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NXP Semiconductors (NXPI-Q)

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NXP Semiconductors
NXPI-Q

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TOP PICK	NXP Semiconductors(NXPI-Q) 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) INDUSTRIAL PRODUCTS 0 0 0 0 0 0 comments	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) INDUSTRIAL PRODUCTS 0 0 0 0 0 0 comments Norman Levine Managing D, Portfolio Management... Price $101.170 Owned Yes

TOP PICK	NXP Semiconductors(NXPI-Q) 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) INDUSTRIAL PRODUCTS 0 0 0 0 0 0 comments	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) INDUSTRIAL PRODUCTS 0 0 0 0 0 0 comments Norman Levine Managing D, Portfolio Management... Price $84.620 Owned Yes
DON'T BUY	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. INDUSTRIAL PRODUCTS 0 0 0 0 0 0 comments	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. INDUSTRIAL PRODUCTS 0 0 0 0 0 0 comments Darren Sissons Vice Presi, Campbell Lee & Ross... Price $89.570 Owned No
COMMENT	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. INDUSTRIAL PRODUCTS 0 0 0 0 0 0 comments	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. INDUSTRIAL PRODUCTS 0 0 0 0 0 0 comments Darren Sissons Vice Presi, Campbell Lee & Ross... Price $112.550 Owned Unknown
COMMENT	NXP Semiconductors(NXPI-Q) 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. INDUSTRIAL PRODUCTS 0 0 0 0 0 0 comments	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. INDUSTRIAL PRODUCTS 0 0 0 0 0 0 comments Andy Nasr VP & Inves, Sentry Investments... Price $110.880 Owned No
HOLD	NXP Semiconductors(NXPI-Q) 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. INDUSTRIAL PRODUCTS 0 0 0 0 0 0 comments	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. INDUSTRIAL PRODUCTS 0 0 0 0 0 0 comments Brian Acker, CA Chief Exec, Acker Finley Inc.... Price $98.390 Owned Unknown
SPECULATIVE BUY	NXP Semiconductors(NXPI-Q) 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. INDUSTRIAL PRODUCTS 0 0 0 0 0 0 comments	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. INDUSTRIAL PRODUCTS 0 0 0 0 0 0 comments Larry Berman CF Chief Inve, ETF Capital Manageme... Price $98.390 Owned Unknown
PAST TOP PICK	NXP Semiconductors(NXPI-Q) 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. INDUSTRIAL PRODUCTS 0 0 0 0 0 0 comments	(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. INDUSTRIAL PRODUCTS 0 0 0 0 0 0 comments David Burrows President , Barometer Capital Ma... Price $79.070 Owned No
PAST TOP PICK	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. INDUSTRIAL PRODUCTS 0 0 0 0 0 0 comments	(Top Pick Mar 10/15, Down 30.37%) He came out of it. Semiconductors can be quite volatile. INDUSTRIAL PRODUCTS 0 0 0 0 0 0 comments David Burrows President , Barometer Capital Ma... Price $67.600 Owned No
PAST TOP PICK	NXP Semiconductors(NXPI-Q) 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. INDUSTRIAL PRODUCTS 0 0 0 0 0 0 comments	(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. INDUSTRIAL PRODUCTS 0 0 0 0 0 0 comments Don Lato President, Padlock Investment M... Price $70.650 Owned Yes
COMMENT	NXP Semiconductors(NXPI-Q) 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. INDUSTRIAL PRODUCTS 0 0 0 0 0 0 comments	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. INDUSTRIAL PRODUCTS 0 0 0 0 0 0 comments David Burrows President , Barometer Capital Ma... Price $68.430 Owned Unknown
PAST TOP PICK	NXP Semiconductors(NXPI-Q) 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. INDUSTRIAL PRODUCTS 0 0 0 0 0 0 comments	(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. INDUSTRIAL PRODUCTS 0 0 0 0 0 0 comments John Wilson CEO; Co-CI, Sprott Asset Managem... Price $68.650 Owned Yes
DON'T BUY	NXP Semiconductors(NXPI-Q) 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. INDUSTRIAL PRODUCTS 0 0 0 0 0 0 comments	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. INDUSTRIAL PRODUCTS 0 0 0 0 0 0 comments David Burrows President , Barometer Capital Ma... Price $90.920 Owned No
PAST TOP PICK	NXP Semiconductors(NXPI-Q) October 27, 2015 (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. INDUSTRIAL PRODUCTS 0 0 0 0 0 0 comments	(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. INDUSTRIAL PRODUCTS 0 0 0 0 0 0 comments Don Lato President, Padlock Investment M... Price $90.300 Owned Yes
TOP PICK	NXP Semiconductors(NXPI-Q) October 19, 2015 (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. INDUSTRIAL PRODUCTS 0 0 0 0 0 0 comments	(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. INDUSTRIAL PRODUCTS 0 0 0 0 0 0 comments John Wilson CEO; Co-CI, Sprott Asset Managem... Price $93.420 Owned Yes

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