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AMR Corporation Message Board

  • junkmanlong junkmanlong Mar 12, 2014 6:33 PM Flag

    OT AMD

    I have some questions asked me about another stock I am in. Yes I am buying AMD. I have sold some AAL and am buying AMD. Its a risk like any stock but I like what I am seeing on it.

    I dont like telling people what to buy since that has not worked out in the past.

    JML

    SortNewest  |  Oldest  |  Most Replied Expand all replies
    • JML, Thanks for your insights! Do you know why AAL went from a market cap of approx. 10B to 17B overnight at the beginning of March this year? Tks for any info.

    • Analyst Dan Niles still like? I have been thinking of buying based on his past recommendation.

      • 1 Reply to cavalier2015
      • cav ... I don't follow AMD, but I just can't see where they fit in anymore. They don't do fabs from what I know, and if not INTC, which is going to have a 2 generation lead on everyone else by the end of this year at 14NM and a manufacturing behemoth, I don't know who will produce their chips at the next generation and what product space will they be big in? With each generation INTC's chips get more powerful, flexible and use less power.

        AMD went up and filled a gap and is now toying with something ... break to upside or downside ... may drift. If you feel comfortable with their business plan and product potential, then you know ... but I just don't know where they are going to fit in. There are better (safer) plays ... old tech could very well be back ... I'm not sure if "fringe" old tech is back ... meaning AMD. Just be careful.

    • AMD is a under permanence stock for many years already;
      But a $3 stock, it has potential to soar !

      • 1 Reply to sun968
      • Seeking Alpha doesn't think AMD is a very good investment. I actually bought some, but you've got to realize that it has soared already, and may not quickly 'soar' like that again in the near future. People that got in at the $2 point did well.

        The fact that the book value per share is 75 cents give me pause in investing any more in the company. This isn't to say that I don't like AMD - nearly every PC I built in the past 20 years has had an AMD cpu. However, 2 months ago, when I needed to replace a motherboard and processor, I just couldn't justify buying AMD. Intel had a budget dual core cpu for about $50 that was just as powerful, and slightly more energy efficient than a similar $80 AMD chip. I'm simply too used to getting comparable processors from AMD for less, and couldn't justify paying a premium just so that I could say there was an AMD cpu in there.

        An alternative chip company investment might be Broadcom. (BRCM)
        price is just over twice book
        peg ratio 1.5
        about a billion more in cash than debt
        free cash flow alone could wipe out debt in about a year
        1.5% dividend (60% payout ratio means they could increase if revenues increase)
        stock is still down significantly from $47+ high of Jan. 2011, though rising

        I personally like Broadcom Jan 2016 $25 call options, currently going for about $8.20

 

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