256

Qualcomm (QCOM-Q)

ON STOCKCHASE SINCE Nov 2000

Leading edge tech/developed CDMA (=royalties)(best platform) for cell phones PCS

Telecommunications

Qualcomm
QCOM-Q

41 watching

Join the Discussion

Expert Opinions
0 comments
Your Reaction

0 0 0 0 0

What the experts are saying about QCOM-Q

Signal	Opinion	Expert
WATCH	Qualcomm(QCOM-Q) April 17, 2019 A settlement with Apple was announced yesterday. He sold his QCOM shares ahead of the court battle. He is looking at it again, but is not jumping back in right away. Telecommunications 0 0 0 0 0 0 comments	A settlement with Apple was announced yesterday. He sold his QCOM shares ahead of the court battle. He is looking at it again, but is not jumping back in right away. Telecommunications 0 0 0 0 0 0 comments Norman Levine Managing D, Portfolio Management... Price $79.080 Owned No

COMMENT	Qualcomm(QCOM-Q) April 8, 2019 They are locked in a patent war with Apple. They own the CDMA technology from the original generation of cell phones in the '90s. Their patents will do okay. They have been very aggressive in collecting patent revenue. Buy in the $50s and sell in the $60s. There is a solid revenue stream and no costs in patent revenues. Telecommunications 0 0 0 0 0 0 comments	They are locked in a patent war with Apple. They own the CDMA technology from the original generation of cell phones in the '90s. Their patents will do okay. They have been very aggressive in collecting patent revenue. Buy in the $50s and sell in the $60s. There is a solid revenue stream and no costs in patent revenues. Telecommunications 0 0 0 0 0 0 comments Bruce Murray CEO & Chie, The Murray Wealth Gr... Price $57.790 Owned Unknown
COMMENT	Qualcomm(QCOM-Q) January 22, 2019 Owns a small position via an ETF, SOXX. It's one of the top three holdings in SOXX. He scaled back by buying SOXX and not QCOM directly, because there are legal issues with Apple. He wants to own it outright, though. Telecommunications 0 0 0 0 0 0 comments	Owns a small position via an ETF, SOXX. It's one of the top three holdings in SOXX. He scaled back by buying SOXX and not QCOM directly, because there are legal issues with Apple. He wants to own it outright, though. Telecommunications 0 0 0 0 0 0 comments Kim Bolton President , Black Swan Dexterita... Price $54.290 Owned No
PAST TOP PICK	Qualcomm(QCOM-Q) December 31, 2018 (A Top Pick Feb 15/18, Down 10%) The XP acquisition attempt in China was a problem. There are a lot of potential levers to this story. He would get back into it. Telecommunications 0 0 0 0 0 0 comments	(A Top Pick Feb 15/18, Down 10%) The XP acquisition attempt in China was a problem. There are a lot of potential levers to this story. He would get back into it. Telecommunications 0 0 0 0 0 0 comments John Zechner Chairman, J. Zechner & Assoc... Price $56.910 Owned No
COMMENT	Qualcomm(QCOM-Q) December 14, 2018 Apple or Qualcomm? Apple will win. Qualcomm got a small victory, but then Apple worked around it. Like the royalties lawsuit, you have to pick your battles. Telecommunications 0 0 0 0 0 0 comments	Apple or Qualcomm? Apple will win. Qualcomm got a small victory, but then Apple worked around it. Like the royalties lawsuit, you have to pick your battles. Telecommunications 0 0 0 0 0 0 comments Kim Bolton President , Black Swan Dexterita... Price $57.620 Owned Unknown
DON'T BUY	Qualcomm(QCOM-Q) December 11, 2018 She used to own it. They've had issues of reinforcing royalty payments in China, and now have a dispute with Apple. Too much uncertainty over how they protect their patents. Telecommunications 0 0 0 0 0 0 comments	She used to own it. They've had issues of reinforcing royalty payments in China, and now have a dispute with Apple. Too much uncertainty over how they protect their patents. Telecommunications 0 0 0 0 0 0 comments Christine Poole CEO & Mana, GlobeInvest Capital ... Price $57.350 Owned No
TOP PICK	Qualcomm(QCOM-Q) November 14, 2018 He's bought and sold this within a range over the past five years. Likes this because 5G will be a huge technology spend, and Qualcomm is the technology licensee. It pays over a 4% dividend. They are suing Apple over technology and, if they win, will be huge for QCOM. Low-risk, good upside. (Analysts’ price target is $69.98) Telecommunications 0 0 0 0 0 0 comments	He's bought and sold this within a range over the past five years. Likes this because 5G will be a huge technology spend, and Qualcomm is the technology licensee. It pays over a 4% dividend. They are suing Apple over technology and, if they win, will be huge for QCOM. Low-risk, good upside. (Analysts’ price target is $69.98) Telecommunications 0 0 0 0 0 0 comments Bruce Murray CEO & Chie, The Murray Wealth Gr... Price $53.940 Owned No
PAST TOP PICK	Qualcomm(QCOM-Q) October 4, 2018 (Past Top Pick, March 27, 2018, Up 34%) Got caught up in the US-China dispute. They are the goto player for 5G communication chips, and they sell old-school chips to Apple and some Chinese companies. He sold his shares in the $70's. This will go sideways as the trade war continunes. Telecommunications 0 0 0 0 0 0 comments	(Past Top Pick, March 27, 2018, Up 34%) Got caught up in the US-China dispute. They are the goto player for 5G communication chips, and they sell old-school chips to Apple and some Chinese companies. He sold his shares in the $70's. This will go sideways as the trade war continunes. Telecommunications 0 0 0 0 0 0 comments John Zechner Chairman, J. Zechner & Assoc... Price $72.380 Owned No
