Qualcomm
QCOM-Q
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About Qualcomm (QCOM-Q)
Qualcomm is an American multinational semiconductor and telecommunications equipment company that designs and markets wireless telecommunications products and services.
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Opinion
Expert
BUY
BUY
October 8, 2019
Which 5G stock to buy? Careful with all this hype over new technology. The use could be pushed out to later. QCOM owns a lot of licensing for 5G. Long-term, they will benefit. They are fairly safe.
Which 5G stock to buy? Careful with all this hype over new technology. The use could be pushed out to later. QCOM owns a lot of licensing for 5G. Long-term, they will benefit. They are fairly safe.
Telecommunications
WEAK BUY
WEAK BUY
October 7, 2019
Qualcomm or Cisco? Qualcomm may be breaking its trendline; it's choppy and not for conservative investors. The chart is merely okay. Cisco has rolled over and has consolidated; it's rangebound. If Cisco breaks out of this range, it's very good. At least Qualcomm is in an uptrend, so he slightly favours it.
Qualcomm or Cisco? Qualcomm may be breaking its trendline; it's choppy and not for conservative investors. The chart is merely okay. Cisco has rolled over and has consolidated; it's rangebound. If Cisco breaks out of this range, it's very good. At least Qualcomm is in an uptrend, so he slightly favours it.
Telecommunications
DON'T BUY
DON'T BUY
June 26, 2019
There are lots of cross currents with this one. An Apple settlement in April helped the stock price. A court ruling that the company's royalty strategy was illegal and now up the air again. Now China stealing intellectual property from them could be harmful as well.
There are lots of cross currents with this one. An Apple settlement in April helped the stock price. A court ruling that the company's royalty strategy was illegal and now up the air again. Now China stealing intellectual property from them could be harmful as well.
Telecommunications
BUY
BUY
May 30, 2019
The issue was that they were accused of monopolistic activities. AAPL-Q settled with them because their switch to INTL-Q did not work out. We have to look through all this noise to realize they are the leader in 5G chips. That is the big deal. This is not an expensive stock and they are the leader in 5G.
The issue was that they were accused of monopolistic activities. AAPL-Q settled with them because their switch to INTL-Q did not work out. We have to look through all this noise to realize they are the leader in 5G chips. That is the big deal. This is not an expensive stock and they are the leader in 5G.
Telecommunications
DON'T BUY
DON'T BUY
May 22, 2019
He did own, but as the trial date with Apple approached, they decided to exit when they thought the risk became more to the downside. Now the FCC is after them for some of their business practices, so they are staying away. Too volatile for him.
He did own, but as the trial date with Apple approached, they decided to exit when they thought the risk became more to the downside. Now the FCC is after them for some of their business practices, so they are staying away. Too volatile for him.
Telecommunications
DON'T BUY
DON'T BUY
May 10, 2019
He was short prior to the Apple agreement. Very expensive at 28 times earnings. He would not like it here and would take profit.
He was short prior to the Apple agreement. Very expensive at 28 times earnings. He would not like it here and would take profit.
Telecommunications
BUY
BUY
April 22, 2019
It's an excellent long-term, 5G investment, but he suspects Apple's hand was forced to settle with QCOM last week, because the 5G chip Apple was developing with Intel failed to progress. It's a great settlement for QCOM, which has shot up with room to rise even further . Further, a US-China trade deal will benefit QCOM.
It's an excellent long-term, 5G investment, but he suspects Apple's hand was forced to settle with QCOM last week, because the 5G chip Apple was developing with Intel failed to progress. It's a great settlement for QCOM, which has shot up with room to rise even further . Further, a US-China trade deal will benefit QCOM.
Telecommunications
WATCH
WATCH
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.
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
COMMENT
COMMENT
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.
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
COMMENT
COMMENT
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.
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
PAST TOP PICK
PAST TOP PICK
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.
(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
COMMENT
COMMENT
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.
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
DON'T BUY
DON'T BUY
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.
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
TOP PICK
TOP PICK
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)
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
PAST TOP PICK
PAST TOP PICK
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.
(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
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