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Intel Corporation Message Board

bjaythebear 150 posts  |  Last Activity: Dec 24, 2014 8:55 AM Member since: Dec 5, 2012
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  • Reply to

    PE is too high

    by itakebackmyapology Nov 20, 2014 5:12 PM
    bjaythebear bjaythebear Nov 20, 2014 5:24 PM Flag

    Why do you say that? Forward PE is 15 and that is before new guidance. A 15 PE seems very reasonable for a company with a dominant market position and growth that is accelerating.

  • bjaythebear bjaythebear Oct 31, 2014 4:26 PM Flag

    Bob honestly does not know what he is talking about most of the time. At best he is plain stupid or at worst he is a tool of hedge funds. I can't even stand to see his mouth move anymore and turn CNBC off when he comes on. There are very few reporters on CNBC that even can think anymore. Most of them simply puppets that hedge funds manipulate to move particular stocks one way or the other.

  • bjaythebear bjaythebear Nov 21, 2014 10:02 PM Flag

    I think that the bottom line is many are still stuck in the mantra "the PC is dead". They also discount the Intel Server business which is very strong. They refuse to accept that the PC business is growing again. James Covello is famous for his hatred of Intel. He has had a PT of 17-18 for years. I have tuned them out years ago.

  • Reply to

    Delta's Refinery

    by jan_m_k Dec 15, 2014 6:06 PM
    bjaythebear bjaythebear Dec 17, 2014 7:01 PM Flag

    Refineries don't make money off the price of oil, they make it off the crack spread.

  • Reply to

    Be carefull, ebola case could bring this stock..

    by sejoalma Oct 23, 2014 3:57 PM
    bjaythebear bjaythebear Oct 23, 2014 4:11 PM Flag

    I find it interesting that this so called news event happened when the Dow was up 300 points but before the close. I really think some hedge funds who were short were getting absolutely crushed and wanted to cover at a better price. I am very suspicious of this "news".

  • Reply to

    Who is looking like the champ now?

    by exit161gsp Nov 20, 2014 11:27 AM
    bjaythebear bjaythebear Nov 20, 2014 12:06 PM Flag

    Not really sure what your point is. If you are trading the stock the fine. You made a profit. Personally, I think there are better trades out there. Personally, I don't care what the stock does post earnings. It could go down 10 points today and I wouldn't care other then think about buying more. I am an investor not a trader.

  • bjaythebear bjaythebear Oct 13, 2014 10:15 AM Flag

    I am holding on to my shares for now. The price could easily go higher and at the 1.5 points above Fridays close it is trading at at the moment, it is not really worth selling. The deal closes next year so you have 1 maybe 2 more dividend checks prior.

  • Reply to

    Bought more

    by bjaythebear Oct 13, 2014 10:54 AM
    bjaythebear bjaythebear Oct 14, 2014 11:04 AM Flag

    The deal will not go through if the price isn't there, bank on it. If Targa goes down too much they will have to sweeten the deal. There is a minimum amount that shareholders and management will accept and that is around 38. That is the floor. It is possible the deal could be abandoned.

  • Reply to

    anyone know

    by treword58 Oct 23, 2014 5:49 PM
    bjaythebear bjaythebear Oct 23, 2014 5:56 PM Flag

    Don't get hung up on AH trading. It is pretty crazy. The conference call started and people will react to everything in that. I don't care if it goes negative before the bell tomorrow. The report was outstanding and if you are investing for anything but the next 5 min, that is what you should be focusing on.

  • It is stuff like this that makes people think that the market is rigged. Here are some tidbits I came across when researching this.

    1.A trader placed a massive short bet against the SMH. This got things going at the open
    2.Some insiders at INTC sold some stock. This is normal after the lockup period but traders reacted.
    3.MCHP is announcing at the close today. Remember them? they pre-announced that they were going to come in light on earnings because business was bad the CEO trashed the sector to protect his job. It took down the chip sector then and people are trying to get out in front of a bad report now.
    4. Folks mentioned Intersil
    5 Tech in general was weak. A very strong dollar was partly to blame.

    Bottom like this is a big over-reaction over nothing. It is a lot of noise.

  • Reply to

    People who short MSFT are masochists

    by kenoman_38 Oct 23, 2014 4:57 PM
    bjaythebear bjaythebear Oct 23, 2014 5:06 PM Flag

    Ballmer wasn't bad but I feel some folks are badly underestimating how good Satya Nadella is as a CEO, the guy is a total out of the box thinker. He became head of cloud services when they were the laughingstock of the IT world. By the time he was tapped for CEO they hitting 100% annual growth in that unit. They are well on their way to becoming a Cloud powerhouse.

  • Reply to

    Who cares

    by lovestocks_ohyea Nov 20, 2014 12:31 PM
    bjaythebear bjaythebear Nov 20, 2014 12:33 PM Flag

    If you are in this for a quick buck, find another stock. The price action is going to get pretty bumpy.

