NASDAQ:INTC

54.35
2.47 (4.76%)
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
HOLD
HOLD
June 1, 2018

t is a big player in the concept he holds called Digital Twins, supplying the technology for large data gathering. They have come out with new releases of processors and have huge customers such as Alibaba. They have been aggressive into 3D technology. This is a core holding for him.

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Intel (INTC-Q)
June 1, 2018

t is a big player in the concept he holds called Digital Twins, supplying the technology for large data gathering. They have come out with new releases of processors and have huge customers such as Alibaba. They have been aggressive into 3D technology. This is a core holding for him.

TOP PICK
TOP PICK
April 25, 2018

The semi-conductors have been hot, hot, hot. His model price is $72.27 – 40% upside. They will report earnings soon. He thinks they will transition into a mobile space easily. Yield 2.3%. (Analysts’ price target is $54.97 )

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Intel (INTC-Q)
April 25, 2018

The semi-conductors have been hot, hot, hot. His model price is $72.27 – 40% upside. They will report earnings soon. He thinks they will transition into a mobile space easily. Yield 2.3%. (Analysts’ price target is $54.97 )

WATCH
WATCH
April 23, 2018

It's one of the biggest suppliers of computer chips, so they can continune to capture a growth opportunity. There are chips in everything in society now. Valuation is attractive, but earnings are stronger at, say, Google. He's watching it.

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Intel (INTC-Q)
April 23, 2018

It's one of the biggest suppliers of computer chips, so they can continune to capture a growth opportunity. There are chips in everything in society now. Valuation is attractive, but earnings are stronger at, say, Google. He's watching it.

COMMENT
COMMENT
April 12, 2018

If looking for a well-established dividend paying stock is this a good choice? Like the chip makers but some other names might be cheaper. You can’t argue with the chart with Intel. He likes Applied Materials (AMAT-O) because it is in the semiconductor equipment manufacturer space and it is cheaply valued. They make equipment to make chips, so you avoid deciding who is going to be the winner among the chip makers.

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Intel (INTC-Q)
April 12, 2018

If looking for a well-established dividend paying stock is this a good choice? Like the chip makers but some other names might be cheaper. You can’t argue with the chart with Intel. He likes Applied Materials (AMAT-O) because it is in the semiconductor equipment manufacturer space and it is cheaply valued. They make equipment to make chips, so you avoid deciding who is going to be the winner among the chip makers.

TOP PICK
TOP PICK
March 14, 2018

He has been recommending this “old-tech” company for years and thinks there is still great potential. He has a model price of $75. Yield 2.32%. (Analysts’ price target is $52.89 )

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Intel (INTC-Q)
March 14, 2018

He has been recommending this “old-tech” company for years and thinks there is still great potential. He has a model price of $75. Yield 2.32%. (Analysts’ price target is $52.89 )

TOP PICK
TOP PICK
February 23, 2018

He loves the semi-conductor space. They came in with great earnings last quarter. Yield 2.5%. (Analysts’ price target is $52.29 )

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Intel (INTC-Q)
February 23, 2018

He loves the semi-conductor space. They came in with great earnings last quarter. Yield 2.5%. (Analysts’ price target is $52.29 )

WAIT
WAIT
January 30, 2018

One of the world's great businesses that has been at the top of its game forever. Historically, this has always been a very cyclical business. Their earnings, over time, have been quite cyclical up until the last few years. Chip prices themselves are very cyclical. For a stock like this, you either get in early or wait for the next cycle, so you need to wait for the next cycle.

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Intel (INTC-Q)
January 30, 2018

One of the world's great businesses that has been at the top of its game forever. Historically, this has always been a very cyclical business. Their earnings, over time, have been quite cyclical up until the last few years. Chip prices themselves are very cyclical. For a stock like this, you either get in early or wait for the next cycle, so you need to wait for the next cycle.

COMMENT
COMMENT
January 17, 2018

The moonshot ideas on autonomous vehicles are going to take a much longer time to play out than people expect. To position yourself in this company, which has its own set of issues, he would prefer to be in Softbank (9984-JP), which gives you diversification. Nvidia (NVDA-Q) gives you an extremely high growth name, and doing a lot more than just autonomous cars, and that's the direction he would suggest.

