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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: $28.2300 on 2016-02-10

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Date Signal Expert Opinion Price
2016-02-04 PAST TOP PICK Brian Acker, CA

(Top Pick Jan 8/15, Down 16.51%) Model price suggests a 50% upside.  You are being paid to wait.


Price:
$29.770
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US ECONOMY
Owned:
Yes
2015-11-30 HOLD Don Vialoux

The timing is very good.  Does well from October to mid-Feb.  It is doing it again.  This is a period of season strength.  There is a very good chance it will break into a new high.  Continue to hold it.


Price:
$34.770
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
BULLISH
Owned:
Unknown
2015-11-17 DON'T BUY Don Vialoux

Historically, semiconductor stocks have done very well from mid-Oct until around the 2nd week of Feb. However, this one has not been doing what it is normally expected to do. In the last 2-3 weeks, it has been going down when most of the technology sector has been going up. It has been underperforming the market. He likes this sector and normally likes this company on a seasonal basis, but this year it is just not quite doing it.


Price:
$32.640
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
OPTIMISTIC
Owned:
Unknown
2015-11-05 TOP PICK Keith Richards

He likes tech stocks.  It broke a downtrend recently.  He thinks it is going to get at least back to the old highs.  He will review it in the spring as it is a trade.


Price:
$34.000
Subject:
TECHNICAL ANALYSIS
Bias:
BULL
Owned:
Yes
2015-11-02 PAST TOP PICK David Burrows

(Top Pick Nov 25/14, Down 4.07%) Chips are in everything.  The September lows are much higher lows than in August.  NVDA-N is his preference now in the semiconductor space.


Price:
$34.110
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL
Owned:
No
2015-09-30 SELL Gordon Reid

It is a fine company with some fire power and there is a potential they could reinvent themselves, but now they are fighting the headwind of being a chip supplier to PCs in a smartphone age.  He would go to AAPL-Q, GOOGL-Q, and FB-Q.


Price:
$30.140
Subject:
US LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2015-09-09 BUY Brian Acker, CA

He likes this.


Price:
$29.240
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US$
Owned:
Yes
2015-08-28 COMMENT Don Lato

Good value here. Not his favourite tech stock. The stock has come down and has a nice dividend. Trades at a very low multiple. Thinks you would be fine with this, but would rather see you in other areas of technology. Dividend yield of 3.3%. (See Top Picks.)


Price:
$28.420
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Unknown
2015-08-21 DON'T BUY Cameron Hurst

Getting back to the process, looking back at leadership. Semi-conductors have been breaking down for a some time now. Whole sector is suffering. Intel is facing a really tough PC demand knock against them. It is a declining industry group in a struggling sector. Something he would stay away from.


Price:
$26.560
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Unknown
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
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