  • William Blair analyst Jason Ader reiterated his Outperform rating on Mobileye N.V (NYSE: MBLY) following strong results with revenue topping the Street estimate by $4.4 million, while earnings were in line with expectations.
    "Profitability was robust, as expected, with net income margin and free cash flow margin of 28% and 30%, respectively," Ader noted. "Overall, the quarter was strong and we reaffirm our high regard for the company's business model and future prospects."
    Ader likes PEG ration as the best way to value the stock. The current PEG ratio on the firm's 2016 estimates is an attractive 1.3 times, versus the peer group PEG median of 1.7 times. Using a slightly different approach, they forecast non-GAAP EPS of $1.34 in 2018. Applying a 50-times P/E multiple on this level of earnings, shares would have about 50% upside over the next three years.
    For an analyst ratings summary and ratings history on Mobileye N.V click here. For more ratings news on Mobileye N.V click here.
    Shares of Mobileye N.V closed at $46.75 yesterday.

  • Reply to

    Finally going to $50???

    by bayas2tcnj Nov 4, 2014 4:05 PM
    bjaythebear bjaythebear Nov 4, 2014 4:29 PM Flag

    Seems like only yesterday I loaded up on DAL at 31. Now over10 point later at a little over 2 weeks later we are closing in on a new high. Yes with oil prices collapsing we should be at $50 before the end of the year.

  • bjaythebear bjaythebear Dec 4, 2014 8:50 AM Flag

    Pickens owns a bunch of oil companies so of course he is going to support oil and say that the Saudi's are going to cut production. They have no intention of cutting back despite what Pickens says. They already said publicly to prepare for $60 oil. The Saudi's are tired of members cheating and they are tired of American shale. They know they can survive a long time with $50 a barrel oil. Most of the countries that the Saudi's care about, Kuwaiti's and UAE are fine with the price of oil. Who are complaining the loudest? Iran and Argentina. The Saudi's hate the Iranians and they don't really care about Argentina.

  • bjaythebear by bjaythebear Dec 4, 2014 7:49 AM Flag

    Told you folks yesterday it was probably a bottom on Tuesday. Looks like we are headed higher again.

  • Reply to

    Stock is only $2 higher than when oil was $110 in June

    by iahphx Dec 17, 2014 12:33 PM
    bjaythebear bjaythebear Dec 17, 2014 4:06 PM Flag

    It is all programmatic trading, It is hard to get a fair price on stocks when somebodies computer program is bouncing your stock all over the place. It is stuff like this that get the little guy to start thinking WallStreet is rigged.

  • bjaythebear bjaythebear Dec 16, 2014 10:51 AM Flag

    I think the common thinking is, if oil is going down then the economies of the world are slowing so LNG demand will drop. I don't buy the logic because I think this is more of an over supply problem then a demand problem but until we get clarity on it then GMLP will keep going down. Also, oil does compete with other fossil fuels like LNG so if oil stays depressed then demand for LNG could drop as consumers move back to oil and away from LNG.

    Sentiment: Buy

  • Reply to

    Fuel Hedge - Ok at these levels?

    by bearsrunfrombulls Nov 30, 2014 7:21 PM
    bjaythebear bjaythebear Dec 1, 2014 1:14 PM Flag

    First thing is that AAL doesn't hedge on philosophical grounds more that it does on it own outlook on oil. It won't hedge regardless. Hedging cost money and in the long run it is dubious if it saves any money. All it does is smooth out your costs in the short run if you get commodity spiking. Second thing is, the pricing is due to a structural increase in the supply of oil. In OPEC countries like Saudi Arabia, they control the spigot but here the only thing controlling supply is prices. Wells on line will still produce and will not be shut down regardless, people are thinking that if prices go down enough then oil wells will be shut down and they won't. In economics, we talk about elasticity of demand and oil has a low elasticity of demand. It works on the downside as well as the upside. In the short run price does not drive supply and demand that much. In the long run shale production will slow but this may take months to play out. Short of a supply disruption, I just don't see oil running back up to the 80's for a long time. People thinking of pouncing on oil or oil stocks are way early.

  • Reply to

    Why AAL is better managed than DAL

    by iahphx Oct 16, 2014 10:35 AM
    bjaythebear bjaythebear Oct 18, 2014 10:05 AM Flag

    Yeh, I kind of bought Delta as a long term hold but I bought AAL as a trade. AAL apparently is more levered to oil prices then Delta is since it isn't hedging its oil. AAL will be a bigger beneficiary of lower oil prices and that is why I bought it. Once the Ebola scare is over then reward investors will reward AAL with a very nice pop. Not sure exactly where I will sell but expecting this to go back to its old high by the end of the year.

37.55+0.11(+0.29%)Dec 26 4:00 PMEST

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