It's been a mixed story. Lost its sheen. Massively underperformed. Business is solid, but it may be dead money. He'd pass. Instead, look at Samsung, which has a ton of semiconductor exposure.
It's been a mixed story. Lost its sheen. Massively underperformed. Business is solid, but it may be dead money. He'd pass. Instead, look at Samsung, which has a ton of semiconductor exposure.
Intel has been a mixed story. Lost its sheen. They've massively underperformed. Business is solid, but it may be dead money. He'd pass. Instead, look at Samsung, which has a ton of semiconductor exposure, a good suite of products, and an accessible valuation.
Re the recent offer. Don't take the preferred share option. Taking some cash and some portion of BAM makes some sense. He finds it all expensive, but the franchise continues to grow. If you just want yield, look for other alternatives. If you want to participate in the recovery, do this through the parent, BAM.
Re the recent offer. Don't take the preferred share option. Taking some cash and some portion of BAM makes some sense. He finds it all expensive, but the franchise continues to grow. If you just want yield, look for other alternatives. If you want to participate in the recovery, do this through the parent, BAM.