MU is still a mystery to me. I get that the product is looked at as sub-par to competitors... but various valuation metrics have this company priced for disaster.

Compared to peers, it seems attractive. Even though margin guidance was weaker, MU still has respectable margins, solid rev/earnings growth.

Thoughts?

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Posted by LSURussian

Member since Feb 2005

126962 posts

Posted on 9/21/18 at 11:00 am to LSUcam7

I really haven't researched MU enough to give an informed opinion about it. Sorry.

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Posted by jerryc436

Franklin

Member since Jan 2014

516 posts

Posted on 9/24/18 at 5:44 pm to LSURussian

I had a limit order of 245.00 on FDX and 38.40 on MJ. Both filled this morning and I am planning on holding long term. Individual pot stocks seem riskier than MJ to me.

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Posted by arkiebrian

NWA

Member since Nov 2006

4167 posts

Posted on 9/24/18 at 5:52 pm to jerryc436

quote:
FDX, INTC and MU

I own INTC & MU. Bought MU in the current correction its gone through just a matter of time before it is hitting on all cylinders again company has great management and is very solid financially. The trade war with China is keeping it down now.

INTC is wildly undervalued. People keep chanting "AMD, AMD" and, yes, AMD may win out on the personal PC market but INTC has huge potential in high-end servers and the Internet of Things. AMD can have the damn personal PC market. INTC's price has been driven down by this false perception that losing market share to AMD spells doom for INTC.

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Posted by jerryc436

Franklin

Member since Jan 2014

516 posts

Posted on 9/24/18 at 5:55 pm to arkiebrian

I bought 200 shares of INTC at 43.75 a while back. I rode it up and back down. Was thinking of adding more but decided on FDX at 245.00 instead.