Intel

INTC-Q

NASDAQ:INTC

58.81
1.02 (1.70%)
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
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.

DON'T BUY
DON'T BUY
July 13, 2016

There has been a lot of consolidation in this sector and they have been the go-to name for some time. There is a risk that they may acquire someone that the market won’t like.

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Intel (INTC-Q)
July 13, 2016

There has been a lot of consolidation in this sector and they have been the go-to name for some time. There is a risk that they may acquire someone that the market won’t like.

COMMENT
COMMENT
July 11, 2016

This powers a lot of computers, and the data for PCs has not been good as they have been going down. Every year there are less and less PCs being shipped. What has been powering them lately is their data centre business and the server business. People are concerned that this is also slowing down and peaking now. The multiple has crept up for a company that has one side of the business coming down and the other side growing. If you believe that video is going to grow exponentially, versus broadcast TV, this company should still do well on their data centre side. He would rather play the video growth with companies that are much more focused on streaming, such as Mellonix Technologies (MLNX-Q).

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Intel (INTC-Q)
July 11, 2016

This powers a lot of computers, and the data for PCs has not been good as they have been going down. Every year there are less and less PCs being shipped. What has been powering them lately is their data centre business and the server business. People are concerned that this is also slowing down and peaking now. The multiple has crept up for a company that has one side of the business coming down and the other side growing. If you believe that video is going to grow exponentially, versus broadcast TV, this company should still do well on their data centre side. He would rather play the video growth with companies that are much more focused on streaming, such as Mellonix Technologies (MLNX-Q).

BUY WEAKNESS
BUY WEAKNESS
July 6, 2016

Struggling with competitive threats from ARM Holdings (ARMH-Q). He would rather see you buy this at around $30. If you want to look at another good consistent dividend payer, he would look at McDonald’s (MCD-N).

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Intel (INTC-Q)
July 6, 2016

Struggling with competitive threats from ARM Holdings (ARMH-Q). He would rather see you buy this at around $30. If you want to look at another good consistent dividend payer, he would look at McDonald’s (MCD-N).

DON'T BUY
DON'T BUY
May 30, 2016

Advanced Micro Devices (AMD-Q) or Intel (INTC-Q)? Neither of these would be his pick for a US stock. This one is probably the better of the 2. AMD is a little more challenged because it is such a small player in that market. This one is not bad, but in the last couple of years have made a big investment into mobile and has had a struggle. Cisco (CSCO-Q) looks better. It is a CapX company, and there has been a CapX starvation globally. It is positioned at about 12.5X earnings and the earnings growth over the next 2-3 years looks to be about 13%-15%.

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Intel (INTC-Q)
May 30, 2016

Advanced Micro Devices (AMD-Q) or Intel (INTC-Q)? Neither of these would be his pick for a US stock. This one is probably the better of the 2. AMD is a little more challenged because it is such a small player in that market. This one is not bad, but in the last couple of years have made a big investment into mobile and has had a struggle. Cisco (CSCO-Q) looks better. It is a CapX company, and there has been a CapX starvation globally. It is positioned at about 12.5X earnings and the earnings growth over the next 2-3 years looks to be about 13%-15%.

DON'T BUY
DON'T BUY
April 19, 2016

(Market call minute.) He likes semiconductors, but would prefer Avago (AVGO-Q) or Nvidia (NVDA-Q). This one is going to have some difficulty because of their desktop exposure.

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Intel (INTC-Q)
April 19, 2016

(Market call minute.) He likes semiconductors, but would prefer Avago (AVGO-Q) or Nvidia (NVDA-Q). This one is going to have some difficulty because of their desktop exposure.

DON'T BUY
DON'T BUY
April 13, 2016

(Market Call Minute.) There is a decline in desktop PC demand, and they have not successfully navigated over to the mobile chip set. Until he sees the mobile work or a slowing secular decline in desktop, this still has a bit of a headwind.

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Intel (INTC-Q)
April 13, 2016

(Market Call Minute.) There is a decline in desktop PC demand, and they have not successfully navigated over to the mobile chip set. Until he sees the mobile work or a slowing secular decline in desktop, this still has a bit of a headwind.

HOLD
HOLD
March 24, 2016

He uses departure analysis when the 50 crosses the 200. When that happens you are too far. The trend is clearly upward. Technology should do well this year so stick with it.

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Intel (INTC-Q)
March 24, 2016

He uses departure analysis when the 50 crosses the 200. When that happens you are too far. The trend is clearly upward. Technology should do well this year so stick with it.

COMMENT
COMMENT
February 29, 2016

Chart shows a big drop from the beginning of the year, but the stock has bounced off support, which is really positive. He is looking for this to go back up to $35. If this drops below $27, that is maybe where you should be exiting your position.

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Intel (INTC-Q)
February 29, 2016

Chart shows a big drop from the beginning of the year, but the stock has bounced off support, which is really positive. He is looking for this to go back up to $35. If this drops below $27, that is maybe where you should be exiting your position.

PAST TOP PICK
PAST TOP PICK
February 4, 2016

(Top Pick Jan 8/15, Down 16.51%) Model price suggests a 50% upside. You are being paid to wait.

