Full disclosure, I do own stocks in $MU
Pros:
Fundamentals
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Net profit margins: +45%
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P/E: 3.79
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Short Interest: 5.22
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Revenue: 25b
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Debt/ Capt: 0.23
Earnings Difference from consensus: 5.47%
Speculation
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Company buy back since Sept
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3D XPoint™
Con:
Speculation
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Samsung also makes DRAM (More expensive)
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Trump tariffs (Apply to most of the tech industry)
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Lower DRAM prices (Has been a thing since before last earnings)
Am I missing something here? I feel like i'm taking crazy pills.
Submitted October 09, 2018 at 11:02AM by squeeeeenis https://ift.tt/2QCITmE
