Barron's came out with an article this week on Intel. Many think of Intel as a dinosaur about ready to go into extinction. That's the kind of thinking I love – at least in the short term. It provides an opportunity to buy good value at a reasonable price. Blue light special, isle 9!
"The received wisdom is that risk increases in the recessions and falls in booms. In contrast, it may be more helpful to think of risk as increasing during upswings, as financial imbalances build up, and materializing in recessions."
