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Intel Stock Symbol: INTC-Q

Notes:semi-conductor mnfctr

Last Price Recorded: 26.8400 on 2014-04-23 01:14:08

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Date Signal Expert Opinion Price
2014-03-26 TOP PICK Brian Acker, CA

Huge value in these names. Maybe we get a normal market where money actually stays in the market, but it rotates through value. Model price is $37.73, a 50% upside to its current price. 3.4% dividend yield.


Price:
$25.377
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2013-12-05 HOLD John O'Connell, CFA

Recently sold his holdings. They came out with some pretty disappointing guidance. Thinks they will turn the corner here. They are investing a huge amount of money in research and development. They are investing more money every year than what their major competitor ARM Holding (ARMH-Q) is worth. PC shipment business has been tough. Having some difficulty in the new lines of business. They have been expanding into. Likes the 3.7% dividend which he feels is secure. Good balance sheet. Feels their movement into chips for the cell phone business will be successful but is a lower margin business.


Price:
$24.260
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2013-12-03 DON'T BUY Gordon Reid

(Market Call Minute.) It might have some promise. Spending a lot of money. They’re a big company and have a big CapX program but are not really growing their revenues.


Price:
$23.550
Subject:
US LARGE
Bias:
OPTIMISTIC
Owned:
No
2013-11-29 COMMENT Brian Acker, CA

His model price for today is $36, a 51% upside. A year from now it is almost $40. Lots of upside. Yield of 3.77%. The trouble with all of these large-cap techs is that they have a lot of value, but are just sitting there.


Price:
$23.840
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2013-10-28 DON'T BUY Ian Ainsworth

Not positioned for mobile because their chips use too much energy.  They are moving to better chips to compete with ARM.  There is this big battle going on and it will pressure prices for a while.  Their margins will come under pressure.  They can probably continue with their dividend but growth will come under pressure.


Price:
$24.360
Subject:
GROWTH & TECHNOLOGY
Bias:
BULLISH on CANADIAN MARKET
Owned:
Unknown
2013-10-21 WATCH Gordon Reid

Have some headwinds in that they were the PC chip set leader and that market is shrinking in favour of other technologies.  They have the size and scale that they can reinvent themselves, so don’t dismiss them, but do wait until they reinvent themselves.  Pass for now.


Price:
$24.135
Subject:
US EQUITIES
Bias:
SELECTIVE
Owned:
Unknown
2013-10-08 TOP PICK John O'Connell, CFA

Good dividend yield. Spends $14 billion a year in research, development. Growing out new product lines. Missed the mobile phone market but is there now. Feels that investors are far too pessimistic about this company.


Price:
$22.480
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2013-10-01 DON'T BUY Patrick Horan

Not a fan. This is a tech company that is in denial of their growth prospects. They are the gorilla of market share but have nowhere to go because there is no real growth in core PCs.


Price:
$22.830
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Unknown
2013-09-19 COMMENT Stuart Hinshelwood

Street was negative on this because they largely don’t have leverage to the mobile market. They missed this completely. Hands-down they are the best chip maker out there. Lost direction when they missed the mobile market. Thinks the stock will continue to work because they will gain market share over time. If they can take 1% of market share per year over the next several years, it is a positive trajectory for them. It is now starting to gain leverage to the mobile market and he likes that the chips are the best chips available. His bias is positive on the stock.


Price:
$23.915
Subject:
US EQUITIES
Bias:
CAUTIOUS
Owned:
Unknown
2013-09-10 COMMENT Christine Poole

Growth has been very sluggish and is being replaced by tablets, etc. Have a new chip coming out and that may be a catalyst. They have 80%+ share and it’s difficult for them to grow in an environment where the economy has been slow and the market for PCs and laptops has been really negative.


Price:
$22.985
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2013-09-09 BUY Brandon Osten

It is controversial but he would buy it today.  Thinks they will regain market share.  They ARE the PC business.  There is not a lot of market share to lose in that area.  At some point PC sales will stabilize.  They have a rich dividend.  Don’t count them out yet.  There are better places to be, but he would hold it.


Price:
$22.910
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Unknown
2013-09-06 TOP PICK John O'Connell, CFA

His 3 picks today are all technology related. He is seeing earnings and revenue growth over time and a global move towards more mobile telephony technology. This company is trading at around 12X earnings with a 3.96 % yield. Spends $14 billion a year in research and development. Expecting they will come out with an innovative solution in new chips.


Price:
$22.670
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2013-08-21 BUY Zachary Curry

He is pretty positive on the entire technology space, specifically in the US. This one has great dividends so you are paid to wait. Had a bit of a rough go over the last little while because of competition. They were a little bit late moving into the mobile space. They plow a ton of money back into R&D and they are the dominant player. Good price.


Price:
$22.170
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2013-08-20 WATCH Gordon Reid

They have wind in their face because their business was the PC business and they got left behind in the evolution to tablets.  With their size and resources, they have an opportunity to catch up.  They are doing some impressive things right now.  There are a lot of unknowns but there is an opportunity that is not fully priced in.  Would buy when there is better certainty.


Price:
$22.523
Subject:
US EQUITIES
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
No
2013-08-07 BUY Brian Acker, CA

Model prices $35.52, a 56.5% upside. Yield of about 4%.


Price:
$22.700
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
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