ARM Holdings PLC (ARMH)

COMMENT

Probably the current leader and has sort of taken over from Intel in the processor world, PC to tablet. A designer of chips, not a manufacturer.

HOLD

Nice little trend. Built a base and then broke out with a gap. It is in a continuation pattern. Stop around $37.

SELL

Great company and has all the attributes that he loves, except that it is very expensive. This is a stock with a 40 or 50 multiple and about a 20% long-term growth rate. Has a PEG ratio over 2, which is when he starts to get nervous about a company. If you own, he would recommend selling.

DON'T BUY
Darling of European tech stocks. Famous in Apple products. They are a designer, not a manufacturer. 55 times earnings, so they are not in favour if it.
BUY
98% market share in smart phones and almost no costs.
Showing 16 to 20 of 20 entries