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Intel (INTC-Q)
February 4, 2016

(Top Pick Jan 8/15, Down 16.51%) Model price suggests a 50% upside. You are being paid to wait.

HOLD
HOLD
November 30, 2015

The timing is very good. Does well from October to mid-Feb. It is doing it again. This is a period of season strength. There is a very good chance it will break into a new high. Continue to hold it.

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Intel (INTC-Q)
November 30, 2015

The timing is very good. Does well from October to mid-Feb. It is doing it again. This is a period of season strength. There is a very good chance it will break into a new high. Continue to hold it.

DON'T BUY
DON'T BUY
November 17, 2015

Historically, semiconductor stocks have done very well from mid-Oct until around the 2nd week of Feb. However, this one has not been doing what it is normally expected to do. In the last 2-3 weeks, it has been going down when most of the technology sector has been going up. It has been underperforming the market. He likes this sector and normally likes this company on a seasonal basis, but this year it is just not quite doing it.

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Intel (INTC-Q)
November 17, 2015

Historically, semiconductor stocks have done very well from mid-Oct until around the 2nd week of Feb. However, this one has not been doing what it is normally expected to do. In the last 2-3 weeks, it has been going down when most of the technology sector has been going up. It has been underperforming the market. He likes this sector and normally likes this company on a seasonal basis, but this year it is just not quite doing it.

TOP PICK
TOP PICK
November 5, 2015

He likes tech stocks. It broke a downtrend recently. He thinks it is going to get at least back to the old highs. He will review it in the spring as it is a trade.

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Intel (INTC-Q)
November 5, 2015

He likes tech stocks. It broke a downtrend recently. He thinks it is going to get at least back to the old highs. He will review it in the spring as it is a trade.

PAST TOP PICK
PAST TOP PICK
November 2, 2015

(Top Pick Nov 25/14, Down 4.07%) Chips are in everything. The September lows are much higher lows than in August. NVDA-N is his preference now in the semiconductor space.

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Intel (INTC-Q)
November 2, 2015

(Top Pick Nov 25/14, Down 4.07%) Chips are in everything. The September lows are much higher lows than in August. NVDA-N is his preference now in the semiconductor space.

SELL
SELL
September 30, 2015

It is a fine company with some fire power and there is a potential they could reinvent themselves, but now they are fighting the headwind of being a chip supplier to PCs in a smartphone age. He would go to AAPL-Q, GOOGL-Q, and FB-Q.

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Intel (INTC-Q)
September 30, 2015

It is a fine company with some fire power and there is a potential they could reinvent themselves, but now they are fighting the headwind of being a chip supplier to PCs in a smartphone age. He would go to AAPL-Q, GOOGL-Q, and FB-Q.

BUY
BUY
September 9, 2015

He likes this.

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Intel (INTC-Q)
September 9, 2015

He likes this.

COMMENT
COMMENT
August 28, 2015

Good value here. Not his favourite tech stock. The stock has come down and has a nice dividend. Trades at a very low multiple. Thinks you would be fine with this, but would rather see you in other areas of technology. Dividend yield of 3.3%. (See Top Picks.)

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Intel (INTC-Q)
August 28, 2015

Good value here. Not his favourite tech stock. The stock has come down and has a nice dividend. Trades at a very low multiple. Thinks you would be fine with this, but would rather see you in other areas of technology. Dividend yield of 3.3%. (See Top Picks.)

DON'T BUY
DON'T BUY
August 21, 2015

Getting back to the process, looking back at leadership. Semi-conductors have been breaking down for a some time now. Whole sector is suffering. Intel is facing a really tough PC demand knock against them. It is a declining industry group in a struggling sector. Something he would stay away from.

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Intel (INTC-Q)
August 21, 2015

Getting back to the process, looking back at leadership. Semi-conductors have been breaking down for a some time now. Whole sector is suffering. Intel is facing a really tough PC demand knock against them. It is a declining industry group in a struggling sector. Something he would stay away from.

DON'T BUY
DON'T BUY
July 14, 2015

Big semiconductor company. Primarily PC-based in the past and PCs are in a secular decline which has really hurt them. They didn’t really capture the whole mobile space. Has recently been down because of a downgrade by a big brokerage firm, which is seeing some negative momentum in the data centre business sector. With technology you want innovation and growth, so she would not be buying it here.

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Intel (INTC-Q)
July 14, 2015

Big semiconductor company. Primarily PC-based in the past and PCs are in a secular decline which has really hurt them. They didn’t really capture the whole mobile space. Has recently been down because of a downgrade by a big brokerage firm, which is seeing some negative momentum in the data centre business sector. With technology you want innovation and growth, so she would not be buying it here.

BUY
BUY
July 9, 2015

A good dividend paying company with growth prospects. He likes tech and thinks it will be an outperforming sector. He expects consistent, multi year increases in dividends. Get exposure to cooperate CapX expenditures.

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Intel (INTC-Q)
July 9, 2015

A good dividend paying company with growth prospects. He likes tech and thinks it will be an outperforming sector. He expects consistent, multi year increases in dividends. Get exposure to cooperate CapX expenditures.

