receive daily
reports of the
TOP PICKS
OR
your personal
stock choices
| Click Here to receive daily reports of the TOP PICKS OR your personal stock choices | STOCKCHASEWhat the experts are saying! |
|
| There are 7 registered members and 81 guests viewing the site. | Follow us on Twitter |  Rss Top Picks Feed | Rss Daily Feed |
|
| BUY | 14.860 | Charles Lannon | A core holding in the tech space for him. Manufacture semiconductors. Largest foundry in the world. Not very cyclical. Inventories are coming down but not as fast as some people would like, so price is stuck right now. You need a 2-5 year time-frame. He bought a year ago. | 2012-04-24 | |
| BUY | 13.910 | Charles Lannon | They are a foundry so do very little design of integrated semiconductors but do a lot of manufacturing. A big client of theirs is Qualcom (QCOM-Q). They are a direct beneficiary of the rise of mobile computer devices, smart phones and tablets. Very well-positioned. Huge technological leader. | 2012-02-02 | |
| BUY | 14.190 | Ian Ainsworth | Very few companies that can keep up in the race to reduce the dimensions of semiconductors to the point that we can see the cost of things like the iPad's continue to decline. The race is on between this company and Intel (INTC-Q) to allow companies like Qualcomm (QCOM-Q), Broadcom (BRCM-Q) and Intel to compete to provide the cheapest circuits for cell phones etc. This is one of the few companies that can compete. Still has a lot of room to move, especially over the longer term. | 2012-02-01 | |
| TOP PICK | 11.520 | Charles Lannon | Contract manufacturer for chips. 4.3% dividend. Expect a nice catalyst this year that they will take over from Samsung to manufacture Apple product chips. | 2011-09-22 | |
| TOP PICK | 12.560 | Norman Levine | Largest semiconductor fabricator globally. Have about 50% of the market. As semiconductor wafers and chips become smaller and thinner, competition gets less and less. | 2011-07-27 | |
| STRONG BUY | 10.830 | Patricia Perez-Coutts | Gaining market share in the consumer sectors. Moving from being just an out sourcer to being a designer. Price target is about 15% from here. | 2007-06-05 | |
| BUY on WEAKNESS | 11.100 | Mark Grammer | A pretty volatile stock, but the trend has been up. Very well run company. They are the leader on the technology curve. Pick your time for buying. | 2007-02-28 | |
| BUY | 11.350 | David Burrows | Will be beneficiaries from the trend of semiconductor companies outsourcing. Also focused on next generation, so margins have been out weighing the competition. Have been a couple of downward earnings revisions recently, so watch. | 2007-02-20 | |
| WAIT | 10.990 | Gavin Graham | Leading contract manufacturer of semi-conductor wafers, so it’s a leveraged play on the health of the semi-conductor industry. Volatile. The capital expenditure boom that was expected has all dried up and consumer items are now overstocked. Wait for the start of the next cycle. | 2006-12-28 | |
| WEAK BUY | 9.010 | Peter Hofstra | A semiconductor manufacturer. Don't have any products themselves, but manufactures for others. There are times to own it, but when times are tough, they are stuck holding a lot of facilities. | 2006-08-29 | |
| DON'T BUY | 8.530 | David Driscoll | Has done very well. In the chip sector, this and Intel (INTC-Q) would be the leaders. Free cash flow is very important because this is a commoditized business. Up 5% for the year which is similar to many of the NASDAQ companies because of lower prices coming in for their equipment. Yield is good, but nothing terrific. | 2005-11-03 | |
| BUY | 10.710 | Paul O'Neil | Likes the chip industry for the long-term. Expanding into China. The stock is not inexpensive but a good long-term holding. | 2003-10-22 | |
| BUY | 10.130 | Stephen Masson | About 60% order growth this year and that should continue. A diverse customer base. | 2003-06-23 | |
| WEAK BUY | 10.510 | Paul O'Neil | Very good company, but can't predict what China might do re: manufacturing semi conductors. | 2003-06-20 | |
| WATCH | 10.000 | Ian Ainsworth | A great company. They're probablt at a point where they are going to spend money on new equipment. | 2003-06-13 | |
| DON'T BUY | 6.590 | Mark Grammer | Will take time to recover. Will eventually be a good long term stock. | 2002-09-26 | |
| DON'T BUY | 9.950 | Brad Willock | Good long term. Good price. Will be a while. | 2002-08-16 | |
| BUY | 9.300 | John Sinkins, CFA | One of the better semi-conductor names. Also Likes Intel. | 2002-08-14 | |
| DON'T BUY | 18.750 | Noah Blackstein, B.A., CFA | Good company and has done well, but a very expensive stock right now. | 2002-04-10 | |
|
| |||||
| PAST TOP PICK | 19.240 | Paul O'Neil | (Was a top pick on Dec 12 no change) Still likes. A good long term hold. | 2002-03-18 | |
| PAST TOP PICK | 17.200 | Paul O'Neil | (Was a top pick on Dec 12 down 12%) Still likes. | 2002-02-11 | |
| TOP PICK | 18.950 | Paul O'Neil | The largest semi conductor manufacturer. | 2001-12-12 |
