Tag Archives: Industry Semiconductors Trailing

Business, Finance, Occupation & Industry

Why Micron Technology Is Poised to Keep Poppin'

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By Brian D. Pacampara, The Motley Fool

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Based on the aggregated intelligence of 180,000-plus investors participating in Motley Fool CAPS, the Fool’s free investing community, memory chip manufacturer Micron Technology has earned a respected four-star ranking.

With that in mind, let’s take a closer look at Micron and see what CAPS investors are saying about the stock right now.

Micron facts

Headquarters (founded)

Boise, Idaho (1978)

Market Cap

$10.0 billion

Industry

Semiconductors

Trailing-12-Month Revenue

$8.1 billion

Management

CEO Mark Durcan (since 2012)

CFO Ronald Foster (since 2008)

Return on Equity (average, past 3 years)

(0.1%)

Cash/Debt

$2.2 billion / $3.7 billion

Competitors

Samsung Electronics

SanDisk

Sources: S&P Capital IQ and Motley Fool CAPS.

On CAPS, 90% of the 1,266 members who have rated Micron believe the stock will outperform the S&P 500 going forward.

Just yesterday, one of those Fools, drewvogel, succinctly summed up the Micron bull case for our community:

Spot prices on DRAM have been increasing, but in the latest conference call [Micron] said their DRAM bit volume increased while their average selling price declined. … This is likely due to their contract prices lagging spot prices. The next quarter should include some of those spot price increases in the DRAM market. In addition to the improving DRAM conditions, the NAND prices are rising due to a shortage of chips combined with healthy demand as individuals and enterprises alike are moving to SSDs instead of replacing PCs. The price has a good bit of the Elpida acquisition baked in. Price target: $14.

If you want market-thumping returns, you need to put together the best portfolio you can. Of course, despite a strong four-star rating, Micron may not be your top choice.

We’ve found another growth play we are incredibly excited about — excited enough to dub it “The Only Stock You Need to Profit from the NEW Technology Revolution.” We have compiled a special free report for investors to uncover this stock today. The report is 100% free, but it won’t be here forever, so click here to access it now.

Want to see how well (or not so well) the stocks in this series are performing? Follow the TrackPoisedTo CAPS account.

The article Why Micron Technology Is Poised to Keep Poppin’ originally appeared on Fool.com.

Fool contributor Brian Pacampara has no position in any stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.

Copyright © 1995 – 2013 The Motley Fool, LLC. All rights reserved. The Motley Fool has a disclosure …read more
Source: FULL ARTICLE at DailyFinance

Business, Finance, Occupation & Industry

Why Cirrus Is Poised to Bounce Back

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By Brian D. Pacampara, The Motley Fool

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Based on the aggregated intelligence of 180,000-plus investors participating in Motley Fool CAPS, the Fool’s free investing community, audio chip specialist Cirrus Logic has earned a coveted five-star ranking.

With that in mind, let’s take a closer look at Cirrus and see what CAPS investors are saying about the stock right now.

Cirrus facts

Headquarters (founded)

Austin, Texas (1984)

Market Cap

$1.5 billion

Industry

Semiconductors

Trailing-12-Month Revenue

$713.5 million

Management

CEO Dr. Jason Rhode (since 2007)

CFO Thurman Case (since 2007)

Return on Equity (average, past 3 years)

39.6%

Cash/Debt

$148.2 million / $0

Competitors

Freescale Semiconductor

STMicroelectronics 

Texas Instruments

Sources: S&P Capital IQ and Motley Fool CAPS.

On CAPS, 97% of the 878 members who have rated Cirrus believe the stock will outperform the S&P 500 going forward.

Earlier this month, one of those Fools, whoodatstockhot, tapped the stock as a particularly attractive bargain opportunity:

Sometimes the market is completely irrational which presents buying opportunities. [Cirrus] integrated circuits for audio and energy markets are leading the industry, and demand continues to grow with mobile. Only because one of its customers happens to be the 2nd largest company in the world (and best in breed itself) [Cirrus] shares have been crushed. This short-term fad to sell Apple related stocks is coming to an end, and [Cirrus] on a valuation basis looks like an extremely good value. Expect some major upside for [Cirrus] in coming months.

If you want market-topping returns, you need to put together the best portfolio you can. Of course, despite its perfect five-star rating, Cirrus may not be your top choice.

We’ve found another growth play we are incredibly excited about — excited enough to dub it “The Only Stock You Need to Profit from the NEW Technology Revolution.” We have compiled a special free report for investors to uncover this stock today. The report is 100% free, but it won’t be here forever, so click here to access it now.

Want to see how well (or not so well) the stocks in this series are performing? Follow the TrackPoisedTo CAPS account.

The article Why Cirrus Is Poised to Bounce Back originally appeared on Fool.com.

Fool contributor Brian Pacampara has no position in any stocks mentioned. The Motley Fool recommends Apple. The Motley Fool owns shares of Apple and Cirrus Logic. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.

