Intel

INTC-Q

NASDAQ:INTC

58.61
0.30 (0.51%)
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
DON'T BUY
DON'T BUY
July 28, 2011
The granddaddy of the processor companies. The shift is on from the PCs to the tablet and the jury is out as to whether they are going to be able to lead. Good dividend. There are many technology companies he would prefer before this one.
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Intel (INTC-Q)
July 28, 2011
The granddaddy of the processor companies. The shift is on from the PCs to the tablet and the jury is out as to whether they are going to be able to lead. Good dividend. There are many technology companies he would prefer before this one.
PAST TOP PICK
PAST TOP PICK
June 17, 2011
(A Top Pick July 7/10. Up 9.72%.) A lot of analysts are worried about their lack of exposure to tablets but they are coming out with a new chip. 3.4% dividend yield. Still Likes.
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Intel (INTC-Q)
June 17, 2011
(A Top Pick July 7/10. Up 9.72%.) A lot of analysts are worried about their lack of exposure to tablets but they are coming out with a new chip. 3.4% dividend yield. Still Likes.
BUY
BUY
June 16, 2011
Impressed by this company. Have made significant announcements and made some significant money. With the Cdn$ above par you have a chance to buy one of the premium global companies at a reasonable price.
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Intel (INTC-Q)
June 16, 2011
Impressed by this company. Have made significant announcements and made some significant money. With the Cdn$ above par you have a chance to buy one of the premium global companies at a reasonable price.
TOP PICK
TOP PICK
June 9, 2011
Model price $37.43, 72% upside. Have been doing record earnings. Announcing new products, and nothing happens. Earnings are going up, fundamentals are going up and no one is paying attention. If an Intel chip went into an Apple product, this one would go nuts – that is the only thing that is missing.
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Intel (INTC-Q)
June 9, 2011
Model price $37.43, 72% upside. Have been doing record earnings. Announcing new products, and nothing happens. Earnings are going up, fundamentals are going up and no one is paying attention. If an Intel chip went into an Apple product, this one would go nuts – that is the only thing that is missing.
PAST TOP PICK
PAST TOP PICK
June 8, 2011
(Top Pick Aug 15/10, Up 22.24%)
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Intel (INTC-Q)
June 8, 2011
(Top Pick Aug 15/10, Up 22.24%)
BUY
BUY
June 7, 2011
Likes this stock. There was positive announcement a couple of weeks ago, put the stock up 8%. It continued and then pulled back. Thinks it's good for another dollar on the upside. If it drops down to $21.50 get out because it will stay at the $19-$20 for a long time.
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Intel (INTC-Q)
June 7, 2011
Likes this stock. There was positive announcement a couple of weeks ago, put the stock up 8%. It continued and then pulled back. Thinks it's good for another dollar on the upside. If it drops down to $21.50 get out because it will stay at the $19-$20 for a long time.
STRONG BUY
STRONG BUY
May 6, 2011
This is in his Top 10. His model price is $38.20, a positive differential of 62%. In the last 3 weeks it has gone up 25%. 3% dividend.
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Intel (INTC-Q)
May 6, 2011
This is in his Top 10. His model price is $38.20, a positive differential of 62%. In the last 3 weeks it has gone up 25%. 3% dividend.
COMMENT
COMMENT
May 5, 2011
Has had some fantastic numbers recently. Tech sector has some great earnings coming out. The back end of April is a pretty good time for tech stocks. Resistance would be back at the 2010 level and we are getting awfully close to that.
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Intel (INTC-Q)
May 5, 2011
Has had some fantastic numbers recently. Tech sector has some great earnings coming out. The back end of April is a pretty good time for tech stocks. Resistance would be back at the 2010 level and we are getting awfully close to that.
BUY
BUY
May 2, 2011
Doing better than he would have guessed. Gaining market share again in the chip space. Thought they would have been marginalized with the movement into the tablet market because they weren’t well positioned there but they are so well plugged in to the emerging markets. The Intel logo works and they are picking up market share. Trading at 10X earnings and throwing off substantial amounts of cash. The new Adam processors for the mobile market is a positive.
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Intel (INTC-Q)
May 2, 2011
Doing better than he would have guessed. Gaining market share again in the chip space. Thought they would have been marginalized with the movement into the tablet market because they weren’t well positioned there but they are so well plugged in to the emerging markets. The Intel logo works and they are picking up market share. Trading at 10X earnings and throwing off substantial amounts of cash. The new Adam processors for the mobile market is a positive.
