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Compiling comments that experts make about stocks while on public TV.

NXP Semiconductors Stock Symbol: NXPI-Q

Last Price Recorded: $98.3900 on 2016-12-28

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Date Signal Expert Opinion Price
2017-01-09 SPECULATIVE BUY Larry Berman CFA, CMT, CTA

There is a $110 cash offer.  The $98 stock price probably correctly reflects the risks.  He does not have more to add.  When there is an M&A deal, the charts don’t matter at all.


Price:
$98.390
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2016-03-15 PAST TOP PICK David Burrows

(A Top Pick March 10/15. Down 18.94%.) Got stopped out in July and sold his holdings at $96. Semiconductors are a pretty good sized piece of his portfolio today, as technology is making a nice turn.


Price:
$79.070
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2016-02-18 PAST TOP PICK David Burrows

(Top Pick Mar 10/15, Down 30.37%) He came out of it.  Semiconductors can be quite volatile.


Price:
$67.600
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL
Owned:
No
2016-01-27 PAST TOP PICK Don Lato

(Top Pick Feb 19/15, Down 17.53%) It is getting caught up in the AAPL-O supplier downdraft.  They make the finger touch control.  They are also in the automotive business for semiconductors and that will grow for them as they just closed an acquisition in this sector.  It’s at about 12 times earnings so he is happy to continue owning it.


Price:
$70.650
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2016-01-19 COMMENT David Burrows

Semiconductors were one of the most resilient sectors in the market leading up to the ultimate crack in December. This stock topped out last June, and has been making lower highs since then. Near field communications is a great technology, but there will be better spots. If he were looking at semiconductors, he would be look at something like Nvidia (NVDA-Q), or in the capital equipment space, KLA-Tencor (KLAC-Q). These are the 2 strongest in the semiconductor space. As we go through this correction there is still some risk in the short run, but it is a group that generally turns higher quickly, as the market starts to find a footing. 


Price:
$68.430
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2016-01-18 PAST TOP PICK John Wilson

(Top Pick Nov 17’14, Down 7.69%) Credit card chips and payment chip inside the iPhone 6 and they make chips in your car.  They announced an acquisition that closed last fall.  Then the concerns of China came up.  They have been dragged down by Apple concerns.


Price:
$68.650
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-11-02 DON'T BUY David Burrows

You have to be fairly active as an investor in these companies.  He got stopped out.  It broke down decisively at $90 and had not re-established itself.  He watches it, however.  You might look at XSD-N.


Price:
$90.920
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL
Owned:
No
2015-10-27 PAST TOP PICK Don Lato

(A Top Pick Feb 19/15. Up 6.27%.) Just after he was on the program, they acquired Freescale, which is still in an ongoing process through FDC. The stock reacted very positively to this. Unfortunately, the whole semiconductor group has come under a little bit of pressure with respect to pricing. Also, this is an Apple (AAPL-Q) supplier, and a lot of the Apple supply chain has had some volatility. At 14X next year’s earnings, this is a very cheap stock.


Price:
$90.300
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2015-10-19 TOP PICK John Wilson

(Top Pick Nov 17/14, Up 26.44%) The chip that goes into the iPhone 6 for Apple-pay and the chip in credit cards.  US consumers are only just getting to chip cards.  There is some risk with their recent acquisition in terms of regulatory risk.  They had to spin off a couple of divisions that were giving them too much market share.  Great growth prospects and a great management team.


Price:
$93.420
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2015-08-05 TOP PICK John Wilson

Have a couple of neat product categories, but the one that most people know them for is the little silver chip on credit cards. It is also on the iPhone 6 for Apple pay. Credit card with chips is just rolling out in the US. Have a big acquisition closing later this year with Freescale Semiconductor (FSL-N) which will be very, very positive for them. This will make them #1 in automotive. The stock has pulled back with the general tech pullback and mid-$90 is an excellent entry point.


Price:
$97.020
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-07-09 TOP PICK Andrew Hamlin

Semiconductors.  Cyclical, but it doesn’t matter what oil does.  It is the number of new tablets or cell phones and the number of new cars with all the new sensors.  They are acquiring Free Scale that will make them one of the largest automotive semiconductor manufacturers in the industry.  It is much undervalued.  There is no dividend and a lot of leverage that will come down.


Price:
$96.470
Subject:
NORTH AMERICAN - INCOME
Bias:
OPTIMISTIC
Owned:
Yes
2015-07-09 HOLD David Burrows

Reported some great numbers in March and the stock jumped from about $85 to $100, and then based with the semiconductor group over the last while. In the most recent market weakness, the last 4 days really, it has pulled back and is filling in that gap. Technically he would say that there is nothing broken here. Semiconductors have had some pressure on them, but this really has been from 3 companies only. Thinks this one has a very positive future.


Price:
$96.470
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL on US EQUITIES
Owned:
Unknown
2015-06-04 PAST TOP PICK David Burrows

(Top Pick Jun. 12/14, Up 72.89%) He would buy it today.  They dominate near field communications used in payment cards and terminals.  They are the leader.  They are in the sweet spot.


Price:
$106.740
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on FINANCIALS
Owned:
Yes
2015-05-05 COMMENT Brooke Thackray

Really not a strong period for semiconductors. This is starting to see a downturn. Not a position he would be looking at. If it drops below the trend line where it is right now, he can see further weakness and would be exiting the position.


Price:
$97.440
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
Unknown
2015-04-21 BUY David Burrows

This is in “near field“ communication chips such as those that go into your Visa card or an iPhone for Apple pay that oil will come to Canada as some point. Also, have a strong position in automotive. Has been one of his big positions in semiconductors for quite some time and he would continue to buy it.


Price:
$101.240
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
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