The Asset Allocator: Intel’s Cure Precedes Its Illness
May 18, 2021 ·
7m 31s
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Description
Intel’s detractors criticize the company for falling behind competitors in data-center sales, for reducing buybacks and for declining profit margins. But it is when a company is down that its...
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Intel’s detractors criticize the company for falling behind competitors in data-center sales, for reducing buybacks and for declining profit margins. But it is when a company is down that its stock price provides an attractive entry point. This podcast (8:05) argues that Intel’s problems are fixable and that its new leadership appears to be busy fixing them now. And in the meantime, its stock sells at a modest price-to-earnings ratio of 12, a fraction of the industry average.
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Information
Author | Seeking Alpha |
Organization | Seeking Alpha |
Website | - |
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