SI
SI
discoversearch

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.
Technology Stocks : Intel Corporation (INTC)
INTC 48.59-1.3%3:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: John Hull who wrote (2020)7/1/1996 1:32:00 PM
From: Mark Brophy   of 186894
 
Thanks for the informative post about Intel vs. Coke. I invest my money using the following procedure.

1) Buy the Sunday San Jose Mercury News. There's a table that lists the 5 year CAGR, 1 year return, and P/E for each stock in the Silicon Valley.

2) Yellow in the small minority (< 10%) of stocks that have P/E less than both 5 year CAGR and l year growth. Of the hundreds of companies in the list, only Cisco, Intel, and a few others are grossly undervalued by this criteria.

3) Investigate the usual way using 10K from Edgar, etc.

A couple of other companies besides Coke that have CAGR = P/E are HP and Microsoft. After they report earnings, Microsoft always says, "the sky is falling and this can't continue", even though they know it isn't true. Intel would do well to do the same (it would also give me a chance to pick it up at a good price).

You might also want to encourage Silicon Investor to license the data from the Mercury. It would be useful info for investors here to have.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News