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    Top 4 Tech Stocks To Add To Your Portfolio In Q1

    Fri, 01/27/2012 - 13:29 EDT - Seeking Alpha
    • AAPL
    • AMZN
    • ARMH
    • Cameron Kaine
    • CSCO
    • Dell
    • GOOG
    • HPQ
    • INTC
    • MSFT
    • NVDA
    • ORCL
    • QCOM
    • RIMM
    • TXN

    By Cameron Kaine:Is it just me or is this 2012 starting to look like it will be the year that chip makers such as Texas Instruments (TXN) regain their pre-2001 form? In fact, it is not that far-fetched to think that the semiconductors might be the surest derivative plays on the market today - and yet another way to buy into the unrelenting assault on the PC industry that was lead by both Apple (AAPL) and Google's (GOOG) smart phone devices dominance. The growing popularity of smart phones and tablets has placed not only the brand names such as Google and Apple at a significant advantage, but also the brands that are inside these devices themselves. Speaking of "inside" this is where Intel (INTC) once grew to prominence at the rise of the PC. So it stands to reason that the same effect will occur for the companies that are "inside" theComplete Story »

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    Related

    • Intel: The Most Undervalued Chip On The Market

      By Cameron Kaine:It is hard for me to not see what I consider to be tremendous long term value in chip giant Intel (INTC). While trading at a P/E of 11, a number that reflects expectations I consider unfitting of a tech giant, it is clear that Wall Street continues to discount the company's true value.

    • Texas Instruments Is Only 11% Undervalued, So Consider These Peer Stocks

      By Takeover Analyst:With the economy moving towards that full employment inflection point, corresponding increases in consumer expenditures will deliver strong returns for growth stocks. Technology, in particular, faces impressive secular trends. Perhaps the best way to gain exposure across the sector is to invest in semiconductors, which directly feed most tech end markets.

    • Intel, Chip Maker Of The Future, Is Heading To $35

      By Cameron Kaine:It's hard to imagine a world without computers today, but recently when adjusting my portfolio, I have tried to imagine a world without computers in 5 to 10 to 20 years from now. Remarkably, I have not been able to envision such a world as I continue to project that the demand for quick processing devices will only increase.

    • Texas Instruments Appears Cheap

      By Cameron Kaine:Investors who are as enamored with chip stocks as I have become have plenty from which to choose that are still reasonably cheap. For aggressive investors, one such candidate that should be considered is Texas Instruments (TXN) - which a few months ago revised down its fourth quarter guidance. But it was its reasons for doing so that caught my attention and forced me to do a little bit more due diligence.

    • Broadcom's Value Discount Preferred To Intel, Texas Instruments

      By Takeover Analyst:Among semiconductors, Broadcom (BRCM) is one of the most preferred companies on the Street with a near "strong buy" rating.

    • Why Texas Instruments Will Trade At $40

      By Cameron Kaine:A few months ago when Texas Instruments (TXN) revised down its fourth quarter guidance, I wasn't sure exactly what to make of the reasons it offered. It cited an overall chip weakness within the market.

    • Technology Bellwether Intel Tells the Story Well

      Steven Bauer submits: My focus is “Investing Wisely”, e.g. taking advantage of the Bull / Bear Cycles as they occur within the overall marketplace. Integrating modern analytics within these Cycles, means maintaining a process of the thorough fundamental analysis of many Companies in my universe. This begins with high profile companies such as Intel Corp. (INTC).

    • Nvidia's Dominance In GPUs And Higher Tegra Sales Lift Outlook

      By Trefis: Nvidia (NVDA) registered 7% annual growth in its fiscal 2013 revenues while many of its competitors -- including Intel (INTC), AMD (AMD) and Texas Instruments (TXN) -- posted annual declines

    • Chip Stocks Offer Growth Despite Intel Cuts

      By greg group: Intel Corp (INTC) cut its third-quarter revenue estimate more than expected on Friday due to a decline in demand for its chips as customers reduce inventories and businesses buy fewer personal computers. To the investor, this news would appear to be terrible for stocks in the semiconductor industry.

    • Did Intel Show Its Cards For Earnings At The CES?

      By Efficient Alpha: By Joseph Hogue, CFA Intel Corporation (INTC) reports fourth-quarter earnings after the market close on Thursday with expectations for $0.61 per share, 3.4% higher than earnings during the same quarter last year but down about 6.1% from the most recent quarter.

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