stargazer123
5年前
As stated by a financial commentator
"Morningstar has one of the most comprehensive assessments I’ve seen, incorporating historical data from past epidemics. It reads more like an article from a healthcare journal than a financial media site. Their conclusion: global GDP could take a 5.0% hit at worst this year, or a mild 0.10% ding at best.
The median and most likely scenario calls for a negative GDP impact of 1.25%.
When you’re talking about trillions in lost economic activity, every basis point counts. But a 1% to 2% deceleration in GDP is nothing we haven’t seen before. More importantly, Morningstar rates the long-term impact as negligible.
The Bright Side...
This disease will leave some scars behind. But after it has run its course, most quality companies will make a full recovery. Our economy is nothing if not resilient."
…...…….
This would particularly pertain to LRCX.
stargazer123
5年前
Lam Research reached $344 one month ago
Now we are at $194, but that is just temporary and due to the coronavirus shutting down the company's facilities:
https://stockhouse.com/news/press-releases/2020/03/17/lam-research-corporation-provides-business-update-for-the-fiscal-quarter-ending
The coronavirus may run its course faster than most people expect. It has already peaked, and is receding, in the countries that were first effected. Plus now the combination hydroxychloroquine—a drug used to treat malaria, and azithromycin—an antibiotic that is known to be effective against complications from bacterial lung disease, has been shown to be very effective against the effects brought on by the coronavirus.
It may take 6 to 9 months for LRCX to to get back to its regular production schedule, but after that its price should start a sustained rise and eventually pass its recent high.
TFMG
5年前
$LRCX No need to stress out yet, it is still a cheap stock
It is quite surprising that today was not more of a massacre for the chip/semi sector , bargain hunters stepped in just after the open to buy up what the algos were selling and weak hands were selling. It really was not much of a surprise that AVGO had a negative outlook, what did anyone expect? Apple , Huawei and Trump is all that needs to be considered, until one or all of those factors change chips and semis will suffer. It's a matter of sticking with the better names with a reasonable p/e ratio , it must be also remembered to block out the opinions of those in the media who actually don't trade and make a living from sensationalism.
From a technical perspective we have listed on the chart the areas to watch and the supports that are currently holding.
ITMS
6年前
Lam Research (LRCX) Gets Crushed After Analyst Issues Cautious View, Watch This Level
This morning, leading semiconductor equipment maker, Lam Research (NASDAQ:LRCX) is getting hammered to the downside after an analyst issued a cautious view on shipments. The stock is trading lower by $11.82 to $187.79 a share. At this point in time, LRCX stock is testing its important 50-week moving average. This moving average has been very important for LCRX stock. The last three times the 50-week moving average has been tested it has held as major support. Should this key support level fail, then traders must look down to the $174.00 area for institutional sponsorship in LRCX stock. This level was where LRCX broke out in February 2018. Some other important stocks that are declining in sympathy to LRCX today include, Applied Materials Inc (AMAT:NASDAQ), and KLA-Tencor Corp (KLAC:NASDAQ).
Nicholas Santiago
InTheMoneyStocks
stocktrademan
10年前
$LRCX DD Notes ~ http://www.ddnotesmaker.com/LRCX
bullish
buy low
$LRCX recent news/filings
## source: finance.yahoo.com
Tue, 16 Sep 2014 18:28:00 GMT ~ Applied Materials, Lam Are Cash Machines, Says Nomura
[at Barrons.com] - Nomura Equity Research's Romit Shah today pounds the table for chip equipment stocks, arguing that they have not only bright prospects for sales, but are increasingly returning a greater amount of cash to shareholders. Shah's two Buy recommendations are Applied Materials (AMAT) and Lam Research (LRCX), with a $30 price target on the former and a $75 target on the latter. He rates shares of KLA-Tencor (KLAC) Neutral. On the first point, Shah thinks there will be an increase in spending on so-called wafer front-end, or WFE, equipment these vendors sell next year: the next couple years.
