Maxim Integrated Products, Inc.

• Semiconductor Stocks Ready to Bounce

  By Damon Churchwell - June 11, 2013 | Tickers: MX, MXIM, SMTC, SPRD

  Semiconductor companies typically are highly profitable behind solid product margins, while also tending toward volatility stemming from uneven demand trends. A well-timed investment can result in strong price appreciation for those willing to endure bumps along the road. There are certainly some opportunities at this time within the industry, based on several beliefs, including that the telecom networking and mobile device (smartphone) markets are poised for growth.

  Part of the more »

• 3 Chip Makers to Benefit From the Latest Technology

  By Damian Illia - June 3, 2013 | Tickers: MXIM, NVDA, QCOM

  Within the tech segment, some chip and chip-related product manufacturers and designers look well placed to benefit from the booming smartphone and tablet industry. Qualcomm (NASDAQ: QCOM), NVIDIA (NASDAQ: NVDA), and Maxim Integrated Products (NASDAQ: MXIM) are three companies that offer EPS consensus growth rates above 10% going forward, and come at reasonable valuations while also paying out bulky dividends. As the switch from older technologies to smartphones continues around more »

• Consider These Under the Radar Tech Stocks

  By Robert Ciura - May 18, 2013 | Tickers: MXIM, MCHP, MOLX

  Income investors are in a tough spot. Because of the Federal Reserve’s ongoing quantitative easing program, interest rates are at historic lows. As a result, traditional fixed income products such as bank certificates of deposit or government bonds pay little interest. Even riskier fixed income assets, such as corporate bonds, have rallied considerably and now provide yields that are nothing to write home about.

  Consequently, many income investors have more »

• Avalon Advisors’ Big Buys in the Fourth Quarter

  By Aubrey Tabuga - February 14, 2013 | Tickers: C, GS, MXIM, ORCL, PG

  Avalon Advisors Llc is an investment manager of wealthy families, foundations, endowments, and trusts. The firm, which manages $1.46 billion worth of assets as of the end of December 2012, is one of the top fee-only advisers whose competitive advantage is to bring its clients’ tax-efficient, risk-adjusted returns.  Let’s take a look at the investment manager’s huge buys for potential investment ideas.

  In the fourth quarter, Avalon more »

• Mature Tech Stocks for Adult Investors

  By Nate Wooley - February 8, 2013 | Tickers: AAPL, FB, INTU, MXIM, QCOM

  Lost in all the media kerfluffle about tech earnings is a very real concept: the market for tech stocks, the buyers, are still treating those companies like they're kids. In turn, this makes the companies behave like they're still in the two-guys-in-a-garage phase. That makes for great mythology, but not so much for great companies. Sure, sometimes the returns are there, but often they're not.

  Am I more »

• Is There Any Upside Left for These Semiconductor Stocks?

  By David Gould - February 3, 2013 | Tickers: ADI, MXIM, TXN

  While semiconductors offer a great way to diversify in technology, they are suffering from a plethora of problems right now. From market deceleration to inventory disruptions, investors should be focused on the downside, and yet the market has given several firms a premium multiple to the S&P 500. Is this warranted?

  What Texas Instruments (NASDAQ: TXN) Is Doing to Create Value

  Texas Instruments is the third largest producer of more »

• Weak Outlook for Semiconductors, so Are These Multiples Justified?

  By David Gould - January 2, 2013 | Tickers: ADI, MXIM, TXN

  It has been a rough year for semiconductors. From natural disasters that disrupt supply chains to weak demand that diminishes labor productivity, investors should be focused on the downside catalysts. Despite this weak environment, the market surprisingly has assessed both strong and vulnerable producers alike with high multiples. Is this in any way warranted? Below, I review several stocks with this question in mind.

  Texas Instruments (NASDAQ:TXN): A Giant more »

• Is Intel a Buy for 2013?

  By Meena Krishnamsetty - December 28, 2012 | Tickers: AMD, INTC, MXIM, STM, TXN

  The shift in consumer patterns away from PCs and towards smartphones and tablets has been a big trend in the last few years. While Intel (NASDAQ: INTC) hasn’t been hit nearly as hard as fellow chip maker Advanced Micro Devices (NYSE: AMD), the stock is still down 16% in the last year, which is roughly the rate at which earnings declined in the third quarter compared to the same more »

• 5 Cheap Dividend Stocks for Prudent Investors

  By Meena Krishnamsetty - December 26, 2012 | Tickers: AFL, ATI, MXIM, OXY, WR

  Value investors buy stocks of companies that appear to be priced below their intrinsic values based on financial metrics such as price-to-earnings ratios, price-to-book ratios, or dividend yields. A value investment strategy has proven to produce greater risk-adjusted returns than alternatives. Prudent value investors can attempt to achieve higher returns by uncovering undervalued companies that boast an appreciation potential and dividend payouts that provide current income.