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Intel (INTC-Q)
January 17, 2018

The moonshot ideas on autonomous vehicles are going to take a much longer time to play out than people expect. To position yourself in this company, which has its own set of issues, he would prefer to be in Softbank (9984-JP), which gives you diversification. Nvidia (NVDA-Q) gives you an extremely high growth name, and doing a lot more than just autonomous cars, and that's the direction he would suggest.

COMMENT
COMMENT
November 27, 2017

They missed the mobile chip market. They expect revenue growth to be 2-4% a year. You can expect 8-9% total return.

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Intel (INTC-Q)
November 27, 2017

They missed the mobile chip market. They expect revenue growth to be 2-4% a year. You can expect 8-9% total return.

COMMENT
COMMENT
November 21, 2017

Not a fan. Haven’t been able to make it clear exactly what they are trying to do. Some years their targets are gross margins, and other years it’s ROI. Thinks they are betwixt and between. Regardless of what guidance they give on capital expenditures, they are going to spend more.

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Intel (INTC-Q)
November 21, 2017

Not a fan. Haven’t been able to make it clear exactly what they are trying to do. Some years their targets are gross margins, and other years it’s ROI. Thinks they are betwixt and between. Regardless of what guidance they give on capital expenditures, they are going to spend more.

BUY
BUY
October 18, 2017

He watches semiconductor stocks as a bellwether for the market. This consolidated between $38 and $33 from September until September. Then it broke out and went to $40, traded sideways for 8-9 days, and is breaking out again today. He is a big bull on the semiconductor cycle for the Internet of things. This is a really attractive company, and is talking about splitting itself sometime.

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Intel (INTC-Q)
October 18, 2017

He watches semiconductor stocks as a bellwether for the market. This consolidated between $38 and $33 from September until September. Then it broke out and went to $40, traded sideways for 8-9 days, and is breaking out again today. He is a big bull on the semiconductor cycle for the Internet of things. This is a really attractive company, and is talking about splitting itself sometime.

TOP PICK
TOP PICK
October 17, 2017

An old tech company, and hopefully they can get things together. This has huge value. It closed at $39.76, and his model price is $61.56, a 54% upside, just on their current earnings. Dividend yield of 2.7%. (Analysts’ price target is $41.)

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Intel (INTC-Q)
October 17, 2017

An old tech company, and hopefully they can get things together. This has huge value. It closed at $39.76, and his model price is $61.56, a 54% upside, just on their current earnings. Dividend yield of 2.7%. (Analysts’ price target is $41.)

COMMENT
COMMENT
October 13, 2017

A company in transition. They did very, very well on the back of the desktop. As desktops became more pervasive, the stock ran up, but the world moved to a more mobile environment, and their ability to take a portion of that revenue has slowed. Great balance sheet and great story, but it is going to go through a transition into an environment where its chips aren’t as expensive. The longer-term story is of much smaller growth. He is a net seller of the semi space at this point. He would suggest Analog Devices (ADI-Q), on a market pullback.

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Intel (INTC-Q)
October 13, 2017

A company in transition. They did very, very well on the back of the desktop. As desktops became more pervasive, the stock ran up, but the world moved to a more mobile environment, and their ability to take a portion of that revenue has slowed. Great balance sheet and great story, but it is going to go through a transition into an environment where its chips aren’t as expensive. The longer-term story is of much smaller growth. He is a net seller of the semi space at this point. He would suggest Analog Devices (ADI-Q), on a market pullback.

HOLD
HOLD
October 11, 2017

Pays a pretty attractive yield. Has a lot of cash. Transitioning from their PC related end markets to higher growth markets. Semiconductors generally have done quite well. With improving economies, it is probably a relatively safe holding. Dividend yield of about 2.7%.

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Intel (INTC-Q)
October 11, 2017

Pays a pretty attractive yield. Has a lot of cash. Transitioning from their PC related end markets to higher growth markets. Semiconductors generally have done quite well. With improving economies, it is probably a relatively safe holding. Dividend yield of about 2.7%.

BUY
BUY
October 2, 2017

It has strong seasonality from now until the first week in January. It has already established an upward trend. There is a very good chance it will break out.

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Intel (INTC-Q)
October 2, 2017

It has strong seasonality from now until the first week in January. It has already established an upward trend. There is a very good chance it will break out.

