SI vs Buffett Portfolio Challenge Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : SI vs Buffett Portfolio Challenge

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

From: Sergio H	7/23/2012 7:13:25 PM
	of 32

STX (SEAGATE) Message 28273659 STX and WDC are no longer in a cut throat commodity style business but are now duo-poly that provide an essential component to every cloud storage and data center. These trade at very low PE ratios (4.5 forward/ 6.1 TTM) and STC pays a fat dividend of 3.7%. Currently traders are pessimistic because they only think about iPad's vs. Desktops. Where the real market is the lowest cost per bit of storage in the data centers. That where these two have an unassailable technological advantage. So, it is like an INTC from the Buffett portfolio.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next