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Analog Devices, Another Mini Texas Instruments

December 13th, 2018 · Comments Off on Analog Devices, Another Mini Texas Instruments

Analog Devices has numerous attractive characteristics, the company has deep capabilities, specialist knowledge and numerous growth opportunities, most notably 5G. The company also produces extremely impressive margins and cash flow, and it has deleveraged substantially and is set to return 100% of its free cash flow to shareholders. While not cheap, we think the shares […]

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Tags: ADI

Peak Earnings In Analog Devices?

November 29th, 2017 · Comments Off on Peak Earnings In Analog Devices?

After substantial growth in its biggest sector, industrial markets the company might face some near-term cooling off, especially in the consumer sector. We’re also not convinced margins can be stretched in a meaningful way. The company does produce copious amounts of free cash flow and it does have promising longer-term growth opportunities. Source: Peak Earnings […]

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Tags: ADI