+ Watch TXN
on My Watchlist
A leading designer and builder of semiconductors, Texas Instruments is a leader in digital signal processors.
Looking at creating a Dividend/Income Portfolio. Let's see how this works out.The PE is a little high.
Valuations looked stretched and the semi cycle has limited upside from here.
TI has become very favorable to long term investors with hefty dividends and stock repurchasing programs. On top of that, they are growing their embedded processing business and capturing more market share in that area.
The Oxford Income Letter
Unedited Excerpt from a CAPSCall article anticipated for publication on 02-JAN-2013:The next selection for the Inflation-Protected Income Growth Portfolio is semiconductor titan Texas Instruments (NYSE: TXN). Perhaps best known for its line of scientific and graphing calculators, the company has a wide array of electronic products across industries ranging from automotive to X-Rays. It’s that broad range of products, combined with a decent valuation and dividend history that makes Texas Instruments an attractive selection.The company has paid a dividend since 1962, and it has been regularly raising that payment since 2004, enabled by a shift to more profitable products.
Hoping it will outperform INTC.
Improved strategic positioning in semicon will show in long term earnings growth
mobile payment play
http://www.fool.com/investing/general/2012/01/24/the-coast-is-clear-for-blue-chip-chip-shops.aspxThe pride of Dallas got up in its soapbox with megaphone and semaphores, and the message is clear: Chips are safe for investors again.As a rule, we Fools don't do market timing. "It's far better to buy a wonderful company at a fair price than a fair company at a wonderful price," says the Oracle of Omaha. Amen to that, brother. And what we have in Texas Instruments is a wonderful chip builder at a fair price.
Will supply the parts for cell phone mfgrs
They made my Ti-89 that got me through a mathematics major without ever having to do long division. And they're a solid company
Almost the perfect stock! 9/105-yr ARG: -1.741-Yr. RG: 33.9Gross Margin: 58.9Net Margin: 22.2Total D/E: 0.32Current Ratio: 6.2RoE: 28.8PE: 9.9Div Yield: 25-yr Div Growth: 32.13Wow. In three years the 5-yr ARG will be highly positive and it *will* be perfect :)
I need to spend more time with their numbers, but my interest comes from the second life that their DLP tech is gettting in the LED projector market. It's still a niche area right now, but what 3rd party manufacturers have been able to accomplish with it is quite impressive. I think TXN will do well in this growing area. 'Though of course, it's only a small piece of what the company does as a whole.
TXN has been one of my secret picks, since I just know that this stock is going to get clobbered over the next few years. Sorry, can't say why, but trust me, it will
dividend + low PE = ARMH chips
Electricity is scarce, workers are distraut, logistics (road and sea) are a mess, JIT processes impossible and 3 nuclear reactors are having serious issues with no trustworthy source reporting the facts. It's going to take a significant amount of time to get all of this under control. The contagion from Japan's many setbacks, the tension in the middle east and the probable default by Europe (and the U.S.) on debt obligations (and the contagion) has Black Swan written all over it. Black Swan bitchezzz!
New mobile chips.
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