Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
December 14, 2018
Involved in data centres around the world, which gets upgraded via the software and hyperconverged infrastructure. Great moat around them, but they have a significant lead. Very cheap, as the PEG ratio is 1.01. No yield. (Analysts’ price target is $60.89)
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Nutanix Inc (NTNX-Q)
December 14, 2018
Involved in data centres around the world, which gets upgraded via the software and hyperconverged infrastructure. Great moat around them, but they have a significant lead. Very cheap, as the PEG ratio is 1.01. No yield. (Analysts’ price target is $60.89)
TOP PICK
TOP PICK
December 14, 2018
Has legged in and legged out. Make the screen on iPhones. Have a patent on the OLEDs. All the smartphone makers are using their OLED screens. Yield is 0.3%. (Analysts’ price target is $133.20)
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Has legged in and legged out. Make the screen on iPhones. Have a patent on the OLEDs. All the smartphone makers are using their OLED screens. Yield is 0.3%. (Analysts’ price target is $133.20)
COMMENT
COMMENT
December 14, 2018
Apple or Qualcomm? Apple will win. Qualcomm got a small victory, but then Apple worked around it. Like the royalties lawsuit, you have to pick your battles.
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Qualcomm (QCOM-Q)
December 14, 2018
Apple or Qualcomm? Apple will win. Qualcomm got a small victory, but then Apple worked around it. Like the royalties lawsuit, you have to pick your battles.