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Guraaf  

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  • Qualcomm: Still A Cash Machine, Samsung-Based Negativity Overblown [View article]
    The phones from Xiaomi, Huawei, Lenovo, ZTE and other Chinese manufacturers aren't all using QCOM chips. Think Mediatek and other Chinese players (erstwhile Spreadtrum).

    If the market for mobile chips is growing and Qualcomm will get a bigger market share then why hasn't this happened so far? Why have earnings grown slowly over the last 6-7 quarters? Growth is definitely slowing.

    Samsung Exynos will be used in non-Samsung phones as well. The chips in 2016 will be 10 nm from Samsung while Qualcomm may not get access to that technology via TSMC by then. They may still be 22nm or 14nm. Could make a difference there as well.

    Qualcomm has distractions too like the e-Ink companies (Mirasol and Pixtronix) that didn't go anywhere. Then their own Smartwatch (Toq), health initiative, Internet of Things... Still not able to displace Broadcom from WiFi/BT combo chips. ARM-based servers may also require huge investments and little differentiation from Cavium and others. It is a brutal market.

    And a reader suggested to wait till $65. Is $2.50 really that important? What is the approx. holding period considered? Over 2-5 years, I doubt $2 is important. Why then try to get it at 65 and not right away?
    Apr 7, 2015. 08:45 PM | 1 Like Like |Link to Comment
  • Qualcomm: Still A Cash Machine, Samsung-Based Negativity Overblown [View article]
    Qualcomm will lose more business. First at Samsung and then at other phone companies. Intel is catching up - both modem and APs. Mediatek is giving them a run for their money as well. Apple may buy their modem elsewhere or design inhouse.

    You are primarily looking at trailing earnings and P/E. Look at what might be coming in 2016 and beyond. Things aren't that rosy.
    Apr 7, 2015. 09:57 AM | 3 Likes Like |Link to Comment
  • Netflix: The Real House Of Cards [View article]
    I agree and don't understand why so many buyers think otherwise? Content obligations are huge and that should keep the earning per share rising up quickly. So why is everyone paying $450 for the stock? I must be missing something.
    Apr 4, 2015. 01:30 PM | 3 Likes Like |Link to Comment
  • Lincoln Electric Facing A Tougher Year [View article]
    Thanks for the article.

    Who could potentially acquire them? Someone like Emerson, Dover, Honeywell, ITW, Colfax, Danaher or someone else?
    Apr 4, 2015. 12:36 PM | Likes Like |Link to Comment
  • Bancolombia: Buy This Fast-Growing Bank At 5-Year Lows [View article]
    Ian, Thanks for the excellent article and the engrossing stream of comments that it generated. Well done.

    --> "As for me, I'm DCAing... not in Bancolombia per say, but by buying into companies in various country's whose currencies have fallen sharply against the dollar. "

    You mentioned that you are building a portfolio of foreign stocks. I would love to hear some other ideas. Thanks in advance!
    Mar 17, 2015. 06:39 AM | 2 Likes Like |Link to Comment
  • Precision Castparts Is A Great Long-Term Investment [View article]
    Thanks for the pointer. I read the Wikipedia and understood a part of the process. It appears complex indeed!
    Mar 9, 2015. 08:02 PM | Likes Like |Link to Comment
  • Precision Castparts Is A Great Long-Term Investment [View article]
    BTW - why is it called "investment" casting?
    Mar 9, 2015. 12:27 PM | 1 Like Like |Link to Comment
  • Precision Castparts Is A Great Long-Term Investment [View article]
    Who are PCP's competitors?
    Mar 7, 2015. 06:29 PM | 1 Like Like |Link to Comment
  • Effects Of Withholding Rates And Foreign Tax Credit Structures [View article]
    Well it is not that simple. You can't claim all the withheld taxes. Suppose more than $600 were withheld by the foreign country on dividends paid. Then you need to file Form 1116 which is quite complex and you don't get to claim a credit for all taxes withheld.
    Feb 24, 2015. 09:48 PM | 1 Like Like |Link to Comment
  • Sweden Cuts Interest Rates Below Zero For The First Time [View article]
    Thanks for the article. Any views on Swedish stocks? What might be the impact on the Swedisk krona? Time to sell Swedish stocks or buy them?
    Feb 20, 2015. 09:35 AM | Likes Like |Link to Comment
  • ABB Facing Power Outages In Multiple End Markets [View article]
    I am with Scottrade and have two Swiss stocks. No withholding for ABB but 15% for STM.
    Feb 18, 2015. 08:56 PM | Likes Like |Link to Comment
  • Northstar Realty Finance: A 9% Dividend Gem That Long-Term Income Investors Need To Consider [View article]
    Thanks for the article. You wrote "lose money from the Federal...". I think it should be loose money.

    Also, what is the difference between mREIT and REIT? And how is NRF different from NNN or O or WPC?
    Feb 18, 2015. 07:45 AM | Likes Like |Link to Comment
  • Why Grexit Is Beneficial To Greece But Will Not Happen [View article]
    Thanks for your views. I understand that no-one knows what will happen :-) To me it appeared that this time Greece will indeed default and euro will fall in value (whether for 1 month or 1 year, no ideas).
    Feb 17, 2015. 10:29 AM | Likes Like |Link to Comment
  • Does LyondellBasell Deserve To Be Treated As A Pure Oil Company? [View article]
    Thanks for the article. Do you feel concerned about the bankruptcy a few years back?
    Feb 17, 2015. 10:02 AM | 1 Like Like |Link to Comment
  • Why Grexit Is Beneficial To Greece But Will Not Happen [View article]
    What do you think of a possible exit now? The rhetoric is increasing every day and especially with the failure of the latest talks in Brussels. Any opinions about a possible debt default by early March?
    Feb 17, 2015. 09:55 AM | Likes Like |Link to Comment
COMMENTS STATS
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