Intel (INTC) is a company with new leadership and plenty to prove. Having raised its dividend every year from 2004 to 2012, shareholders were disappointed when last year became the first time in 10 years it didn't increase it. I've recently covered this topic in a related article.

Analysts from TheStreet.com are bullish on Intel and rate it a "buy". Here's their reasons; "The company's strengths can be seen in multiple areas, such as its revenue growth, largely solid financial position with reasonable debt levels by most measures, attractive valuation levels, expanding profit margins and good cash flow from operations. Although the company may harbor some minor weaknesses, we feel they are unlikely to have a significant impact on results."

There are a number of reasons why I agree,and based on specific events and announcements that I covered in an article  published this morning that also looks at a company name that rhymes with Intel, namely Mattel (MAT). As a "stock jockey" who chooses his "horses" with deliberate care, I based my investment premises for both INTC and MAT on the following quote:

Never overpay for a stock. More money is lost than in any other way by projecting above-average growth and paying an extra multiple for it." - Charles Neuhauser (formerly of Bear Stearns).

There is a some downside risk with these companies yet a good enough upside reward potential to add a layer of comfort to the idea of holding their stocks. The articles I've referred to go into the details and don't forget to read the comments section at the bottom of the second article. I want my "horses" to be able to break-away from the pack in the final stretch of the final "lap" in the race for surprisingly good total returns.

As I concluded in the second article referenced, "Patient investors are recognizing the value proposition that Intel's and Mattel's stocks offer. Both trade at modest forward PE ratios.

"Shareholders are likely to experience some upside surprises as the companies' officers do all they can to boost the share price with more unexpected good news that'll restore optimism and confidence."

In a market of highly-priced stocks trading at above-average historical PE ratios, it's comforting to invest in companies that have the cash, leadership and the vision to see where the money and opportunity are. Neither Intel or Mattel are resting on their past achievements, and they know their survival and dominance depends on investing on what the market wants and demands.

Like Jerry McGuire would say, "Show me the money", or as the Stock Jockey says, "Go where the money is and where the money is best treated!"