BUY
BUY
August 22, 2017

They made an interesting announcement that they have a new chip coming out that will be not only faster than existing chips, but a quantum faster. He thought chips reached their limit. INTC-Q will no longer be viewed as a commodity manufacturer. They have surpassed their competitors. He expects them to gain increased market share. It has a cheap PE.

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Intel (INTC-Q)
August 22, 2017

They made an interesting announcement that they have a new chip coming out that will be not only faster than existing chips, but a quantum faster. He thought chips reached their limit. INTC-Q will no longer be viewed as a commodity manufacturer. They have surpassed their competitors. He expects them to gain increased market share. It has a cheap PE.

TOP PICK
TOP PICK
August 4, 2017

He has a model price of $57.88 representing an upside of 60%. Dividend yield of 3%. (Analysts price target is $40.)

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Intel (INTC-Q)
August 4, 2017

He has a model price of $57.88 representing an upside of 60%. Dividend yield of 3%. (Analysts price target is $40.)

WAIT
WAIT
July 24, 2017

Seasonally, technology stocks are a little soft over the summer, and this tends to be the time where they peak out. The chart shows a big lid at around $38. It needs to blow through that in order to be attractive, and at this point it hasn’t happened. Because we are in the worst part of the season for Tech stocks, he would delay on buying this.

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Intel (INTC-Q)
July 24, 2017

Seasonally, technology stocks are a little soft over the summer, and this tends to be the time where they peak out. The chart shows a big lid at around $38. It needs to blow through that in order to be attractive, and at this point it hasn’t happened. Because we are in the worst part of the season for Tech stocks, he would delay on buying this.

SELL
SELL
July 7, 2017

This was very, very good when PCs were the main thing. There was a transition to mobile devices and the business turned down. They are about to move to the mobile environment. This is a story that is going through a transition. A solid balance sheet and there is a definite upside opportunity, but he struggles to see how we can gain significantly here. You are at risk of a cyclical decline in the semi market, so he would probably be selling.

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Intel (INTC-Q)
July 7, 2017

This was very, very good when PCs were the main thing. There was a transition to mobile devices and the business turned down. They are about to move to the mobile environment. This is a story that is going through a transition. A solid balance sheet and there is a definite upside opportunity, but he struggles to see how we can gain significantly here. You are at risk of a cyclical decline in the semi market, so he would probably be selling.

COMMENT
COMMENT
May 24, 2017

The largest chip manufacturer. A good part of their business is declining from traditional PC chips. Their latest acquisition will be positive in the long run. It is a company that makes chips for the autonomous cars. The company uses a good deal of their cash hoard, but they remain in good shape financially and pay a good dividend. He wouldn’t want to bet against this company.

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Intel (INTC-Q)
May 24, 2017

The largest chip manufacturer. A good part of their business is declining from traditional PC chips. Their latest acquisition will be positive in the long run. It is a company that makes chips for the autonomous cars. The company uses a good deal of their cash hoard, but they remain in good shape financially and pay a good dividend. He wouldn’t want to bet against this company.

COMMENT
COMMENT
May 17, 2017

An indispensable company in the world technological echo system. They have chips everywhere. However, it is competing in a very, very competitive industry, in which chips have become commoditized. He prefers some of the broader software/hardware companies such as Apple, Alphabet and Microsoft.

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Intel (INTC-Q)
May 17, 2017

An indispensable company in the world technological echo system. They have chips everywhere. However, it is competing in a very, very competitive industry, in which chips have become commoditized. He prefers some of the broader software/hardware companies such as Apple, Alphabet and Microsoft.

SELL
SELL
April 3, 2017

It does not have a long term solid uptrend, so you have to trade this. Typically they are good until the spring. He would get out.

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Intel (INTC-Q)
April 3, 2017

It does not have a long term solid uptrend, so you have to trade this. Typically they are good until the spring. He would get out.

COMMENT
COMMENT
March 13, 2017

Just acquired Mobileye, which is all about autonomous vehicles. It’s a big gulp, but it is the only way they are going to survive. They can’t sell chips into laptops and standalone computers any more. This is really the direction they want to go. There is lots of competition. He doesn’t want to own this, because free cash flow has been falling. There is nothing wrong with the quality, it’s just way down on his list.

