QCOM News and Headlines - Qualcomm Inc

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Investment company Vanguard Capital Wealth Advisors (Current Portfolio) buys iShares 20+ Year Treasury Bond ETF, Micron Technology Inc, GAMCO Global Gold Natural Resources & Income Trust, Lloyds Banking Group PLC, Qualcomm Inc, sells Aberdeen Standard Physical Platinum Shares ETF, Enova International Inc, Zebra Technologies Corp, Sarepta Therapeutics Inc, Costamare Inc during the 3-months ended 2021Q1, according to the most recent filings of the investment company, Vanguard Capital Wealth Advisors. As of 2021Q1, Vanguard Capital Wealth Advisors owns 130 stocks with a total value of $116 million. These are the details of the buys and sells.
  • New Purchases:
0 Views    insider    2021-04-13 02:38
Investment company Hohimer Wealth Management, Llc (Current Portfolio) buys iShares 1-3 Year Credit Bond ETF, iShares Broad USD High Yield Corporate Bond ETF, General Motors Co, Viatris Inc, Qualcomm Inc, sells Apple Inc, Goldman Sachs Access Treasury 0-1 Year ETF, Adobe Inc, Intel Corp, PayPal Holdings Inc during the 3-months ended 2021Q1, according to the most recent filings of the investment company, Hohimer Wealth Management, Llc. As of 2021Q1, Hohimer Wealth Management, Llc owns 179 stocks with a total value of $404 million. These are the details of the buys and sells.
0 Views    insider    2021-04-12 20:38
Investment company Regal Wealth Group, Inc. (Current Portfolio) buys Sprott Physical Silver Trust, Qualcomm Inc, Chevron Corp, Logitech International SA, GameStop Corp, sells Allstate Corp, Morgan Stanley, Discover Financial Services, General Electric Co, Infinera Corp during the 3-months ended 2021Q1, according to the most recent filings of the investment company, Regal Wealth Group, Inc.. As of 2021Q1, Regal Wealth Group, Inc. owns 252 stocks with a total value of $170 million. These are the details of the buys and sells.
0 Views    insider    2021-04-12 16:38
Investment company Park National Corp (Current Portfolio) buys First Trust Preferred Securities and Income ETF, NextEra Energy Inc, Trane Technologies PLC, Deere, Qualcomm Inc, sells AT&T Inc, Verizon Communications Inc, Merck Inc, AbbVie Inc, Novartis AG during the 3-months ended 2021Q1, according to the most recent filings of the investment company, Park National Corp . As of 2021Q1, Park National Corp owns 286 stocks with a total value of $2.3 billion. These are the details of the buys and sells.
0 Views    insider    2021-04-01 22:38

The stock of Qualcomm (NAS:QCOM, 30-year Financials) gives every indication of being modestly overvalued, according to GuruFocus Value calculation. GuruFocus Value is GuruFocus' estimate of the fair value at which the stock should be traded. It is calculated based on the historical multiples that the stock has traded at, the past business growth and analyst estimates of future business performance. If the price of a stock is significantly above the GF Value Line, it is overvalued and its future return is likely to be poor. On the other hand, if it is significantly below the GF Value Line,

0 Views    GF Value    2021-03-29 00:12
The deal is opposed by Big Tech, and the rise of RISC-V adoption is a threat for Arm Holdings

Introduction

NVIDIA (NVDA) is well known for its Graphics Processor Units (GPUs) and Computing & Networking solutions.

The company's history is related to its strong presence in the Graphics solutions market. The recent surge in the computing power requirements for advanced Graphics applications (mainly related to the Gaming market) has been a huge tailwind for NVIDIA.

The other division, Computing & Networking, has a clear target: helping NVIDIA become the leading AI (Artificial Intelligence) solutions company on the market. AI can be used in a wide range of applications, like service robots, self-driving mobility and IoT (Internet-of-things) applications in general.

3644 Views    Nicola Guida    2021-03-14 16:55
Guru stock highlight

Shares of Qualcomm (QCOM) rebounded from the first-quarter sell-off, rising considerably for the one-year period due to the company's strong position in 5G cellular technology. During the period, the company was able to resolve all its remaining licensing disputes, thereby stabilizing that business and leaving investors to focus on its earnings growth runway as 5G devices proliferate.

From the [url=https://www.gurufocus.com/StockBuy.php?GuruName=T+Rowe+Price+Equity+Income+Fund]T Rowe Price Equity Income Fund[/url] ([url=https://www.gurufocus.com/StockBuy.php?GuruName=T+Rowe+Price+Equity+Income+Fund]Trades[/url], [url=https://www.gurufocus.com/holdings.php?GuruName=T+Rowe+Price+Equity+Income+Fund]Portfolio[/url])'s 2020 annual shareholder letter.

