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Intel Stock Symbol: INTC-Q

Notes:semi-conductor mnfctr

Last Price Recorded: $34.0950 on 2015-03-03

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Date Signal Expert Opinion Price
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
2015-01-08 TOP PICK Brian Acker, CA

Coming out with more chip products.  40% model price differential.  30-40% upside.  2.6% yield.


Price:
$36.690
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL on US LARGE CAPS
Owned:
Yes
2015-01-05 HOLD Peter Mann

A very, very good business.  Free cash flow generation is very strong and the computer cycle was better than anticipated in 2014.  Thinks it will be a sound business still in 2015.  A great alternative for people looking for fixed income.  It will be challenged to grow going forward however.


Price:
$35.950
Subject:
US EQUITIES
Bias:
CAUTIOUS
Owned:
No
2014-11-25 TOP PICK David Burrows

The undisputed leader in semiconductors. Many would say they are 3 years ahead of their competition when it comes to manufacturing technology, and they are accelerating their pace of innovation. Somewhat economically sensitive. Dominant in data centres, which has rapidly growing revenues. PC market seems to be stabilizing. Will probably grow 10%-12% a year going forward. They’re returning cash to shareholders by buying back shares and raising their dividend. It will grow its dividend at 15% per year. Yield of 2.64%.


Price:
$36.320
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-11-04 BUY on WEAKNESS Lorne Steinberg

Largest chip manufacturer globally. Has always tended to have cyclical earnings. Earnings have had a very nice run. Wouldn't want to be buying it here because if you look at the last 20 years, earnings can move up and down very significantly. You need to buy this when the gross margins are dropping a bit and earnings are down sharply. This will happen as it does in every cycle.


Price:
$34.540
Subject:
Deep Value Global Equities
Bias:
CAUTIOUS
Owned:
No
2014-09-16 PAST TOP PICK John O'Connell, CFA

(A Top Pick Oct 8/13. Up 60.79%.) Hit his target so he sold his holdings at around $27-$28. We do have a good PC upgrade cycle and they do seem to be doing things well in the mobile market, but there are rumours that they are paying people to use their chips.


Price:
$34.930
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2014-08-11 PAST TOP PICK John O'Connell, CFA

(A Top Pick Sept 6/13. Up 50.73%.) He liked it because people were overly pessimistic. It was paying a good dividend. Financially strong. They are fixing the problem now. It is a lower margin product. Got to a level that he thought was pretty reasonable, and he Sold his holdings.


Price:
$33.020
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
No
2014-07-22 PARTIAL SELL Colin Stewart

This is a stock that has broken out from a long-term trend. Had fallen into the category of old tech. This one is up over 30% year to date. Not overly cheap. Trading at a forward PE multiple of over 16X. Had a big run, so wouldn’t run after it here. If you own, consider taking some profits.


Price:
$34.790
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
SELECTIVE
Owned:
No
2014-07-03 COMMENT Barry Schwartz

Great company. Generates a lot of free cash flow. Thinks there are better technology names out there for his clients. 2.6% dividend yield. Prefers Qualcomm (QCOM-Q).


Price:
$31.140
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2014-06-26 WATCH Gordon Reid

They have resources.  They used to be the leader in the PC market.  They have a $12 billion capital expenditure budget. It is one to keep an eye on.


Price:
$30.780
Subject:
US EQUITIES
Bias:
CAUTIOUS
Owned:
Unknown
2014-06-03 PARTIAL SELL Christine Poole

Close to the target price of the general consensus of $27-$28. Had a nice little bounce off the bottom. 62% of revenues are from the PC market, which is going through a sector decline right now. As economies and corporate profits improve, they are going to have to go through a normal PC replacement cycle. One short-term catalyst that is working in their favour is where Windows XP has stopped being supported, and there are still about 27% PCs being run on that, so you might see a natural upgrade cycle. Not cheap at 14X forward earnings, and earnings growth is mid-single digit. If you own, consider taking some profits.


Price:
$27.660
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
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
Showing 1 to 15 of 301 entries
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