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Intel (INTC-Q)
March 13, 2017

Just acquired Mobileye, which is all about autonomous vehicles. It’s a big gulp, but it is the only way they are going to survive. They can’t sell chips into laptops and standalone computers any more. This is really the direction they want to go. There is lots of competition. He doesn’t want to own this, because free cash flow has been falling. There is nothing wrong with the quality, it’s just way down on his list.

COMMENT
COMMENT
March 8, 2017

This is in a very awkward situation. They missed the boat on smart phones and those areas. ARM is a company that has done incredibly well. Even Microsoft recently announced that they may be using ARM in some of their products. Thinks this will continue. You are not going to see the growth that they had many, many years ago.

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Intel (INTC-Q)
March 8, 2017

This is in a very awkward situation. They missed the boat on smart phones and those areas. ARM is a company that has done incredibly well. Even Microsoft recently announced that they may be using ARM in some of their products. Thinks this will continue. You are not going to see the growth that they had many, many years ago.

COMMENT
COMMENT
March 7, 2017

Cisco Systems (CSCO-Q) or Intel (INTC-Q)? Both are old economy tech stocks, and both are excellent companies. If he had to choose, he would choose this one, which has done more to turn the corner.

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Intel (INTC-Q)
March 7, 2017

Cisco Systems (CSCO-Q) or Intel (INTC-Q)? Both are old economy tech stocks, and both are excellent companies. If he had to choose, he would choose this one, which has done more to turn the corner.

COMMENT
COMMENT
December 1, 2016

Earnings keep ratcheting upwards. Also, they have a superb balance sheet. FMV is about 50% higher than what it currently is. High-tech stocks, which were the winners in the Obama market, have been sloping off. He would love to buy this at about $29-$30, which is where you get really, really solid support.

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Intel (INTC-Q)
December 1, 2016

Earnings keep ratcheting upwards. Also, they have a superb balance sheet. FMV is about 50% higher than what it currently is. High-tech stocks, which were the winners in the Obama market, have been sloping off. He would love to buy this at about $29-$30, which is where you get really, really solid support.

COMMENT
COMMENT
November 30, 2016

Some parts of technology are cyclical, and others have become ubiquitous, just part of our lives. This is a major chipmaker and looking at the explosion of opportunities for chips, whether in smart cars, computers, etc., many areas of our lives are driven by chips. The difficulty of the producers is commoditization. Basically, they are fighting a trend of lower and lower price trends that have to be offset with new initiatives of bigger and better that no one else has, or on volume. This company spends $12-$15 billion in capital expenditures each year. There are many areas in the Tech space that he would probably gravitate to, before this one.

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Intel (INTC-Q)
November 30, 2016

Some parts of technology are cyclical, and others have become ubiquitous, just part of our lives. This is a major chipmaker and looking at the explosion of opportunities for chips, whether in smart cars, computers, etc., many areas of our lives are driven by chips. The difficulty of the producers is commoditization. Basically, they are fighting a trend of lower and lower price trends that have to be offset with new initiatives of bigger and better that no one else has, or on volume. This company spends $12-$15 billion in capital expenditures each year. There are many areas in the Tech space that he would probably gravitate to, before this one.

DON'T BUY
DON'T BUY
August 25, 2016

This has new chips coming out that should do fairly well. They relied too heavily on the PC business in the past, which caused them issues. It also caused their free cash flow to decline. He likes companies that have pricing power where they can raise prices. There are better places to allocate capital.

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Intel (INTC-Q)
August 25, 2016

This has new chips coming out that should do fairly well. They relied too heavily on the PC business in the past, which caused them issues. It also caused their free cash flow to decline. He likes companies that have pricing power where they can raise prices. There are better places to allocate capital.

HOLD
HOLD
August 17, 2016

(Market Call Minute.)

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Intel (INTC-Q)
August 17, 2016

(Market Call Minute.)

DON'T BUY
DON'T BUY
July 14, 2016

Old tech, largely linked towards the PC. PCs are really declining. A decent company and well-managed, but doesn’t see a lot of growth in it.

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Intel (INTC-Q)
July 14, 2016

Old tech, largely linked towards the PC. PCs are really declining. A decent company and well-managed, but doesn’t see a lot of growth in it.

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