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INTC Articles

Tony Mitchell

AMD Ready To Run Again As Zombieload Attacks Intel

AMD ran up 69% last year. Can it do it again? Tony Mitchell, who has outperformed all U.S. equity mutual funds for the last 10 and 15 years, first ... Read More

Tony Mitchell

Facebook: Top Manager Sees More Upside

Facebook (FB) was off to a good start in 2019 even before it reported Q4 earnings last week and then jumped over 10% after beating expectations on ... Read More

Tony Mitchell

AMD Is Top Internet Fund Manager's Top Pick For 2019

Advanced Micro Devices (AMD) was the best performing stock in the S&P 500 for 2018 with an almost 69% gain. Tony Mitchell first bought AMD in October ... Read More

Ken Kam

Intel: Barclays And Goldman Downgrades Reveal How Wall Street Really Works

From the transcript of Intel’s Q2 earnings call, you would not think there was anything to worry about. But within 10 days, Barclay’s and Goldman ... Read More

Ken Kam

Hold Off Buying Intel Until They Have A Better Plan

Intel's current plan cedes an important advantage to AMD for at least six months. That is not a great plan. ... Read More

Ken Kam

Intel: The Best Arguments For Buying And Selling After Yesterday's Call

Is Intel now a buy? Intel's price-to-earnings ratio is now about 12, less than half the S&P 500's PE of 25. I have three managers who own Intel, ... Read More

Tony Mitchell

Top Fund Manager Favors AMD Over Intel

Tony Mitchell, whose fund has outperformed all U.S. equity mutual funds for the past decade, says AMD will outperform Intel over the next few years ... Read More

Ken Kam

3 Stocks You Need To Reconsider: AT&T, General Electric And Intel

The most important question every CEO needs to answer is this; What is the company working on that has the potential to materially increase the stock ... Read More

Ken Kam

How To Decide What You Should Buy On The Next Correction

On Monday, when the dow was down almost 500 points, a friend was down across the board by about 2.5%. If you've been in that situation, you can ... Read More

Ken Kam

How Tony Mitchell Traded Intel Better Than It's CEO

When a CEO sells a lot of stock, it is hard to dispel the thought that bad news is coming. But CEOs are not necessarily great investors. Here's how ... Read More

Tony Mitchell

How Tony Mitchell Traded Intel Better Than Its CEO

When a CEO sells a lot of stock, it is hard to dispel the thought that bad news is coming. But Intel's CEO, Brian Krzanich, shows us that the CEO is ... Read More

Bruce Pile

How Moore's Law Now Favors Nvidia Over Intel

In 2012 the cost per transistor for the first time did not go down. This does not bode well for Intel. But, Bruce Pile says it's good news for Nvidia. ... Read More

Ken Kam

Does It Matter That Intel And Facebook CEOs Sold Stock During A Crisis

In the midst of a crisis, the last thing you want to find out is that the CEO is selling his stock. Recently, Intel and Facebook have each been caught ... Read More

Ken Kam

Why Crypto-Currency Miners Favor Nvidia Over Intel

During the California gold rush, many of the people who got rich were those who sold things the miners needed. In today's gold rush, people mining for ... Read More

Ken Kam

Why I Have Lost Confidence In Intel's CEO

Brian Krzanich, Intel’s CEO, sold $39 million of stock on November 29th, a little more than a month before it was reported that the company’s ... Read More

Ken Kam

System Admins Hold The Key To Whether AMD Can Double This Year

Now that software patches are said to sap 7% to 20% of the performance of Intel cpus under datacenter work loads, AMD looks poised to take some ... Read More

Ken Kam

2 Possible Reasons Why Intel Still Says Their CPUs Are Not Flawed

After admitting that their cpus are vulnerable to Meltdown and Spectre, Intel maintains that there is no bug or flaw in their processors. It strains ... Read More

Ken Kam

Intel Teaches An Important Lesson In Investing

Intel's reaction to the news that its CPUs have a vulnerability, which has been named Meltdown, is a good example of how individual investors with ... Read More

Ken Kam

AMD Looks Poised To Gain At Intel's Expense

Yesterday, AMD's mid-day gain was cut by half by the close after Intel explained their CPU's vulnerabilities in the most favorable light. My top ... Read More

Ken Kam

Your Intel CPU Is About To Be Hobbled 5% - 30%

Virtually all Intel processors produced in the last decade have a security hole that hackers could potentially exploit to expose protected information ... Read More

Managers who hold INTC

Tony Mitchell

Tony Mitchell

Fund Portion of Fund Achievements
APMIF 1.18%
Glen Brownworth

Glen Brownworth

Fund Portion of Fund Achievements
GMF 1.11%
Gorden Lam

Gorden Lam

Fund Portion of Fund Achievements
GDF 4.13%
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