Look at Cheap Stock No. 2 (And No. 3 Will Blow Your Mind!) | Catastrophe At Intel

[] Buying cheap stocks is hard to do when the chips are down in the economy for certain sectors. But at some point, you have to buy the stocks. [View in browser]( . Buying cheap stocks is hard to do when the chips are down in the economy for certain sectors. But at some point, you have to buy the stocks. [View in browser]( . . [] [Havens Investment Letter] [] [Havens Investment Letter] [] [] [] World-class trader spots huge moves on regular stocks (NOT options!) He’s one of the internet’s original day traders... He’s a 12-time World Trading Champion... And for nearly 30 years, he hasn’t needed a day job! That’s because he’s made his living from the markets... spotting huge moves of 30%... 60%...and even 100% on little-known stocks! And now he’s inviting you to learn his system! [Click here to get started for just $9!]( [] --------------------------------------------------------------- [] World-class trader spots huge moves on regular stocks (NOT options!) He’s one of the internet’s original day traders... He’s a 12-time World Trading Champion... And for nearly 30 years, he hasn’t needed a day job! That’s because he’s made his living from the markets... spotting huge moves of 30%... 60%...and even 100% on little-known stocks! And now he’s inviting you to learn his system! [Click here to get started for just $9!]( [] --------------------------------------------------------------- [] [] Three Cheap Stocks [Garrett Pic] Dear Investor, Market momentum is Green. Investors are eyeing that 415 level on the S&P 500 ETF (SPY), digesting the $16.1 billion reduction from the Federal Reserve’s balance sheet this week, and waiting for tomorrow’s critical July jobs report. The next level higher for the markets would be the 430 level on the SPY, but a breakdown could push us back to the 50-day moving average around 392. The S&P 500 held at resistance against today, as I projected on Wednesday. This has been a very unusual, slow-burn higher over the last few weeks. Volume remains low. There remain few positive catalysts… Traders just bought markets off oversold conditions yet again in June. One of the big challenges for most investors is knowing when it’s time to buy. Typically, the time to buy is when you don’t want to. When there is fear in the streets. When you have oversold conditions and the S&P 500’s tracking index ETF (the SPY) around 30. But remember… the market isn’t rational. So, there is always value in these markets. You simply need to know where to look. Finding Cheap Stocks that Make Stuff Today, we learned that alternative investment manager Apollo (APO) would take air freight giant Atlas Air Worldwide (AAWW) private. This is an absolute coup for the private equity giant. Atlas Air has been sitting out on the market for months, trading at extremely cheap multiples in an industry that will never disappear. Air freight? It’s clearly a “need” in the global trading markets. This deal comes after other cheap companies that make and move stuff achieved the heavy interest of private equity teams. I’m pointing to West Fraser Group (WFG) and Resolute Forest Partners (RFP), both in the “lumber space.” Clearly, private equity teams benefit by playing the long game. They’re looking to take a company private, restructure its operations, maximize its profits, and ultimately sell it or take it public again in five to seven years. The goal here is massive gains on the backside of that payoff period. Right now, these firms are scooping up stocks at incredibly low multiples. They’re thinking well beyond the recession. Private equity firms have been sitting on cash, and they can take advantage of panic selling due to recessionary fears. But there remain several companies that trade at similar metrics… even if they are not takeover targets - they trade at incredibly low multiples, generate solid cash flow, and make “real stuff” that will always be needed in civilization. You’d need something worse than a recession for these companies not to recover. Let’s look at three examples... Cheap Stock No. 1: Albertsons Companies (ACI) Do you foresee a scenario where people stop using the grocery store? Do you expect that food demand is going to drop? Yet, Albertsons holds solid margins, a strong balance sheet, and no credit worries. It trades at 8.6 times free cash flow and under 10 on an enterprise to earnings before interest and tax (EV/EBIT). The average price target on the stock is more than $32, representing a more than 20% upside. Patience… Cheap Stock No. 2: Tri Pointe Homes (TPH) Not a lot of investors want to touch the housing market with the recent slowdown in prices. This might be a mistake. There remains a supply gap in the housing market of roughly 3 million units, and Tri Pointe operates in the space of more affordable housing - where the biggest supply problems exist. This stock is trading at 0.73% of book value, which is comically low for a stock operating in a great industry of need. Its EV-EBIT is just 4.3, making it an attractive takeover target by another builder or a private equity firm. The average price target on Wall Street is more than 26% higher than today’s prices. A buyout would easily push this company north of $22.00. Cheap Stock No. 3: TO BE ANNOUNCED What if I told you that a restaurant stock that generated private equity interest in October 2020 was trading back at those levels after falling more than 