NI Technology Updates Outlooks for Texas Instruments, TSMC, UMC, SMIC and Tower Semiconductor
PRINCETON, N.J., July 16 /PRNewswire/ -- Next Inning Technology Research (http://www.nextinning.com), an online investment newsletter focused on semiconductor and technology stocks, has published its updated State of Tech report covering the semiconductor fabrication sector. In this report you'll find detailed fundamental analysis of the sector as well as actionable commentary on companies including TSMC (NYSE: TSM), UMC (NYSE: UMC), SMIC (NYSE: SMI) and Tower Semiconductor (Nasdaq: TSEM). McWilliams has also updated his outlook for Texas Instruments (NYSE: TXN).
Editor Paul McWilliams has displayed uncanny accuracy in identifying winners and losers during this challenging and historic period for the markets. After logging a very successful 2009 that included suggesting his readers buy a number of stocks that subsequently posted gains of 100% to 400%, he advised readers on May 3rd that the markets were heading for a correction. As many investors are painfully aware, McWilliams was right again.
Now that the major indexes have fallen more than the ten percent required to classify the drop as a "correction," McWilliams has outlined what he views as the real risks and advised Next Inning readers how he thinks things will play out during the balance of 2010.
Trial subscribers will receive the Next Inning Summer Strategy Review, and freshly published and highly acclaimed State of Tech reports that offer in-depth sector by sector coverage of over 65 leading tech companies and specific guidance on which stocks he thinks investors should own and which should be avoided. These reports, as well as McWilliams' regular commentary and detailed earnings previews, are available for free to trial subscribers.
In addition, subscribers will have access to McWilliams' daily commentary and actionable alerts. To take advantage of this offer and receive these reports for free, please visit the following link:
https://www.nextinning.com/subscribe/index.php?refer=prn1054
McWilliams covers these topics and more in his recent reports:
-- What are the key risks facing Texas Instruments ahead of its upcoming earnings report? Which companies are threatened by TI's new analog semiconductor fabrication plans? How much additional revenue does McWilliams think TI will be capable of generating once it completes its expansion? Based on an in depth valuation analysis, what is McWilliams' fair value range for TI?
-- What are the factors TSMC investors need to evaluate for 2010? Is TSMC now trading below McWilliams' fair value range? What trends have McWilliams quantified in detail that he believes will drive change in the fabrication sector? What company does McWilliams think will be impacted the most by these trends? What is "the Intel factor" and will it help or hurt TSMC? What is the significance of TSMC's expansion plans and how much capacity will the company have on line by year-end?
-- Why might any potential downside be limited for UMC shares? Is UMC now an attractive acquisition candidate? Does a valuation analysis suggest UMC is worth well over $4 a share?
-- The price of Tower Semiconductor's stock has gone up 390% since McWilliams suggested buying it just over a year ago? Now that investors can lock in these profits as long-term capital gains does McWilliams think it is time to sell or does he think there is more upside to come? What is the "elephant in the room" that Tower Semi needs to address before the stock can realize its potential. Has McWilliams increased his revenue target for 2010? What should investors be aware of when evaluating Tower Semi's value based on Wall Street earnings estimates and the way the company reports its earnings?
-- McWilliams suggested that Next Inning readers sell SMIC last spring after the price shot up more than 130% from his buy point during the summer of 2009. Since then, the price of SMIC has dropped nearly 50%. With the price down so much today, does McWilliams think it's time to buy again or are there other stocks that provide investors with a more favorable balance of risk and potential reward?
-- What stock with significant ties to the semiconductor fabrication sector does McWilliams think investors should consider at its current price?
Founded in September 2002, Next Inning's model portfolio has returned 248% since its inception versus 21% for the S&P 500.
About Next Inning:
Next Inning is a subscription-based investment newsletter that provides regular coverage on more than 150 technology and semiconductor stocks. Subscribers receive intra-day analysis, commentary and recommendations, as well as access to monthly semiconductor sales analysis, regular Special Reports, and the Next Inning model portfolio. Editor Paul McWilliams is a 30+ year semiconductor industry veteran.
NOTE: This release was published by Indie Research Advisors, LLC, a registered investment advisor with CRD #131926. Interested parties may visit adviserinfo.sec.gov for additional information. Past performance does not guarantee future results. Investors should always research companies and securities before making any investments. Nothing herein should be construed as an offer or solicitation to buy or sell any security.
CONTACT: Marcia Martin, Next Inning Technology Research, +1-888-278-5515
SOURCE Indie Research Advisors, LLC
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