NXP Semiconductors | StockChase
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NXP Semiconductors (NXPI-Q)

Last Price Recorded: $115.5000 on 2017-11-17

ON STOCKCHASE SINCE Feb 2014

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NXP Semiconductors


Signal Opinion Expert

2017-09-11

COMMENT
NXP Semiconductors (NXPI-Q)

QUALCOMM (QCOM-Q) is supposed to acquire this on September 22. Hold or Sell? When you get an acquisition offer, there is a relative spread that occurs, and as soon as the announcement occurs, it tightens, but there is always a little bit left over. You can take an arbitrage trade, and if you put some leverage on it, you may be able to juice your return and take the differential between the Buy and the merge price, and perhaps get 10% in a very short period of time. The underlying risk would be if the merger didn’t get approved. There are going to be a few gates they have to go through before this is approved, so tying up your money would not make a ton of sense. If you can Sell into it, just do that.

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Darren Sissons

Vice President and Partner, Campbell Lee & Ross

Price: $112.550
Owned: Unknown

2017-08-02

COMMENT
NXP Semiconductors (NXPI-Q)

We are seeing a transformation in the semiconductor business. These sleepy semiconductor businesses that used to grow at around global GDP are now growing at a much quicker rate because there are more and more semiconductors being used in everyday consumer devices, including cars. Longer-term, as vehicles become a little more sophisticated, the fundamentals support owning companies like this provided the valuation is reasonable. He prefers Infineon (German) where he thinks there is going to be more upside.

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Andy Nasr

VP & Investment Strategist, Sentry Investments

Price: $110.880
Owned: No

2017-02-06

HOLD
NXP Semiconductors (NXPI-Q)

He does not think the deal is going to happen.  The market is skeptical as well.  He would continue to hold and see what happens.

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Brian Acker, CA

Chief Executive Officer, President and Chief Inves, Acker Finley Inc.

Price: $98.390
Owned: Unknown

2017-01-09

SPECULATIVE BUY
NXP Semiconductors (NXPI-Q)

There is a $110 cash offer.  The $98 stock price probably correctly reflects the risks.  He does not have more to add.  When there is an M&A deal, the charts don’t matter at all.

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Larry Berman CFA, CMT, CTA

Chief Investment Officer, Partner, ETF Capital Management Inc.

Price: $98.390
Owned: Unknown

2016-03-15

PAST TOP PICK
NXP Semiconductors (NXPI-Q)

(A Top Pick March 10/15. Down 18.94%.) Got stopped out in July and sold his holdings at $96. Semiconductors are a pretty good sized piece of his portfolio today, as technology is making a nice turn.

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David Burrows

President & Chief Investment Strategist, Barometer Capital Management

Price: $79.070
Owned: No

2016-02-18

PAST TOP PICK
NXP Semiconductors (NXPI-Q)

(Top Pick Mar 10/15, Down 30.37%) He came out of it.  Semiconductors can be quite volatile.

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David Burrows

President & Chief Investment Strategist, Barometer Capital Management

Price: $67.600
Owned: No

2016-01-27

PAST TOP PICK
NXP Semiconductors (NXPI-Q)

(Top Pick Feb 19/15, Down 17.53%) It is getting caught up in the AAPL-O supplier downdraft.  They make the finger touch control.  They are also in the automotive business for semiconductors and that will grow for them as they just closed an acquisition in this sector.  It’s at about 12 times earnings so he is happy to continue owning it.

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Don Lato

President, Padlock Investment Management

Price: $70.650
Owned: Yes

2016-01-19

COMMENT
NXP Semiconductors (NXPI-Q)

Semiconductors were one of the most resilient sectors in the market leading up to the ultimate crack in December. This stock topped out last June, and has been making lower highs since then. Near field communications is a great technology, but there will be better spots. If he were looking at semiconductors, he would be look at something like Nvidia (NVDA-Q), or in the capital equipment space, KLA-Tencor (KLAC-Q). These are the 2 strongest in the semiconductor space. As we go through this correction there is still some risk in the short run, but it is a group that generally turns higher quickly, as the market starts to find a footing. 