50% since February 2021. The company has double-digit margins… an F-score of 7, and EV/EBIT of under 8. Also, the average price target is about 15% higher than today’s prices. Do you think you’d put aside your bias when I tell you the name? Because it’s Denny’s (DENN). Yes… that Denny’s. The company has just acquired Keke’s Breakfast Café, but nothing has shifted on the balance sheet. At some point, you have to hold your nose and buy the stock. Enjoy your evening, [Garrett Sig] Garrett {NAME} Chief Analyst, American Markets [] --------------------------------------------------------------- [] [] Three Cheap Stocks [Garrett Pic] Dear Investor, Market momentum is Green. Investors are eyeing that 415 level on the S&P 500 ETF (SPY), digesting the $16.1 billion reduction from the Federal Reserve’s balance sheet this week, and waiting for tomorrow’s critical July jobs report. The next level higher for the markets would be the 430 level on the SPY, but a breakdown could push us back to the 50-day moving average around 392. The S&P 500 held at resistance against today, as I projected on Wednesday. This has been a very unusual, slow-burn higher over the last few weeks. Volume remains low. There remain few positive catalysts… Traders just bought markets off oversold conditions yet again in June. One of the big challenges for most investors is knowing when it’s time to buy. Typically, the time to buy is when you don’t want to. When there is fear in the streets. When you have oversold conditions and the S&P 500’s tracking index ETF (the SPY) around 30. But remember… the market isn’t rational. So, there is always value in these markets. You simply need to know where to look. Finding Cheap Stocks that Make Stuff Today, we learned that alternative investment manager Apollo (APO) would take air freight giant Atlas Air Worldwide (AAWW) private. This is an absolute coup for the private equity giant. Atlas Air has been sitting out on the market for months, trading at extremely cheap multiples in an industry that will never disappear. Air freight? It’s clearly a “need” in the global trading markets. This deal comes after other cheap companies that make and move stuff achieved the heavy interest of private equity teams. I’m pointing to West Fraser Group (WFG) and Resolute Forest Partners (RFP), both in the “lumber space.” Clearly, private equity teams benefit by playing the long game. They’re looking to take a company private, restructure its operations, maximize its profits, and ultimately sell it or take it public again in five to seven years. The goal here is massive gains on the backside of that payoff period. Right now, these firms are scooping up stocks at incredibly low multiples. They’re thinking well beyond the recession. Private equity firms have been sitting on cash, and they can take advantage of panic selling due to recessionary fears. But there remain several companies that trade at similar metrics… even if they are not takeover targets - they trade at incredibly low multiples, generate solid cash flow, and make “real stuff” that will always be needed in civilization. You’d need something worse than a recession for these companies not to recover. Let’s look at three examples... Cheap Stock No. 1: Albertsons Companies (ACI) Do you foresee a scenario where people stop using the grocery store? Do you expect that food demand is going to drop? Yet, Albertsons holds solid margins, a strong balance sheet, and no credit worries. It trades at 8.6 times free cash flow and under 10 on an enterprise to earnings before interest and tax (EV/EBIT). The average price target on the stock is more than $32, representing a more than 20% upside. Patience… Cheap Stock No. 2: Tri Pointe Homes (TPH) Not a lot of investors want to touch the housing market with the recent slowdown in prices. This might be a mistake. There remains a supply gap in the housing market of roughly 3 million units, and Tri Pointe operates in the space of more affordable housing - where the biggest supply problems exist. This stock is trading at 0.73% of book value, which is comically low for a stock operating in a great industry of need. Its EV-EBIT is just 4.3, making it an attractive takeover target by another builder or a private equity firm. The average price target on Wall Street is more than 26% higher than today’s prices. A buyout would easily push this company north of $22.00. Cheap Stock No. 3: TO BE ANNOUNCED What if I told you that a restaurant stock that generated private equity interest in October 2020 was trading back at those levels after falling more than 50% since February 2021. The company has double-digit margins… an F-score of 7, and EV/EBIT of under 8. Also, the average price target is about 15% higher than today’s prices. Do you think you’d put aside your bias when I tell you the name? Because it’s Denny’s (DENN). Yes… that Denny’s. The company has just acquired Keke’s Breakfast Café, but nothing has shifted on the balance sheet. At some point, you have to hold your nose and buy the stock. Enjoy your evening, [Garrett Sig] Garrett {NAME} Chief Analyst, American Markets --------------------------------------------------------------- [] Reclusive California Tech Wiz Reveals... the Perfect AAPL Trade [San Francisco bay]( [See the reveal of this remarkable system]( --------------------------------------------------------------- [] [] Reclusive California Tech Wiz Reveals... the Perfect AAPL Trade [San Francisco bay]( [See