IB Net Payout Yields Model

AMD: Good Enough

AMD slightly beat analyst estimates for Q4.
The market is disappointed with Q1 guidance and the projected growth rates for exiting 2020.
The stock trades below 25x a realistic 2020/2021 EPS target of $2.
The initial dip following the Advanced Micro Devices (AMDQ4 results tells the main part of the story for the stock. Both bulls and bears will like the report, but the long-term story still favors the bulls. The investment thesis remains bullish as the chip company moves to capture market share in 2020 and beyond while the market desires higher growth rates exiting the year.
Read the full article on Seeking Alpha. 

Disclosure: No position. Please read the disclaimer page for more details. 


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