can’t grow business, can only take market share away. It hasn’t been doing a lot. Free cash flow and dividends are doing well, he just doesn’t like the space.

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Intel (INTC-Q)
October 12, 2018

Not a fan of the chip companies, subject to commodity pricing. They have a big war chest to shift into electrification. Large caps here can’t grow business, can only take market share away. It hasn’t been doing a lot. Free cash flow and dividends are doing well, he just doesn’t like the space.

WAIT
WAIT
October 10, 2018

They dominate this space, but are expanding into growthier areas. They are seeking a new CEO, so until then just wait. Need to know their strategy.

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Intel (INTC-Q)
October 10, 2018

They dominate this space, but are expanding into growthier areas. They are seeking a new CEO, so until then just wait. Need to know their strategy.

WAIT
WAIT
October 2, 2018

A leader in semi-conductors. It's a value stock that investors buy when computer chip prices collapse, then Intel sweeps in to produce them at low cost and puts its competition out of business. He would look at it later in the cycle. The semis have been weak in the past 6 months due to overcapacity. He prefers Broadcom in this space.

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Intel (INTC-Q)
October 2, 2018

A leader in semi-conductors. It's a value stock that investors buy when computer chip prices collapse, then Intel sweeps in to produce them at low cost and puts its competition out of business. He would look at it later in the cycle. The semis have been weak in the past 6 months due to overcapacity. He prefers Broadcom in this space.

BUY
BUY
September 28, 2018

Their problem is they guided down on margins last quarter. They’re possibly being more conservative than they need to be. Not modelling any growth for 2019 over 2018. At 12x, a quality name at with a decent dividend. Likes it. You’ll be fine longer term.

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Intel (INTC-Q)
September 28, 2018

Their problem is they guided down on margins last quarter. They’re possibly being more conservative than they need to be. Not modelling any growth for 2019 over 2018. At 12x, a quality name at with a decent dividend. Likes it. You’ll be fine longer term.

WAIT
WAIT
September 25, 2018

A lot happening here in this space. Was downgraded by Raymond James. Step aside and watch this play out.

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Intel (INTC-Q)
September 25, 2018

A lot happening here in this space. Was downgraded by Raymond James. Step aside and watch this play out.

BUY
BUY
September 19, 2018

There's been profit-taking in tech in the past 4 weeks when those stock peaked; semis were especially sold off. Intel pays a 2.6% dividend yield, offers good share buybacks and is a leader in the space.

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Intel (INTC-Q)
September 19, 2018

There's been profit-taking in tech in the past 4 weeks when those stock peaked; semis were especially sold off. Intel pays a 2.6% dividend yield, offers good share buybacks and is a leader in the space.

DON'T BUY
DON'T BUY
September 12, 2018

He sees secular growth as being positive, but is watching growing inventories in the space. This is not the time to enter into this space, especially with this company. It is an older-school player in the space. He would be disciplined to watch for your exit.

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Intel (INTC-Q)
September 12, 2018

He sees secular growth as being positive, but is watching growing inventories in the space. This is not the time to enter into this space, especially with this company. It is an older-school player in the space. He would be disciplined to watch for your exit.

PAST TOP PICK
PAST TOP PICK
August 30, 2018

(A Top Pick Aug 4/17, Up 36%) This is old tech. His model price is $82.64, or a 70% upside. This stock just can't get moving. The CEO was just replaced. He would buy it here. Your chances of another 40% are quite high if the CEO works out.

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Intel (INTC-Q)
August 30, 2018

(A Top Pick Aug 4/17, Up 36%) This is old tech. His model price is $82.64, or a 70% upside. This stock just can't get moving. The CEO was just replaced. He would buy it here. Your chances of another 40% are quite high if the CEO works out.

TOP PICK
TOP PICK
August 30, 2018

If it got into the NVDA business he could not calculate what it would be worth. The model price is $82.64, or a 70% upside. The stock is much unloved and has a monopoly position. He is interested in catalysts that might come along. (Analysts’ target: $56.45).

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Intel (INTC-Q)
August 30, 2018

If it got into the NVDA business he could not calculate what it would be worth. The model price is $82.64, or a 70% upside. The stock is much unloved and has a monopoly position. He is interested in catalysts that might come along. (Analysts’ target: $56.45).

DON'T BUY
DON'T BUY
August 29, 2018

In a very competitive space now--which is the big problem--unlike when Intel began. That's why he doesn't own it.

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Intel (INTC-Q)
August 29, 2018

In a very competitive space now--which is the big problem--unlike when Intel began. That's why he doesn't own it.

DON'T BUY
DON'T BUY
August 21, 2018

This is old technology. It was one of the greatest success stories, and is trying to reinvent itself, much like Cisco and Microsoft. Intel’s future is probably in the chips that will power artificial intelligence, such as autonomous driving. The company holds great promise but there are serious questions about whether they will be the leadership group. He thinks that there is more visibility in companies like Google and Apple and Facebook, whereas the future of Intel is still uncertain. (Analysts’ price target is $56.55)

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Intel (INTC-Q)
August 21, 2018

This is old technology. It was one of the greatest success stories, and is trying to reinvent itself, much like Cisco and Microsoft. Intel’s future is probably in the chips that will power artificial intelligence, such as autonomous driving. The company holds great promise but there are serious questions about whether they will be the leadership group. He thinks that there is more visibility in companies like Google and Apple and Facebook, whereas the future of Intel is still uncertain. (Analysts’ price target is $56.55)

BUY
BUY
August 16, 2018

Is a tech company in the value basket now. There has been a nice pull back. It is a long term play. Replacement demand for chips will only get stronger. He likes it at these levels and is a good entry point now. Yield of 2.5%

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Intel (INTC-Q)
August 16, 2018

Is a tech company in the value basket now. There has been a nice pull back. It is a long term play. Replacement demand for chips will only get stronger. He likes it at these levels and is a good entry point now. Yield of 2.5%

DON'T BUY
DON'T BUY
August 8, 2018

They indicated that gross margins are shrinking. They are dominant in the PC market but that is shrinking. Revenue and earnings are quite flat. Not interested in stock because she does not see much growth opportunity.