the reveal of this remarkable system]( --------------------------------------------------------------- [] [] [] Catastrophe At Intel [Bauer Pic] Dear Investor, It's quite common for stock exchange companies to present weak quarterly figures from time to time. But what the US chip manufacturer Intel (INTC) delivered a few days ago is simply a disaster. Perhaps you have already read about it in the media: Intel suffered setbacks on practically all fronts in the second quarter. The company actually wanted to set strong growth impulses in the current year. But apparently nothing will come of it. Intel: Massive Drop in Sales in Q2 Take a look for yourself: In Q2, Intel achieved a turnover of just $15.3 billion. This corresponds to a drop of a whopping 22% compared to the previous year. Among other things, the PC business proved to be problematic. Here, revenues in Q2 slumped by a quarter to $7.7 billion. The reasons for this are open to speculation. In any case, computer sales had risen sharply in recent years - driven in part by the Corona pandemic and the home office trend. Now, high inflation may have caused consumers to become more cautious when it comes to larger purchases such as PCs. But that's not all: Intel also suffered significant revenue losses in data center chips. Here, revenues fell by 16% to $4.6 billion. Experts attribute this, among other things, to the strong competition, which is apparently able to claim more and more market share for itself. Deep in the Red The result was also catastrophic. Intel posted a net loss of $454 million in the second quarter. For comparison: In the same period last year, the company had generated a surplus of more than $5 billion. Intel did not only justify the red figures with the weak global economy and the high energy and personnel costs. The discontinuation of the Optane business had also led to considerable write-downs amounting to almost $560 million. The business includes, for example, the phase change memory "3D XPoint", which is used in SSD hard disks, among other things. In recent years, Optane did not exactly stand out with positive news. Again and again, Intel had to report weak demand and red figures for the business unit. This is one of the reasons why parts of the business have been sold in the meantime. Now the division is to be discontinued completely. Intel Cuts Sales Forecast for 2022 Intel investors now need very strong nerves. Because the group is now much more pessimistic in view of the disastrous Q2 figures. A few days ago, Intel massively lowered its revenue forecast for 2022 - to a range of $65 to $68 billion. Previously, the company had held out the prospect of around $76 billion to shareholders. Intel boss Pat Gelsinger had to admit that the results of the second quarter were below the standards that had been set for the company and the shareholders. One must become simply better. High Subsidies Possible: Hope For Chip Production in Magdeburg Nevertheless, Intel still has an ace up its sleeve. The company wants to enter the production of computer chips on a massive scale in Europe. In Magdeburg, Germany for example, Americans are planning two gigantic semiconductor plants. Intel wants to use the factories to get closer to European customers and thus secure supply contracts from the automotive industry, for example. The whole thing is quite ambitious, but also extremely expensive. For the Magdeburg site alone, Intel is pushing for investments of 17 billion euros. All the more reason for the Americans to hope that the EU will get involved. Brussels recently announced its intention to lure non-European chip manufacturers to Europe with subsidies. However, this "EU Chips Act" is not yet in the bag. Observers expect that it could be passed next year. Intel, at any rate, believes in the EU's help and plans to start construction of the Magdeburg site in the spring of 2023. Commissioning could then take place in 2027. My Conclusion For You The disappointment on the stock market due to the weak Q2 numbers was literally palpable. Intel shares experienced a double-digit crashed last Friday. The paper had already lost considerable value beforehand. [Intel]( Now the remaining shareholders have little choice but to bet on the long-term prospects of the US chip manufacturer. In principle, this is not so bad. After all, the market for semiconductors is quite simply essential for the functioning of the global economy. Computer chips are increasingly being installed in a number of devices, machines and cars. In addition to the further development of the economy, as an interested investor you should now pay particular attention to politics. If the EU does in fact initiate high subsidies for Intel, this would take some of the risk out of the stock in the medium term. It remains exciting in any case. Best regards, [Bauer Sig] Dr. Gregor Bauer Chief Analyst, European Markets [] --------------------------------------------------------------- [] [] Catastrophe At Intel [Bauer Pic] Dear Investor, It's quite common for stock exchange companies to present weak quarterly figures from time to time. But what the US chip manufacturer Intel (INTC) delivered a few days ago is simply a disaster. Perhaps you have already read about it in the media: Intel suffered setbacks on practically all fronts in the second quarter. The company actually wanted to set strong growth impulses in the current year. But apparently nothing will come of it. Intel: