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Compiling comments that experts make about stocks while on public TV.

Intel Stock Symbol: INTC-Q

Notes:semi-conductor mnfctr

Last Price Recorded: $36.2600 on 2017-05-26

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Date Signal Expert Opinion Price
2017-05-24 COMMENT Zachary Curry

The largest chip manufacturer. A good part of their business is declining from traditional PC chips. Their latest acquisition will be positive in the long run. It is a company that makes chips for the autonomous cars. The company uses a good deal of their cash hoard, but they remain in good shape financially and pay a good dividend. He wouldn’t want to bet against this company.


Price:
$36.120
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2017-05-17 COMMENT David Baskin

An indispensable company in the world technological echo system. They have chips everywhere. However, it is competing in a very, very competitive industry, in which chips have become commoditized. He prefers some of the broader software/hardware companies such as Apple, Alphabet and Microsoft.


Price:
$35.040
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2017-04-03 SELL Keith Richards

It does not have a long term solid uptrend, so you have to trade this.  Typically they are good until the spring.  He would get out.


Price:
$36.160
Subject:
TECHNICAL ANALYSIS
Bias:
BULLISH on ENERGY
Owned:
Unknown
2017-03-13 COMMENT David Driscoll

Just acquired Mobileye, which is all about autonomous vehicles. It’s a big gulp, but it is the only way they are going to survive. They can’t sell chips into laptops and standalone computers any more. This is really the direction they want to go. There is lots of competition. He doesn’t want to own this, because free cash flow has been falling. There is nothing wrong with the quality, it’s just way down on his list.


Price:
$35.160
Subject:
GLOBAL
Bias:
CAUTIOUS
Owned:
No
2017-03-08 COMMENT Paul Harris, CFA

This is in a very awkward situation. They missed the boat on smart phones and those areas. ARM is a company that has done incredibly well. Even Microsoft recently announced that they may be using ARM in some of their products. Thinks this will continue. You are not going to see the growth that they had many, many years ago.


Price:
$35.620
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
Unknown
2017-03-07 COMMENT John Stephenson

Cisco Systems (CSCO-Q) or Intel (INTC-Q)? Both are old economy tech stocks, and both are excellent companies. If he had to choose, he would choose this one, which has done more to turn the corner.


Price:
$35.800
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
BULLISH
Owned:
No
2016-12-01 COMMENT Ross Healy

Earnings keep ratcheting upwards. Also, they have a superb balance sheet. FMV is about 50% higher than what it currently is. High-tech stocks, which were the winners in the Obama market, have been sloping off. He would love to buy this at about $29-$30, which is where you get really, really solid support.


Price:
$33.760
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2016-11-30 COMMENT Gordon Reid

Some parts of technology are cyclical, and others have become ubiquitous, just part of our lives. This is a major chipmaker and looking at the explosion of opportunities for chips, whether in smart cars, computers, etc., many areas of our lives are driven by chips. The difficulty of the producers is commoditization. Basically, they are fighting a trend of lower and lower price trends that have to be offset with new initiatives of bigger and better that no one else has, or on volume. This company spends $12-$15 billion in capital expenditures each year. There are many areas in the Tech space that he would probably gravitate to, before this one.


Price:
$34.700
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
Unknown
2016-08-25 DON'T BUY David Driscoll

This has new chips coming out that should do fairly well. They relied too heavily on the PC business in the past, which caused them issues. It also caused their free cash flow to decline. He likes companies that have pricing power where they can raise prices. There are better places to allocate capital.


Price:
$35.090
Subject:
GLOBAL
Bias:
BEARISH
Owned:
No
2016-08-17 HOLD Bruce Tatters

(Market Call Minute.)


Price:
$35.020
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2016-07-14 DON'T BUY John Stephenson

Old tech, largely linked towards the PC. PCs are really declining. A decent company and well-managed, but doesn’t see a lot of growth in it.


Price:
$35.200
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
CAUTIOUS
Owned:
Unknown
2016-07-13 DON'T BUY Keith Richards

There has been a lot of consolidation in this sector and they have been the go-to name for some time.  There is a risk that they may acquire someone that the market won’t like.


Price:
$35.010
Subject:
TECHNICAL AND FUNDAMENTAL ANALYSIS
Bias:
CAUTIOUS
Owned:
Unknown
2016-07-11 COMMENT John Kim

This powers a lot of computers, and the data for PCs has not been good as they have been going down. Every year there are less and less PCs being shipped. What has been powering them lately is their data centre business and the server business. People are concerned that this is also slowing down and peaking now. The multiple has crept up for a company that has one side of the business coming down and the other side growing. If you believe that video is going to grow exponentially, versus broadcast TV, this company should still do well on their data centre side. He would rather play the video growth with companies that are much more focused on streaming, such as Mellonix Technologies (MLNX-Q).


Price:
$34.380
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
No
2016-07-06 BUY on WEAKNESS John O'Connell, CFA

Struggling with competitive threats from ARM Holdings (ARMH-Q). He would rather see you buy this at around $30. If you want to look at another good consistent dividend payer, he would look at McDonald’s (MCD-N).


Price:
$32.970
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2016-05-30 DON'T BUY Bruce Tatters

Advanced Micro Devices (AMD-Q) or Intel (INTC-Q)? Neither of these would be his pick for a US stock. This one is probably the better of the 2. AMD is a little more challenged because it is such a small player in that market. This one is not bad, but in the last couple of years have made a big investment into mobile and has had a struggle. Cisco (CSCO-Q) looks better. It is a CapX company, and there has been a CapX starvation globally. It is positioned at about 12.5X earnings and the earnings growth over the next 2-3 years looks to be about 13%-15%.


Price:
$31.570
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
Showing 1 to 15 of 341 entries
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