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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Qualcomm’s offer to buy NXPI is valued around $127.50. NXPI was trading at $125 a couple of days ago. It is at ~ $123.50 this morning 12 March.
There is considerable confusion over Broadcom (AVAGO) offer to buy QCOM. (I also own QCOM). There are reports today of US regulators fuming at AVGO due to alleged disregard of certain notices required by US regulators.

There are apparently also risks that China could block the sale of NXPI. I am fine keeping NXPI but not if the risk-reward is not in favor of private shareholders. Would you guess that the risk of a deal failure is higher than 50%? If NXPI is left at the altar, do you think NXPI would likely drop significantly in value--- say more than 20%--- or is it a good enough company that it will prosper on its own. Prosper means doing much better than just chugging along.

NXPI seems to be fair value even without M&A activity… Is it? would you buy more if you already had QCOM and NXPI? Would you sell NXPI? Or would you simply hold on.

NXPI seems to have an attractive business model and a good market position. Would it make an attractive target for a different buyer ... say an Intel?
Read Answer Asked by Adam on March 13, 2018
Q: Hello 5i
Please give me your thoughts on the above companies with regard to growth over the next 12-24 months. Which would you prefer?
Thank you so much for all your invaluable guidance!!
Dave
Read Answer Asked by Dave on March 12, 2018
Q: GLW.us recently raised its dividend, action that seems to have taken most analysts by surprise. Are you aware of possible reasons for the analyst commune to be puzzled? Has the company struggled or is there some reason why share price is up only some 3 % in 12 months? I have always been too slow to sell and ask this question to decide whether funds are better deployed elsewhere. If the latter do you have a suggestion, please?
Read Answer Asked by Adam on March 07, 2018
Q: Please rank your preference for these 3 stocks for a growth investor considering establishing a new position today after trimming Shopify position, with a brief explanation of why you prefer one over another.
Read Answer Asked by Christopher on March 05, 2018
Q: I have some money to add to 2 of the listed companies. Please rank them according to safer growth prospects (with your rationale).
Much appreciated as usual. RAM
Read Answer Asked by Ray on March 05, 2018
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