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Intel (INTC-Q)
August 8, 2018

They indicated that gross margins are shrinking. They are dominant in the PC market but that is shrinking. Revenue and earnings are quite flat. Not interested in stock because she does not see much growth opportunity.

TOP PICK
TOP PICK
July 17, 2018

The stock fell when the CEO left in late June. He wants to buy this stock on the dip. His model price is $79.49 showing a 50% upside. He thinks that old tech has not risen as much as other tech companies, like Micron and nVidia and that leaves opportunity for patient investors. (Analysts’ price target is $58.91)

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Intel (INTC-Q)
July 17, 2018

The stock fell when the CEO left in late June. He wants to buy this stock on the dip. His model price is $79.49 showing a 50% upside. He thinks that old tech has not risen as much as other tech companies, like Micron and nVidia and that leaves opportunity for patient investors. (Analysts’ price target is $58.91)

BUY
BUY
July 9, 2018

A core position for him. He's always held this. They're a quiet leader in this space. In the last few years, they have been warming up to the Cloud by selling chips into the Cloud. He strongly believes in Intel.

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Intel (INTC-Q)
July 9, 2018

A core position for him. He's always held this. They're a quiet leader in this space. In the last few years, they have been warming up to the Cloud by selling chips into the Cloud. He strongly believes in Intel.

PAST TOP PICK
PAST TOP PICK
June 26, 2018

(A Top Pick August 4, 2017. Up 40%). It’s coming back down and is lower than his $76.95 model price. The CEO was fired over the weekend. He thinks that second-quarter earnings will be good and this pullback is a good buying opportunity.

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Intel (INTC-Q)
June 26, 2018

(A Top Pick August 4, 2017. Up 40%). It’s coming back down and is lower than his $76.95 model price. The CEO was fired over the weekend. He thinks that second-quarter earnings will be good and this pullback is a good buying opportunity.

TOP PICK
TOP PICK
June 26, 2018

He thinks there is more upside. It’s having a nice correction. Current price is 51% discount from his model price of fair market value. (Analysts’ price target is $59.74)

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Intel (INTC-Q)
June 26, 2018

He thinks there is more upside. It’s having a nice correction. Current price is 51% discount from his model price of fair market value. (Analysts’ price target is $59.74)

WEAK BUY
WEAK BUY
June 20, 2018

It used to trade at 50 times earnings, but that has changed to only 10 times. He notes they have technically broken out through $35 resistance. He does not own it, but expects a 10-20% annual return for an investor would be likely (with the dividend contributing significantly to that return).

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Intel (INTC-Q)
June 20, 2018

It used to trade at 50 times earnings, but that has changed to only 10 times. He notes they have technically broken out through $35 resistance. He does not own it, but expects a 10-20% annual return for an investor would be likely (with the dividend contributing significantly to that return).

DON'T BUY
DON'T BUY
June 19, 2018

Is recent dip an opportunity to buy? They’re not in chip stocks. They’re not at cheap valuations right now. Semiconductor space is vulnerable because of its competitive, commodity-type business. Has had a fairly good run, pretty steep valuation.

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Intel (INTC-Q)
June 19, 2018

Is recent dip an opportunity to buy? They’re not in chip stocks. They’re not at cheap valuations right now. Semiconductor space is vulnerable because of its competitive, commodity-type business. Has had a fairly good run, pretty steep valuation.

COMMENT
COMMENT
June 12, 2018

This used to be the 800 pound gorilla of the chip business but then chips became more commoditized. Now, Intel is getting its mojo back. They have rediscovered innovation, new products are gaining market share and the stock has risen sharply after doing nothing for a long time. He doesn't expect them to ever regain the iconic status that they had before because too many people now know how to make good chipsets. However, he thinks the stock today is worth considering.

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Intel (INTC-Q)
June 12, 2018

This used to be the 800 pound gorilla of the chip business but then chips became more commoditized. Now, Intel is getting its mojo back. They have rediscovered innovation, new products are gaining market share and the stock has risen sharply after doing nothing for a long time. He doesn't expect them to ever regain the iconic status that they had before because too many people now know how to make good chipsets. However, he thinks the stock today is worth considering.

BUY
BUY
June 7, 2018

It is another of those tech stocks that had early success and is now reinventing themselves. Don't be too concentrated in techs.

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Intel (INTC-Q)
June 7, 2018

It is another of those tech stocks that had early success and is now reinventing themselves. Don't be too concentrated in techs.

BUY
BUY
June 7, 2018

It was tied to the PC market, but took a long time to transition into cars. Trades at 14x earnings and pays a 2.2% dividend. It's executing well these days. Good company.

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Intel (INTC-Q)
June 7, 2018

It was tied to the PC market, but took a long time to transition into cars. Trades at 14x earnings and pays a 2.2% dividend. It's executing well these days. Good company.

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