NXP Semiconductors

NXPI-Q

NASDAQ:NXPI

132.68
2.23 (1.71%)
NXP Semiconductors N.V. is a Dutch global semiconductor manufacturer headquartered in Eindhoven, Netherlands. The company employs approximately 45,000 people in more than 35 countries, including 11,200 engineers in 23 countries.
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Analysis and Opinions about NXPI-Q

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
November 8, 2019
(A Top Pick Nov 08/18, Up 39%) It is a specialty semi-conductor manufacturer for factory automation and automobiles. They were subject to a takeover bid at $120. The Chinese government did not allow the deal to go through, which caused the stock to plunge below $80 -- it seemed like a smart play to buy when a big player was willing to pay much more. He is happy to continue to hold.
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(A Top Pick Nov 08/18, Up 39%) It is a specialty semi-conductor manufacturer for factory automation and automobiles. They were subject to a takeover bid at $120. The Chinese government did not allow the deal to go through, which caused the stock to plunge below $80 -- it seemed like a smart play to buy when a big player was willing to pay much more. He is happy to continue to hold.
TOP PICK
TOP PICK
July 3, 2019

When an offer to be bought out by Qualcomm fell through he saw that as a good time to buy. Now that the stock has recovered back towards $100, a level lower than they would have been acquired at, he is interested again as it is a better company today than before the takeout talks. They are involved in semi-conductor parts for autos and factory communications. Lots of upside to come. Yield 1.02% (Analysts’ price target is $115.40)

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When an offer to be bought out by Qualcomm fell through he saw that as a good time to buy. Now that the stock has recovered back towards $100, a level lower than they would have been acquired at, he is interested again as it is a better company today than before the takeout talks. They are involved in semi-conductor parts for autos and factory communications. Lots of upside to come. Yield 1.02% (Analysts’ price target is $115.40)

TOP PICK
TOP PICK
April 17, 2019
Specializes in automation and auto AI. Qualcomm wanted to buy it, but was not allowed by the regulators. He is very excited about their prospects going forward. Yield 0.98%. (Analysts’ price target is $103.78)
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Specializes in automation and auto AI. Qualcomm wanted to buy it, but was not allowed by the regulators. He is very excited about their prospects going forward. Yield 0.98%. (Analysts’ price target is $103.78)
TOP PICK
TOP PICK
November 8, 2018
Two areas: Automotive and factory automation. Qualcom was trying to buy this one earlier this year until the China trade war happened. The drop caused it to become a buying opportunity. Nothing has changed in the growth prospects of the company. (Analysts’ price target is $102.22)
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Two areas: Automotive and factory automation. Qualcom was trying to buy this one earlier this year until the China trade war happened. The drop caused it to become a buying opportunity. Nothing has changed in the growth prospects of the company. (Analysts’ price target is $102.22)
DON'T BUY
DON'T BUY
September 11, 2018

He's known them for a decade. He's not excited about the semi space NOW and this is not his favourite name here. He's slightly negative about it.

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NXP Semiconductors (NXPI-Q)
September 11, 2018

He's known them for a decade. He's not excited about the semi space NOW and this is not his favourite name here. He's slightly negative about it.

COMMENT
COMMENT
September 11, 2017

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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NXP Semiconductors (NXPI-Q)
September 11, 2017

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.

COMMENT
COMMENT
August 2, 2017

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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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.

HOLD
HOLD
February 6, 2017

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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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.

SPECULATIVE BUY
SPECULATIVE BUY
January 9, 2017

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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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.

PAST TOP PICK
PAST TOP PICK
March 15, 2016

(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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(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.

PAST TOP PICK
PAST TOP PICK
February 18, 2016

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

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NXP Semiconductors (NXPI-Q)
February 18, 2016

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

PAST TOP PICK
PAST TOP PICK
January 27, 2016

(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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(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.

COMMENT
COMMENT
January 19, 2016

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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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.

PAST TOP PICK
PAST TOP PICK
January 18, 2016

(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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(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.

DON'T BUY
DON'T BUY
November 2, 2015

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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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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