read full: http://blogs.barrons.com/techtraderdaily/2014/09/16/applied-materials-lam-are-cash-machines-says-nomura/?mod=yahoobarrons&ru=yahoo
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Sat, 13 Sep 2014 04:01:00 GMT ~ [$$] Lam Research Could Return 20% in a Year
[at Barrons.com] - Now, chip makers are at the point where squeezing on more circuits requires considerably more spending on chip equipment. Adjusted for acquisition costs, product write-downs, a real estate sale, and other lumpy events, earnings per share nearly doubled during the year to $4.39 a share.
read full: http://online.barrons.com/article/SB51005578970899454132304580143883492974488.html?mod=yahoobarrons&ru=yahoo
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Sat, 30 Aug 2014 17:04:10 GMT ~ LAM RESEARCH CORP Financials
read full: http://finance.yahoo.com/q/is?s=lrcx
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Thu, 28 Aug 2014 20:15:00 GMT ~ Lam Research Corporation Declares Quarterly Dividend
[Marketwired] - Lam Research Corporation today announced that its Board of Directors has approved a quarterly dividend of $0.18 per share of common stock. On an annualized basis, this will return approximately $117 million ...
read full: http://finance.yahoo.com/news/lam-research-corporation-declares-quarterly-201500654.html
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Tue, 26 Aug 2014 21:02:25 GMT ~ LAM RESEARCH CORP Files SEC form 10-K, Annual Report
read full: http://biz.yahoo.com/e/140826/lrcx10-k.html
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$LRCX charts
basic chart ## source: stockcharts.com
basic chart ## source: stockscores.com
big daily chart ## source: stockcharts.com
big weekly chart ## source: stockcharts.com
$LRCX company information
## source: otcmarkets.com
Link: http://www.otcmarkets.com/stock/LRCX/company-info
Ticker: $LRCX
OTC Market Place: Not Available
CIK code: 0000707549
Company name: Lam Research Corp.
Company website: http://www.lamrc.com
Incorporated In: DE, USA
$LRCX share structure
## source: otcmarkets.com
Market Value: $12,309,614,250 a/o Sep 19, 2014
Shares Outstanding: 162,075,237 a/o Aug 20, 2014
Float: Not Available
Authorized Shares: Not Available
Par Value: 0.001
$LRCX extra dd links
Company name: Lam Research Corp.
Company website: http://www.lamrc.com
## STOCK DETAILS ##
After Hours Quote (nasdaq.com): http://www.nasdaq.com/symbol/LRCX/after-hours
Option Chain (nasdaq.com): http://www.nasdaq.com/symbol/LRCX/option-chain
Historical Prices (yahoo.com): http://finance.yahoo.com/q/hp?s=LRCX+Historical+Prices
Company Profile (yahoo.com): http://finance.yahoo.com/q/pr?s=LRCX+Profile
Industry (yahoo.com): http://finance.yahoo.com/q/in?s=LRCX+Industry
## COMPANY NEWS ##
Market Stream (nasdaq.com): http://www.nasdaq.com/symbol/LRCX/stream
Latest news (otcmarkets.com): http://www.otcmarkets.com/stock/LRCX/news - http://finance.yahoo.com/q/h?s=LRCX+Headlines
## STOCK ANALYSIS ##
Analyst Research (nasdaq.com): http://www.nasdaq.com/symbol/LRCX/analyst-research
Guru Analysis (nasdaq.com): http://www.nasdaq.com/symbol/LRCX/guru-analysis
Stock Report (nasdaq.com): http://www.nasdaq.com/symbol/LRCX/stock-report
Competitors (nasdaq.com): http://www.nasdaq.com/symbol/LRCX/competitors
Stock Consultant (nasdaq.com): http://www.nasdaq.com/symbol/LRCX/stock-consultant
Stock Comparison (nasdaq.com): http://www.nasdaq.com/symbol/LRCX/stock-comparison
Investopedia (investopedia.com): http://www.investopedia.com/markets/stocks/LRCX/?wa=0
Research Reports (otcmarkets.com): http://www.otcmarkets.com/stock/LRCX/research
Basic Tech. Analysis (yahoo.com): http://finance.yahoo.com/q/ta?s=LRCX+Basic+Tech.+Analysis
Barchart (barchart.com): http://www.barchart.com/quotes/stocks/LRCX
DTCC (dtcc.com): http://search2.dtcc.com/?q=Lam+Research+Corp.&x=10&y=8&sp_p=all&sp_f=ISO-8859-1
Spoke company information (spoke.com): http://www.spoke.com/search?utf8=%E2%9C%93&q=Lam+Research+Corp.
