Applied Materials, Inc. (AMAT)

great earnings, great forecast for next year

This stock has underperformed nearly every other stock I've owned over the past 10 years. Maybe it will do something now that I sold it.

real money

As a company which provides capital goods to companies this will be a late cyclical player as its customers cap ex will generally lag the economy. This company has been well run, earns high ROIC during peak times and minimal losses during downturns. The company has entered markets which have been (and should/could continue) experiencing solid growth(electoronics, computers, solar). Their cash balance and low debt coupled with minimal cap ex requirements will ensure this company will survive all but the worst downturns. The company has positioned the company well for the future by purchasing shares in recent years and entering the solar market. Their scale should help position them as the low cost provider of machinery for making solar panels, while helping spread R&D costs over a large base. Although the company would have a good value without the solar segment it provides for some built in optionality as this could help skyrocket the price in the future. I also believe there is room for growth in electronics in 3rd world countries, especially to business customers, as technology is often a good ROI for a company. I own shares and in the money options for this company.

AMAT is one of the best chip equipment makers and is undervalued at this time.

Chips like Estrada.

This company has cash on hand. This company will do great when companies start to by capital equipments again.

Very undervalued stock with a great moat.

This account tracks the performance of the investment firm Ruane, Cunniff, and Goldfarb - the investment manager of Sequoia Fund.

Market leader - will recover with industry and grow through solar tool sales.

When the overly optimistic FOMC says that household spending will be "constrained" by sluggish income growth, ongoing job losses, lower household wealth, and tight credit AND Shanghai stocks hit a seven-week low, then you know this bear market rally is finally over!

Cnbc solar report. Who the hell knows...

Solar play. Catch it on a slight dip. Besides, you won't let me play SMA (symbol smtgf on the DAX) the maker of Sonny boy solar invertors.

The 1929-1930 equity rally (coming out of The Great Depression) lasted 147 days and the market was up 46%. It has been the same amount of time since the March, 2009 low and we are up about the same percentage. It’s déjà vu (paramnesia), so prepare for a drop of about the same percentage (85%).

Good product offering.

seems like every sector was beaten down last year. gradually each one will start picking up and stock will go up

#12 Best Corporate Citizen

http://www.business-ethics.com/node/75

We all use chips, this company is poised for serious move up as chip makers have defered new manufacturing equipment orders since at least early 2008.

Lowered costs; next year the economy will likely increase and due to depleted inventory business is likely going to improve much; their solar business is maturing and will likely add to the revenue rather than absorb revenue from the semiconductor business.