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: $52.0900 on 2017-09-22

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Date Signal Expert Opinion Price
2017-09-21 DON'T BUY David Burrows

They have legal problems and fights with the street.  You need to move on.  He would focus on others.


Price:
$52.030
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
No
2017-09-19 DON'T BUY Gordon Reid

(Market Call Minute.) Sold his holdings in 2015 at about $70. Didn’t like what was happening in China. This has also spilled over into North America, where Apple (AAPL-Q) is pushing back on Qualcomm about paying royalty and licensing fees. He wouldn’t go near this.


Price:
$52.300
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
No
2017-09-12 DON'T BUY Christine Poole

With all the patent disputes going on, including Apple (AAPL-Q) and all the countries that are not paying their royalty fees, there is not a lot of visibility in terms of how it is going to play out. A very volatile stock, so she would not step in here.


Price:
$50.900
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2017-08-29 DON'T BUY Barry Schwartz

Thought this would do well because of the main chip in the smart phones, but it never materialized. The CEO just quit. The balance sheet is great and they have great technology, but clearly they missed the boat.


Price:
$51.810
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2017-08-23 DON'T BUY Jason Mann

QCOM-Q vs. AVGO-Q. Broadcom is getting closer to closing their deal. They have great price momentum, although valuation is catching up. QCOM-Q has poor price momentum and poor valuation.


Price:
$52.230
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Unknown
2017-08-11 COMMENT Darren Sissons

Revenues have escalated nicely, but earnings over the years has been very volatile. Although revenues are rising higher, there is significant volatility in earnings and margins keep changing. The biggest overhang is their litigious battle with Apple (AAPL-Q). Until that goes away, the overhang on the stock is going to be such that the stock could go lower or could go higher. Thinks they could ultimately sell, but it is definitely an overhang. He can’t see any upward catalyst and you just have to wait.


Price:
$52.720
Subject:
GLOBAL EQUITIES & TECHNOLOGY
Bias:
UNKNOWN
Owned:
Unknown
2017-08-04 HOLD Don Vialoux

This follows the seasonality of most of the high-tech sector stocks. Last year, they had a pretty good move between the beginning of October, right through until January. We are not into the period of seasonal strength yet. The stock has not been doing too well at all. It has been in a downward trend and has formed a trading range between $50 and $53. As long as the stock stays above support of around $50, you are going to be okay.


Price:
$52.620
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
Unknown
2017-07-12 COMMENT Christine Poole

A very volatile stock. They get royalty payments on their patents, and are having a dispute with Apple (AAPL-Q). As well as an issue of collecting royalties in other countries such as China. She doesn’t have a high visibility of their earnings and cash flow, so is not looking to enter this one.


Price:
$56.200
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2017-07-07 COMMENT Darren Sissons

The issue around its patent library is best summed up when you look at the difference between the revenue line and the earnings line. Revenues have gone up consistently, but earnings have not gone up with the same trajectory. That is a challenge, as it creates a margin squeeze. They have a lawsuit against Apple (AAPL-Q), which he doesn’t think will be resolved anytime soon. Ultimately, they could just cut Apple off which would cause a lot of pain to Apple. The semiconductor space is overdone and is very expensive. If he owned, he would be moving to the side.


Price:
$55.350
Subject:
GLOBAL EQUITIES & TECHNOLOGY
Bias:
UNKNOWN
Owned:
Unknown
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
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