Linear Technology Corp. (LLTC)

All Comments on LLTC

  • commenter
    Kirk
    Lindstrom
    Aug 16 11:42 AM
    My Website
    Linear Technology, Maxim Integrated: The Other Lucrative Niche in Semiconductors [view article]
    Thanks for the excellent article. I've watched both for many years. What has scared me off is insider selling and the number of stock options they issue to insiders and employees.

    I will buy shares when I see insiders buy, such as a recent purchase of LRCX. See "Lam Research: First Insider Purchase in Many Years"
    at seekingalpha.com/artic...

    I have a feed from a program that looks for major insider buys at the SEC. If I were to see insiders making a major buy of either MXIM or LLTC, I'd be quite tempted to buy due to the exceptional financial fundimentals you wrote of.

    Many stocks in this space often look more like a popular and profitable nightclub that generates a ton of cash flow but the cash is all given out as "Tips to the bartenders and staff" in exchange for free drinks and free admission thus leaving little cash left for the actual owners of the nightclub.

    5 years without a single insider buy of note:
    www.secform4.com/insid...
    www.secform4.com/insid...
    does not speak highly in my book.     Reply
  • commenter
    Randy Fay
    Aug 14 04:45 PM
    My Website
    Linear Technology, Maxim Integrated: The Other Lucrative Niche in Semiconductors [view article]
    Thank you for the cogent analysis. I had forgotton about MXIM and LLTC. Reply
  • commenter
    icuser
    Aug 13 09:16 PM
    Linear Technology, Maxim Integrated: The Other Lucrative Niche in Semiconductors [view article]
    There must be more to it. If it was easy to make 70% gross margin on a 20 transistor chip, they would have more competitors.

    I looked at this link

    Top 10 Semiconductor Stocks?source=more_aut...

    And they compare quite well. These are not great time for semi's but it is clear that the chip market is getting better. These companies do well because they sell chips based on innovation. While some markets may have taken off, if there is no need for innovation the chips used are commodity and have little profit.

    Basically, I like a strategy of innovation rather than "how cheap can I sell it". It may have slower growth but it has few big declines and does not whipsaw the employee's or investors.     Reply
  • commenter
    GregT
    Aug 13 08:37 AM
    Linear Technology, Maxim Integrated: The Other Lucrative Niche in Semiconductors [view article]
    Yes, their profit margins are incredible. But take a look at growth before you buy. Their growth over the past several years has been terrible. Consider that they make chips for things like PDA, cell phone, notebook PCs, etc that have grown tremendously over the past 5 and 10 years. Then look at revenunue growth at LLTC and you'll see that it has not kept pace. Great balance sheet and incredible margins, but their stock has traded in the same general range for the last 5 to 8 years because they are not growing. Take away the share repurchases and their EPS growth has been absolutely terrible. Reply
  • commenter
    tigerdanger
    Aug 05 04:57 PM
    Top Rated StockScouter Stocks [view article]
    user 1997: actually ive been following MSN stockscouter for a long time. it actually does better when the market is flat or down. it's because it focuses on the best stocks at any given time. when the market is falling, particularly led by large-cap stocks, those declining stocks get the lowest ratings. ... this shows that if you only AVOID the WORST stocks, you dont actually have to own the BEST to outperform the market. Reply
  • commenter
    Ames
    Tiedeman
    Aug 02 03:18 PM
    My Website
    Semiconductor Returns a Function of Financials [view article]
    I fully expect the SOXX to recover over the next 36 months. The opportunity found in SNDK and NVDA are once decade opportunities. The opportunity in AMD if it can make itself right is one in an investors lifetime. Reply
  • commenter
    Jmar11
    Aug 01 03:12 PM
    Top Rated StockScouter Stocks [view article]
    Shh- No one tell User 199 that the market is going down.

    I like DVN and other nat gases. Though I'm not sure how it'll be affected by a pullback in oil. Interesting thoughts by this author: www.greenfaucet.com/tr...     Reply
  • commenter
    User 199792
    Aug 01 02:24 PM
    Top Rated StockScouter Stocks [view article]
    It works when the market goes up. Of course most things work when the market goes up Reply
  • commenter
    maelstrom
    Aug 01 09:07 AM
    Top Rated StockScouter Stocks [view article]
    Like your succinct approach, thank you Reply
  • commenter
    whenmusicsto
    ps
    Jul 23 04:23 PM
    Wall Street Breakfast: Must-Know News [view article]
    Vegas baby!!! (so true) Reply
  • commenter
    notsosmart
    Jul 23 03:20 PM
    My Website
    Wall Street Breakfast: Must-Know News [view article]
    its not investing anymore-its vegas only slower &nobody brings you a drink. Reply
  • commenter
    ahough
    Jul 23 10:56 AM
    Wall Street Breakfast: Must-Know News [view article]
    The wheels are off the cart and now the cart is going into the ditch. We have to deleverage this market and control the wild shorts and traders. Many people today have nothing but money in the market, no positions either in stocks or bonds. Reply
  • commenter
    thedarkknigh
    t77
    Jul 23 10:25 AM
    Wall Street Breakfast: Must-Know News [view article]
    Well said !!! Reply
  • commenter
    guliamo
    Jul 23 08:59 AM
    My Website
    Wall Street Breakfast: Must-Know News [view article]
    Stellar results for one of my favorite companies. ISRG is up 13.5% in the pre-market.
    Beyond the numbers, there isn't much surprise.. this company is consistently driving forward in a field where it has no competition.
    Robotic surgery is here to stay, as I plan to stay with this stock for years to come.
    You go girl!     Reply
  • commenter
    RightinSanFr
    ancisco
    Jul 23 08:57 AM
    My Website
    Wall Street Breakfast: Must-Know News [view article]
    So, Pelosi and Reid, with their single digit approval ratings, want to send the helicopters over again, shoveling out money just before the November election. Heaven help us. Reply
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