In this video, Andrew Tonner looks at Intel and Corning from a Buffett perspective. Intel sells at a mere 10 times earnings, pays a dividend of 4.1%, and has a dividend growth rate of 14%. However, its chips are primarily for PCs, and the PC market is declining. Corning, on the other hand, sells at 11 times earnings, pays a 2.2% dividend, and has a dividend growth rate of 25.8%. Corning sells Gorilla Glass, which is actually a small player in its overall business. However, the rollout of smart watches and smart TVs could provide Corning with significant growth opportunities. For more on which company Warren Buffett could love, check out the video.
With the explosive growth of smartphones worldwide, many investors thought they would ride Corning's dominant cover glass to massive investment returns. That hasn't played out yet, as mobile growth has failed to offset declines in the company's core business. In this brand-new premium research report on Corning, our analyst walks through the business, as well as the key opportunities and risks facing it today. Click here to claim your copy.