PAST TOP PICK	Qualcomm(QCOM-Q) August 27, 2018 (Past Top Pick, Feb.15, 2018, Up 5%) When he recommended it, it was priced fairly. Then it dove. Problems with the Trump-China trade scared off an acquisition. They still don't get paid royalties from CDMA chips from Huawei and Apple. But they had a great Q2 report, and the stock bounced back nicely. Telecommunications 0 0 0 0 0 0 comments	(Past Top Pick, Feb.15, 2018, Up 5%) When he recommended it, it was priced fairly. Then it dove. Problems with the Trump-China trade scared off an acquisition. They still don't get paid royalties from CDMA chips from Huawei and Apple. But they had a great Q2 report, and the stock bounced back nicely. Telecommunications 0 0 0 0 0 0 comments John Zechner Chairman, J. Zechner & Assoc... Price $67.340 Owned No
BUY on WEAKNESS	Qualcomm(QCOM-Q) July 9, 2018 A leader in this space. Qualcomm bought NXP, but that's mired in the current US-China trade dispute. Meanwhile, Qualcomm came down. So he bought an option. Try buying an option going 2-3 months. Pays a yield of 4.3%. Telecommunications 0 0 0 0 0 0 comments	A leader in this space. Qualcomm bought NXP, but that's mired in the current US-China trade dispute. Meanwhile, Qualcomm came down. So he bought an option. Try buying an option going 2-3 months. Pays a yield of 4.3%. Telecommunications 0 0 0 0 0 0 comments Kim Bolton President , Black Swan Dexterita... Price $58.040 Owned Yes
COMMENT	Qualcomm(QCOM-Q) June 6, 2018 Likes the name and sector. QCOM is a long-term growth opportunity. Telecommunications 0 0 0 0 0 0 comments	Likes the name and sector. QCOM is a long-term growth opportunity. Telecommunications 0 0 0 0 0 0 comments Andrew Pyle Senior wea, The Pyle Group, Scot... Price $59.840 Owned No
TOP PICK	Qualcomm(QCOM-Q) May 2, 2018 All this 5G technology will benefit chip-makers like this one. Trading at 16x forward earnings. They ahve disputes with Apple and China, so settlements from those will benefit QCOM. (Analysts' price target $63.57) Telecommunications 0 0 0 0 0 0 comments	All this 5G technology will benefit chip-makers like this one. Trading at 16x forward earnings. They ahve disputes with Apple and China, so settlements from those will benefit QCOM. (Analysts' price target $63.57) Telecommunications 0 0 0 0 0 0 comments John Zechner Chairman, J. Zechner & Assoc... Price $50.260 Owned Yes
BUY on WEAKNESS	Qualcomm(QCOM-Q) April 25, 2018 This is going through a hard time right now. He has a model price of $54.90, but thinks the stock will continue to move lower. It will eventually get straightened out and he will look to buy it at lower levels. The yield is almost 5%. He would add length near $40. Telecommunications 0 0 0 0 0 0 comments	This is going through a hard time right now. He has a model price of $54.90, but thinks the stock will continue to move lower. It will eventually get straightened out and he will look to buy it at lower levels. The yield is almost 5%. He would add length near $40. Telecommunications 0 0 0 0 0 0 comments Brian Acker, CA Chief Exec, Acker Finley Inc.... Price $49.750 Owned Yes
DON'T BUY	Qualcomm(QCOM-Q) April 25, 2018 They're in a tussle with Apple over licensing and face problems with their intellectural property hijacked in China. Thet're the leader in LTE chips with a 95% market share. Great, but they can't gain much more. He sold his shares in spring 2016 based on China fears. There's so much choice among tech stocks, so Qualcomm wouldn't make the grade--though it's a good company. Telecommunications 0 0 0 0 0 0 comments	They're in a tussle with Apple over licensing and face problems with their intellectural property hijacked in China. Thet're the leader in LTE chips with a 95% market share. Great, but they can't gain much more. He sold his shares in spring 2016 based on China fears. There's so much choice among tech stocks, so Qualcomm wouldn't make the grade--though it's a good company. Telecommunications 0 0 0 0 0 0 comments Gordon Reid President, GoodReid Investment ... Price $49.750 Owned No
TOP PICK	Qualcomm(QCOM-Q) March 27, 2018 A little risky, but they own the commnication chips market. With the global 5G roll-out, they are better positioned than anybody. There's potential growth. 15x foward earnings. 4.5% dividend yield. (Analysts' price target $70.23) Telecommunications 0 0 0 0 0 0 comments	A little risky, but they own the commnication chips market. With the global 5G roll-out, they are better positioned than anybody. There's potential growth. 15x foward earnings. 4.5% dividend yield. (Analysts' price target $70.23) Telecommunications 0 0 0 0 0 0 comments John Zechner Chairman, J. Zechner & Assoc... Price $54.840 Owned Yes

4+

JOIN THE DISCUSSION
4 comments in the last 7 days

Stockchase, in its reporting on what has been discussed by indviduals 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.

© Stockchase Inc. & Wealthica Financial Technology Inc.