Corporation WIKI (corporationwiki.com): http://www.corporationwiki.com/search/results?term=Lam+Research+Corp.&x=0&y=0
WHOIS (domaintools.com): http://whois.domaintools.com/http://www.lamrc.com
Alexa (alexa.com): http://www.alexa.com/siteinfo/http://www.lamrc.com#
Corporate website internet archive (archive.org): http://web.archive.org/web/*/http://www.lamrc.com
## FUNDAMENTALS ##
Call Transcripts (nasdaq.com): http://www.nasdaq.com/symbol/LRCX/call-transcripts
Annual Report (companyspotlight.com): http://www.companyspotlight.com/library/companies/keyword/LRCX
Income Statement (nasdaq.com): http://www.nasdaq.com/symbol/LRCX/financials?query=income-statement
Revenue/EPS (nasdaq.com): http://www.nasdaq.com/symbol/LRCX/revenue-eps
SEC Filings (nasdaq.com): http://www.nasdaq.com/symbol/LRCX/sec-filings
Edgar filings (sec.gov): http://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0000707549&owner=exclude&count=40
Latest filings (otcmarkets.com): http://www.otcmarkets.com/stock/LRCX/filings
Latest financials (otcmarkets.com): http://www.otcmarkets.com/stock/LRCX/financials
Short Interest (nasdaq.com): http://www.nasdaq.com/symbol/LRCX/short-interest
Dividend History (nasdaq.com): http://www.nasdaq.com/symbol/LRCX/dividend-history
RegSho (regsho.com): http://www.regsho.com/tools/symbol_stats.php?sym=LRCX&search=search
OTC Short Report (otcshortreport.com): http://otcshortreport.com/index.php?index=LRCX
Short Sales (otcmarkets.com): http://www.otcmarkets.com/stock/LRCX/short-sales
Key Statistics (yahoo.com): http://finance.yahoo.com/q/ks?s=LRCX+Key+Statistics
Insider Roster (yahoo.com): http://finance.yahoo.com/q/ir?s=LRCX+Insider+Roster
Income Statement (yahoo.com): http://finance.yahoo.com/q/is?s=LRCX
Balance Sheet (yahoo.com): http://finance.yahoo.com/q/bs?s=LRCX
Cash Flow (yahoo.com): http://finance.yahoo.com/q/cf?s=LRCX+Cash+Flow&annual
## HOLDINGS ##
Major holdings (cnbc.com): http://data.cnbc.com/quotes/LRCX/tab/8.1
Insider transactions (yahoo.com): http://finance.yahoo.com/q/it?s=LRCX+Insider+Transactions
Insider transactions (secform4.com): http://www.secform4.com/insider-trading/LRCX.htm
Insider transactions (insidercrow.com): http://www.insidercow.com/history/company.jsp?company=LRCX
Ownership Summary (nasdaq.com): http://www.nasdaq.com/symbol/LRCX/ownership-summary
Institutional Holdings (nasdaq.com): http://www.nasdaq.com/symbol/LRCX/institutional-holdings
Insiders (SEC Form 4) (nasdaq.com): http://www.nasdaq.com/symbol/LRCX/insider-trades
Insider Disclosure (otcmarkets.com): http://www.otcmarkets.com/stock/LRCX/insider-transactions
## SOCIAL MEDIA AND OTHER VARIOUS SOURCES ##
PST (pennystocktweets.com): http://www.pennystocktweets.com/stocks/profile/LRCX
Market Watch (marketwatch.com): http://www.marketwatch.com/investing/stock/LRCX
Bloomberg (bloomberg.com): http://www.bloomberg.com/quote/LRCX:US
Morningstar (morningstar.com): http://quotes.morningstar.com/stock/s?t=LRCX
Bussinessweek (businessweek.com): http://investing.businessweek.com/research/stocks/snapshot/snapshot_article.asp?ticker=LRCX
$LRCX DD Notes ~ http://www.ddnotesmaker.com/LRCX
stocktrademan
10年前
