Q: I am thinking of replacing my full position in Alphabet with a position in Qualcomm. What is your opinion of such a change. Thank you for this great service.
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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: I ALWAYS ask about only one company at a time in one question. I ask here about two companies only because the two are intertwined.
Confusion lingers over QCOM.us. The uncertainty in my mind is over: QCOM’s long outstanding offer to buy NXP Semi; disputes with major customers (or is it just one customer Apple?) And now a former insider wants to buy out QCOM and his group has not clarified its position on NXPI.
I hold both QCOM.us and NXPI.us. QCOM appears to have a moat in that its products are, for now, allegedly indispensable in many devices. Is QCOM’s moat real?
Which of QCOM and NXPI ---IF EITHER --- would you sell? Your reasons would be much appreciated, thanks.
Confusion lingers over QCOM.us. The uncertainty in my mind is over: QCOM’s long outstanding offer to buy NXP Semi; disputes with major customers (or is it just one customer Apple?) And now a former insider wants to buy out QCOM and his group has not clarified its position on NXPI.
I hold both QCOM.us and NXPI.us. QCOM appears to have a moat in that its products are, for now, allegedly indispensable in many devices. Is QCOM’s moat real?
Which of QCOM and NXPI ---IF EITHER --- would you sell? Your reasons would be much appreciated, thanks.
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QUALCOMM Incorporated (QCOM)
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Skyworks Solutions Inc. (SWKS)
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American Tower Corporation (REIT) (AMT)
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Crown Castle Inc. (CCI)
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Baylin Technologies Inc. (BYL)
Q: What would your choices be to invest in 5G
Is there an etf that would be better, spread the risk
Many thanks
Is there an etf that would be better, spread the risk
Many thanks
Q: I would appreciate your thoughts on the potential purchase of QCOM by AVGO. Would the change in value after the Monday market drop & the possibility AAPL might switch to INTL chips infer the offer may now be revised?
As always - thanks for the insight!
Dawn
As always - thanks for the insight!
Dawn
Q: I’m wondering why Qualcomm continues to fall even though the Broadcom offer has been raised. Is it because Investors don’t think the takeover will happen? Usually this kind of news would bring a stock up to the takeover price at least, no?
Q: Dear 5i;
I believe that voice recognition for many PDA devices is going to be a big thing in the future . To that end microphone arrays will be an integral component (hardware ) to accomplish this . Can you provide me one or two names of manufacturers of said arrays ?
Thanks
Bill C
I believe that voice recognition for many PDA devices is going to be a big thing in the future . To that end microphone arrays will be an integral component (hardware ) to accomplish this . Can you provide me one or two names of manufacturers of said arrays ?
Thanks
Bill C
Q: Is it time to sell Qualcomm now or wait until the sale goes through - if it does? Apparently if the sale goes through the value per share is $70.
I am down 12.5% and I have been under water 3 years now. .
It pays 3.55% so I COULD hold if that is the best strategy .
I am down 12.5% and I have been under water 3 years now. .
It pays 3.55% so I COULD hold if that is the best strategy .
Q: I bought QCOM a couple of months ago with the intention of holding this longterm for the dividend. In light of the potential takeover by Broadcom, what should I do now and/or if/when it gets taken over? If I have to find a replacement, which US tech-sector stock would you endorse for a generous, stable dividend (preferably >3% if possible) and modest growth, for a longterm hold?
Q: hello 5i,
Do you think that qualcomm has hit the bottom of the litigation barrel and might prove a good turnaround candidate? How would you evaluate the threat of losing Apple?
Thanks
Do you think that qualcomm has hit the bottom of the litigation barrel and might prove a good turnaround candidate? How would you evaluate the threat of losing Apple?
Thanks
Q: What is your view of QCOM stock today. Been holding since oct.2013 down 23% with dividends about breakeven. More litigation this morning. Thinking of taking tax loss while exchange rate is favorable or should i hold ?
Approximately when does tax loss season begins ?
Thanks for the expertise as always !
Denis.
Approximately when does tax loss season begins ?
Thanks for the expertise as always !
Denis.
Q: At today's prices, which of the above companies would you add to and in what order; and which one additional US stock would you buy today.
Thanks,
Terry
Thanks,
Terry
Q: Hello Peter and team, I hold CSCO in my portfolio which has been disappointing recently. Should I continue to hold or should I sell and replace it by something in the same sector such as QCOM? Regards, Gervais
Q: May I have your thoughts wrt to their earnings and their potential going forward? Hold or buy?
Thanks for your great service!
Thanks for your great service!
Q: peo what do you guys think of the news?.Now to qcom ,all news seems to be negative of late ,is it time to sell .Thanks again.
Q: Does the drop this week imply a falling knife situation.
How serious would you interpret the arbitration payout to be moving forward.
Does QCOM have the cash flow to cover this?
Will they need to go into debt to manage this?
Do you still feel this is a company fundamentally worth buying or too much negative momentum?
thanks
How serious would you interpret the arbitration payout to be moving forward.
Does QCOM have the cash flow to cover this?
Will they need to go into debt to manage this?
Do you still feel this is a company fundamentally worth buying or too much negative momentum?
thanks
Q: Any U.S. stocks you like for dividend?
Q: I'm looking for a us growth stock for my us account. Something that is maybe under appreciate or over looked so far. Maybe in the semi conductor space but not limited to it, that doesn't have sky high p/e. Suggestions?
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Meta Platforms Inc. (META)
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Alphabet Inc. (GOOGL)
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NVIDIA Corporation (NVDA)
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QUALCOMM Incorporated (QCOM)
Q: For long-term holds in US Tech, how would you rank these four, in terms of growth and stability?
Q: WHAT IS YOUR OPINION THESE DAYS ABOUT THIS STOCK.IS IT A GOOD TIME TO BUY?.THANK YOU.EBRAHIM
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FLIR Systems Inc. (FLIR)
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Alphabet Inc. (GOOG)
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NVIDIA Corporation (NVDA)
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QUALCOMM Incorporated (QCOM)
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JX Luxventure Limited (LLL)
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Raytheon Technologies (UTX)
Q: In answer to another reader's question, you recently recommended the following 4 US tech stocks (NVDA, QCOM, GOOG, CGNX) and four US industrials (FLIR, LLL, UTX, ITRI).
If you had to narrow it down to two in each of these categories (tech and industrials), which would you pick at this time?
If you had to narrow it down to two in each of these categories (tech and industrials), which would you pick at this time?