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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Elroy who wrote (72197)	1/29/2023 3:14:25 PM
From: bruwin	1 Recommendation Recommended By SpedeReder Read Replies (1) \| Respond to of 78954

"Hmmm, how do you do this?" Well, I don't know how you may do this, or similar, but I've just put out there what I regard as Critical Financial Ratios that, IMO, provide INSIGHT as to the current weaknesses and strengths of INTC's business. As INTC publishes the future results that I referred to, I update those Financial Ratios to get an indication where improvements have, or may not have, occurred. If there's improvement, most especially in INTC's positive Net Income, which in turn benefits the company's Balance Sheet, and this is supported by the Market's buy-in of its shares, then I may be inclined to begin purchasing INTEL's shares ..... BUT those "improvements" would have to b reasonably substantial. I don't believe I said Anything about NOW buying INTC shares, so "the share price craters, and I sell at a loss" I don't believe applies here. As a matter of interest, are you currently buying INTC shares ?

To: Elroy who wrote (72197)

1/31/2023 5:17:11 PM

From: petal

Read Replies (2) | Respond to of 78954

" But.....how can you convince yourself that that is the most likely outcome? "

Reversion to the mean and all that. But then there's the other possibility: obsolescence. That happens too sometimes... I'm beginning to lean towards that being the likelier outcome here; you and Spek have made a good case for that. Co.'s like Intel that have been around for a long time in a monopolistic market position tend to become fat and lazy. When a hungry competitor begins taking serious market share, why should that development come to a halt? Why should Intel be able to catch up? Why should they not be replace by the next gen? Sure, if they mobilize all their power toward this threat, perhaps they can keep the invaders at bay. Maybe not though. Seems a dangerous bet despite the low valuation. Risk of permanent loss here. I'll keep position size very small, however not selling out all yet.