Micron Technology

MU-Q

NASDAQ:MU

52.85
1.53 (2.81%)
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
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.

COMMENT
COMMENT
July 17, 2018

This is a cyclical stock. Over half of its business goes to China. It is at peak earnings. His model price is $196.21, which is a 250% upside, but this stock never trades on its earnings because it is cyclical. He expects the stock to trade over and under his EBB+3 price level which, a year from now, is $82, still much higher than its current price around $60. The stock pays no dividend.

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This is a cyclical stock. Over half of its business goes to China. It is at peak earnings. His model price is $196.21, which is a 250% upside, but this stock never trades on its earnings because it is cyclical. He expects the stock to trade over and under his EBB+3 price level which, a year from now, is $82, still much higher than its current price around $60. The stock pays no dividend.

COMMENT
COMMENT
July 4, 2018

It's done well as it continues to trend higher. It's been a great name. News about them being banned from China worries investors, but in this space this is one of the best stocks. Put a stop loss on it. He likes this.

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It's done well as it continues to trend higher. It's been a great name. News about them being banned from China worries investors, but in this space this is one of the best stocks. Put a stop loss on it. He likes this.

BUY
BUY
June 1, 2018

He bought it back in 2016. When he started researching assisted driving, this company came on his radar. It is a volatile stock, but the valuation is fair with the Price Earnings to Growth ratio running at a cheap 0.22. His target price is $80 in one year. It is a leader in the NAN and DRAM chip markets.

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He bought it back in 2016. When he started researching assisted driving, this company came on his radar. It is a volatile stock, but the valuation is fair with the Price Earnings to Growth ratio running at a cheap 0.22. His target price is $80 in one year. It is a leader in the NAN and DRAM chip markets.

COMMENT
COMMENT
May 30, 2018

It has been volatile over the years. It's currently on an up cycle which should continue since there's more demand for storage and the Cloud. He doesn't know MU well.

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It has been volatile over the years. It's currently on an up cycle which should continue since there's more demand for storage and the Cloud. He doesn't know MU well.

BUY
BUY
May 28, 2018

All the tech stocks look expensive for value investors. This has good growth ahead with demand from phones and other devices. He likes semiconductor companies and any portfolio should have some exposure to this space.

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All the tech stocks look expensive for value investors. This has good growth ahead with demand from phones and other devices. He likes semiconductor companies and any portfolio should have some exposure to this space.

BUY
BUY
May 9, 2018

He thinks they are ideally positioned for the movement to cloud based storage. Estimates are that global cloud storage has increased by 90% over the past 18 months. They put up a good earnings surprise and are doing well.

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He thinks they are ideally positioned for the movement to cloud based storage. Estimates are that global cloud storage has increased by 90% over the past 18 months. They put up a good earnings surprise and are doing well.

BUY
BUY
April 18, 2018

Lam or Micron? Semi-conductors have been a good neighbourhood to be in. LAM is much more focused on equipment that makes semis while Micron is focussed on memory chips. With the proliferation of handsets, the demand for memory has been shooting through the roof, so Micron is benefitting big. He prefers Micron, though it's more cyclical than other stocks. Given consolidation in this space, the pricing power has gotten better. It trades at 6x PE like a cyclical. Great job of growing its business.

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Lam or Micron? Semi-conductors have been a good neighbourhood to be in. LAM is much more focused on equipment that makes semis while Micron is focussed on memory chips. With the proliferation of handsets, the demand for memory has been shooting through the roof, so Micron is benefitting big. He prefers Micron, though it's more cyclical than other stocks. Given consolidation in this space, the pricing power has gotten better. It trades at 6x PE like a cyclical. Great job of growing its business.

COMMENT
COMMENT
March 20, 2018

The chip space has come to life in recent years. Not too familiar with MU but all these names are up.

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The chip space has come to life in recent years. Not too familiar with MU but all these names are up.

COMMENT
COMMENT
March 13, 2018

Stock had a boast last week with a strong earnings report. A solid stock and he likes this space. Big data has a promising future--AI demands more, better chips from makers like this. But he prefers the companies that make the equipment that produce these semi-conducting chips, like Applied Materials, AMAT. Nothing against MU though.

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Stock had a boast last week with a strong earnings report. A solid stock and he likes this space. Big data has a promising future--AI demands more, better chips from makers like this. But he prefers the companies that make the equipment that produce these semi-conducting chips, like Applied Materials, AMAT. Nothing against MU though.

BUY
BUY
February 16, 2018

There is no justice in the stock market. He doesn’t think there is a lot of downside. Well-run company.

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Micron Technology (MU-Q)
February 16, 2018

There is no justice in the stock market. He doesn’t think there is a lot of downside. Well-run company.

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