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Micron Technology (MU-Q)

ON STOCKCHASE SINCE Mar 2001

micro semi conductors

computer software/processing

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Micron Technology
MU-Q

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What the experts are saying about MU-Q

Signal	Opinion	Expert
HOLD	Micron Technology(MU-Q) April 9, 2019 Semis reflect the general economy. Last year they peaked out early, but definitely improving since the start of the year. Semis have recently broken to new highs. Hold this, because it will go higher through this new cycle into 2021/2022. computer software/processing 0 0 0 0 0 0 comments	Semis reflect the general economy. Last year they peaked out early, but definitely improving since the start of the year. Semis have recently broken to new highs. Hold this, because it will go higher through this new cycle into 2021/2022. computer software/processing 0 0 0 0 0 0 comments Javed Mirza Technical , Canaccord Genuity ... Price $41.625 Owned Unknown

SELL	Micron Technology(MU-Q) April 8, 2019 It is highly cyclical so is never a hold. It is being driven by data centers right now. The recent numbers were a little disappointing so he would sell and get into something more solid like a Broadcom. computer software/processing 0 0 0 0 0 0 comments	It is highly cyclical so is never a hold. It is being driven by data centers right now. The recent numbers were a little disappointing so he would sell and get into something more solid like a Broadcom. computer software/processing 0 0 0 0 0 0 comments Bruce Murray CEO & Chie, The Murray Wealth Gr... Price $42.900 Owned Unknown
COMMENT	Micron Technology(MU-Q) April 3, 2019 He owns it indirectly in an ETF, the SOXX. Only a 2-3% position, because there's no clarity on the future of the memory chip market. Micron warned back in January, then Samsung warned. computer software/processing 0 0 0 0 0 0 comments	He owns it indirectly in an ETF, the SOXX. Only a 2-3% position, because there's no clarity on the future of the memory chip market. Micron warned back in January, then Samsung warned. computer software/processing 0 0 0 0 0 0 comments Kim Bolton President , Black Swan Dexterita... Price $43.900 Owned No
WAIT	Micron Technology(MU-Q) March 6, 2019 A big semis name that got taken to the woodshed due to slowing smartphone growth. There's huge memory demand growth but also existing supply in inventory in this sector and Micron's. Give it time. computer software/processing 0 0 0 0 0 0 comments	A big semis name that got taken to the woodshed due to slowing smartphone growth. There's huge memory demand growth but also existing supply in inventory in this sector and Micron's. Give it time. computer software/processing 0 0 0 0 0 0 comments Cameron Hurst Chief Inve, Equium Capital Manag... Price $37.830 Owned Unknown
SELL ON STRENGTH	Micron Technology(MU-Q) February 25, 2019 This is a decent long-term play, but, if short-term, then set a lower price target of a 15% gain and sell. computer software/processing 0 0 0 0 0 0 comments	This is a decent long-term play, but, if short-term, then set a lower price target of a 15% gain and sell. computer software/processing 0 0 0 0 0 0 comments Andrew Pyle Senior wea, The Pyle Group, Scot... Price $42.750 Owned Unknown
TOP PICK	Micron Technology(MU-Q) February 20, 2019 The CEO last week said second-half earnings will increase sharply. Their cash position has improved dramatically and they are now trading at 5 times earnings. Too cheap to ignore. Yield 0%. (Analysts’ price target is $47.30) computer software/processing 0 0 0 0 0 0 comments	The CEO last week said second-half earnings will increase sharply. Their cash position has improved dramatically and they are now trading at 5 times earnings. Too cheap to ignore. Yield 0%. (Analysts’ price target is $47.30) computer software/processing 0 0 0 0 0 0 comments Peter Hodson CEO & Head, 5i Research Inc.... Price $42.210 Owned Yes
BUY	Micron Technology(MU-Q) January 22, 2019 A leader in the digital side of chips. Target price of $77, now $34. It's extremely discounted. computer software/processing 0 0 0 0 0 0 comments	A leader in the digital side of chips. Target price of $77, now $34. It's extremely discounted. computer software/processing 0 0 0 0 0 0 comments Kim Bolton President , Black Swan Dexterita... Price $33.870 Owned Yes
DON'T BUY	Micron Technology(MU-Q) December 10, 2018 He has sworn off semiconductor stocks. A soon as there is a glut of chips, the price falls off. You need to be in an industry where you can't have such sudden increases in supply. computer software/processing 0 0 0 0 0 0 comments	He has sworn off semiconductor stocks. A soon as there is a glut of chips, the price falls off. You need to be in an industry where you can't have such sudden increases in supply. computer software/processing 0 0 0 0 0 0 comments Teal Linde Portfolio , Linde Equity Report... Price $34.800 Owned Unknown
