QCOM vs. MSFT His concern is that a lot of the passive money is driving the price of MSFT. Not cheap, almost 30x forward earnings for an 11-12% growth rate. If you own it, keep it. Or if you have too much, pare back. Qualcomm has done well, starting to outperform with the rest of the semis. Qualcomm trades at 21x with 12% growth rate. If you trim MSFT, you could buy some QCOM. Gets you away from everyone owning the large cap names through ETFs.
QCOM vs. MSFT His concern is that a lot of the passive money is driving the price of MSFT. Not cheap, almost 30x forward earnings for an 11-12% growth rate. If you own it, keep it. Or if you have too much, pare back. Qualcomm has done well, starting to outperform with the rest of the semis. Qualcomm trades at 21x with 12% growth rate. If you trim MSFT, you could buy some QCOM. Gets you away from everyone owning the large cap names through ETFs.
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.
Ranking : 4 out of 5
Bullish - Buy Signals / Votes : 7
Neutral - Hold Signals / Votes : 0
Bearish - Sell Signals / Votes : 4
Total Signals / Votes : 11
Qualcomm is a American stock, trading under the symbol QCOM-Q on the NASDAQ (QCOM). It is usually referred to as NASDAQ:QCOM or QCOM-Q
In the last year, 11 stock analysts published opinions about QCOM-Q. 7 analysts recommended to BUY the stock. 4 analysts recommended to SELL the stock. The latest stock analyst recommendation is DON'T BUY. Read the latest stock experts' ratings for Qualcomm.
Qualcomm was recommended as a Top Pick by Chris Blumas on 2020-02-26. Read the latest stock experts ratings for Qualcomm.
Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.
11 stock analysts on Stockchase covered Qualcomm In the last year. It is a trending stock that is worth watching.
On 2020-05-29, Qualcomm (QCOM-Q) stock closed at a price of $80.88.
Qualcomm Not a fan. The CEO has been very acquisitive. They signed a big deal with Apple; 20% of their revenues come from Apple. He owns no chips stocks. It's a commodity-prone stock. Whose chips are better in this space? He prefers MSFT, Google or CGI, which are more durable.