Micron Technology

MU-Q

NASDAQ:MU

52.56
1.98 (3.91%)
Micron Technology, Inc. is an American global corporation based in Boise, Idaho which produces many forms of semiconductor devices, including dynamic random-access memory, flash memory, and solid-state drives.
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Analysis and Opinions about MU-Q

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
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.
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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.
DON'T BUY
DON'T BUY
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.
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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.
HOLD
HOLD
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.
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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.
SPECULATIVE BUY
SPECULATIVE BUY
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.

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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.

BUY WEAKNESS
BUY WEAKNESS
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.
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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.
BUY
BUY
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.

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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.

COMMENT
COMMENT
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.

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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.

SELL
SELL
October 10, 2018

He thinks semi-conductors are heading down. He would sell this one – especially as the momentum is coming out of this sector. Another 10% drop in the sector overall, could cause another major fall in value.

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Micron Technology (MU-Q)
October 10, 2018

He thinks semi-conductors are heading down. He would sell this one – especially as the momentum is coming out of this sector. Another 10% drop in the sector overall, could cause another major fall in value.

DON'T BUY
DON'T BUY
October 1, 2018

Tariffs are not a good thing, of course. But more importantly be worried that the chip cycle has turned. There were strong numbers before, but not going forward. Numbers ahead don't look good. Avoid.

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Micron Technology (MU-Q)
October 1, 2018

Tariffs are not a good thing, of course. But more importantly be worried that the chip cycle has turned. There were strong numbers before, but not going forward. Numbers ahead don't look good. Avoid.

COMMENT
COMMENT
September 19, 2018

It's very cyclical. It has consolidated the space as leader, so there's less competition now. This cycle is not over, but it's trading below its 50-day moving average. If you're a value investor, you could buy it now, but the technicals don't impress him.

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Micron Technology (MU-Q)
September 19, 2018

It's very cyclical. It has consolidated the space as leader, so there's less competition now. This cycle is not over, but it's trading below its 50-day moving average. If you're a value investor, you could buy it now, but the technicals don't impress him.

BUY
BUY
September 17, 2018

It has two things he likes. It has good price momentum and good valuation. Chip makers are meaningfully cheaper than software companies. This is a very cheap company, about 4 times earnings. They have all struggled recently but that is not a reason to give up on them. Hang on to it or take another look at it.

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Micron Technology (MU-Q)
September 17, 2018

It has two things he likes. It has good price momentum and good valuation. Chip makers are meaningfully cheaper than software companies. This is a very cheap company, about 4 times earnings. They have all struggled recently but that is not a reason to give up on them. Hang on to it or take another look at it.

SPECULATIVE BUY
SPECULATIVE BUY
August 20, 2018

He used to love it until he sold it recently. The problem with it is that the chip business is wildly volatile, and it's hit a bad patch. His FMV shows a 300% upside. Nice balance sheet. But the business it's in is volatile. You can take a
crack at it at $42.

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Micron Technology (MU-Q)
August 20, 2018

He used to love it until he sold it recently. The problem with it is that the chip business is wildly volatile, and it's hit a bad patch. His FMV shows a 300% upside. Nice balance sheet. But the business it's in is volatile. You can take a
crack at it at $42.

DON'T BUY
DON'T BUY
August 20, 2018

Incredibly volatile, both this stock and the "memory" chip space. If you like semi-conductors, then look at the semis' capital equipment companies. The real money is made by the people who supply the picks and shovels. Now is the not a good time to enter this industry because revenues will be down 10-20% in the quarter. But revenues should be higher in 2019. Look at this space in Q4.

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Micron Technology (MU-Q)
August 20, 2018

Incredibly volatile, both this stock and the "memory" chip space. If you like semi-conductors, then look at the semis' capital equipment companies. The real money is made by the people who supply the picks and shovels. Now is the not a good time to enter this industry because revenues will be down 10-20% in the quarter. But revenues should be higher in 2019. Look at this space in Q4.

PAST TOP PICK
PAST TOP PICK
August 2, 2018

(A Top Pick August 28/17 - Up 12%.) Covered call selling JAN 30 calls. They were called away. More volatility here.

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(A Top Pick August 28/17 - Up 12%.) Covered call selling JAN 30 calls. They were called away. More volatility here.

BUY
BUY
July 18, 2018

Semi-conductors are seeing a buying signal lately. He thinks tech will continue to be a leader in this inflationary area and likes the earning growth of this company. This is one of the companies than controls market share in the space.

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Semi-conductors are seeing a buying signal lately. He thinks tech will continue to be a leader in this inflationary area and likes the earning growth of this company. This is one of the companies than controls market share in the space.

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