Lam Research Corp. [$LRCX] due diligence
bullish target 77
$LRCX
DD Notes ~ http://www.ddnotesmaker.com/LRCX
##### recent news/filings ~ source: finance.yahoo.com
Tue, 03 Jun 2014 19:01:00 GMT ~ Indexes Fall But Hold Near Highs; Chip Stocks Lead
read full: http://news.investors.com/060314-703177-chip-stocks-outperform-in-lackluster-session.htm?ven=yahoocp&src=aurlled&ven=yahoo
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Tue, 03 Jun 2014 15:34:42 GMT ~ Tuesday's Top Upgrades (and Downgrades)
[Motley Fool] - Analysts shift stance on Quiksilver, Lam Research, and Applied Materials.
read full: http://finance.yahoo.com/news/tuesdays-top-upgrades-downgrades-153442378.html
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Wed, 28 May 2014 13:45:00 GMT ~ Lam Research (LRCX) Reaches New Lifetime High Today
[at TheStreet] - Trade-Ideas LLC identified Lam Research (LRCX) as a new lifetime high candidate
read full: http://www.thestreet.com/story/12724769/1/lam-research-lrcx-reaches-new-lifetime-high-today.html?puc=yahoo&cm_ven=YAHOO
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Tue, 27 May 2014 15:40:00 GMT ~ Wall Street Transcript Interview with Dr. Avi Katz, the Founder, Chairman, CEO and President of GigOptix, Inc. (GIG)
[Wall Street Transcript] - 67 WALL STREET, New York - May 27, 2014 - The Wall Street Transcript has just published its Semiconductors Report offering a timely review of the sector to serious investors and industry executives. This ...
read full: http://finance.yahoo.com/news/wall-street-transcript-interview-dr-154000813.html
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Tue, 27 May 2014 15:15:00 GMT ~ Insider Trading Alert - SPB, CYH And LRCX Traded By Insiders
read full: http://www.thestreet.com/story/12722031/1/insider-trading-alert--spb-cyh-and-lrcx-traded-by-insiders.html?puc=yahoo&cm_ven=YAHOO
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##### chart ~ source: stockcharts.com
##### chart ~ source: eoddata.com
##### company info ~ source: otcmarkets.com
Link: http://www.otcmarkets.com/stock/LRCX/company-info
Ticker: $LRCX
OTC Market Place: Not Available
CIK code: 0000707549
Company name: Lam Research Corp.
Company website: http://www.lamrc.com
Incorporated In: DE, USA
##### extra dd links
Edgar filings: http://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0000707549&owner=exclude&count=40
Latest filings: http://www.otcmarkets.com/stock/LRCX/filings
Latest financials: http://www.otcmarkets.com/stock/LRCX/financials
Latest news: http://www.otcmarkets.com/stock/LRCX/news - http://finance.yahoo.com/q/h?s=LRCX+Headlines
Major holdings: http://data.cnbc.com/quotes/LRCX/tab/8.1
Insider transactions (1): http://finance.yahoo.com/q/it?s=LRCX+Insider+Transactions
Insider transactions (2): http://www.secform4.com/insider-trading/LRCX.htm
Insider transactions (3): http://www.insidercow.com/history/company.jsp?company=LRCX
RegSho: http://www.regsho.com/tools/symbol_stats.php?sym=LRCX&search=search
DTCC: http://search2.dtcc.com/?q=Lam+Research+Corp.&x=10&y=8&sp_p=all&sp_f=ISO-8859-1
Spoke company information: http://www.spoke.com/search?utf8=%E2%9C%93&q=Lam+Research+Corp.
