Qualcomm | StockChase
236
Qualcomm (QCOM-Q)

Last Price Recorded: $68.1300 on 2017-11-23

ON STOCKCHASE SINCE Nov 2000

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

Telecommunications

Qualcomm


Signal Opinion Expert
     

2017-11-14

COMMENT
Qualcomm (QCOM-Q)

The company has resisted the recent takeover offer. They make chipsets for mobile devices, and the government of China refused to enforce their patent rights on devices in China, which put a huge hole in their income statement. It’s an unresolved issue. He doesn’t know what is going to happen.

Telecommunications
David Baskin

President, Baskin Wealth Management

Price: $66.000
Owned: Unknown

2017-10-13

WAIT
Qualcomm (QCOM-Q)

The big issue is the litigation story. He believes they are going to court with Apple (AAPL-Q). This involves 6 patents and one company on one side with a huge balance sheet ready to go to war, trying to cut the profitability on a company that they believe have anti-business practices. This is one you just want to stand on the side and wait to see what happens.

Telecommunications
Darren Sissons

Vice President and Partner, Campbell Lee & Ross

Price: $52.820
Owned: Unknown

2017-09-21

DON'T BUY
Qualcomm (QCOM-Q)

They have legal problems and fights with the street.  You need to move on.  He would focus on others.

Telecommunications
David Burrows

President & Chief Investment Strategist, Barometer Capital Management

Price: $52.030
Owned: No

2017-09-19

DON'T BUY
Qualcomm (QCOM-Q)

(Market Call Minute.) Sold his holdings in 2015 at about $70. Didn’t like what was happening in China. This has also spilled over into North America, where Apple (AAPL-Q) is pushing back on Qualcomm about paying royalty and licensing fees. He wouldn’t go near this.

Telecommunications
Gordon Reid

President, GoodReid Investment Counsel

Price: $52.300
Owned: No

2017-09-12

DON'T BUY
Qualcomm (QCOM-Q)

With all the patent disputes going on, including Apple (AAPL-Q) and all the countries that are not paying their royalty fees, there is not a lot of visibility in terms of how it is going to play out. A very volatile stock, so she would not step in here.

Telecommunications
Christine Poole

CEO & Managing Director, GlobeInvest Capital Management

Price: $50.900
Owned: No

2017-08-29

DON'T BUY
Qualcomm (QCOM-Q)

Thought this would do well because of the main chip in the smart phones, but it never materialized. The CEO just quit. The balance sheet is great and they have great technology, but clearly they missed the boat.

Telecommunications
Barry Schwartz

CIO & Portfolio Manager, Baskin Wealth Management

Price: $51.810
Owned: No

2017-08-23

DON'T BUY
Qualcomm (QCOM-Q)

QCOM-Q vs. AVGO-Q. Broadcom is getting closer to closing their deal. They have great price momentum, although valuation is catching up. QCOM-Q has poor price momentum and poor valuation.

Telecommunications
Jason Mann

CIO & Co-Founder, Edgehill Patners

Price: $52.230
Owned: Unknown

2017-08-11

COMMENT
Qualcomm (QCOM-Q)

Revenues have escalated nicely, but earnings over the years has been very volatile. Although revenues are rising higher, there is significant volatility in earnings and margins keep changing. The biggest overhang is their litigious battle with Apple (AAPL-Q). Until that goes away, the overhang on the stock is going to be such that the stock could go lower or could go higher. Thinks they could ultimately sell, but it is definitely an overhang. He can’t see any upward catalyst and you just have to wait.

Telecommunications
Darren Sissons

Vice President and Partner, Campbell Lee & Ross

Price: $52.720
Owned: Unknown

2017-08-04

HOLD
Qualcomm (QCOM-Q)

This follows the seasonality of most of the high-tech sector stocks. Last year, they had a pretty good move between the beginning of October, right through until January. We are not into the period of seasonal strength yet. The stock has not been doing too well at all. It has been in a downward trend and has formed a trading range between $50 and $53. As long as the stock stays above support of around $50, you are going to be okay.

Telecommunications
Don Vialoux

Research Analyst, TimingTheMarket.CA & EquityClock.COM

Price: $52.620
Owned: Unknown

2017-07-12

COMMENT
Qualcomm (QCOM-Q)

A very volatile stock. They get royalty payments on their patents, and are having a dispute with Apple (AAPL-Q). As well as an issue of collecting royalties in other countries such as China. She doesn’t have a high visibility of their earnings and cash flow, so is not looking to enter this one.

Telecommunications
Christine Poole

CEO & Managing Director, GlobeInvest Capital Management

Price: $56.200
Owned: No

2017-07-07

COMMENT
Qualcomm (QCOM-Q)

The issue around its patent library is best summed up when you look at the difference between the revenue line and the earnings line. Revenues have gone up consistently, but earnings have not gone up with the same trajectory. That is a challenge, as it creates a margin squeeze. They have a lawsuit against Apple (AAPL-Q), which he doesn’t think will be resolved anytime soon. Ultimately, they could just cut Apple off which would cause a lot of pain to Apple. The semiconductor space is overdone and is very expensive. If he owned, he would be moving to the side.

Telecommunications
Darren Sissons

Vice President and Partner, Campbell Lee & Ross

Price: $55.350
Owned: Unknown

2017-05-19

TOP PICK
Qualcomm (QCOM-Q)

In a scrap with Apple (AAPL-Q), which they go through every 3 years. If not Apple, it’s Samsung, Motorola, Nokia, etc. They have tremendous cash and a balance sheet to support whatever the outcome may be. Trading at 11X earnings and a near 4% dividend yield. They’ll benefit from cash repatriation if Trump is able to pass through his tax reform. There are also 2 other stimuli. 1.) You are about to begin a five-year upgrade cycle by the wireless carriers, which this company will be a beneficiary from. 2.) They bought NXP Semiconductors, which gives them foray into the car market, as well as the chip that is embedded in your credit card.

Telecommunications
John Petrides

Managing Dir. & Portfolio Manager, Point View Wealth Management

Price: $57.670
Owned: Yes

2017-05-15

BUY
Qualcomm (QCOM-Q)

The global leader in wireless technology licensing. They have 2 businesses, licensing their wireless technology to other companies and producing conductor chips for the wireless area. The stock has been choppy over the last year. Apple (AAPL-Q) has basically stopped paying them, being unhappy with the terms. A good franchise, and with a pullback, this is good value here. 4.1% dividend yield.

Telecommunications
Alex Ruus

Portfolio Manager, Arrow Capital Management

Price: $55.400
Owned: Unknown

2017-05-10

COMMENT
Qualcomm (QCOM-Q)

A headline story, because they are being sued by their largest customer, Apple (AAPL-Q). They make chips which are mainly used in smart phones, but they also receive royalties for a patent they have, which basically divides and communicates the cell phone to a cell phone tower. Apple thinks they are paying too much. Looking at this on numbers, it is a great story and very inexpensive. High free cash flow yield and nice dividend. If they can settle things with Apple, the stock will do well.

Telecommunications
John Burke

CEO & CIO, Burke Financial Strategies

Price: $55.330
Owned: Unknown

2017-05-02

SELL
Qualcomm (QCOM-Q)

Hold or sell? You have to look at the market every day by asking yourself how should you deploy your capital for today and into the future. In this case, you would ask yourself how is the $52 best deployed. In this case, not in this company. It has had some great success, but he questions where they go from here and are they controlling their existing space.

Telecommunications
Gordon Reid

President, GoodReid Investment Counsel

Price: $53.290
Owned: No

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