Maxim Integrated Products Inc. (MXIM.PK)

All Comments on MXIM.PK

  • 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
    rmgreenwald
    Aug 09 11:13 AM
    Maxim Leaves Street with a Lot of Guesswork [view article]
    Shareholders are entitled to more than a series of unkept promises about when the restatement process will be completed. I'm at a loss to explain or understand why it has taken Maxim so long to complete the stock-options investigation, apply the necessary financial adjustments and issue the re-stated financials. It seems that this entire process has taken longer than it has for other companies that have had the same back-dating problems.

    It makes me wonder about the magnitude of the adjustments, the impact on the financials, and the capabilities of the financial 'experts' at Maxim who can't seem to complete this task. It also raises questions about the management team who has made multiple commitments to finish the process, only to defer completion time and time again.

    It's well past time to get this process completed so that the Company can move forward, get re-listed, and remove the cloud of financial uncertainty.
    Disclosure: I own Maxim shares.     Reply
  • commenter
    catmando
    May 13 10:30 AM
    The Seven Top Non-ADR Pink Sheet Stocks [view article]
    You left out perhaps the best stock on the Pink Sheets, Computer Services, Inc..

    Stock Chart, CSVI.PK:
    www.csiweb.com/investo...

    11 Year Financial Highlights CSVI.PK:
    www.csiweb.com/investo...

     Reply
  • commenter
    Eric Fox
    May 13 09:01 AM
    My Website
    The Seven Top Non-ADR Pink Sheet Stocks [view article]
    Some decent names mentioned here but check out these others: KEWL.PK, BWEL.PK, LMNR.PK and SMIC.PK. Reply
  • commenter
    SeekingAlpha
    Editors
    Apr 06 05:17 AM
    My Website
    General Discussion on MXIM.PK
    Is this a buy or a sell? Reply
  • commenter
    will
    Dec 02 07:57 PM
    Goldman Cuts Estimates, Targets for Slew of Tech Stocks [view article]
    Goldman sucks. Whatever they say, do the opposite. They are crooks. That being said, they say tech stocks are weak. I say buy all you can. Don't let them BS you and steal your shares. Tech is the best play right now through March!!!! Reply
  • commenter
    jcrash
    Dec 02 10:34 AM
    Goldman Cuts Estimates, Targets for Slew of Tech Stocks [view article]
    Is there somewhere we can see these "cut" estimates? Downgrading someone like NVDA is just silly. The company is selling at a ridiculously cheap P/E and they are not indicating any slowdowns. Reply
  • commenter
    Jon T
    Jul 28 03:07 AM
    Cash-Rich Companies: Watch Out for the Siren’s Song [view article]
    Applying this metric across the board is a little weird. You need much better knowledge of these businesses to make this kind of judgement.

    Beware the statisticians...     Reply
  • commenter
    William
    Trent
    Apr 10 04:36 PM
    Making Sense of Semis: Does the Industry Still Have What it Takes? [view article]
    Nice work! Reply
  • commenter
    William
    Trent
    Oct 27 03:59 PM
    Communication Chip Producers To Suffer From Weak Motorola Handset Sales [view article]
    I think the Freescale buyout is indeed keeping a floor on the semis, rightly or wrongly. Reply
  • commenter
    GS MKTS
    Oct 27 03:03 PM
    Communication Chip Producers To Suffer From Weak Motorola Handset Sales [view article]
    The semi resiliency has indeed been frustrating, but I am cautious on the SMH itself now - check out the weekly chart with a negative formation now. Also today's GS call on weaker MB data is helping. There is a definite bid to the names.
    I posted on your INTU comment - that is a v interesting note.     Reply
  • commenter
    William
    Trent
    Oct 24 03:58 PM
    Communication Chip Producers To Suffer From Weak Motorola Handset Sales [view article]
    Thanks GS. I keep plugging away, and hopefully get more right than wrong. I'm still surprised by how resilient the semis have been overall. The supply imbalance is still getting worse, but the underlying causes are dissipating so it's possible the summer lows marked the bottom rather than it still being ahead. Reply

Trading Center


Loading...
Symbols:
Authors:
Quick Links: