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STMicroelectronics N.V. (ADR)

  • A Bargain in the Semiconductor Sector

    By Matthew Frankel - May 21, 2013 | Tickers: MRVL, QCOM, STM

    Marvell Technology (NASDAQ: MRVL) produces semiconductor products for the storage, mobile, and networking industries.  Shares of the company have done well lately along with most of the rest of the market, however shares are still well below where they were just a few years ago.  In fact, the current share price is about half of its 2012 peak.

    When a company like this trades inversely to the rest of the more »

  • This Stuggling Semiconductor Business Offers Huge Upside

    By Ted Cooper - May 7, 2013 | Tickers: MRVL, STM, TXN

    Technology companies come and go as new innovations create new companies and destroy old ones. As a result, investors in high-tech businesses tend to be quick to flee at the first sign of trouble. While this is sometimes a prudent move, investors have overreacted to Marvell Technology's (NASDAQ: MRVL) recent slowdown.

    Good risk/reward

    Marvell is a leading semiconductor company that operates in the wireless, storage, and networking markets more »

  • 2 Buys and a Sell as these Semiconductors Report Earnings

    By Chris Lau - April 28, 2013 | Tickers: AMD, ARMH, STM

    There are three technology companies that should be on the radar of investors. After reporting first-quarter earnings, shares of ARM Holdings (NASDAQ: ARMH), STMicroelectronics (NYSE: STM)(NYSE: STM), and Advanced Micro Devices (NYSE: AMD) are up. In the last five days, the companies are all up approximately 13.8%, 14.4%, and 3.6%, respectively.

    ARMH data by YCharts

    The quarterly results help investors differentiate good companies from the struggling ones. The more »

  • This Semiconductor Company Has Upside Potential

    By Shas Dey - April 27, 2013 | Tickers: QCOM, STM, TXN

    Texas Instruments (NASDAQ: TXN) has been on an upward trend since last October and has given investors a return of more than 20%. But, according to Gartner, global semiconductor revenue fell 3% to $297.6 billion in 2012, as compared to last year. It has also revised down its next year growth estimates to 4.5%. In the hugely competitive semiconductor market, this poses a threat to the long-term growth more »

  • How to Play Tech Without Exposure to the PC Business

    By Matthew Frankel - April 16, 2013 | Tickers: INTC, MCHP, STM

    Microchip Technology Inc. (NASDAQ: MCHP) is one of the leading manufacturers of specialty chips for the computing industry, having sold over 7 billion microcontrollers since 1990.  Although the overall market and tech sector have produced nice gains over the past year, Microchip has not, and is in fact just 25 cents over where it was a year ago.  With nice projected earnings growth in the years ahead, a nice cash more »

  • How to Play Tech Without Exposure to the PC Business

    By Matthew Frankel - April 16, 2013 | Tickers: INTC, MCHP, STM

    Microchip Technology Inc. (NASDAQ: MCHP) is one of the leading manufacturers of specialty chips for the computing industry, having sold over 7 billion microcontrollers since 1990.  Although the overall market and tech sector have produced nice gains over the past year, Microchip has not, and is in fact just 25 cents over where it was a year ago.  With nice projected earnings growth in the years ahead, a nice cash more »

  • How To Play Tech Without Exposure to the PC Business

    By Matthew Frankel - April 14, 2013 | Tickers: INTC, MCHP, STM

    Microchip Technology Inc. (NASDAQ: MCHP) in one of the leading manufacturers of specialty chips for the computing industry, having sold over 7 billion microcontrollers since 1990.  Although the overall market and tech sector have produced nice gains over the past year, Microchip has not, and is in fact just 25 cents over where it was a year ago.  With nice projected earnings growth in the years ahead, a nice cash more »

  • David Einhorn Sells This Chipmaker. Don't Worry!

    By Anh HOANG - April 12, 2013 | Tickers: LSI, MRVL, STM

    Recently, David Einhorn, one of the most successful hedge fund managers, has sold around 1.27 million shares in Marvell Technology Group (NASDAQ: MRVL) at around $10.16 per share, with a total transaction value of around $12.9 million. David Einhorn has been publicly bullish on this chipmaker for several years.

    Should investors consider this sale as the change in his opinion about Marvell? Should we turn bearish on more »

  • This Chipmaker Is a Bargain, But Why?

    By Daniel James - April 10, 2013 | Tickers: CRUS, STM, TXN

    Building on a few of my recent articles on chipmakers, and in particular those that supply parts to smartphone manufacturers, I will examine in this article another relatively small firm that provides parts to Apple among other customers. Often regarded as a play on Apple itself due to the reported stranglehold the tech giant has on this supplier, Cirrus Logic (NASDAQ: CRUS) has suffered together with the world’s most more »

  • David Einhorn Sells This Chipmaker. Don't Worry!

    By Anh HOANG - April 9, 2013 | Tickers: LSI, MRVL, STM

    Recently, David Einhorn, one of the most successful hedge fund managers, has sold around 1.27 million shares in Marvell Technology Group (NASDAQ: MRVL) at around $10.16 per share, with a total transaction value of around $12.9 million. David Einhorn has been publicly bullish on this chipmaker for several years. Should investors consider this sale as the change in his opinion about Marvell? Should we turn bearish on more »

  • This Chipmaker is a Bargain, But Why?

