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Latest
Valuentum Commentary
Apr 10, 2014
Encouraging News Regarding Worldwide PC Shipments
Intel continues its covert advance. Dec 9, 2013
PC Shipments Expected To Stabilize
We like the stabilizing outlook for PC shipments and view it as a positive for the entire PC supply chain.
Micron Issues Strong Outlook, Points to Multi-Year Opportunity in AI
Image Source: Micron. Micron operates in the ultra-cyclical semiconductor industry, and while the next few quarters may be robust, we’re cautious on the sustainability of the momentum and pricing health beyond the next few quarters, despite management’s optimism in fiscal 2025. Free cash flow has also been negative during the first six months of its fiscal year, and its net debt position precludes it from being a net-cash-rich, free-cash-flow generating powerhouse like so many other companies in the technology space. All things considered, we liked Micron’s quarterly report and outlook, but it’s not enough for us to pull the trigger on the idea for the Best Ideas Newsletter portfolio. Latest News and Media The High Yield Dividend Newsletter, Best Ideas
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We’ve long held the view that Intel’s shares would hit the $30 mark. They are now just pennies away.