WAIT
WAIT
July 8, 2015

Not an expensive stock, trades at 14x earnings. Moving out of PC business to the smart phone business which has been difficult for them.

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Intel (INTC-Q)
July 8, 2015

Not an expensive stock, trades at 14x earnings. Moving out of PC business to the smart phone business which has been difficult for them.

WAIT
WAIT
June 10, 2015

If you look at the whole semiconductor sector, it really matches with the global growth themes. Global growth and chips really go hand-in-hand. Has come off a bit this year, but is kind of coming back to trend. It could get a little bit softer. As a safer entry point, he would like to see it at around $29. Thinks there is a 5%-7% risk from here. A little bit early to get in at this point, so just wait a few percents.

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Intel (INTC-Q)
June 10, 2015

If you look at the whole semiconductor sector, it really matches with the global growth themes. Global growth and chips really go hand-in-hand. Has come off a bit this year, but is kind of coming back to trend. It could get a little bit softer. As a safer entry point, he would like to see it at around $29. Thinks there is a 5%-7% risk from here. A little bit early to get in at this point, so just wait a few percents.

DON'T BUY
DON'T BUY
June 9, 2015

Thinks they will continue to struggle. The major product they are selling into is still the big mother load of computer chips for computers. Arm Holdings (ARMH-Q) have been eating their lunch. Computer sales are way down. It looked like they were making good inroads into the tablets and phone markets, but it turns out they were actually subsidizing a lot of those sales.

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Intel (INTC-Q)
June 9, 2015

Thinks they will continue to struggle. The major product they are selling into is still the big mother load of computer chips for computers. Arm Holdings (ARMH-Q) have been eating their lunch. Computer sales are way down. It looked like they were making good inroads into the tablets and phone markets, but it turns out they were actually subsidizing a lot of those sales.

BUY
BUY
June 4, 2015

He likes big tech because it is a big cash flow generator and can be a big dividend grower. Their problem has been that they are so centric to PCs. They made an acquisition to help them with networking and data centers. Semiconductor companies are seeing strategic value in paying a premium to market. Private investors can buy at market value today yet acquirers are paying a premium. It is not quite as aggressive a position as some, but you make good money.

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Intel (INTC-Q)
June 4, 2015

He likes big tech because it is a big cash flow generator and can be a big dividend grower. Their problem has been that they are so centric to PCs. They made an acquisition to help them with networking and data centers. Semiconductor companies are seeing strategic value in paying a premium to market. Private investors can buy at market value today yet acquirers are paying a premium. It is not quite as aggressive a position as some, but you make good money.

COMMENT
COMMENT
June 3, 2015

Made a very big acquisition of Altera, and thinks this is why the stock is under pressure. They have to flush out a little bit more and explain what they have done. A very interesting, but a very big acquisition. Feels the stock is going to be under probation for a while and will be going sideways for about 6 months.

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Intel (INTC-Q)
June 3, 2015

Made a very big acquisition of Altera, and thinks this is why the stock is under pressure. They have to flush out a little bit more and explain what they have done. A very interesting, but a very big acquisition. Feels the stock is going to be under probation for a while and will be going sideways for about 6 months.

TOP PICK
TOP PICK
May 19, 2015

His model price is $52.98, almost a 60% upside. The old techs are not being properly valued in this market. The fundamentals are there for this one to go significantly higher in the next little while. Dividend yield of 2.91%.

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Intel (INTC-Q)
May 19, 2015

His model price is $52.98, almost a 60% upside. The old techs are not being properly valued in this market. The fundamentals are there for this one to go significantly higher in the next little while. Dividend yield of 2.91%.

HOLD
HOLD
April 2, 2015

It is a bit of a laggard. He thinks it rallies from here and makes a new high. The sector is positive. It outperformed in 2014 and that was important, but now it is underperforming. If the index is going to go higher, then money has to go into this stock as it is a big component of the index.

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Intel (INTC-Q)
April 2, 2015

It is a bit of a laggard. He thinks it rallies from here and makes a new high. The sector is positive. It outperformed in 2014 and that was important, but now it is underperforming. If the index is going to go higher, then money has to go into this stock as it is a big component of the index.

WEAK BUY
WEAK BUY
March 24, 2015

Great company, a pioneer of the Internet. Gets fairly seen as a one trick pony. Prefers QCOM-O. But INTC-O is not a bad company.

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Intel (INTC-Q)
March 24, 2015

Great company, a pioneer of the Internet. Gets fairly seen as a one trick pony. Prefers QCOM-O. But INTC-O is not a bad company.

DON'T BUY
DON'T BUY
March 23, 2015

They had some hiccups here. He keeps hearing there are positive announcements coming up this fall. There might be some good fundamental stuff coming out. We are past the technology period of seasonal strength. He would hold off on purchasing it until it proves itself. Look at it later in the year.

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Intel (INTC-Q)
March 23, 2015

They had some hiccups here. He keeps hearing there are positive announcements coming up this fall. There might be some good fundamental stuff coming out. We are past the technology period of seasonal strength. He would hold off on purchasing it until it proves itself. Look at it later in the year.

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