205 Views    Sydnee Gatewood    2021-02-23 21:00
The guru's decision could be a signal of his trust in the new CEO

Seth Klarman (Trades, Portfolio)'s Baupost Group filed its fourth-quarter 13-F document with the SEC on Feb. 12, revealing a new stake of 18.18 million shares in semiconductor giant Intel Corporation (INTC).

Intel is among the largest chip makers in the world, but it has lagged its peers in the recent past, partially because of the production delays faced by the company. Intel's focus on the personal computer market, which was facing challenges until the virus-induced recession triggered a massive work-from-home movement, was another factor that was considered as an obstacle to the company's growth.

2479 Views    Dilantha De Silva    2021-02-14 17:23
Several top holdings cut down to size

PRIMECAP Management (Current Portfolio) has revealed its portfolio for the fourth quarter. Major trades include a new buy in Morgan Stanley (MS) and reductions in Qualcomm Inc. (QCOM), Adobe Inc. (ADBE), Microsoft Corp. (MSFT) and Alphabet Inc. (GOOG).

The Primecap team evaluates securities based on their outlook over a three- to five-year time horizon, with the intention of holding them considerably longer if their fundamentals warrant it. They believe successful investment decisions rest in correctly appraising the relationship between the fundamental value of a company and the market price of

341 Views    Graham Griffin    2021-02-09 22:24
I have a problem with both

The following was excerpted from our Winter letter to IMA clients.

I have a problem with both growth and value demagogues.

Growth demagogues will argue that valuation is irrelevant for high-growth companies because the price you pay for growth doesn't matter. They usually say this after a very extended move in growth stocks, where these investors look like gods that walk on water. They call value investors "accountants."

The price you pay matters (this is not a new message). As we've discussed in the past, if you bought great, high-growth companies near the end of the Nifty Fifty bubble in

971 Views    Vitaliy Katsenelson    2021-01-26 17:57
Top holding Qualcomm cut down to size

The T Rowe Price Equity Income Fund (Trades, Portfolio) has revealed its portfolio for the fourth quarter ending on Dec. 31, 2020. Top trades included reductions in the fund's top holding Qualcomm Inc. (QCOM) alongside Enbridge Inc. (ENB) and Fox Corp. (FOX). As well, the fund saw two new buys in Goldman Sachs Group Inc. (GS) and Citrix Systems Inc. (CTXS).

The fund uses a conservative, value-orientated strategy to pursue substantial dividend income and long-term growth potential. Investments are made in common stocks of established firms that are expected to pay above-average dividends and appear to be

232 Views    Graham Griffin    2021-01-18 22:04
Discussion of markets and holdings

Dear Fellow Shareholders,

For the fiscal year ended October 31, 2020, the PRIMECAP Odyssey Stock Fund, PRIMECAP Odyssey Growth Fund, and PRIMECAP Odyssey Aggressive Growth Fund produced total returns of -1.48%, +6.83%, and +16.52%, respectively. The unmanaged S&P 500 Index pro-duced a total return of +9.71% during the period. Sector allocation generally benefited results relative to the S&P 500, while the impact from stock selection varied widely by fund.

The fiscal year started uneventfully enough, back when yield curves and trade wars dominated investor concerns. But thereafter the COVID-19 pandemic sowed a degree of disruption unmatched in the modern era.

139 Views    Sydnee Gatewood    2020-12-18 22:24
Nasdaq up 38.26% for the year

The Dow Jones Industrial Average closed at 30,046.37 on Friday with a gain of 47.11 points or 0.16%. The S&P 500 closed at 3,663.46 for a loss of 4.64 points or -0.13%. The Nasdaq Composite closed at 12,377.87 for a loss of 27.94 points or -0.23%. The VIX Volatility Index was higher at 23.31 for a gain of 0.79 points or 3.51%.

For the week, the Dow Jones was down 0.6%, the S&P 500 was down 1% and the Nasdaq was down 0.7%. For the year, the Nasdaq has a gain of 38.26%, the S&P 500 is up 13.39% and

77 Views    Julie Young    2020-12-11 23:20
These companies have improved quarterly sales and profits recently

Growth-oriented investors may want to consider the following tech stocks, as they have reported a strong improvement in their quarterly revenue and net income on a year over year basis.