Corporation WIKI: http://www.corporationwiki.com/search/results?term=Lam+Research+Corp.&x=0&y=0
WHOIS: http://whois.domaintools.com/http://www.lamrc.com
Alexa: http://www.alexa.com/siteinfo/http://www.lamrc.com#
Corporate website internet archive: http://web.archive.org/web/*/http://www.lamrc.com
Short Sales: http://www.otcmarkets.com/stock/LRCX/short-sales
Insider Disclosure: http://www.otcmarkets.com/stock/LRCX/insider-transactions
Research Reports: http://www.otcmarkets.com/stock/LRCX/research
Historical Prices: http://finance.yahoo.com/q/hp?s=LRCX+Historical+Prices
Basic Tech. Analysis: http://finance.yahoo.com/q/ta?s=LRCX+Basic+Tech.+Analysis
Company Profile: http://finance.yahoo.com/q/pr?s=LRCX+Profile
Key Statistics: http://finance.yahoo.com/q/ks?s=LRCX+Key+Statistics
Industry: http://finance.yahoo.com/q/in?s=LRCX+Industry
Insider Roster: http://finance.yahoo.com/q/ir?s=LRCX+Insider+Roster
Income Statement: http://finance.yahoo.com/q/is?s=LRCX
Balance Sheet: http://finance.yahoo.com/q/bs?s=LRCX
Cash Flow: http://finance.yahoo.com/q/cf?s=LRCX+Cash+Flow&annual
Market Watch: http://www.marketwatch.com/investing/stock/LRCX
Bloomberg: http://www.bloomberg.com/quote/LRCX:US
Morningstar: http://quotes.morningstar.com/stock/s?t=LRCX
Bussinessweek: http://investing.businessweek.com/research/stocks/snapshot/snapshot_article.asp?ticker=LRCX
Barchart: http://www.barchart.com/quotes/stocks/LRCX
OTC Short Report: http://otcshortreport.com/index.php?index=LRCX
Investopedia: http://www.investopedia.com/markets/stocks/LRCX/?wa=0
http://www.pennystocktweets.com/stocks/profile/LRCX
##### last known share structure ~ source: otcmarkets.com
Market Value: $10,481,729,002 a/o Jun 03, 2014
Shares Outstanding: 162,130,379 a/o May 02, 2014
Float: Not Available
Authorized Shares: Not Available
Par Value: 0.001
##### business description ~ source: otcmarkets.com
DD Notes ~ http://www.ddnotesmaker.com/LRCX
p
jump1
11年前
LRCX reported revenue of $1.02 billion, up 3% q/q, in line with consensus and at the high end of the guidance of the $970-1.03 billion range. This is the first time the company has posted revenues above the $1 billion figure in its history. Earnings beat by 10 cents a share at 81 cents a share, gross margins came in at the high end of expectations at 45%, improving 50 bps q/q and operating margins increased 200 bps q/q to 16.2%, demonstrating the strong execution throughout the company, richer product mix and cost efficiencies. Operating expenses fell to $292 million, which was better than expected and follows the $297 million level last quarter. The company ended the quarter with $2.6 billion in cash and short-term securities (25% onshore) and bought back $96 million worth of stock on its $250 million repurchase plan.
Hope you still have it. :)
jump1
11年前
LRCX reported revenue of $1.02 billion, up 3% q/q, in line with consensus and at the high end of the guidance of the $970-1.03 billion range. This is the first time the company has posted revenues above the $1 billion figure in its history. Earnings beat by 10 cents a share at 81 cents a share, gross margins came in at the high end of expectations at 45%, improving 50 bps q/q and operating margins increased 200 bps q/q to 16.2%, demonstrating the strong execution throughout the company, richer product mix and cost efficiencies. Operating expenses fell to $292 million, which was better than expected and follows the $297 million level last quarter. The company ended the quarter with $2.6 billion in cash and short-term securities (25% onshore) and bought back $96 million worth of stock on its $250 million repurchase plan