Massive Drop in Sales in Q2 Take a look for yourself: In Q2, Intel achieved a turnover of just $15.3 billion. This corresponds to a drop of a whopping 22% compared to the previous year. Among other things, the PC business proved to be problematic. Here, revenues in Q2 slumped by a quarter to $7.7 billion. The reasons for this are open to speculation. In any case, computer sales had risen sharply in recent years - driven in part by the Corona pandemic and the home office trend. Now, high inflation may have caused consumers to become more cautious when it comes to larger purchases such as PCs. But that's not all: Intel also suffered significant revenue losses in data center chips. Here, revenues fell by 16% to $4.6 billion. Experts attribute this, among other things, to the strong competition, which is apparently able to claim more and more market share for itself. Deep in the Red The result was also catastrophic. Intel posted a net loss of $454 million in the second quarter. For comparison: In the same period last year, the company had generated a surplus of more than $5 billion. Intel did not only justify the red figures with the weak global economy and the high energy and personnel costs. The discontinuation of the Optane business had also led to considerable write-downs amounting to almost $560 million. The business includes, for example, the phase change memory "3D XPoint", which is used in SSD hard disks, among other things. In recent years, Optane did not exactly stand out with positive news. Again and again, Intel had to report weak demand and red figures for the business unit. This is one of the reasons why parts of the business have been sold in the meantime. Now the division is to be discontinued completely. Intel Cuts Sales Forecast for 2022 Intel investors now need very strong nerves. Because the group is now much more pessimistic in view of the disastrous Q2 figures. A few days ago, Intel massively lowered its revenue forecast for 2022 - to a range of $65 to $68 billion. Previously, the company had held out the prospect of around $76 billion to shareholders. Intel boss Pat Gelsinger had to admit that the results of the second quarter were below the standards that had been set for the company and the shareholders. One must become simply better. High Subsidies Possible: Hope For Chip Production in Magdeburg Nevertheless, Intel still has an ace up its sleeve. The company wants to enter the production of computer chips on a massive scale in Europe. In Magdeburg, Germany for example, Americans are planning two gigantic semiconductor plants. Intel wants to use the factories to get closer to European customers and thus secure supply contracts from the automotive industry, for example. The whole thing is quite ambitious, but also extremely expensive. For the Magdeburg site alone, Intel is pushing for investments of 17 billion euros. All the more reason for the Americans to hope that the EU will get involved. Brussels recently announced its intention to lure non-European chip manufacturers to Europe with subsidies. However, this "EU Chips Act" is not yet in the bag. Observers expect that it could be passed next year. Intel, at any rate, believes in the EU's help and plans to start construction of the Magdeburg site in the spring of 2023. Commissioning could then take place in 2027. My Conclusion For You The disappointment on the stock market due to the weak Q2 numbers was literally palpable. Intel shares experienced a double-digit crashed last Friday. The paper had already lost considerable value beforehand. [Intel]( Now the remaining shareholders have little choice but to bet on the long-term prospects of the US chip manufacturer. In principle, this is not so bad. After all, the market for semiconductors is quite simply essential for the functioning of the global economy. Computer chips are increasingly being installed in a number of devices, machines and cars. In addition to the further development of the economy, as an interested investor you should now pay particular attention to politics. If the EU does in fact initiate high subsidies for Intel, this would take some of the risk out of the stock in the medium term. It remains exciting in any case. Best regards, [Bauer Sig] Dr. Gregor Bauer Chief Analyst, European Markets --------------------------------------------------------------- [] [] Since 2019, This Unique Trading Phenomenon Has Racked Up… - 55 double-digit wins - 23 triple-digit wins - 103% average win… - 97% win rate! Of course, these are outstanding results, and the market is unpredictable. These gains aren’t guaranteed to continue. But you should know that these trades have cost him on average less than 50 cents! [>> Learn how it has been possible here]( --------------------------------------------------------------- [] [] [] Since 2019, This Unique Trading Phenomenon Has Racked Up… - 55 double-digit wins - 23 triple-digit wins - 103% average win… - 97% win rate! Of course, these are outstanding results, and the market is unpredictable. These gains aren’t guaranteed to continue. But you should know that these trades have cost him on average less than 50 cents! [>> Learn how it has been possible here]( --------------------------------------------------------------- [] [] Article Recap - [Three Cheap Stocks](#i572731) - [Catastrophe At Intel](#i572028) - [Since 2019, This Unique Trading Phenomenon Has Racked Up...](#159893) --------------------------------------------------------------- [] Article