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Intel Corporation Message Board

  • hacksomeoneelse hacksomeoneelse Oct 18, 2012 10:36 PM Flag

    INTC is doing fine

    record earnings and people are panicking......

    my blog entry describe my thesis: google "bovine bear value investing"

    Sentiment: Buy

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    • LOL. Record earnings? look again. Earnings are 20% lower than 2011 earnings. Q4 earnings will be 30% lower. Get a clue.

    • Maybe....Maybe not
      But either way, the actual value of Intel didn't drop by 30% in 6 months.
      And Wallstreet wonders why mainstreet wants nothing to do with them.
      We don't have the worlds best capital markets...we have the worlds best BSers..

    • Agree, Agree, Agree; I'm doing the same thing . . . mortgage is 3% and I can buy Intel shares paying 4%. Solid even at "depressed" activity levels and positioned to dominate on any turnaround in economy.
      But not near as much potential as my #1 pick . . . . SIMG to report Oct 30 awesome qtr coming and HUGE guidance . . . SIMG chips are in the Samsung Galaxy S3, HTC One, and Sony Experia.

      Happy investing!
      Midas

      Sentiment: Strong Buy

    • You nailed it. Why issue debt when you can buy back cheap shares.
      _____

      The recent headline news is depressing Intel share price because 2012 is clearly a bad year for computer sales. And a bad year simply means an earnings drop of less than 10%. But I don't think of a short term problem as a big deal. I've read some analysts project a long-term 6-8% growth. That's fine by me. Intel is a net-net company. This means their financial assets exceed all their debt. Intel has equity of $10 a share. This is the value of all their fixed assets and intangibles. Intel can easily issue bonds at interest rates below 3% but buyback Intel shares that yield 10%. Intel has bought back significant stock and continues to do so. I hope it does so before the stock gets much higher than $20.

 
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