Today we have a speculative idea: take shares of semiconductor device manufacturer Analog Devices (NASDAQ: ADI), in order to make money on the rebound of these shares. Growth potential and validity: 21% behind 18 months excluding dividends; 10% per annum during 15 years including dividends.
Advanced Micro Devices (NASDAQ: AMD) - American manufacturer of integrated circuit electronics, which develops computer processors and related technologies. The company produces its products under the following brands: AMD, EPYC, FirePro, FreeSync, Geode, Infinity Fabric, Opteron, Radeon, Ryzen, Threadripper and others.
According to the American investment bank, Growth stocks don't look cheap even after they fall. There's Room to Fall J. P. Morgan has calculated: shares of a mid-sized tech company with no earnings over the past five months have fallen by 30%. And fintech papers, who develop financial applications, sank on 40%.
Intel buys Israeli semiconductor manufacturer. Alaska Air Group wants to capitalize on the introduction of a subscription. Disclaimer: when we talk about, that something has grown, we mean a comparison with the same quarter a year earlier. Since all issuers are from the USA, then all results in dollars.
The Matrix is confusing. European semiconductors are back in the subject. Disclaimer: when we talk about, that something has grown, we mean a comparison with the same quarter a year earlier. Since all issuers are from the USA, then all results in dollars.
26 January Intel releases fourth quarter 2021 financial results. Revenue and profit were better than expected, but business margins continued to fall. In the postmarket, Intel shares fell by about 3%, to 50 $. Financial results Compared to the fourth quarter of 2020: adjusted total revenue — 19.5 billion (+3%), analyst expectations - $18.3 billion; adjusted earnings per share — 1,09 (−26%), analysts' expectations 0,91 $. And here is how sales have changed in the main operating segments. Client Computer Group - PC and laptop processors - $10.1 billion (−7%). In this segment, revenue fell largely due to the lack of various components from laptop manufacturers.. Data Center Group - Data Center Processors - $7.3B (+20%). Here the company noted high customer demand from businesses and government agencies.. Internet of Things - chips for the Internet of things - $ 1.4 billion (+27%). One of the components of the segment is Mobileye's revenue. It's a chip designer, which are used in the driver assistance system. Mobileye is a small, but the fast-growing division of Intel. Quarterly sales increased by 7%, up to 356 million dollars, for the whole of 2021 43%, up to $1.4 billion. Intel recently announced, that in mid-2022 will bring Mobileye to the stock exchange. After the IPO of the developer, Intel will remain the majority shareholder and will take into account the financial results of Mobileye in its financial statements.. Intel 2021 Results Compared to 2020, млрд долларов Общая выручка 79,0 (+1%) Operating profit 19,5 (−18%) Net profit 19,9 (−5%) Operating cash flow 30,0 (−15%) free cash flow 11,3 (−47%) Capital expenditures 18,7 (+31%) 79,0 (+1%) Рентабельность По сравнению с четвертым кварталом 2020 года валовая маржа Intel упала с 56,8 до 53,6%. Already 10 лет валовая рентабельность …
Intel shares fell by 3%, despite report better than analysts' expectations Read more
Today we have an insanely speculative idea: take shares in augmented reality glasses manufacturer Vuzix (NASDAQ: VUZI), to cash in on their rebound. Growth potential and validity: 32% behind 12 Months; 98% behind 3 of the year; 395% behind 20 years.
Since the beginning of 2022, growth shares from S&P 500 far behind value stocks: −5% vs. +1,2%. Expecting Fed rate hike, investors are shifting from overvalued companies to more reliable ones. For example, in "cash cows". What are "cows"? Cash Cows - Companies from the Pacer US Cash Cows Fund.
Today we have a speculative idea: take stock of the manufacturer of equipment for the production of silicon wafers Lam Research (NASDAQ: LRCX), in order to capitalize on the growth in demand for their products. Growth potential and validity: 14% behind 14 months excluding dividends; 10% per annum during 15 years including dividends.
The "Dogs of the Doe" strategy, popular among investors, turned out to be less profitable again, than major stock indices. Possible, that in 2022 everything will be different. What is the strategy? Dow Jones, which includes 30 blue chips, one of the oldest stock indexes.