    By Daniel James - April 8, 2013 | Tickers: CRUS, STM, TXN

    Building on a few of my recent articles on chip makers, and in particular those who supply parts to smartphone manufacturers, I will examine in this article another relatively small firm who provides parts to Apple among other customers. Often regarded as a play on Apple itself, due to the reported strangle-hold the tech giant has on this supplier, Cirrus Logic (NASDAQ: CRUS) has suffered together with the world’s more »

  • Intel's Price Is Heading Up

    By Ron Chatterjee - April 1, 2013 | Tickers: AMD, BRCM, INTC, MRVL, NVDA, QCOM, STM

    Intel's (NASDAQ: INTC) stock price fell by around 21% in the last year. While the popular analysts' opinion is that Intel is a hold, let us dig deeper to know the full story.

    Looking at the price graph below, we can be certain that the stock price is currently below the average trend line. Keeping this in mind, it can be said that Intel's price should go up more »

  • What Does the Future Hold for Texas Instruments

    By Joel Gomes - April 1, 2013 | Tickers: QCOM, STM, TXN

    Texas instruments (NASDAQ: TXN) recently increased its revenue target from $2.69 - $2.91 billion to $2.80 - $2.91 billion, owing to better demand. Earlier, the company had complained of “weak demand” and tepid conditions in the Chinese and European economies. Furthermore, it exited the smartphone business and decided to wrap it up as early as Q2 2013.

    Recently Texas Instruments left the mobile business, and its CEO had more »

  • The Smart Gainers From the Smartphone Rally

    By Jacob Wolinsky - March 31, 2013 | Tickers: BRCM, QCOM, STM

    Without a doubt, smartphones are currently the holy grail of the consumer electronics market. As such, the market is full of many competitors, but a vast majority of profits are contributed by Apple – the company with a first moving advantage; and Samsung  – which capitalized on Apple's tracks. 

    In March, Samsung unveiled its latest offering in the form of the Galaxy S4. Meanwhile, other players that have been sitting on more »

  • Three High-Dividend Semiconductor Stocks

    By Shas Dey - March 20, 2013 | Tickers: ADI, ISIL, STM

    Income investment is one of the more popular investment styles, and not without reason. The primary focus in this investment style is to invest in stocks that provide a steady dividend income along with a reasonable scope for capital appreciation. However, creating a good income-based portfolio is not as easy as it may appear, because identification of the right stocks to invest in requires a lot more than just looking more »

  • 5 Tech Stocks for Your Income Portfolio

    By Shas Dey - March 8, 2013 | Tickers: ADI, EMR, STX, STM, ERIC

    Out of all investment styles, income investment is one of the most popular, and there are good reasons for its popularity. Income investment focuses on stocks with high dividends. However, it would be folly to go after a stock with high dividends without paying any heed to other metrics like dividend yield ratio, dividend payout ratio and dividend growth rate. A good income portfolio makes sure that it contains stocks more »

  • Three Semiconductors That Pay Big Dividends

    By Ash Anderson - February 28, 2013 | Tickers: INTC, STM, UMC

    Those of you who have read my previous articles probably know that I’m a big fan of dividends. Dividends can play an important role in your portfolio, no matter your stage of life. I am at the beginning of my investing life with a long time to go until retirement, but I love dividends; a retiree will love dividends too as they provide the necessary income. Finding a good more »

  • Marvell Will Head Higher in 2013

    By Anh HOANG - February 26, 2013 | Tickers: LSI, MRVL, STM

    Hedge fund manager David Einhorn has been bullish on Marvell Technology (NASDAQ: MRVL), increasing his stake in the company from 16.6 million shares in the third quarter of 2011 to more than 51.8 million shares. As of December 2012, Marvell became his fourth biggest position, accounting for 5.9% of his total portfolio. However, Marvell has just reported depressing full year 2013 earnings results. Both the revenue and more »

  • Don't Miss the Incredible Return Potential of Cirrus Logic

    By Ken McGaha - February 26, 2013 | Tickers: CRUS, STM, TXN

    We all know that we live in a society where our lives and increasingly high standard of living are driven by rapid improvements in technology.  However, it is rare that, as investors, we have the opportunity to hold positions in the leading businesses in this arena, unless we are willing to pay exorbitant multiples of most standard metrics in order to acquire the shares.  As one who is only willing more »

  • Is it Time for a Chip Market Turnaround?

    By Reuben Brewer - February 19, 2013 | Tickers: MCHP, STM, TSM, UMC

    Microchip Technologies (NASDAQ: MCHP) recently released quarterly earnings. The company's CEO made the bold statement that, “ We believe the December quarter was the bottom of this cycle for Microchip...” If that's the case, Microchip could be a buy, but who else is worth looking at?

    Cyclical

    The chip business is notoriously cyclical, with the earnings and share prices of industry participants generally going up and down in an more »

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