Applied Materials, Inc. (NASDAQ:AMAT)

Low price for now, good yield. Industry is strong.

Good P/E Ration for Value investors, currently over it's 50 and 200 day SMA's. Good choice.

Foundation for semiconductor industry.

When I first discovered Applied Materials, I was thrilled with the opportunity this company presents. It has solid fundamentals and is an essential driver of the semiconductor industry that provides the equipment to make chips to many different, competing companies, as well as moving towards the future of 3D chips. While I initially was blown away by the opportunity, my excitement was tempered by the fact that while many of the large semiconductor firms use Applied Materials, it has major competitors. A Fool always has to be wary of the perfect story, and Applied Materials has a great one, especially with a rising dividend and management that has been with Applied for a few years now. However, I will be investing in AMAT because I believe it is a better value than Intel or other chip makers because regardless of who makes the chips (as long as they use Applied's equipment, which not all do), Applied Materials profits. But the fact that Qualcomm, for example, does not use Applied's equipment (to my knowledge) is a drawback, so this may be more of a PC focused investment.

As long as Applied has a PE of 7-8 and continues to yield 3% I classify this company as a buy. Strong company with controlled debt.

Low peg and good dividend. A nice combo for this market.

Fidelity rated bullish.

12/17

Tasty yield, low debt. Paid to wait for them to solve very temporary problems.

Low price, high dividend, things will get better eventually

expect bad performance until the next quarter but good to keep an eye on

Passed a variety of screens.

nice dividend and a p/e that is low enough to create a margin of safety moving forward. should perform nicely.

Applied Materials - the world is going solar and embeded electronics are more common

Calling a bottom

UL

AMAT will outperform because Intel will outperform. When Intel says they are going to build a new fab, $3 billion will be spent and $2.5 billion of that goes to Applied Materials equipment. Lam, Novellus, and others will feel a similar but smaller surge. It doesn't mattermwhose chip wins - Intel, AMD, ARM - they will ALL be built on Applied's platform.

S&P 5star no div

magic formula value stock, 4 fool stars