Broadcom Corp. (BRCM) Buy, Sell or Hold

Broadcom Corp. (BRCM)

0.00

-0.00 (0.00%)

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BUY ON WEAKNESS

One of the top holdings of portfolio. Great semi-conductor company with ~20 P/E ratio. Will look to keep buying more shares. CEO is great at capital allocation. Debt levels coming back to reasonable levels.

BUY

This is a case where a solid stock you wait and wait to pullback goes down only due to an extraneous event, nothing to do with the company. It finish at an all-time high today.

BUY ON WEAKNESS

It reports Thursday. It occasionally gets hit after big runs, which are buying opportunities.

BUY

Has a ton of cell phone business, controllers and some cell phone, a hodge-podge, but pays a very good dividend.

TOP PICK

This is a value play at these levels. Has been beaten up because of the trade tensions. This name has real traction in the industry. So are picking up a well established company at a decent valuation. Question is are we done with the trade tensions? He doesn't think so, so you just have to pick your spot. However, 5 years from now, you should be happy. Yield = 4.2% (Analysts’ price target is $320.33)

PAST TOP PICK

(A Top Pick Jul 24/18, Up 23%) One of the stocks that have been hit by the Huawei situation. It keeps making acquisitions. He still like it.

PAST TOP PICK

(A Top Pick Jan 23/14. Up 43.83%.) This is in the chips in mobile phones, and that mobile phone business has been a wonderful business for the last few years. He continues to like it. The growth in this business is worldwide. Still likes.

TOP PICK

Systems that your cell phone call has to go through. Took a big drop as they did a major write down and then things improved after that. It is an essential service in that space. He also owns QCOM, but this rounds out the space. It looks a bit undervalued to him.

SELL

(Market Call Minute) Buy QCOM instead. Better exposure to 3 and 4 G technology and good royalty income.

HOLD

Sees a top in the stock at $31.67, EBV +3 is a real resistance level. Model $52.25, 95% upside, but market is not believing the estimates. They could try to make it into a yield play. It is cheap on a valuation basis. You could have a spike up at any time but not more than EBV +3.

SELL

(Market Call Minute) A darling of the market but in direct competition to Qualcom.

DON'T BUY

Not a nice looking chart. Seasonality is usually from beginning of October to second week in January. Technicals are not supporting seasonality as of yet.

BUY

Communication semiconductors. Likes the technology space. You want the cash flow and predictability.

PAST TOP PICK

(A Top Pick Feb 6/06. Down 24.4%.) He exited Mar 10/06 at about $44, which would've been a loss of about 6%.

DON'T BUY

Coming of the correction in May, semiconductors had a very poor 1st half of the year and he was stopped out of his position. Now starting to look more interesting. This company has some lower revisions estimates.

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Broadcom Corp. (BRCM)