Copyright © 1995 – 2013 The Motley Fool, LLC. All rights reserved. The Motley Fool has a disclosure policy.

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Source: FULL ARTICLE at DailyFinance

Business, Finance, Occupation & Industry

Why Intel Is Poised to Outperform

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By Brian Pacampara, Pacampara, The Motley Fool

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Based on the aggregated intelligence of 180,000-plus investors participating in Motley Fool CAPS, the Fool’s free investing community, computer chip giant Intel has earned a coveted five-star ranking.

With that in mind, let’s take a closer look at Intel and see what CAPS investors are saying about the stock right now.

Intel facts

 

  

Headquarters (founded)

Santa Clara, Calif. (1968)

Market Cap

$105.7 billion

Industry

Semiconductors

Trailing-12-Month Revenue

$53.3 billion

Management

CEO Paul Otellini (since 2005)

CFO Stacy Smith (since 2007)

Return on Equity (average, past 3 years)

25%

Cash/Debt

$18.2 billion/$13.6 billion

Dividend Yield

4.2%

Competitors

AMD

Samsung Electronics

Texas Instruments

Sources: S&P Capital IQ and Motley Fool CAPS.

On CAPS, 98% of the 9,989 members who have rated Intel believe the stock will outperform the S&P 500 going forward.

Just last month, one of those Fools, CardinalRam, succinctly summed up the bull case case for our community:

[Intel] is just beginning to see the impact of the ATOM processor and it will get better over time. I still think this is a 12+ month play. I also think that UltraBook will be successful over the 1-2 year time frame. Then there is the server market — there is little competition to who powers the “cloud.” They probably won’t return to double digit growth, but as undervalued as [Intel] is today and with a [4+% dividend yield], I don’t see how they can’t outperform.

In fact, when it comes to dominating markets, it doesn’t get much better than Intel’s position in the PC microprocessor arena. However, that market is maturing, and Intel finds itself in a precarious situation longer term if it doesn’t find new avenues for growth. In this premium research report on Intel, our analyst runs through all of the key topics investors should understand about the chip giant. Click here now to learn more.

var FoolAnalyticsData = FoolAnalyticsData || []; FoolAnalyticsData.push({ eventType: “TickerReportPitch”, contentByline: “Brian Pacampara, Pacampara”, …read more
Source: FULL ARTICLE at DailyFinance

Business, Finance, Occupation & Industry

Why ReneSola Is Poised to Underperform

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By Brian Pacampara, Pacampara, The Motley Fool

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Based on the aggregated intelligence of 180,000-plus investors participating in Motley Fool CAPS, the Fool’s free investing community, solar wafer manufacturer ReneSola has received a distressing two-star ranking.

With that in mind, let’s take a closer look at ReneSola and see what CAPS investors are saying about the stock right now.

ReneSola facts

Headquarters (Founded)

Jiashan, China (2003)

Market Cap

$201.3 million

Industry

Semiconductors

Trailing-12-Month Revenue

$850.4 million

Management

CEO Xianshou Li (since 2005)
CFO Henry Wang (since 2011)

Return on Equity (Average, Past 3 Years)

0.1%

Cash/Debt

$265.4 million / $961.9 million

Competitors

LDK Solar
Suntech Power Holdings
Yingli Green Energy

Sources: S&P Capital IQ and Motley Fool CAPS.

On CAPS, 5% of the 1,160 members who have rated ReneSola believe the stock will underperform the S&P 500 going forward.

About a month ago, one of those Fools, chrispycrunch, succinctly summed up the ReneSola bear case for our community:

The solar energy sector is in a deep decline. … Supply remains grossly in excess.

Demand will not be at levels reached in 2008-2010 when government stimulus programs, feed-in-tariffs were applied worldwide.

China‘s excess supply could be exasperated by the government providing support to domestic solar energy suppliers, which keeps supply at current or at increasing levels.

The balance sheet of RenaSola will be strained further by these macro headwinds.

If you want market-topping returns, you need to protect your portfolio from any undue risk. Luckily, we’ve found another growth play we are incredibly excited about — excited enough to dub it “The Only Stock You Need to Profit From the NEW Technology Revolution.” We have compiled a special free report for investors to uncover this stock today. The report is 100% free, but it won’t be here forever, so click here to access it now.

Want to see how well (or not so well) the stocks in this series are performing? Follow the TrackPoisedTo CAPS account.

The article Why ReneSola Is Poised to Underperform originally appeared on Fool.com.

Fool contributor Brian Pacampara and The Motley Fool have no position in any of the stocks mentioned. Try any of our Foolish newsletter services free for 30 days. We Fools don’t all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.

Copyright © 1995 – 2013 The Motley Fool, LLC. All rights reserved. The Motley Fool has a disclosure policy.

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Source: FULL ARTICLE at DailyFinance