DON'T BUY	Micron Technology(MU-Q) December 6, 2018 Memory chips. Margins used to be fantastic. The semis and memory manufacturers are a great long term investment. He is on board. They are doing a good job. He would not buy it today because it does not check the technical box. You are in a negative earnings revision cycle. computer software/processing 0 0 0 0 0 0 comments	Memory chips. Margins used to be fantastic. The semis and memory manufacturers are a great long term investment. He is on board. They are doing a good job. He would not buy it today because it does not check the technical box. You are in a negative earnings revision cycle. computer software/processing 0 0 0 0 0 0 comments Cameron Hurst Chief Inve, Equium Capital Manag... Price $37.670 Owned Unknown
DON'T BUY	Micron Technology(MU-Q) November 30, 2018 Anytime a stock trades less than 4 times earnings, it usually foretells doom. The new CEO has restructured the balance sheet and now they have $2 billion of net cash, which is good. The flash memory product has faced headwinds. He thinks this is trading at too high a value still. computer software/processing 0 0 0 0 0 0 comments	Anytime a stock trades less than 4 times earnings, it usually foretells doom. The new CEO has restructured the balance sheet and now they have $2 billion of net cash, which is good. The flash memory product has faced headwinds. He thinks this is trading at too high a value still. computer software/processing 0 0 0 0 0 0 comments Steven Ko President , Steven Ko... Price $38.560 Owned No
HOLD	Micron Technology(MU-Q) November 16, 2018 It’s getting wiped out with everything else. Not scared of volatility in a stock like this. It’s had a great ride. Very healthy pullback. Still likes it, would still own it. computer software/processing 0 0 0 0 0 0 comments	It’s getting wiped out with everything else. Not scared of volatility in a stock like this. It’s had a great ride. Very healthy pullback. Still likes it, would still own it. computer software/processing 0 0 0 0 0 0 comments Elliott Fishman Director o, Trading Services Gro... Price $39.440 Owned Unknown
SPECULATIVE BUY	Micron Technology(MU-Q) November 2, 2018 It is supposed to earn $10.46 per share next year, but the market is only projecting less than $2 per share. About 80% of their sales are into China. He worries about the potential trade war impacts. They have accused their Chinese partner on a project for stealing intellectual property. He would peck away at this, but sees $19 as a possible lower test point. They have a very small position in Micron. computer software/processing 0 0 0 0 0 0 comments	It is supposed to earn $10.46 per share next year, but the market is only projecting less than $2 per share. About 80% of their sales are into China. He worries about the potential trade war impacts. They have accused their Chinese partner on a project for stealing intellectual property. He would peck away at this, but sees $19 as a possible lower test point. They have a very small position in Micron. computer software/processing 0 0 0 0 0 0 comments Brian Acker, CA Chief Exec, Acker Finley Inc.... Price $40.320 Owned Yes
BUY on WEAKNESS	Micron Technology(MU-Q) October 31, 2018 He does own this, but took profit recently. They represent the digital side of the semi-conductor space. The business is very cyclical and he has chosen to underweight this space for now. He would watch for an opportunity to buy back in at lower prices. computer software/processing 0 0 0 0 0 0 comments	He does own this, but took profit recently. They represent the digital side of the semi-conductor space. The business is very cyclical and he has chosen to underweight this space for now. He would watch for an opportunity to buy back in at lower prices. computer software/processing 0 0 0 0 0 0 comments Kim Bolton President , Black Swan Dexterita... Price $37.720 Owned Yes
BUY	Micron Technology(MU-Q) October 22, 2018 The chip space is down to three players occuping 95% of the market, so these companies are focussed on earning investor returns. AI and self-driving cars will be a tailwind. Yes, the stock has traded off from $60 to $40 a share. InvestorS saw this as a deeply cyclical company. True, but he sees this as a growth cyclical company. It has a lot of free cash flow and has promised a large share buyback. computer software/processing 0 0 0 0 0 0 comments	The chip space is down to three players occuping 95% of the market, so these companies are focussed on earning investor returns. AI and self-driving cars will be a tailwind. Yes, the stock has traded off from $60 to $40 a share. InvestorS saw this as a deeply cyclical company. True, but he sees this as a growth cyclical company. It has a lot of free cash flow and has promised a large share buyback. computer software/processing 0 0 0 0 0 0 comments Ashley Misquitt Senior Po, Empire Life ... Price $39.760 Owned Unknown
COMMENT	Micron Technology(MU-Q) October 12, 2018 Another chip company. Profitability has really jumped. 2.7B in cash. Very volatile stock, more of a trade than an investment. If there’s a falloff from electrification because of a recession, they’ll be hit hard first. computer software/processing 0 0 0 0 0 0 comments	Another chip company. Profitability has really jumped. 2.7B in cash. Very volatile stock, more of a trade than an investment. If there’s a falloff from electrification because of a recession, they’ll be hit hard first. computer software/processing 0 0 0 0 0 0 comments David Driscoll President , Liberty Internationa... Price $42.470 Owned Unknown

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