NASDAQ:INTC

66.18
1.09 (1.62%)
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
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)

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