DON'T BUY
DON'T BUY
April 27, 2011
Would pass on this one at this point. Just had a fabulous earnings report but worries that they are really dependent on the desk top, PC market. Tablets are really coming on strong.
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Intel (INTC-Q)
April 27, 2011
Would pass on this one at this point. Just had a fabulous earnings report but worries that they are really dependent on the desk top, PC market. Tablets are really coming on strong.
BUY
BUY
April 11, 2011
All the big tech companies are trading at very cheap valuations If you X out the cash, they are trading at 7 or 8 times earnings. Solid balance sheet. Over time the value will surface. Good entry point for all the big tech names.
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Intel (INTC-Q)
April 11, 2011
All the big tech companies are trading at very cheap valuations If you X out the cash, they are trading at 7 or 8 times earnings. Solid balance sheet. Over time the value will surface. Good entry point for all the big tech names.
PAST TOP PICK
PAST TOP PICK
March 23, 2011
(Top Pick Apr 1/10, Up 30%) Upside of 50% to his model price.
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Intel (INTC-Q)
March 23, 2011
(Top Pick Apr 1/10, Up 30%) Upside of 50% to his model price.
PAST TOP PICK
PAST TOP PICK
February 17, 2011
(A Top Pick April 1/10. Up 0.17%.) 3.6% dividend. Still a Buy.
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Intel (INTC-Q)
February 17, 2011
(A Top Pick April 1/10. Up 0.17%.) 3.6% dividend. Still a Buy.
DON'T BUY
DON'T BUY
February 2, 2011
Had a faulty chip on their new processor and took a $700 million hit. Thinks this will pass. There is so much great choice in techs that he would probably gravitate to some of the others.
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Intel (INTC-Q)
February 2, 2011
Had a faulty chip on their new processor and took a $700 million hit. Thinks this will pass. There is so much great choice in techs that he would probably gravitate to some of the others.
COMMENT
COMMENT
January 26, 2011
($10 billion buy back of its stock.) Valuations on tech stocks are very exciting. Cash flows are tremendous. Balance sheets are in good shape. Has never been a better time to Buy tech companies. His favourites are Microsoft (MSFT-Q) and Cisco (CSCO-Q).
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Intel (INTC-Q)
January 26, 2011
($10 billion buy back of its stock.) Valuations on tech stocks are very exciting. Cash flows are tremendous. Balance sheets are in good shape. Has never been a better time to Buy tech companies. His favourites are Microsoft (MSFT-Q) and Cisco (CSCO-Q).
HOLD
HOLD
January 10, 2011
Won’t be in mobility for a few years. Arm is a real threat. It has done really well.
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Intel (INTC-Q)
January 10, 2011
Won’t be in mobility for a few years. Arm is a real threat. It has done really well.
PAST TOP PICK
PAST TOP PICK
January 5, 2011
(A Top Pick Feb 3/10. Up 9.89%.) Still likes. 3.5% yield. Probably a 40% upside.
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Intel (INTC-Q)
January 5, 2011
(A Top Pick Feb 3/10. Up 9.89%.) Still likes. 3.5% yield. Probably a 40% upside.
WEAK BUY
WEAK BUY
December 30, 2010
Hasn’t done as well as rest of tech sector because PC business is slow growing. Some of their efforts will probably bear fruit over the next year or two.
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Intel (INTC-Q)
December 30, 2010
Hasn’t done as well as rest of tech sector because PC business is slow growing. Some of their efforts will probably bear fruit over the next year or two.
COMMENT
COMMENT
December 8, 2010
GE (GE-N) or Intel (INTC-Q)? Both are reasonably attractive on a multiple basis but would probably choose GE, which is less of a commodity type play.
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Intel (INTC-Q)
December 8, 2010
GE (GE-N) or Intel (INTC-Q)? Both are reasonably attractive on a multiple basis but would probably choose GE, which is less of a commodity type play.
COMMENT
COMMENT
November 10, 2010
Biggest of the semi-conductors. High margin business in the 60% range. Good dividend. Reasonable multiple. Prefers others.
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Intel (INTC-Q)
November 10, 2010
Biggest of the semi-conductors. High margin business in the 60% range. Good dividend. Reasonable multiple. Prefers others.
