| DON'T BUY | 16.580 | Matthew McCall | Recently warned going forward. Would be catching a falling knife. Demand for LCD screens has dropped. | 2008-09-08 | |
| TOP PICK | 27.040 | Howard Sutton | A play on LCD televisions. They dominate the space in providing the glass for it. Historically trading at the low end of its earnings per share. | 2008-05-05 | |
| TOP PICK | 24.390 | Mark Grammer | The weak US dollar has really helped Corning, because of the YEN. Significant increase in their profits. Even without the US dollar they have great margins.
Some concern in the LCD will slow.
They additionally have some fledgling businesses which will increase their growth in time. (Diesel filter, and silicon for solar cells companies).
| 2008-03-18 | |
| BUY | 24.700 | Paul Harris, CFA | The LCD business has been difficult because of competition. A good company and have some very strong parts to the company. Over the next 2 to 3 years it will do well. | 2007-12-13 | |
| WATCH | 23.620 | David Driscoll | Has been struggling. As prices are coming down their margins are getting hurt. Earning strength has not been great, not generating enough free cash flow to keep R&D going at high rate. | 2007-10-25 | |
| BUY | 25.280 | Peter Hofstra | Company involved in fibre optics for the flat panel industry. Stock is below fair value. This is a decent entry point. Outlook is strong. | 2007-10-16 | |
| DON'T BUY | 26.290 | Brian Acker, CA | He has a model price of $28.88 giving it a 10% positive differential. He is finding much more value elsewhere. | 2007-10-10 | |
| WEAK BUY | 23.850 | Brian Acker, CA | Model price 16.6% positive differential. Would recommend adding to portfolio. | 2007-09-20 | |
| TOP PICK | 24.020 | Mark Grammer | Leader in LCD glass. Leading edge. Have different technology process, more effective. Announced they will be at high end of forecast. Stronger yen is big benefit to them, Japanese are customers/ competitors. | 2007-09-19 | |
| BUY | 24.910 | Alan Kral | Basically reinvented itself 3 times. From glass products, it evolved into fibre optics with explosive growth in the late 90s. Fibre optics collapsed and they moved into LCDs and screens. Willingness to move into different fields is a very strong point fo | 2007-09-10 | |
| TOP PICK | 23.680 | Mark Grammer | Growing much faster than the market. Trading at a slight premium to the market at 17 X earnings. Has 60% growth margins on its glass side. About 80% of its profits come from glass used in LCD screens. The other side of their business has been improving. | 2007-08-13 | |
| BUY | 23.840 | John O'Connell, CFA | Big manufacturer of LCD screens. LCD costs are coming down but usage is going up. Margins are staying relatively stable. Fibre optics is getting used up. Good value. | 2007-07-31 | |
| TOP PICK | 25.670 | Mark Grammer | Seeing a big increase in fiber optics and LCD. Biggest manufacture of wafers for solar cells. | 2007-06-06 | |
| TOP PICK | 20.130 | Ian Ainsworth | Now the dominant player of flat panel LCD TV’s. Commoditization of the LCD market. Price decreases in TVs gives concerns on what Christmas sales will be. Also a leader in diesel filters. Technology is so much better than anyone else’s. | 2006-11-09 | |
| DON'T BUY | 22.900 | Benj Gallander | Trading over $20 so he wouldn't go near it now. Book value is $4 and change. There have been 25 insider tractions over the last few months. | 2006-09-14 | |
| WAIT | 18.000 | Brian Acker, CA | Had a huge correction since May and is now below his model price of $20.41. A positive 12% differential. Would be a buyer at $16.26. | 2006-08-02 | |