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David Burrows

President & Chief Investment Strategist, Barometer Capital Management

Price: $68.430
Owned: Unknown

2016-01-18

PAST TOP PICK
NXP Semiconductors (NXPI-Q)

(Top Pick Nov 17’14, Down 7.69%) Credit card chips and payment chip inside the iPhone 6 and they make chips in your car.  They announced an acquisition that closed last fall.  Then the concerns of China came up.  They have been dragged down by Apple concerns.

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John Wilson

CEO; Co-CIO & Sr Portfolio Manager, Sprott Asset Management

Price: $68.650
Owned: Yes

2015-11-02

DON'T BUY
NXP Semiconductors (NXPI-Q)

You have to be fairly active as an investor in these companies.  He got stopped out.  It broke down decisively at $90 and had not re-established itself.  He watches it, however.  You might look at XSD-N.

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David Burrows

President & Chief Investment Strategist, Barometer Capital Management

Price: $90.920
Owned: No

2015-10-27

PAST TOP PICK
NXP Semiconductors (NXPI-Q)

(A Top Pick Feb 19/15. Up 6.27%.) Just after he was on the program, they acquired Freescale, which is still in an ongoing process through FDC. The stock reacted very positively to this. Unfortunately, the whole semiconductor group has come under a little bit of pressure with respect to pricing. Also, this is an Apple (AAPL-Q) supplier, and a lot of the Apple supply chain has had some volatility. At 14X next year’s earnings, this is a very cheap stock.

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Don Lato

President, Padlock Investment Management

Price: $90.300
Owned: Yes

2015-10-19

TOP PICK
NXP Semiconductors (NXPI-Q)

(Top Pick Nov 17/14, Up 26.44%) The chip that goes into the iPhone 6 for Apple-pay and the chip in credit cards.  US consumers are only just getting to chip cards.  There is some risk with their recent acquisition in terms of regulatory risk.  They had to spin off a couple of divisions that were giving them too much market share.  Great growth prospects and a great management team.

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John Wilson

CEO; Co-CIO & Sr Portfolio Manager, Sprott Asset Management

Price: $93.420
Owned: Yes

2015-08-05

TOP PICK
NXP Semiconductors (NXPI-Q)

Have a couple of neat product categories, but the one that most people know them for is the little silver chip on credit cards. It is also on the iPhone 6 for Apple pay. Credit card with chips is just rolling out in the US. Have a big acquisition closing later this year with Freescale Semiconductor (FSL-N) which will be very, very positive for them. This will make them #1 in automotive. The stock has pulled back with the general tech pullback and mid-$90 is an excellent entry point.

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John Wilson

CEO; Co-CIO & Sr Portfolio Manager, Sprott Asset Management

Price: $97.020
Owned: Yes

2015-07-09

TOP PICK
NXP Semiconductors (NXPI-Q)

Semiconductors.  Cyclical, but it doesn’t matter what oil does.  It is the number of new tablets or cell phones and the number of new cars with all the new sensors.  They are acquiring Free Scale that will make them one of the largest automotive semiconductor manufacturers in the industry.  It is much undervalued.  There is no dividend and a lot of leverage that will come down.

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Andrew Hamlin

VP & Portfolio Manager, Aston Hill Financial

Price: $96.470
Owned: Yes

2015-07-09

HOLD
NXP Semiconductors (NXPI-Q)

Reported some great numbers in March and the stock jumped from about $85 to $100, and then based with the semiconductor group over the last while. In the most recent market weakness, the last 4 days really, it has pulled back and is filling in that gap. Technically he would say that there is nothing broken here. Semiconductors have had some pressure on them, but this really has been from 3 companies only. Thinks this one has a very positive future.

INDUSTRIAL PRODUCTS
David Burrows

President & Chief Investment Strategist, Barometer Capital Management

Price: $96.470
Owned: Unknown

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