Comments for NSM - Stockpickr! Your Source for Stock Ideas

Comments for NSM

Added By	Comments	Type	Date Added
barrons3	Growth funds love semiconductor leadership. When they see the National Semiconductors (NSM) and the Texas Instruments (TXN) or the Advanced Micro Devices (AMD), Microns (MU) and Teradynes (TER), as well as the twins of semi growth, Altera (ALTR) and Xilinx (XLNX), rolling up, they get excited to take a lot of stocks that are affiliated with the group.	Love	October 15, 2009
barrons3	Also the options action in National Semiconductor (NSM) suggests to me there could be a big catalyst infront of this stock, Najarian said.	Love	June 10, 2009
barrons3	On stocks of companies that have significantly lowered earnings guidance, buy defensive puts. This works for Texas Instruments (TXN), Ingersoll-Rand (IR), Eaton (ETN), International Paper (IP), National Semiconductor (NSM), Sandisk (SNDK), Illinois Tool Works (ITW), Massey Energy (MEE), Parker Hannifin (PH), Estée Lauder (EL), Time Warner (TWX), CSX (CSX) and Norfolk Southern (NSC).	Love	April 18, 2009
barrons3	Bulls need to see tech go up again, though, because you want the National Semis (NSM) -- bad -- to not be the takeaway, and you want the Hewlett-Packard (HPQ) upgrade to be "right."	Love	March 12, 2009
barrons3	Relational Investors lowered its position to 25,131,618 shares (10.96%), by selling 2.6 million from Jan. 6 to 8 at an average price of $10.77.	Love	January 17, 2009
barrons3	But I believe Texas Instruments (TXN) and National Semiconductor (NSM) are vulnerable, as they were the two that started this whole run on bad news that I believe will run out of gas.	Love	December 18, 2008
barrons3	We know, for example, that the financials are going down because numbers are too high. I think that when the analysts feel that the run is over, they will come out and blast oil service numbers, and you can go right back and buy them then, a la National Semiconductor (NSM) and Texas Instruments (TXN).	Love	December 11, 2008
barrons3	Relational Investors cut its stake to 33,443,949 shares (14.6%) recently, by selling 143,068 at $16.80 apiece.	Love	October 11, 2008
barrons3	Campbell Soup voted a 14% payout increase, to 25 cents a share from 22 cents, giving it a 2.67% yield. Uninterrupted dividends date back to 1902, and this is the fifth consecutive annual boost.	Love	September 27, 2008
High Dividends	33%	Love	September 27, 2008
barrons2	Market Perform - Price 17.74 on Sept. 9 by First Global Downgrading to Market Perform. While NSM is making significant strides in the growing solar-power market, there's still uncertainty surrounding its SolarMagic technology, which [faces]...marketing challenges. So we've lowered our revenue and EPS estimates for Q2 FY09 from $486 million and 36 cents to $480 million and 35 cents, respectively....The weak economy [will] adversely impact holiday-season sales of mobile phones/consumer electronics....Expect increase in operating expenses to pull down margins and earnings. Market cap: $4.12 billion.	Love	September 13, 2008
barrons2	I think they will flock to Research In Motion (RIMM) -- be careful there, because Apple (AAPL) will knock them when it reports on July 21 -- Qualcomm (QCOM) and anything on the inside of cell-phones, as you can see today: Texas Instruments (TXN), Skyworks (SWKS), National Semiconductor (NSM) and Broadcom (BRCM).	Love	July 17, 2008
barrons2	Relational Investors reduced its stake to about 35.7 million shares (14.7%), by selling 3.36 million shares from June 23 to 25 at an average price of $21.72. Relational Investors said it sold the shares "to satisfy contractual obligations related to certain client redemptions."	Love	June 28, 2008
hadisutiono	Semis undervalued?	Love	November 14, 2007
High Dividends	50% 0.06	Love	October 01, 2007
barrons2	"Chasing overseas sales is no longer a fresh idea, but might still have legs. The basket, for instance, should see profits grow 18% this year, twice the 9% for the market, while its valuation is still in line with that for the 500-stock benchmark, notes Goldman strategist David Kostin."	Love	September 08, 2007
hadisutiono	Semis will lead the tech stock out of subprime fallout	Love	August 18, 2007
Barrons	From Barron's 8-6-07: "Relational Investors raised its holdings to about 39.1 million shares (14.46%) from the 38 million (12.13%) that it had reported on May 8."	Love	August 04, 2007
cfbif	chip handling aspects of display	Love	July 04, 2007
BONAM	LOOKS GOOD	Love	June 15, 2007
sarah z	The Santa Clara, CA based chipmaker recently announced a new $2 billion dollar stock buyback program which could amount to 25% of outstanding shares (including the final part of its existing program). The company also announced late last week that its revenue slide will end this quarter. The chipmaker reported that Q4 profit fell year over year but it did beat analyst expectations which sent shares skyrocketing. A nice win on the earnings front combined with the share buyback have investors once again looking hard at the company. "We believe that the leveraged share repurchase program is an effective way to improve the company's capital structure, and it reflects management's confidence in National's robust business model and future growth prospects," said National Chief Executive Brian L. Halla. Standard & Poor's upgraded the stock to BUY from neutral saying that the company’s strong forecast on top of margin improvement and the recently announced buyback puts the company is a great position. It also lifted its target price to $32 fro $27, based on 20 times a new fiscal year 2009 earning estimate of $1.60 a share. Another analyst, Tore Svanberg of Piper Jaffray, pointed out that “now they're not just viewed as a value stock. They're not just leveraging gross margin but accelerated revenue growth."	Love	June 13, 2007
drostlund	discounting in progress	Hate	March 26, 2007