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Intel Stock Symbol: INTC-Q

Notes:semi-conductor mnfctr

Last Price Recorded: $28.3500 on 2015-07-28

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Date Signal Expert Opinion Price
2015-07-14 DON'T BUY Christine Poole

Big semiconductor company. Primarily PC-based in the past and PCs are in a secular decline which has really hurt them. They didn’t really capture the whole mobile space. Has recently been down because of a downgrade by a big brokerage firm, which is seeing some negative momentum in the data centre business sector. With technology you want innovation and growth, so she would not be buying it here.


Price:
$29.650
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH on OIL
Owned:
No
2015-07-09 BUY Andrew Hamlin

A good dividend paying company with growth prospects.  He likes tech and thinks it will be an outperforming sector.  He expects consistent, multi year increases in dividends.  Get exposure to cooperate CapX expenditures.


Price:
$28.930
Subject:
NORTH AMERICAN - INCOME
Bias:
OPTIMISTIC
Owned:
Unknown
2015-07-08 WAIT Paul Harris, CFA

Not an expensive stock, trades at 14x earnings. Moving out of PC business to the smart phone business which has been difficult for them.

 


Price:
$29.500
Subject:
NORTH AMERICAN - LARGE
Bias:
BEAR
Owned:
Unknown
2015-06-10 WAIT Hap (Robert) Sneddon FCSI

If you look at the whole semiconductor sector, it really matches with the global growth themes. Global growth and chips really go hand-in-hand. Has come off a bit this year, but is kind of coming back to trend. It could get a little bit softer. As a safer entry point, he would like to see it at around $29. Thinks there is a 5%-7% risk from here. A little bit early to get in at this point, so just wait a few percents.


Price:
$31.820
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
Unknown
2015-06-09 DON'T BUY John O'Connell, CFA

Thinks they will continue to struggle. The major product they are selling into is still the big mother load of computer chips for computers. Arm Holdings (ARMH-Q) have been eating their lunch. Computer sales are way down. It looked like they were making good inroads into the tablets and phone markets, but it turns out they were actually subsidizing a lot of those sales.


Price:
$31.250
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2015-06-04 BUY David Burrows

He likes big tech because it is a big cash flow generator and can be a big dividend grower.  Their problem has been that they are so centric to PCs.  They made an acquisition to help them with networking and data centers.  Semiconductor companies are seeing strategic value in paying a premium to market.  Private investors can buy at market value today yet acquirers are paying a premium.  It is not quite as aggressive a position as some, but you make good money.


Price:
$32.310
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on FINANCIALS
Owned:
Unknown
2015-06-03 COMMENT Alex Ruus

Made a very big acquisition of Altera, and thinks this is why the stock is under pressure. They have to flush out a little bit more and explain what they have done. A very interesting, but a very big acquisition. Feels the stock is going to be under probation for a while and will be going sideways for about 6 months.


Price:
$32.730
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
No
2015-05-19 TOP PICK Brian Acker, CA

His model price is $52.98, almost a 60% upside. The old techs are not being properly valued in this market. The fundamentals are there for this one to go significantly higher in the next little while. Dividend yield of 2.91%.


Price:
$33.150
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US$
Owned:
Yes
2015-04-02 HOLD Bill Carrigan

It is a bit of a laggard.  He thinks it rallies from here and makes a new high.  The sector is positive.  It outperformed in 2014 and that was important, but now it is underperforming.  If the index is going to go higher, then money has to go into this stock as it is a big component of the index.


Price:
$30.810
Subject:
TECHNICAL ANALYSIS
Bias:
SELECTIVE
Owned:
Unknown
2015-03-24 WEAK BUY David Baskin

Great company, a pioneer of the Internet.  Gets fairly seen as a one trick pony.  Prefers QCOM-O.  But INTC-O is not a bad company.


Price:
$30.790
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
No
2015-03-23 DON'T BUY Brooke Thackray

They had some hiccups here.  He keeps hearing there are positive announcements coming up this fall.  There might be some good fundamental stuff coming out.  We are past the technology period of seasonal strength.  He would hold off on purchasing it until it proves itself.  Look at it later in the year.


Price:
$31.200
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
Unknown
2015-03-05 PAST TOP PICK Brian Acker, CA

(Top Pick Mar 26/14, Up 37.19%) They are coming out with new products.  This is old tech but it has been really good to him.  His model price is $54.26, or a 60% upside.  It has a 2.81% yield.  He has a 35% weight in old tech.


Price:
$33.730
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US MARKET
Owned:
Yes
2015-02-25 DON'T BUY Gordon Reid

This is a similar situation to Microsoft (MSFT-N) in that they are a very large company and generate a fair bit of cash, but there is really not a lot of traction. Although PCs have had a bit of resurgence, long term he doesn’t think much has changed in terms of predictions that it will be a falling situation.


Price:
$33.945
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
No
2015-02-13 COMMENT Jon Vialoux

The period of seasonal strength for technology is predominantly from October through to the middle of January. However, you can see a bit of a pickup in technology from around April through to July. This is where you would want to look to make your entry point. From now into mid April, technology tends to do rather poorly. It doesn’t necessarily go negative, but tends to underperform the market. The better time to invest is more towards April to June, and ideally, from October to January.


Price:
$34.360
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
BULLISH
Owned:
Unknown
2015-01-26 SELL Don Vialoux

Peaks around this time of year.  January until spring it underperforms.  It is a good time to take profits and move to sectors that do well this time of year.


Price:
$35.805
Subject:
NORTH AMERICAN & ETFs
Bias:
UNKNOWN
Owned:
Unknown
Showing 1 to 15 of 313 entries
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