Viewing Company Qualcomm | StockChase
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Compiling comments that experts make about stocks while on public TV.

Qualcomm Stock Symbol: QCOM-Q

Notes:

Leading edge tech/developed CDMA (=royalties)(best platform) for cell phones PCS

Last Price Recorded: $58.4500 on 2017-05-25

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Date Signal Expert Opinion Price
2017-05-19 TOP PICK John Petrides

In a scrap with Apple (AAPL-Q), which they go through every 3 years. If not Apple, it’s Samsung, Motorola, Nokia, etc. They have tremendous cash and a balance sheet to support whatever the outcome may be. Trading at 11X earnings and a near 4% dividend yield. They’ll benefit from cash repatriation if Trump is able to pass through his tax reform. There are also 2 other stimuli. 1.) You are about to begin a five-year upgrade cycle by the wireless carriers, which this company will be a beneficiary from. 2.) They bought NXP Semiconductors, which gives them foray into the car market, as well as the chip that is embedded in your credit card.


Price:
$57.670
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
Yes
2017-05-15 BUY Alex Ruus

The global leader in wireless technology licensing. They have 2 businesses, licensing their wireless technology to other companies and producing conductor chips for the wireless area. The stock has been choppy over the last year. Apple (AAPL-Q) has basically stopped paying them, being unhappy with the terms. A good franchise, and with a pullback, this is good value here. 4.1% dividend yield.


Price:
$55.400
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Unknown
2017-05-10 COMMENT John Burke

A headline story, because they are being sued by their largest customer, Apple (AAPL-Q). They make chips which are mainly used in smart phones, but they also receive royalties for a patent they have, which basically divides and communicates the cell phone to a cell phone tower. Apple thinks they are paying too much. Looking at this on numbers, it is a great story and very inexpensive. High free cash flow yield and nice dividend. If they can settle things with Apple, the stock will do well.


Price:
$55.330
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Unknown
2017-05-02 SELL Gordon Reid

Hold or sell? You have to look at the market every day by asking yourself how should you deploy your capital for today and into the future. In this case, you would ask yourself how is the $52 best deployed. In this case, not in this company. It has had some great success, but he questions where they go from here and are they controlling their existing space.


Price:
$53.290
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
No
2017-04-06 COMMENT Stan Wong

This had a big drop back in January due to the legal things that are happening with Apple (AAPL-Q), but they have started to recover. Thinks it will do well longer-term because of the type of space they are in. Their major product is chips that are geared towards phones for video play, etc. They are expanding by making purchases. Once the bridge with Apple is crossed, the stock should rebound more meaningfully. Pays a nice dividend of 4%.


Price:
$56.530
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2017-03-29 WATCH Jason Del Vicario

He establishes levels where he will sell either half or all of the position (a stop loss system).  He got stopped out some time ago.  They are buying a Dutch semiconductor company, but it was clouded by the election.  Now it seems it will go through.  Most 3 and 4 G phones have a QCOM-Q chip in them.  They are a dividend stock now.  He would wait for some technical strength before entering the name.


Price:
$57.360
Subject:
NORTH AMERICAN (GROWTH)
Bias:
CAUTIOUS
Owned:
No
2017-03-09 SELL Teal Linde

This company is under fire. The US Federal Trade Commission just sued them for unlawful practices to maintain their monopoly. Apple (AAPL-Q) jumped in 3 days later and knocked $13 billion off. This company has the technology that all the cell phones in the world use, but now, if you want to buy their chips, you have to agree to a licensing agreement where you have to pay a percentage based on the value of the form that you sell.


Price:
$57.970
Subject:
NORTH AMERICAN - LARGE/MID CAPS
Bias:
UNKNOWN
Owned:
Unknown
2017-03-01 COMMENT John Burke

He liked this until recently. They got slapped with a big fine in South Korea, and now a big lawsuit from Apple (AAPL-Q). Half of their revenues come from copyrights, but charged too much money for it, according to their customers. It is hard to predict how the lawsuit is going to go, and there may be others to fall from other clients. Hasn’t sold his holdings, but is a little reluctant to Buy into it because he can’t get any clarity as to what is going to happen. Dividend yield of 3.7%.


Price:
$57.010
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Yes
2017-01-26 WAIT Mike S. Newton, CIM FCSI

The stock dropped on a billion-dollar lawsuit from Apple (AAPL-Q), who they had been pretty friendly with. One of their friends is now no longer their friend and there is a billion-dollar situation which is not going away very soon, and there will be a cloud hanging over the stock for the next 6 to 12 months.


Price:
$54.050
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
CAUTIOUS
Owned:
Unknown
2017-01-24 COMMENT Jason Del Vicario

Held this in the past, but got stopped out in 2015. This has a relatively wide economic moat in that their chips are fundamental for a lot of telecommunication products. Appears attractive from a fundamental standpoint, but the stock price is suggesting otherwise. He would like to see some technical strength before wading in.


Price:
$55.000
Subject:
NORTH AMERICAN (GROWTH)
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
No
2017-01-17 COMMENT David Dietze

This had a good 2016. The whole management team has done a wonderful job over the years of keeping the company in the right themes in the technology atmosphere. Also, they really have embraced the concept of returning money to shareholders. The rate of dividend growth, double-digit percentage, will probably continue. Dividend yield of 3.2%.


Price:
$64.190
Subject:
US EQUITIES
Bias:
CAUTIOUS
Owned:
Unknown
2017-01-13 COMMENT Stan Wong

Stock has moved a little sideways recently, but still trading above the 200 day and the 50 day moving averages. The acquisition of NXP was a good one and will be accretive to them. In smart phones, everything is going towards video, and that’s what this company is an expert in. Paying a pretty decent dividend of 3%. Not expensive. Trading at a forward PE of 14X, and probably growing at 9%-10%.


Price:
$66.880
Subject:
NORTH AMERICAN & ETFs
Bias:
UNKNOWN
Owned:
Yes
2016-11-30 COMMENT Gordon Reid

Sold his holdings about 1.5 years ago on a couple of concerns. In LTD, they controlled 95% of the market. Although that seems to be great, you have to wonder what is next. The other concern is their operations in China, and how royalties and licensing contracts were not being honoured.


Price:
$68.130
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
No
2016-11-29 COMMENT John Petrides

Has been a buyer for quite some time. You have to look past 12 months, look at it on a 5-year basis. They acquired NXP, a big chip company, but QUALCOMM’s business itself derives their revenue 2 ways. 1) Sells chips in mobile devices and 2) leverages its platinum (?) portfolio and gets royalties off all wireless devices. It is getting to a point where there is going to be an inflection of an upgrade cycle to 4G-5G. When that happens, network operators have to improve their wireless networks, and this company benefits off of that. NXP has Near Field Communication, the backbone technology behind Apple Pay, Samsung Pay, as well as being the sensors on cars.


Price:
$66.770
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Yes
2016-11-18 COMMENT Stan Wong

Likes their acquisition of NXP Semiconductor (NXPI-Q), but it won’t be closing until the end of 2017. This will allow Qualcom to diversify from the smart phone market that is slowing. They are losing share in Apple iPhone to Samsung, etc. Trading at a pretty decent valuation at about 13 or 14 times earnings, which is below market multiple at this point. Their growth rate is still not too bad at 8%-10%.


Price:
$67.310
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
CAUTIOUS
Owned:
Yes
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