Ultrahisham
2022-04-29

Good value play - Intel

I would recommend $Intel(INTC)$. It has P/E around 10 only with a very big cap and has a well established moat in terms of its name and capabilities. 

Of course, there are other names like AMD and NVidia but valuations are not as attractive. Intel is like the Coca Cola of semiconductors. Been around for so long, still revelant and a behemoth but did not innovate quickly enough in a disruptive environment and hence was left behind. But now with a new CEO who knows whats happening and what needs to be done to correct the ship as well as taking the necessary steps, it might be an appropriate time to acquire Intel at its price now. 

It also fits nicely into Berkshire's investing theme and a stake in it will provide the catalyst required to renuvenate the stock.

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Comments

  • th0mastan
    2022-05-03
    th0mastan
    Much of stock price movement depends on the growth prospect of a company, intel is currently going through a transition. There’s a need to monitor the performance of its plan to see if it’s doing well
  • YaleBrewster
    2022-05-01
    YaleBrewster
    The semiconductors are facing a serious time but it has a great potnetial.
  • DouglasMalan
    2022-04-29
    DouglasMalan
    I need to organize Intel's fundamentals maybe... gd sharing
  • 被幸运女神眷顾的男人
    2022-05-04
    被幸运女神眷顾的男人
    不想亏钱就避开这只股
  • Trevelyan
    2022-04-29
    Trevelyan
    If really appreciate value of a company, then hold it long time. support your view
  • YangXH
    2022-05-04
    YangXH
    buy the dip
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