  Nuveen Dividend Value Fund more »

• Is Qualcomm Positioned to Give You Superior ‘Growth at a Reasonable Price’?

  By Meena Krishnamsetty - December 18, 2012 | Tickers: BRCM, MXIM, NVDA, QCOM, TXN

  Qualcomm (NASDAQ: QCOM) came in tenth on our list of top ten tech stocks loved by hedge funds (see our entire epic Top Ten here). Despite having a market value in excess of $100 billion, Qualcomm still has solid growth prospects. The semiconductor company is being driven by a solid increase in demand for high-end smartphones and tablets. Qualcomm reported solid results last quarter and management provided a strong outlook more »

• Why You Should Buy This Risky, Expensive Stock

  By David Gould - November 28, 2012 | Tickers: AMD, INTC, MXIM

  In light of all the innovation in technology end markets, semiconductors have exceptional demand to meet. In this environment, I recommend buying stocks based off of share gains, success in R&D, multiples, and exposure to high growth markets. With these factors in mind, I review several semiconductor stocks below.

  Avoid Advanced Micro Devices (NYSE: AMD) for This Stock

  As anyone watching could tell you, AMD has been on a more »

• 3 Mid-Caps with Huge Cash Flow

  By Chad Henage - October 29, 2012 | Tickers: CRUS, MXIM, SWKS

  In my opinion, there is nothing like a company with huge free cash flow. While analysts and many investors focus on earnings per share, free cash flow tends to be a better measure of what a company can return to shareholders. In most cases, companies use free cash flow for both share buybacks and dividends. Since both of these actions deliver value to shareholders, some investors start with free cash more »

• 2 Semiconductor Stocks to Consider Buying

  By David Gould - October 22, 2012 | Tickers: ADI, MXIM, TXN

  Investors are encouraged to back the supplier of tech markets, semiconductors, if they are bullish on the sector as a whole. In my view, however, there is a wide variance of risk/reward profiles on the street.

  Texas Instruments (NASDAQ:TXN): The Good And The Bad

  As one of the flagship semiconductor producers, TI is a good indicator of the health of the tech sector. For the year to date more »

• Is Intel Surviving the PC Decline?

  By Meena Krishnamsetty - October 19, 2012 | Tickers: AMD, INTC, MXIM, STM, TXN

  With PC sales falling (market researchers have estimated an 8% drop over the last year), we certainly wouldn’t say it’s a good time to be Intel (NASDAQ: INTC). The company recently reported its results for the third quarter of 2012, in which its revenue decreased by 5% versus the same period last year; with Intel struggling to cut costs, earnings ended up down 14%. However, the reported numbers more »

• 3 Tech Stocks To Consider, 2 To Avoid

  By Bill Edson - October 10, 2012 | Tickers: AMD, INTC, MXIM, ONNN, TXN

  Advanced Micro Devices (NYSE: AMD) dropped 12% after the announcement that current CFO Thomas Seifert will be leaving the company. Seifert had only been with the company for three years, but in the wake of recent upper management turmoil and a drop in sales he had become a reliable asset. If nothing else, he had the longest tenure of any C-level executive at the company. Investors had seen time and more »

• Altera Versus Xilinx, The Battle for Specialized Semiconductor Supremacy

  By Douglas Ehrman - September 6, 2012 | Tickers: ALTR, LLTC, MXIM, NVDA, XLNX

  For the past decade or so, active traders have dabbled in combinations of semiconductor companies Altera Corp. ) and Xilinx Inc. ); sometimes on the long side, sometimes on the short side and sometimes as a market-neutral pair. Throughout that period, the factors that have driven the performance of one stock have been influential in driving the price of the other. Furthermore, in many cases, the universe of comps have also included more »

• Why Does Billionaire Kenneth Griffin like ON Semiconductor?

  By Meena Krishnamsetty - August 5, 2012 | Tickers: ADI, CY, LLTC, MXIM, ONNN

  Billionaire hedge fund manager Ken Griffin disclosed a 5.1 percent stake in ON Semiconductor (NASDAQ: ONNN) on Tuesday. Citadel Investment Group now owns 23.2 million shares of the company, up from 5.9 million at the end of March.  During the first quarter of this year, Ken Griffin’s Citadel reduced its stake in the stock by nearly 60 percent (you can view Citadel’s portfolio here). The more »

• Linear Technology Typifies "Typical" Semiconductor Stock

  By Christopher French - February 11, 2012 | Tickers: ADI, LLTC, MXIM

  A positive earnings surprise from semiconductor manufacturer Linear Technology Corp. (NASDAQ: LLTC) in mid January is credited for sparking the recent run-up in the value of semiconductor stocks as a sector. After its latest earnings release, Linear Technology shares gapped higher at the open and the shares were up 11 percent after a couple hours of trading. Other, related semiconductor stocks followed with gains of their own. Reflecting the gains more »