The Member in Miss December
- Jan 24, 2017
Did INTC lag because their mix was too much desktop PC oriented and too little game consoles, tablets, and PDAs?
My opinion and my opinion only
For the past decade, INTC has focused its energy on branding versus innovation. They went heavy into the PC market while everyone was going into mobile, gaming, data centers, etc. They've monetized their early advantage well but there's a reason they've been flat for 20 years from a stock perspective while everyone else has skyrocketed.
Right now, INTC is approximately two cycles behind their peers. INTC has a perceived quality advantage; however, if you are a gamer or if you are on your phone all day, would you prefer the faster chip that lasts 4 years or the slower one that lasts 5 years. This perceived quality advantage may be helpful for a desktop that might be used for 5 years but when phones are only being used for 18 months.... Apple famously stopped using them for this reason.
And the chips needed for larger data centers, INTC can't even compete because they are so far behind.
There's a huge issue with the chip supply chain and INTC has had every opportunity to take advantage of that because they control the manufacturing but they are losing share in an environment where they should be killing it.
Howdy all. I've been looking into the notion of bit by bit picking up some solid dividend stocks for long-term holding onto. I've got an (what may be dumb) idea of buying some well-performing, stable dividend producers to supplement retirement income (looking at ~30 years vested in a defined benefit pension plan + somewhat-neglected Roth IRA rolled over from my retirement account from previous employment + Social Se...nevermind that last one). The crux of the idea being that I identify a handful (maybe 5 or 6) that have a good dividend track record with the potential for splits, buy a few shares each month over the next ~20 years, and keep reinvesting the dividend money into buying more shares too. Examples of stocks that some light digging around has brought to mind are EMR, MMM, HRL, etc. Nothing too flashy or exciting, as my IRA is positioned for more aggressive growth so that angle's pretty well covered at this point, I'd think. Basically, this obviously wouldn't be a primary income stream in retirement...more like a stable bumper crop of beer money when I retire to Costa Rica, perhaps.
Am I crazy? Daft? Might the VN Stock gurus have any recommendations?
Howdy all. I've been looking into the notion of bit by bit picking up some solid dividend stocks for long-term holding onto.
I have been thinking I might like AEP. I have no idea what is going to happen to these utilities when all the cars are electric. They have to grow. I don't think there is much chance of a split or even significant appreciation, but it seems like their returns are more-or-less controlled by society. My definition of dull.
Picked up some JNJ. It's a solid dividend performer, plus the company spinning off their consumer health business in 18-24 months sounds spiffy (getting a twofer eventually). From what I've read, the dividend yields will likely dip initially after the split, but build back up over time...which fits into my strategy.
Are they splitting into Big Johnson and Small Johnson?
Solid company, obviously. Been growing over a very long trajectory.