Recap - [Three Cheap Stocks](#i572731) - [Catastrophe At Intel](#i572028) - [Since 2019, This Unique Trading Phenomenon Has Racked Up...](#159893) --------------------------------------------------------------- [] © 2022 Godesburg Financial Publishing, Inc. DISCLAIMER: COMMUNICATIONS FROM GODESBURG FINANCIAL PUBLISHING (GFP) ARE FOR EDUCATIONAL AND INFORMATIONAL PURPOSES ONLY – NOT INVESTMENT ADVICE: GFP and all the services it offers are for educational and informational purposes only and should NOT be understood to be securities-related offers or solicitations. None of GFP’s communications should be considered or used as personalized investment advice. GFP recommends that you speak with a licensed professional before making any investment decision. RESULTS PRESENTED ARE NOT NECCESSARILY TYPICAL OR VERIFIED: GFP communications may include information regarding the historical trading performance of gurus in their services (all verified by a third party), as well as testimonials of non-employees depicting profitable investments and trades that are believed to be true based on the representations of the persons providing the testimonial of their own free will. Please be aware that the claims regarding investing or trading results of non-employees are not tracked by GFP nor can they be verified. As always, past performance is not necessarily indicative of future results. Therefore, results presented in this email should NOT be considered TYPICAL. Actual results can and will vary based on everything from experience, ability, risk mitigation practices, and market volatility... to the amount of money exposed in the investment or trade. Investing and trading are speculative and carry serious risk. You may lose some, all - or possibly more - than your original investment or trade. GODESBURG FINANCIAL PUBLISHING IS NOT AN INVESTMENT ADVISOR OR REGISTERED BROKER: GFP, including its owners and employees, are NOT registered as securities broker-dealers, brokers, or any sort of registered investment advisors with the U.S. Securities and Exchange Commission, any state securities regulatory authorities, or any self-regulatory organizations. GODESBURG FINANCIAL PUBLISHING EMPLOYEES MAY HOLD SECURITIES DISCUSSED: If a writer holds any securities in a communication, it will be disclosed along with the information on the potential investment or trade. HIR, its owners or employees, have not been - or ever will be - paid by the issuer of a security mentioned in our services or communications. GFP, its owners and employees are paid entirely or in part from commissions based on sales of their services to subscribers. For more information, please visit [our disclaimer page here.]( Sent to: {EMAIL} [Unsubscribe]( Godesburg Financial Publishing Inc., 251 Little Falls Drive, Wilmington, DE 19808, United States [] © 2022 Godesburg Financial Publishing, Inc. DISCLAIMER: COMMUNICATIONS FROM GODESBURG FINANCIAL PUBLISHING (GFP) ARE FOR EDUCATIONAL AND INFORMATIONAL PURPOSES ONLY – NOT INVESTMENT ADVICE: GFP and all the services it offers are for educational and informational purposes only and should NOT be understood to be securities-related offers or solicitations. None of GFP’s communications should be considered or used as personalized investment advice. GFP recommends that you speak with a licensed professional before making any investment decision. RESULTS PRESENTED ARE NOT NECCESSARILY TYPICAL OR VERIFIED: GFP communications may include information regarding the historical trading performance of gurus in their services (all verified by a third party), as well as testimonials of non-employees depicting profitable investments and trades that are believed to be true based on the representations of the persons providing the testimonial of their own free will. Please be aware that the claims regarding investing or trading results of non-employees are not tracked by GFP nor can they be verified. As always, past performance is not necessarily indicative of future results. Therefore, results presented in this email should NOT be considered TYPICAL. Actual results can and will vary based on everything from experience, ability, risk mitigation practices, and market volatility... to the amount of money exposed in the investment or trade. Investing and trading are speculative and carry serious risk. You may lose some, all - or possibly more - than your original investment or trade. GODESBURG FINANCIAL PUBLISHING IS NOT AN INVESTMENT ADVISOR OR REGISTERED BROKER: GFP, including its owners and employees, are NOT registered as securities broker-dealers, brokers, or any sort of registered investment advisors with the U.S. Securities and Exchange Commission, any state securities regulatory authorities, or any self-regulatory organizations. GODESBURG FINANCIAL PUBLISHING EMPLOYEES MAY HOLD SECURITIES DISCUSSED: If a writer holds any securities in a communication, it will be disclosed along with the information on the potential investment or trade. HIR, its owners or employees, have not been - or ever will be - paid by the issuer of a security mentioned in our services or communications. GFP, its owners and employees are paid entirely or in part from commissions based on sales of their services to subscribers. For more information, please visit [our disclaimer page here.]( Sent to: {EMAIL} [Unsubscribe]( Godesburg Financial Publishing Inc., 251 Little Falls Drive, Wilmington, DE 19808, United States