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Strategies & Market Trends : Value Investing
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JohnyP
petal
To: E_K_S who wrote (72144)1/27/2023 8:34:41 AM
From: Spekulatius2 Recommendations   of 78958
 
I did a pair trade in December, selling 60% of INTC and buying TSM. Now If/When do I get those proceeds back into play? Will slowly build my INTC back to the 2% position. Interesting that INTC & IBM are now at the same weighting a 1% portfolio position. However, IBM +40% from my Buys in 10/2020.
I would get back into INTC yet, it's just a gamble at this point. I think they may have to cut the dividend soon for once. INTC has two problems, they have fallen behind in technology and now need to catch up while at the same time demand has collapsed for their server and PC CPU's. So this is going to be a very tough turnaround.

I would only invest if I see clear evidence that they succeed in their tech roadmap and so far, i don't see it yet. It's not like TSM (which I own) is standing still. besides just the manufacturing angle, (AMD uses TSMC) also seems to have an edge with their design.

So really we INTC needs to fix two problems (Design ,manufacturing) and the demand needs to recover. How often go 3 things your way at once when investing?
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