Comments for TXN - Stockpickr! Your Source for Stock Ideas

Comments for TXN

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
RhinoStocks	Increased dividend to $0.12 from $0.11 for shareholders of record on October 30.	Love	September 21, 2009
Roger Lange	too sideways-been burned on tech	Hate	September 12, 2009
barrons3	Joe Terranova said chip stocks such as Dell (DELL), Intel (INTC), HPQ and Texas Instruments (TXN) will all work as plays off the corporate upgrade cycle for PCs.	Love	September 02, 2009
barrons3	Outperform - Price 23.34 on Aug. 18 by Wedbush Morgan We initiate coverage on TXN shares with an Outperform rating and 12-month target of 29. Despite the 35% move in the last three months, we are making TXN our top large-cap idea, given our conviction about the company's strong GM [gross-margin] tailwinds, persistent analog share gains, and misplaced concerns in the baseband [a data-transmission system in which digital or analog data can be sent via a single channel]. We believe significant GM expansion remains to be unlocked by the continued ramp in factory utilization, an improving mix of analog and embedded revenues, declining depreciation expense, and permanent reductions to COGS [cost of goods sold ]. With 14% market share in analog revenues last year, Texas Instruments is the market-share leader in analog, and should continue gaining share. Shares of TXN have traded within a historical range of 12 times to 35 times over the last 5 years, with an average of 19 times. We are applying a 19 times multiple on our 2010 EPS estimates. Market cap: $29.7 billion.	Love	August 22, 2009
aircoprecision	overpriced	Hate	August 12, 2009
barrons3	The great Nasdaq rally will get unexpected fuel tomorrow from Texas Instruments (TXN) with a guide-up of massive proportions that will serve as one more wake-up call to the fact that wireless Internet is driving things like mad here.	Love	June 11, 2009
barrons3	As the product cycle revs up, it carries with it all the companies that make parts for the iPhone or BlackBerry or Pre, firms like Starent Networks (STAR), Skyworks Solutions (SWKS), Texas Insturments (TXN), RF Micro Devices (RFMD), Sandisk (SNDK) and the other chipmakers.	Love	June 11, 2009
marlena lawson	I like the company's latest report.	Love	June 10, 2009
Stockpickr Staff	He said he's "blown away" by stocks such as Marvell Technology (MRVL) and Texas Instruments (TXN) and recommended buying RF Micro (RFMD). "When was the last time that RF Micro did well?" he said. (<a href="http://www.thestreet.com/story/10511451/1/cramers-stop-trading-capital-one.html" target="_blank">Cramer's "Stop Trading!" 6-9-09</a>)	Love	June 10, 2009
Stockpickr Staff	"That means Qualcomm (QCOM) is still strong, Texas Instruments (TXN) is a buy and Maxim (MXIM) and Linear (LLTC) work too." (<a href="http://jimcramer.rmblogs.thestreet.com/entry.aspx?q=b9fa36f8-170c-4234-acf9-9bff00ca5bdd" target="_blank">"Tech Tops the China Boost," 5-4-09</a>)	Love	May 05, 2009
Stockpickr Staff	"Texas Instruments (TXN) has also run so far that even though it has good news about inventories, I don't know if it is enough. On its conference call, management said in the last few weeks of the quarter, in addition to bay stations, it saw better-than-expected demand from notebook computers, the handset market and LCD-based HGTVs." (<a href="http://jimcramer.rmblogs.thestreet.com/entry.aspx?q=7efa00ea-230d-478f-b657-9bf10132e0b5" target="_blank">"Deciphering the Washout," April 20, 2009</a>) ... "Inventories are low and I like the semiconductors, so I'd say pull the trigger, but I want to hear the conference call first." (<a href="http://www.thestreet.com/story/10488250/1/mad-money-lightning-round-texas-instruments-looks-good.html" target="_blank">"Mad Money Lightning Round," April 20, 2009</a>)	Love	April 21, 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
estle	Dad worked there	Love	April 18, 2009
barrons3	Next is tech: Last night, Texas Instruments (TXN) had some positive things to say about the inventories being low and some improvement in 3G demand.	Love	March 12, 2009
barrons3	Underperform - Price 14.77 on Jan. 27 by Baird Securities 4Q revenue of $2.49 billion, down 26.5% sequentially, were at the upper end of a lowered guidance range of $2.3 billion to $2.5 billion... .Reported GAAP EPS were 8 cents. ...Gross margin was 44%... .Orders in 4Q08 were down 42% sequentially. The midpoint of 1Q09 GAAP EPS guidance of minus 11 cents to 3 cents is below our estimate of minus 3 cents and consensus 1 cent. Market cap: $19.8 billion.	Love	January 31, 2009
monicachadwick	Like the company	Love	December 23, 2008
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
stockerblog	PE of 10, a PEG of 0.77, and it pays a yield of 1.8%.	Love	October 10, 2008
High Dividends	10%	Love	September 21, 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
txstovalls	part of portfolio	Love	August 22, 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	Every drug company, big. Almost every major tech company from Intel (INTC) and Microsoft (MSFT) to Cisco (CSCO) and Texas Instruments (TXN).	Love	July 17, 2008
ROADKING59	mgt. can't get its shit together	Hate	May 26, 2008
barrons2	Texas Instruments (TXN) go? It is so long-term cheap.	Love	April 10, 2008
muhsteacher	why down?	Hate	March 30, 2008
Thorr7	Should pick back up.	Love	March 25, 2008
barrons2	Market Outperform - Price 29.65 on March 11 by JMP Securities TXN lowered guidance for F1Q08 -- from a previous...$3.27 billion to $3.55 billion [range] in revenue/43 to 49 cents in GAAP [earnings per share], to a range of $3.21 billion to $3.35 billion/41 to 45 cents in EPS....TXN will likely [sustain] gross margins of 54% to 55%....Our target is 35, down from 40, based on 16 times our new C09 EPS of $2.25, relative to our outlook for 15% secular earnings growth. Market-cap: $38 billion.	Love	March 15, 2008