LVMUY-OTC 0 ACN-N -0.98 UNH-N -4.91 VALT-T 0.19 MART-T -0.15 VIDY-T 0.31 RPRX-Q 0.05
Daily Stock Opinions and Ratings
Stockchase Opinions

Jason Del Vicario Broadcom Corp. BRCM-Q BUY Nov 17, 2023

Good business with steady compounding ability. Asset light business. High cash flow. Actively buying back shares. Paying steady dividend. Returns on invested capital in 30-50% range. Not founder led and founder owned, but very strong business. Would recommend holding as business is able to compound. Very good long term hold. 

Jason Del VicarioJason Del Vicario
Unknown
Unlock Rating
N/A

Stock price when the opinion was issued

electrical electronic
It's the ideal tool to help you make quicker, more informed decisions for managing and tracking your investments.
Get Signals Create your Watchlist

You might be interested:

BUY

Broadcom Corp.(BRCM-Q)

Dec 21, 2022
They've diversified away from semis. They reported a good quarter this month. He likes them buying VMware they will give them data centre exposure. Pays a 3.3% dividend yield, trades at a cheap 14x earnings, rolled out a $10 billion buyback, and boosted the dividend 12%. Is down 16% this year for a nice entry point. If Micron misses tomorow and semi stocks fall, then buy.
Jim Cramer - Mad MoneyJim Cramer - Mad Money
Unknown
Unlock Rating
N/A

Stock price when the opinion was issued

electrical electronic
BUY

Broadcom Corp.(BRCM-Q)

Jan 23, 2023
Broadcomm delivered the best quarter among semis last quarter. AI is important for them, and their enterprise business remains big for them and strong. Trades at 14x. Their data centre amounts to 35% of their revenues, and their AI is also important.
Stephanie Link, Chief investment strategist, HightowerStephanie Link, Chief investment strategist, Hightower
Owned
Unlock Rating
N/A

Stock price when the opinion was issued

electrical electronic
BUY ON WEAKNESS

Broadcom Corp.(BRCM-Q)

Sep 01, 2023

Broadcom re-rated like all AI names, trading at 14x PE to start the year and 21x (vs. peers' 25-29x). Yesterday, they raised guidance from 10% AI exposure to 25% or more in 2024. A huge move. Has long owned this. Down 6% today, which is a gift.

Stephanie Link, Chief investment strategist, HightowerStephanie Link, Chief investment strategist, Hightower
Owned
Unlock Rating
N/A

Stock price when the opinion was issued

electrical electronic
BUY

Broadcom Corp.(BRCM-Q)

Sep 01, 2023

Down 6% today, but up 4% yesterday to hit a 42-week high. They are clearly shifting to AI, a positive. They have a solid base to move from. This is a lot cheaper than Nvidia. Likes to own this. Buy it on sale. They beat EPS.

Rob Sechan, Managing Partner, New Edge CapitalRob Sechan, Managing Partner, New Edge Capital
Owned
Unlock Rating
N/A

Stock price when the opinion was issued

electrical electronic
BUY

Broadcom Corp.(BRCM-Q)

Oct 18, 2023

Prefers this to Nvidia, because its valuation is a lot more reasonable.

Joe TerranovaJoe Terranova
Unknown
Unlock Rating
N/A

Stock price when the opinion was issued

electrical electronic
BUY

Broadcom Corp.(BRCM-Q)

Dec 01, 2023

It reports next week. He wants to see around 5% revenue and earnings growth with demand growing as margins hold steady. Watch for guidance about data centre demand. A great way ex-Nividia to play AI. 

Rob Sechan, Managing Partner, New Edge CapitalRob Sechan, Managing Partner, New Edge Capital
Owned
Unlock Rating
N/A

Stock price when the opinion was issued

electrical electronic
DON'T BUY

Broadcom Corp.(BRCM-Q)

Jun 28, 2024

Would not advise buying. Seeing stock price remain where it is. Is cheaper, but not getting growth. 

John ZechnerJohn Zechner
Unknown
Unlock Rating
N/A

Stock price when the opinion was issued

electrical electronic
TOP PICK

Broadcom Corp.(BRCM-Q)

Sep 06, 2024

Recent market sell-off creating buying opportunity. Earnings have been strong, and getting better. A.I. cycle just beginning to start. Fundamental story appears to be getting better (earnings etc.) 

Shane ObataShane Obata
Owned
Unlock Rating
N/A

Stock price when the opinion was issued

electrical electronic
BUY

Broadcom Corp.(BRCM-Q)

Jan 24, 2025

Fantastic company. Stock performance has been incredible the past 10 years. Mistake has only been to sell shares. Would recommend buying and/or holding. 

Chris StuchberryChris Stuchberry
Owned
Unlock Rating
N/A

Stock price when the opinion was issued

electrical electronic

Build our watch list

Sign in to track investments
you care about

Latest Buy Signals

AAXN-Q -2.24$684.59
RKLB-Q -2.59$20.51
ENB-T 0.51$64.3
CLF-N -0.15$7
PLTR-Q -1.85$117.3

Today's Top Picks

LVMUY-… 0$109.799
ACN-N -0.98$307.9
UNH-N -4.91$380.64
VALT-T 0.19$40.79
MART-T -0.15$22.75

Popular Articles

Latest Sell Signals

GOOG-Q -1.37$154.38
VRTX-Q -4.61$424.99
PLTR-Q -1.85$117.3
ZTS-N -2.42$159.27
ADBE-Q -0.71$383.28

Most Recent Experts

Stockchase Insights

Stockchase Insights

5i Research

Michael Hakes - CFA, MBA

Michael Hakes - CFA, MBA

Murray Wealth Group

Stephen Weiss, Founder, Short Hills Capital Partners

Stephen Weiss, Founder, Short Hills Capital Partners

Short Hills Capital Partners

Jim Lebenthal

Jim Lebenthal

Cerity Partners

Brenda Vingiello, CIO, Sand Hill Global Advisors

Brenda Vingiello, CIO, Sand Hill Global Advisors

Sand Hill Global Advisors

disclaimer

Stockchase, in its reporting on what has been discussed by individuals on business television programs (in particular Business News Network), neither recommends nor promotes any investment strategies.

We paraphrase the experts by hand, we watch the shows and write down what we understood from the experts’ comments. We are human and can make mistakes, help us fix any errors. If you see something that you know is not right or if there is a problem with the site, feel free to email us at: hello@stockchase.com.

About usHow to useContact Us
More...
AdvertisingIn the newsPrivacy PolicyTerms of service
FacebookX
© Stockchase Inc. by Wealthica