Qualcomm Inc

The first stock to consider is Qualcomm Inc (QCOM), a San Diego, California-based manufacturer of semiconductors for mobile devices and other wireless products.

Qualcomm saw its quarterly revenue grow by 73.4% year over year to $8.35 billion as of the most recent quarter that ended September, up from $4.81 billion in the prior-year quarter.

Qualcomm recorded net income of $2.96 billion for the quarter that ended in

218 Views    Alberto Abaterusso    2020-11-20 17:16
Firms whose return on invested capital exceeds their weighted average cost of capital will enhance value as sales grow

The search for profitable investment opportunities on Wall Street - equities that have the potential to beat market averages - begins with a simple question for me: what do these publicly-traded firms do for investors?

Another important question to consider is whether to allocate money in different business opportunities, i.e. coffee-shops, burger chains, electric car manufacturing, retail stores, electronic trade, software development, etc., or to be more concentrated. Rather than buying stocks, investors could also buy stock or bond ETFs, in which shareholders or corporate debt holders hand their money to managers of different firms to invest it for them.

1298 Views    Panos Mourdoukoutas    2020-11-08 21:50
Company's strong financial performance marks a big turnaround from 3 years ago

Smartphone chipmaker Qualcomm Inc. (QCOM) has found its magic again. That is, the robust sales growth that reminds us of the old good days.

On Wednesday afternoon, the company reported fourth-quarter figures that exceed Wall Street's expectations by a large margin.

Adjusted earnings came in at $1.45 per share on revenue of $6.5 billion.

Both figures were well above the $1.17 a share on sales of $5.94 billion expected by analysts. On a year-over-year basis, Qualcomm's earnings jumped 86%, while sales rose 35%. And things will continue to look good in the current quarter, with earnings per share expected to

225 Views    Panos Mourdoukoutas    2020-11-05 19:31
A review of the deal between two promising US chipmakers

Advanced Micro Devices (AMD) is set to acquire Xilinx, Inc. (XLNX) in an all-equity deal. Better known by its acronym AMD, the chipmaker is offering 1.7234 of its shares for each share of Xilinx.

Personally, I've been looking at this deal for a few weeks now as the rumors intrigued me. The deal seemed to be very well received by analysts on the conference call where it was announced. Executives on both sides sounded like they were genuinely excited.

Xilinx CEO Victor Peng even said he's all-in and has to make the integration work, which sounded like

243 Views    Bram de Haas    2020-10-28 17:00
Firm's largest sales of the 3rd quarter

The Smead Value Fund (Trades, Portfolio) sold shares of the following stocks during its third quarter of fiscal 2020, which ended on Sept. 30.

Accenture

The fund reduced its position in Accenture PLC (ACN) by 35.61%. The trade had an impact of -1% on the portfolio.

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The IT services firm has a market cap of $145.74 billion and an enterprise value of $141.54 billion.

GuruFocus gives the company a profitability and growth rating of 9 out of 10. The return on equity of 33.09% and return on assets of 15.5%

96 Views    Tiziano Frateschi    2020-10-26 16:15
Firm's largest sales of the 3rd quarter

The T Rowe Price Equity Income Fund (Trades, Portfolio) sold shares of the following stocks during its third quarter of fiscal 2020, which ended on Sept. 30.

Kimberly-Clark

The fund reduced its position in Kimberly-Clark Corp. (KMB) by 28.65%. The trade had an impact of -0.53% on the portfolio.

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The company, which manufactures personal care and tissue products, has a market cap of $50.65 billion and an enterprise value of $57.50 billion.

GuruFocus gives the company a profitability and growth rating of 7 out of 10. The return on assets

105 Views    Tiziano Frateschi    2020-10-22 16:24
A look at the risk-reward of a deal that could propel Nvidia to the top, or throttle a leading chipmaker

On Sept. 13, Nvida Corp. (NVDA) announced that it has agreed to acquire U.K.-based global chipmaker Arm from its current owner, SoftBank (TSE:9984), in a cash-and-stock transaction valued at $40 billion.

The deal would combine Nvidia, a leading developer of graphics processing units (GPUs), with a cutting-edge chipmaker that supplies many of the top tech companies around the world, including Apple (AAPL), Samsung (XKRX:005930), Qualcomm (QCOM) and Huawei, among others.

The synergy potential is high and could result in a semiconductor company with the ability to challenge Intel's (INTC) processor dominance. If the deal goes through, which Nvidia aims to

485 Views    Margaret Moran    2020-10-06 22:14

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2021-04-08 $ 140.34 (0.65%)
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