Comments for AMAT - Stockpickr! Your Source for Stock Ideas

Comments for AMAT

Added By	Comments	Type	Date Added
barrons3	Market Perform - Price 13.05 on Nov. 17 by First Global AMAT's fiscal fourth-quarter 2009 numbers came in above...consensus expectations. Revenues were up 35% sequentially, driven by orders from foundry customers. ...We believe the green shoots of economic recovery, high factory utilization...strong demand for TVs and liquid-crystal display monitors and management's strong guidance paint an improving outlook. We therefore upgrade AMAT from Underperform to Market Perform, with respect to the Nasdaq Composite. Market cap: $17.4 billion.	Love	November 21, 2009
AEGIS	all of my research says buy	Love	October 23, 2009
barrons3	Goldman's roster of 24 stocks with the greatest operating leverage includes Amazon.com (AMZN), Safeway (SWY), Pioneer Natural (PXD), Hess (HES), Grainger (GWW) and Applied Materials (AMAT).	Love	September 05, 2009
kahahn	cyclical tech stock. Is a stinker right now, but when econ. picks up, chip-makers will need new equipment.	Love	July 26, 2009
tomsvolvo	doesn't move	Hate	July 07, 2009
barrons3	On the stocks of companies whose managers have retracted earnings guidance, buy straddles. This entails buying a put and a call that have the same strike price and expiration date. If the stock price rises or falls, the straddle could increase in value. This is a good strategy for Molex (MOLX), Johnson Controls (JCI), Applied Materials (AMAT), Abercrombie & Fitch (ANF), Leggett & Platt (LEG), Fortune Brands (FO), Coventry Healthcare (CVH), BJ Services (BJS) and Union Pacific (UNP).	Love	April 18, 2009
Stockpickr Staff	Then you have the semiconductor stocks and the semi equipment stocks, which are totally annoying because there is nothing really good happening with Applied Materials (AMAT) and KLA Tencor (KLAC), but the buyers don't even seem to care. Maybe they are just buying an ETF or HOLDR. (<a href="http://jimcramer.rmblogs.thestreet.com/entry.aspx?q=5ebfdd92-e977-4e3d-ae0b-9be000a6d983" target="_blank">"The Nazz Tells No Lies," 4-3-09</a>)	Love	April 06, 2009
sarah z	From a recent Mad Money show:"You know, Texas Instruments (TXN) reported a good number and everyone jumped in. I think it's time to sell, sell, sell. I'll even throw in LAM Research (LRCX) and KLA Tencor (KLAC)."	Love	January 28, 2009
sarah z	From a recent Mad Money show:"No, Obama's alternative energy bill will be obliterated by cheap oil, so Applied Materials' solar will be bad and their semiconductor business isn't any better."	Love	January 05, 2009
sarah z	From a recent Mad Money show:"No, Obama's alternative energy bill will be obliterated by cheap oil, so Applied Materials' solar will be bad and their semiconductor business isn't any better."	Love	January 02, 2009
sarah z	From a recent Mad Money show:"No, Obama's alternative energy bill will be obliterated by cheap oil, so Applied Materials' solar will be bad and their semiconductor business isn't any better."	Love	December 23, 2008
barrons3	I am happy to buy puts on an Applied Materials (AMAT), a KLA-Tencor (KLAC), a Novellus (NVLS) and the like. This group is endlessly hyped by Wall Street, and I am not buying it at all.	Love	December 18, 2008
waynet19	dad worked for co.	Love	November 20, 2008
barrons3	As for the solar industry, Cramer said, “it’s over.” Duke Energy has cut back on its solar business, and SunPower [SPWR], Applied Materials [AMAT] and First Solar [FSLR] are all seeing a change in energy priorities now that oil has dropped to $68 a barrel.	Love	October 30, 2008
barrons3	Najarian pointed out some unusual options action in the Semiconductors ETF(SMH) today. He explained that traders bought 45,000 January 25 calls on the SMH. He thinks the action is bullish for Intel(INTC), Texas Instruments(TXN) and Applied Materials(AMAT).	Love	September 17, 2008
flynnted	tbd	Hate	August 15, 2008
stockerblog	8/12/2008	Love	July 26, 2008
RalphR	I own it. Recomended by Cramer.	Love	July 24, 2008
barrons2	Applied Materials just broke ground on a new factory in Singapore that will build both solar and semiconductor equipment. And they project solar will generate at least 20% of their revenue stream in two years.	Love	July 24, 2008
dan890	good buy	Love	May 27, 2008
sarah z	From a recent Mad Money show: "I don't like them for the semiconductors, I like them for their solar business. I want to own AMAT."	Love	May 06, 2008
barrons2	Rather than betting on Applied Materials' untested solar-panel business, investors should await evidence that those panels can perform like First Solar's.	Love	April 12, 2008
LUCIANO	GOOD POTENTIAL AND SMALLER RISK	Love	April 01, 2008
MyBlackDog	I made money	Love	March 23, 2008
rustymaloney	new direction in solar energy	Love	March 19, 2008
barrons2	Applied Materials (AMAT) landed a key Middle East solar contract, and the stock ramped. He urged investors not to overlook these opportunities.	Love	March 06, 2008
barrons2	Applied Materials' (AMAT) big solar win also boosted the whole group even though that was solar, not tech.	Love	March 06, 2008
barrons2	Also check out Applied Materials (AMAT) because they’ve made acquisitions to become the main provider of solar in the world. - Najarian	Love	February 21, 2008
barrons2	AMAT rallied more than 7% last week, to around $19, but still looks cheap: Citigroup's Timothy Arcuri thinks the company can generate pro forma profits of $1.50 a share in the October 2009 fiscal year (he sees $1 this year) and thinks $1.84 is possible in 2010. That gives AMAT a P/E of under 13 times his '09 estimate, and about 10 times his 2010 number. Arcuri last week raised his target on the stock to $26 from $23, and says "$30 looks in reach."	Love	February 16, 2008
barrons2	Cramer expects strength in First Solar to also spill over into other alternative energy plays like Applied Materials (AMAT) and MEMC Electronics (WFR).	Love	February 13, 2008