Top Tech Analyst Publishes Investor Updates With Newly Revised Outlooks for Analog Devices, Linear Technologies, Texas Instruments, Maxim Integrated Products, and Microchip Technology
PRINCETON, N.J., Nov. 27, 2012 /PRNewswire/ -- Next Inning Technology Research (http://www.nextinning.com), an online investment newsletter focused on technology stocks, has published updated outlooks for Analog Devices (Nasdaq: ADI), Linear Technologies (Nasdaq: LLTC), Texas Instruments (Nasdaq: TXN), Maxim Integrated Products (Nasdaq: MXIM) and Microchip Technology (Nasdaq: MCHP).
So far, the roadmap Editor Paul McWilliams laid out for 2012 has been extremely accurate. In March, just two days before the market peaked and began its over two-month slide, he warned Next Inning readers that stock prices were peaking and a correction was headed our way. Following this, once the markets bottomed, he predicted we would see prices rally through the Q2 earnings season. As it turned out, this was one of the strongest rallies the market has seen in a very long time.
However, following the close on September 14, 2012, McWilliams published an updated Strategy Review and, in that, predicted again that the markets were due for another drop ahead of the November election. This time he nailed the year-to-date high to the day. If you are a tech investor, you'll want to be sure to read what McWilliams predicts will happen next.
McWilliams spent a decades-long career in the technology industry and has earned a reputation for his skill in communicating complex technology trends to individual investors and professional analysts alike. His reports have won over readers with their ability to unravel the complexities of the industry and, more importantly, identify which companies are likely to be the winners and losers as technology trends change.
To get ahead of the Wall Street curve and receive Next Inning's in depth earnings previews for free, you are invited to take a free, 21-day, no obligation trial with Next Inning. For full details on this offer, please visit the following link:
https://www.nextinning.com/subscribe/index.php?refer=prn1496
In his quarterly earnings preview for Analog Devices, McWilliams takes a deep dive into the world of "high-value" analog integrated circuits. Here he evaluates Analog Devices, Linear Technology, Maxim, Microchip and Texas Instruments.
There are a number of common threads that tie these companies together with market valuation being the most obvious. Even though TI is going through a significant business model transition at this time and is actually a highly diversified semiconductor company, it still trades at a price-to-sales ratio of 2.6 to 1, nearly 50% above Intel's ratio of 1.8 to 1.
However, when we look at the niche players in the sector we can see price to sales ratios there run as high as 5.8 to 1; Analog Devices comes in second in this category at 4.5 to 1. According to McWilliams, there are four distinct reasons why these high-value analog companies are valued so richly by Wall Street.
Some pundits claim that digital semiconductor companies and the deep penetration of microcontroller technology into the perennial strongholds for analog ICs will eat into the market for high-value analog. While McWilliams acknowledges there is no stopping the march of Moore's Law and that it captures new analog functions every year, he says there is a flip side to the coin that is often ignored.
In his special preview for Analog Devices, McWilliams explains this flipside and digs deeper into a number of questions investors in the high-value analog IC sector need to evaluate:
-- What is TI in the midst of changing in its business model and how does that threaten the four classic high-value analog IC companies discussed above? Are any of the four threatened to the degree that McWilliams would avoid the stock?
-- Which of the five companies are trading far enough below what McWilliams considers to be a "full value" price that investors should consider buying shares today?
-- What is the paradigm all analog companies face that McWilliams calls the "Evolutionary Path of Analog" and why does it threaten companies that are not prepared to deal with its reality?
-- What are the four unique factors that set Analog Devices apart from the other four companies? Does McWilliams think Analog Devices is the most underestimated and undervalued of the five companies? What three vertical markets does McWilliams think will drive growth above expectations at Analog Devices going forward? Does McWilliams think near-term expectations from the analysts covering Analog Devices are realistic? What does McWilliams view as a full value price for Analog Devices and the other four high-value analog IC companies?
Founded in September 2002, Next Inning's model portfolio has returned 213% since its inception versus 55% 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
WANT YOUR COMPANY'S NEWS FEATURED ON PRNEWSWIRE.COM?
Newsrooms &
Influencers
Digital Media
Outlets
Journalists
Opted In
Share this article