Scott- this is a good list of component suppliers. If you look more deeply, there are chip makes like ARM ( although Quallcomm is also here) and the not to be forgotten contract manufacturers. It seems the end of the value chain ( facing the consumer) is the hardest to make money in.
Re: Its whats inside that counts
Phoenix
1/9/2012 11:49:17 PM
Thank you Scott for the information. I also think it's a good idea to have a look at the suppliers of components that are in demand. Your list looks very comprehensive. Looking forward to hearing more about the technology show from you.
Re: Re : CES Investor's Guide: All in the Chips
TelecomFreq
1/9/2012 8:44:19 PM
I know that google has not been seen in the greatest of light with regards to their attempts at penetrating the TV market, but I think that will change. They have the platform and the content to make a real go at it.
LLTC pays a 3.5% dividend which is nice. I don't know enough about the near-term catalysts in the market to comment on whether CES will have any direct impact. I can look into it though.
Re: Re : CES Investor's Guide: All in the Chips
Scott Raynovich
1/9/2012 8:20:31 PM
So far, Google has little traction in TV. So I'd wait to see how it progresses. The market hasn't been impressed over the announcement -- the stock traded down 4% today.
That being said, GOOG at a P/E of 14 and PEG of 1 isn't price expensively, either.
Re: Its whats inside that counts
Bargain Bin
1/9/2012 6:02:14 PM
Thanks for the pointers, Scott. It's amazing that these electronic components, that the average consumer probaby pays no attention to, generate so much revenue.
Re : CES Investor's Guide: All in the Chips
yalanand
1/9/2012 2:48:25 PM
@Scott, thanks for the post. I feel Corning is a good buy at these level. In CES 2012 Lenovo today announced Google Android TV. Do you think Google will use Android TV to earn ad-revenues ?
Scott,
I too like the idea of looking inside the device. One chip supplier that's shown up on a dividend-paying screen is Linear Technology. I don't know much about it, but some of the numbers look good.
This is from Seeking Alpha:
Linear Technology Corp. is a specialized semiconductor company. LLTC has a $6.91B market cap and pays a dividend yield of 3.16%. It has a payout ratio of 39.08%. Over the last five years, LLTC's EPS has grown by 12.77%. It is expected to grow by 12.24% over the next five years. LLTC has a low beta of 1.06, meaning it is marginally more volatile than the market. It is currently trading at $30.15 a share
Is LLTC even at CES?
From the consumer standpoint, it looks like connectivity is going to be a big deal as people look for new ways to drag video back and forth between screens.
Its whats inside that counts
TelecomFreq
1/9/2012 12:41:34 PM
Scott,
Great advice to look inside the products rather than be caught with all the flash of what is tossed out in front of you. since a lot of the big companies provide parts to a lot of different devices they are protected from some of the ups and downs.
I hope you enjoy CES
The blogs and comments posted on Investor Uprising do not reflect the views of Investor Uprising, PRNewswire, or its sponsors. Investor Uprising, PRNewswire, and its sponsors do not assume responsibility for any comments, claims, or opinions made by authors and bloggers. They are no substitute for your own research and should not be relied upon for trading or any other purpose.
Tweet This