| DON'T BUY | 22.740 | Peter Hofstra | Flat panel display screens have taken over fibre-optics as their main business. Requires massive foundries and then they have to sell off capacity. Inventory tends to cycle. Valuation is not compelling yet. | 2006-06-15 | |
| DON'T BUY | 28.250 | Brian Acker, CA | His model price is $22.25 which is a negative 21% differential. | 2006-04-27 | |
| BUY | 28.780 | Ben Rogoff | Expectations on their earnings have gone up significantly over the last few weeks. Frankly, they are working in an oligopoly in that they are main suppliers of glass for flat panel TV. The key to this is all about LCD television penetration. There is another year left in this stock. | 2006-04-24 | |
| BUY | 23.650 | Norman Levine | In the technology area, this is a stock you will want to own. Valuation is good. Starting to look at this one. | 2006-02-13 | |
| BUY | 24.210 | Jim O'Shaughnessy | If it gets to a valuation of anything north of 1.5 X sales you would want to be careful. | 2006-02-02 | |
| TOP PICK | 24.940 | Peter Brieger | This Top pick consists of a basket of U.S. large caps, Gardner Denver (GDI-N), Corning (GLW-N) and Ingersoll-Rand (IR-N) Parker Hannifin (PH-N) and Timken (TKR-N). Infrastructure spending has lagged severely. On the corporate side, there is lots of cash on hand, debt has declined | 2006-01-30 | |
| PAST TOP PICK | 20.390 | Ian Ainsworth | (A Top Pick Jan 20/05. Up 72%.) They play the digital television market through their ability to make large pieces of glass. | 2005-11-16 | |
| DON'T BUY | 20.090 | David Driscoll | Has had a nice little turn around. Starting to get their business back in order. His valution is between $11 and $15, so the stock is too expensive. | 2005-08-03 | |
| TOP PICK | 11.660 | Ian Ainsworth | A leader in making glass. They are now primarily into liquid crystal display (LCD) screens. LCD TV's are coming down in price so rapidly that everyone wants them. Market place will probably be 50% LCD's before long. | 2005-01-20 | |
| WEAK BUY | 11.570 | Reza Samahin | Its weakness is because of the overall weakness in the tech area for the last few months. A leader in a lot of areas. A long-term hold. | 2004-05-07 | |
| DON'T BUY | 10.600 | Ben Stadelmann | Didn't buy when they were low because they didn't have a history of making a profit. Business has improved, but not as much is the stock price. Could easily see it having a pullback on any market correction. | 2003-10-23 | |
| BUY | 8.060 | Ian Ainsworth | Their fibre business gives exposure to the communication side. LCD business is taking off. Could generate reasonable earnings next year. | 2003-07-24 | |
| DON'T BUY | 8.360 | David Baskin | No visibility in laying fibre optic cable. Needs growth in business spending. | 2003-07-08 | |
| HOLD | 7.900 | Paul O'Neil | Has had a tremendous move. | 2003-06-20 | |
| WEAK BUY | 4.200 | David Baskin | Buy a little at a time. A quality company. | 2003-02-06 | |
| BUY | 2.000 | Brian Acker, CA | Could be a short term trading stock. Don't hold. | 2002-08-22 | |
| DON'T BUY | 5.400 | Brian Acker, CA | Needs to see earnings revision. | 2002-05-28 | |
| DON'T BUY | 5.870 | Howard Sutton | Don't chase lows. A glut of fibre is still in the market. | 2002-05-22 | |
| DON'T BUY | 7.360 | Ross Healy | Down at its book value (which is also dropping). Needs earnings. Speculative. | 2002-03-22 | |
| DON'T BUY | 8.030 | Paul O'Neil | Fibre down and has to pick up. | 2002-03-18 | |
