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Tag Archives: Intel
Latest Activities And A Few Words On Intel
I have been focusing a bit on Intel, it starts to seem interesting again… I want to be prepared to add more if necessary so my time and thoughts are mostly focused there lately. It’s one of the few companies … Continue reading
Some Words On Share Buybacks II
Regarding Intel’s recent announced debt increase some general words can be said regarding buybacks. Something on the subject was already posted on part I here. Buying undervalued stock makes sense to me. Buffett says he will buy his company stocks … Continue reading
Reduced Applied Materials
I keep on fine tuning my portfolio, concentrating on my riskiest positions and cash management. I just sold 3 strike 10 Jan 2014 calls. I had bought them in mid May at 1.92 when the stock was slightly under 11 … Continue reading
Posted in General
Tagged AMAT, Applied Materials, Austrian economic school, Dell, Intel, Philip Carret, United States Gypsum, USG, WDC, Western Digital
2 Comments
Some Words On Share Buybacks
If the stock price is cheap and debt issuance is at record lows buying shares with debt is a wise decision. I would not like to see this done if the stock was overvalued or debt was expensive. Value would … Continue reading
What Have I Done This Year ?
This post is to have an overview of my latest actions year to date. Sometimes I am under the impression that I do little, which actually is a very nice feeling. I prefer inaction and to just do things after … Continue reading
Posted in General
Tagged AMAT, Applied Materials, Banco Santander, Cisco, Dell, intc, Intel, SAN, Tesco, WDC, Western Digital
8 Comments
Thoughts on Apple and Latest Porfolio Actions
Up until recently I have been adding Dell, Intel and Western Digital. I added more Intel specifically yesterday and if I have the opportunity the position will probably grow. Now that markets are becoming more focused on the US fiscal … Continue reading
Posted in General
Tagged AAPL, AMAT, android, apple, Applied Materials, Dell, GOOG, intc, Intel, Microsoft, WDC, Western Digital
14 Comments
Buying season starts for me: And for Warren Buffett
Legendary investor Warren Buffett has revealed that he has once again exploited a sell-off to plunge into cheap stocks. ‘I like buying on sale,’ the 80-year-old billionaire said in a television interview with broadcaster Charlie Rose on PBS. ‘Last Monday … Continue reading
Posted in Companies
Tagged Cisco, Dell, Intel, Posco, United States Gypsum, vix, vxx, Warren Buffett, Western Digital
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7 High Growth Stocks Becoming Deep Value Buys – Seeking Alpha
Dell has rallied quite a bit from a Fall low of around $12 to today’s price of $15.27 but the shares are still quite attractive on a valuation basis, trading at only 11X historical earnings and for under 9X forward … Continue reading
