Applied Materials, Inc. (NASDAQ:AMAT)

CAPS Rating: 4 out of 5

The Company develops, manufactures, markets and services fabrication equipment for the worldwide semiconductor and semiconductor-related industries.

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Member Avatar tes1900 (30.56) Submitted: 9/12/2014 4:55:56 AM : Outperform Start Price: $22.51 AMAT Score: -0.59

given plenty of time...and a sponsor would be nice.

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Member Avatar Northy45 (< 20) Submitted: 7/14/2014 12:44:04 PM : Outperform Start Price: $22.82 AMAT Score: -3.27

Merging with TEL has created a semiconductor tool manufacturing power house. With the pooling of each companies respective knowledge and customer base, good growth is on the cards, if the merger goes to plan. Economies of scale purchasing materials should lead to margin growth.

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Member Avatar CellBlock9 (91.27) Submitted: 6/13/2014 10:26:03 PM : Outperform Start Price: $22.15 AMAT Score: -2.24

S & P 5 star, 22.37

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Member Avatar dtgusa (63.39) Submitted: 5/24/2014 12:05:43 PM : Outperform Start Price: $20.00 AMAT Score: +7.43

1) They make the equipment computer chip manufacturers use to make their chips. 2) They have expanded their business model into solar. 3) Recently merged with an Asian solar manufacturer.

At the moment, May 24 2014, it remains modestly undervalued. The core business (computer chip manufacturing equipment) is cyclical due to macroeconomic factors. Building upon their experience with silicon based manufacturing and recent merger, their position in this field will remain tenable despite the market's fluctuations.

Bluntly, it has a nice moat and the chip makers are heating up their competition while solar is being explored by various mainstream energy companies.

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Member Avatar MTGrizzly (< 20) Submitted: 4/28/2014 10:22:39 PM : Outperform Start Price: $18.40 AMAT Score: +15.55

Excellent leadership in Gary Dickerson. Focus on innovative, differentiated products and profitability.

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Member Avatar racoveanul (78.79) Submitted: 4/12/2014 3:05:27 PM : Outperform Start Price: $18.96 AMAT Score: +8.95

AMAT has an A for financial health and a PEG less than 1 on Morningstar, so it's one of my long picks.

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Member Avatar FOSSEL (< 20) Submitted: 4/4/2014 5:57:49 PM : Outperform Start Price: $19.94 AMAT Score: +4.77

who else is doing this to make computer chips?

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Member Avatar SnowBawl (< 20) Submitted: 3/11/2014 11:10:05 AM : Outperform Start Price: $19.04 AMAT Score: +11.78

Run with the bulls. (1 of 7).

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Member Avatar buffalostars (< 20) Submitted: 3/8/2014 9:55:02 PM : Outperform Start Price: $19.28 AMAT Score: +9.85

the merger with tokyo electron will create a leverage in the industry that will be hard to beat.

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Member Avatar Hummm (< 20) Submitted: 5/12/2013 10:16:24 PM : Underperform Start Price: $14.36 AMAT Score: -34.48

I think this stock has gotten ahead of its self. Always runs up before earnings but I do not see the numbers to justify this run.

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Member Avatar Rendition (68.62) Submitted: 3/6/2013 5:17:32 PM : Outperform Start Price: $12.64 AMAT Score: +45.61

good quarter. strong outlook. dividend increase.

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Member Avatar JorgeAura (21.78) Submitted: 2/2/2013 4:53:43 PM : Underperform Start Price: $12.45 AMAT Score: -48.37

Nasdaq in maximums.

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Member Avatar Acolin (45.26) Submitted: 1/1/2013 6:54:55 PM : Underperform Start Price: $11.13 AMAT Score: -65.51

Thirteen billion dollar Applied Materials develops, manufactures and sells a wide range of manufacturing equipment used to fabricate semiconductor chips. It pays a nice 3% yield, but earnings crashed last year and while P/S and P/B ratios are one plus, P/E is a sky high 125! Up 5% YTD, the stock (NASDAQ:AMAT) peaked last year on a $19.93 double-top and the EMA trend is DOWN.

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Member Avatar bshope (25.12) Submitted: 8/28/2012 5:28:45 AM : Outperform Start Price: $10.29 AMAT Score: +70.17

3D NAND is going to be important in the coming years.

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Member Avatar Clint35 (60.92) Submitted: 8/16/2012 2:21:00 AM : Outperform Start Price: $10.67 AMAT Score: +70.54

What TMF Ditty said. Plus they raised the dividend almost 9% last year.

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Member Avatar azinsd (< 20) Submitted: 7/25/2012 9:14:32 PM : Outperform Start Price: $10.06 AMAT Score: +77.87

Strong diverse semiconductor player with good p/e, cash, div and upside

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Member Avatar dataguru61 (51.38) Submitted: 7/8/2012 1:40:44 PM : Outperform Start Price: $10.39 AMAT Score: +69.99

Too good of a stock to be undervalued at $11.02

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Member Avatar JTBoomer (77.82) Submitted: 6/14/2012 11:53:09 AM : Outperform Start Price: $10.15 AMAT Score: +72.65

Morningstar 5 star fair val 19

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Member Avatar mobiusstrip (70.10) Submitted: 6/6/2012 12:16:19 PM : Outperform Start Price: $9.94 AMAT Score: +75.69

I see:

dividends that are increasing,

outstanding shares that have been falling over the past year (they're buying back shares, which is great for investor value),

dividends that are low relative to earnings,

high cash and short-term investments (and total current assets) relative to total current liabilities

One bad year in 2009, from which they seem to have bounced back strongly.

About to buy now for my IRA as a long-term dividend play.

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Member Avatar renndan (85.41) Submitted: 5/27/2012 6:28:37 PM : Outperform Start Price: $10.01 AMAT Score: +76.04

trading at well under 2x revs, and around 10X earnings, this is on the extreme low end of this stock's historic ranges. Yielding 3.4% is just getting paid while you wait to be right. This industry cycles every 3-4yrs. This company is 50% bigger than it was 10 years ago, but it is cheaper. Go figure.

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