| DON'T BUY | 6.390 | Brad Willock | Market for fibre glass is down.Book Vlaue is $4. Not a lot of downside left. | 2002-02-22 | |
| DON'T BUY | 6.390 | Howard Sutton | There is a glut of fibre. Doesn't expect any growth for a while. | 2002-02-22 | |
| DON'T BUY | 8.080 | Brian Acker, CA | Boor balance sheet. | 2002-01-30 | |
| DON'T BUY | 10.480 | Jeff Morrison | Doesn't think the optical market will be very attractive over the next few years. | 2002-01-08 | |
| DON'T BUY | 10.120 | Paul O'Neil | Will lose money in 2002/2003 and will take a long time to recover. | 2001-12-12 | |
| DON'T BUY | 10.120 | Robert McWhirter | Ranks very low in their data base. Earnings are down. | 2001-12-12 | |
| DON'T BUY | 9.710 | Steven Wippersteg | Not hot on technology right now. Would like to see Better fundamentals in Corning. | 2001-12-07 | |
| WAIT | 11.130 | Richard Stone | Have enough cash to survive. Dominant player. Have to wait for orders to start coming in. | 2001-09-04 | |
| DON'T BUY | 14.590 | Brendan Kyne | Lack of guidance and visibility. Don't see any improvement in 2001/2002. | 2001-08-23 | |
| DON'T BUY | 15.300 | Neil Murdock | Have to wait for their market to pick up first. | 2001-08-14 | |
| DON'T BUY | 16.020 | Brian Acker, CA | Wait for lower prices. | 2001-07-27 | |
| DON'T BUY | 13.770 | James Cole, BA, CFA | Still going to have declines. | 2001-07-25 | |
| DON'T BUY | 14.020 | Gavin Graham | Dead money for a while. Volatile. | 2001-07-12 | |
| DON'T BUY | 13.400 | Ian Ainsworth | A confusing sector. Too much inventory. | 2001-06-18 | |
| DON'T BUY | 16.000 | Noah Blackstein, B.A., CFA | Telecommunication sector under pressure. Watch for increase in AT&T as an advance signal. | 2001-06-14 | |
| DON'T BUY | 18.080 | Jeff Morrison | Good long term. | 2001-06-12 | |
| WAIT | 23.100 | Richard Stone | Wait for news to settle out. Look for growth. | 2001-04-23 | |
| DON'T BUY | 22.200 | Jeff Morrison | Not much upside in this sector in the near future. Expects it to be 3/4 years. | 2001-04-10 | |
| BUY | 19.980 | Mark Jackson, CFA | Good company. Once inventory supply is over, they'll do well. | 2001-03-29 | |
| BUY | 24.500 | John McColl | Could be an early mover in any recovery. | 2001-03-22 | |
| DON'T BUY | 28.500 | Brian Acker, CA | Still under pressure. Would buy at $19/19.50 | 2001-03-08 | |
| DON'T BUY | 31.000 | Ross Healy | Fibre optics having difficulty raising money, so orders are down for Corning. Expect it to drop lower. | 2001-03-06 | |
| WAIT | 27.100 | David Driscoll | A good company and will continue to grow but may take 5/10 years | 2001-02-28 | |
| DON'T BUY | 28.650 | Fred Sturm | Sentiment on fibre is too negative | 2001-02-27 | |
| BUY | 31.510 | Jonathen Wellum, B. Comm, B. Sc | Prefers Corning in fibre optics as it controls the glass aspect, so this part has less competition. | 2001-02-22 | |
| DON'T BUY | 54.938 | Gavin Graham | Expensive. Expect more price decreasing | 2000-12-28 | |
| BUY | 56.250 | Scott Morrison | Had a set back but will lead the charge in a market recovery | 2000-12-22 | |
| BUY on WEAKNESS | 70.000 | Jonathen Wellum, B. Comm, B. Sc | But below $60 Good growth/cash flow | 2000-12-15 | |
| BUY | 71.563 | Scott Morrison | Optic sector will come back | 2000-12-07 | |
| BUY | 59.000 | Jonathen Wellum, B. Comm, B. Sc | Good fundamentals. Strong market positionPrefers over JDS | 2000-11-13 | |
| WAIT | 71.000 | Noah Blackstein, B.A., CFA | Fundamentals are excellent. Next generation networks will need fibre | 2000-10-30 | |
Experts that have talked about Corning Inc
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