PAST TOP PICK
PAST TOP PICK
November 8, 2010
(Top Pick Nov 30/09, Up 10.36%) Still loves it.
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Intel (INTC-Q)
November 8, 2010
(Top Pick Nov 30/09, Up 10.36%) Still loves it.
BUY
BUY
November 3, 2010
Reasonably valued on an earnings basis. Very well run basis. Really likes the dividend that was instituted a few years ago and has really grown. The dividend forces the management to ensure positive cash flow. 10x cash flow – a good multiple.
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Intel (INTC-Q)
November 3, 2010
Reasonably valued on an earnings basis. Very well run basis. Really likes the dividend that was instituted a few years ago and has really grown. The dividend forces the management to ensure positive cash flow. 10x cash flow – a good multiple.
DON'T BUY
DON'T BUY
October 20, 2010
He owns Cisco. Inexpensive stock but much more cyclical. It is the senior company in this area. Prefers Cisco.
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Intel (INTC-Q)
October 20, 2010
He owns Cisco. Inexpensive stock but much more cyclical. It is the senior company in this area. Prefers Cisco.
TOP PICK
TOP PICK
October 8, 2010
Gives a dividend that is 30% above the 10-year treasury yield. No net debt. Gives a long-term option on global growth.
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Intel (INTC-Q)
October 8, 2010
Gives a dividend that is 30% above the 10-year treasury yield. No net debt. Gives a long-term option on global growth.
DON'T BUY
DON'T BUY
September 28, 2010
Poster child for the semiconductor group. Has been under performing. 75% of the stocks in the S&P have had stronger price performance. Look at ARM Holdings (ARMH-Q) instead.
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Intel (INTC-Q)
September 28, 2010
Poster child for the semiconductor group. Has been under performing. 75% of the stocks in the S&P have had stronger price performance. Look at ARM Holdings (ARMH-Q) instead.
WEAK BUY
WEAK BUY
September 14, 2010
Most senior of semiconductor companies. Last earnings reported record margins. Pared back revenue estimates and there is some weakness in the PC area with a move towards tablet type devices. Would probably gravitate more towards an Apple (AAPL-Q), Google (GOOG-Q), Cisco (CSCO-Q) or Oracle (ORCL-Q).
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Intel (INTC-Q)
September 14, 2010
Most senior of semiconductor companies. Last earnings reported record margins. Pared back revenue estimates and there is some weakness in the PC area with a move towards tablet type devices. Would probably gravitate more towards an Apple (AAPL-Q), Google (GOOG-Q), Cisco (CSCO-Q) or Oracle (ORCL-Q).
HOLD
HOLD
August 27, 2010
Pretty strong seasonality, usually from Oct 9 until Jan 17 when the technology sector picks up. Technically it is not looking very interesting at this time. This is going to be a good one.
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Intel (INTC-Q)
August 27, 2010
Pretty strong seasonality, usually from Oct 9 until Jan 17 when the technology sector picks up. Technically it is not looking very interesting at this time. This is going to be a good one.
TOP PICK
TOP PICK
August 25, 2010
Global, no net debt, ROE of 22.5%, 9% earnings yield, 11 P/E and 3.4% dividend. If your time-line is 3-10 years you want to own this. It’s cheap. People are fixated on growth. His view is that if capital is at risk, make sure management is protecting your capital and giving you a tangible return on that capital.
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Intel (INTC-Q)
August 25, 2010
Global, no net debt, ROE of 22.5%, 9% earnings yield, 11 P/E and 3.4% dividend. If your time-line is 3-10 years you want to own this. It’s cheap. People are fixated on growth. His view is that if capital is at risk, make sure management is protecting your capital and giving you a tangible return on that capital.
COMMENT
COMMENT
August 18, 2010
Most senior of the semiconductors but this business tends to be more cyclical than other parts of the technology area. Would prefer something with longer-term or stability.
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Intel (INTC-Q)
August 18, 2010
Most senior of the semiconductors but this business tends to be more cyclical than other parts of the technology area. Would prefer something with longer-term or stability.
TOP PICK
TOP PICK
August 17, 2010
Model price is $32.74, a 68% upside. Came in with record earnings. Good yield.
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Intel (INTC-Q)
August 17, 2010
Model price is $32.74, a 68% upside. Came in with record earnings. Good yield.
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