Western Digital Corp. (NASDAQ:WDC)

CAPS Rating: 3 out of 5

Western Digital Corp. designs, develops, manufactures, and sells hard drives for data storage.

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Member Avatar scottsicle (< 20) Submitted: 6/13/2015 7:36:32 PM : Underperform Start Price: $91.67 WDC Score: +6.99

WDC has nowhere to go but down, given that solid state memory is advancing much more rapidly than most predicted even a year ago. At the consumer level, users are quickly hooked by the speed and ease of SSD, compared to the relatively slower hard drives. And increasingly consumers are using smart phones and tablets to access the internet - neither of which use hard drives. There will continue to be an enterprise market for hard drives - for instance in the data farms of Google, Amazon, and many other companies. But the high volume and profit margins of the consumer market are quickly disappearing.

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Member Avatar blesto (30.44) Submitted: 3/25/2015 7:28:45 PM : Outperform Start Price: $91.68 WDC Score: -8.81

Anurag
http://boards.fool.com/my-best-mue-wdc-31627178.aspx

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Member Avatar AMDG4 (53.49) Submitted: 1/24/2015 2:52:12 PM : Outperform Start Price: $100.31 WDC Score: -17.01

Great valuation metrics to go along with a 1.52% yield. As more data is created, more data storage is needed. So this is a continually growing business. WDC's HDD's are used in consumer electronics: PCs, gaming systems, printers, set top boxes, and auto navigation systems to name a few of the applications they are used in. It also offers external storage appliances. They sell to computer manufacturers, storage subsystem suppliers, and social media infrastructures. I will hold WDC for a very long time.

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Member Avatar russfischer1013 (93.11) Submitted: 11/20/2014 8:46:46 PM : Underperform Start Price: $101.08 WDC Score: +16.22

Get killed by Intel

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Member Avatar phyrne (64.16) Submitted: 1/28/2014 6:31:21 AM : Outperform Start Price: $81.45 WDC Score: -12.47

Clouds

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Member Avatar jb2un (41.49) Submitted: 11/28/2013 10:10:37 AM : Outperform Start Price: $73.76 WDC Score: +0.73

With the amount of data created everyday and the transition to digital, all this data has to be stored on hard drives. Medical records are being kept electronically and with the aging US population, this will require a lot of hard drive space. Also cloud computing will require hard drives. Personal digital content is also increasing. I can't remember the last time I bought a CD. Disney's release of Little Mermaid is now being sold with a digital version. I am now considering buying WD personal cloud storage system so that I can access any of my digital content from anywhere. Convert the old CD collection to digital and free up shelf space.

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Member Avatar JoshTorgerson (37.67) Submitted: 8/8/2013 11:32:03 AM : Outperform Start Price: $63.55 WDC Score: +11.18

Going long on WDC!!!! Cloud storage will continue to increase and with the acquisition of Velobit in July and recent acquisition of stec they look to be making a nice transition into getting there portion of the SSD market. From a tech background I love their product and currently use many of them which is always a fundamental basis on how I pick certain buys. Go long my friends!

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Member Avatar PatrickTMF (95.98) Submitted: 8/7/2013 10:27:54 PM : Outperform Start Price: $62.26 WDC Score: +14.24

Many investors have stayed away from this particular company because of the up and coming industry of cloud computing.... but all that cloud storage has to be on a hard drive somewhere. Western Digital is a long time player and first mover in the hard drive and data storage business. They are a solid company with a forward P/E just below 8 as I write this pitch. It also distributes a decent dividend which is always a plus in my investment book. Also inside ownership, profit margins, and ROE are all in the double digits. The business has solid financials with an equally solid track record. I say GO LONG! FOOL ON!

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Member Avatar TheTrendSetter (98.85) Submitted: 7/23/2013 3:12:48 PM : Outperform Start Price: $65.86 WDC Score: +6.48

TMF Spiffy Pop

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Member Avatar TMFSpiffyPop (99.60) Submitted: 7/22/2013 12:13:05 PM : Outperform Start Price: $68.22 WDC Score: +2.01

My friend Jim Mueller just said, over lunch, that this is one of his potentially favorite stocks of all, going forward. His premise is that while everything's going to the cloud, guess what the cloud is built on? So hey, I'm a Jim fan -- taking a flyer here on his word. Jim, don't let me down. Outperform.

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Member Avatar mrk2010 (55.32) Submitted: 6/16/2013 3:59:39 PM : Outperform Start Price: $62.09 WDC Score: +10.51

Hard drives will always be in demand no matter what. Increasing demand for cloud storage will cause cloud storage providers to demand more hard drives. Even if the demand for cloud storage decreases (due to recent privacy/security scares), consumers will need to store their information on something, so they will end up purchasing their own hard drives.

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Member Avatar Teacherman333 (88.85) Submitted: 5/15/2013 1:55:54 PM : Outperform Start Price: $56.11 WDC Score: +24.43

For reference point and to allow for comments by others. As of the end of March, 2013.

ROE 25.13%
Trailing PE 7.51
PB 1.67
Div yield 1.70%

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Member Avatar TheFeaz (33.51) Submitted: 3/6/2013 12:24:57 PM : Outperform Start Price: $47.08 WDC Score: +46.40

Undervalued according to my intrinsic value calculations. The investing community has overreacted to the decline in demand for desktops/laptops vs. mobile devices and SSD vs. HDD with regard for demand of HDD. The shares of STX & WDC were already low following the flooding in Thailand in 2010 that affected component suppliers.

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Member Avatar udyr (< 20) Submitted: 2/2/2013 7:39:24 PM : Outperform Start Price: $44.63 WDC Score: +52.85

Strong core business plus starting a dividend

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Member Avatar EarlWeaverPort (74.19) Submitted: 1/23/2013 10:57:21 AM : Outperform Start Price: $45.06 WDC Score: +49.76

Jim Mueller

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Member Avatar Clairechan (< 20) Submitted: 7/27/2012 1:05:54 AM : Outperform Start Price: $37.07 WDC Score: +78.44

Strong management team, especially now they have HGST under their arms.

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Member Avatar demasom (< 20) Submitted: 7/2/2012 3:25:07 PM : Outperform Start Price: $27.99 WDC Score: +152.99

The shift to SSD will be long and expensive.

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Member Avatar nickswimsfast (< 20) Submitted: 6/12/2012 12:13:39 PM : Outperform Start Price: $28.53 WDC Score: +142.34

Solid State drives were previously in severe need due to flooding in Taiwan. The market could not satisfy the demand so prices skyrocketed. This means there is a demand for SSDs that can be satisfied as manufacturers like WD ramp up mass production and reduce operating costs.

Plus it's currently undervalued :D

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Member Avatar Murkyl (79.16) Submitted: 6/1/2012 2:42:15 AM : Outperform Start Price: $28.57 WDC Score: +139.28

Stock has been punished recently by a downgrade and pessimism about the hard disk market for PCs. There is also a lot of talk about solid state drives overtaking hard disk storage. For people in the industry that really see what's going on, hard disk usage is gong to increase rapidly. What some people don't get it that even with tablets and the cloud, hard disk usage actually goes up. All that cloud storage has to go somewhere and hard disks are still the only viable cost effective solution and barring any radical breakthrough, will continue to be so for at least 5-10 years. For every terabyte of storage that a cloud service provides to a user, there needs to be 2, 3 and perhaps 4 terabytes of actual physical space and potentially even more due to data redundancy, backups and caching. I see petabytes of storage getting installed daily and the growth there is really high as older storage systems get swapped out for denser more efficient equipment. Another point about hard disks is that even with lower unit counts to the PC space, what matters a lot if the enterprise space where disk margins are much better than the razor thin margins that go into PCs. I believe the purchase of Hitachi's disk division was a brilliant move that will help WD's margins in the coming quarters.

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Member Avatar BenGrosser (< 20) Submitted: 5/15/2012 2:09:09 AM : Outperform Start Price: $37.61 WDC Score: +71.82

Solid ROE. Love to see Rev's/EPS trending in the right direction and strongly at that. To top it all off, their balance sheet isn't leveraged....

Cloud computing will, contrary to what some may believe, increase the demand for WDC's space... you need drives for cloud computing.

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