Comments on: May’s "Undervalued Stock of the Month" http://www.stockgumshoe.com/2007/05/mays-undervalued-stock-of-month.html Frustrated or intrigued by email teasers from investment newsletters and advisers? We solve them and track their performance here ... so stick around, participate and subscribe (it's free)! Sat, 21 Nov 2009 18:12:04 -0600 http://wordpress.org/?v=2.8.4 hourly 1 By: Anonymous http://www.stockgumshoe.com/2007/05/mays-undervalued-stock-of-month.html/comment-page-1#comment-266 Anonymous Fri, 25 May 2007 12:28:00 +0000 http://www.stockgumshoe.com/?p=84#comment-266 I trade BRCM at $22-$25 last year. I don't think it's going to go much higher than $30-35. If it hits 25$ or below than it's a buy, otherwise it has 50/50 chances to go either way. I trade BRCM at $22-$25 last year. I don’t think it’s going to go much higher than $30-35. If it hits 25$ or below than it’s a buy, otherwise it has 50/50 chances to go either way.

]]> By: Ahmad http://www.stockgumshoe.com/2007/05/mays-undervalued-stock-of-month.html/comment-page-1#comment-265 Ahmad Fri, 25 May 2007 12:24:00 +0000 http://www.stockgumshoe.com/?p=84#comment-265 Whoops...<br/>BRCM does seem like a good fit. The price is similar, the outstanding shares ($2.5 billion/$4.50 per share = 555 million outstanding), 2006 revenue was $3.7 billion.<br/><br/>It always seems there's a little problem with every choice...<br/><br/>The 52-wk high is just $37.50, at time of publishing, that would mean the stock was 7% below high, not 25%.<br/><br/>The cash flow given was for last quarter, but from $2.5 billion, it is now $575 million. Guess they've been on a spending spree.<br/><br/>Net income is closer to $350 million than $400 million. I guess they round up...a lot.<br/><br/>About 74% insider/institutional ownership.<br/><br/>Given these, I would still bet it is BRCM. Thanks for the correction! Whoops…
BRCM does seem like a good fit. The price is similar, the outstanding shares ($2.5 billion/$4.50 per share = 555 million outstanding), 2006 revenue was $3.7 billion.

It always seems there’s a little problem with every choice…

The 52-wk high is just $37.50, at time of publishing, that would mean the stock was 7% below high, not 25%.

The cash flow given was for last quarter, but from $2.5 billion, it is now $575 million. Guess they’ve been on a spending spree.

Net income is closer to $350 million than $400 million. I guess they round up…a lot.

About 74% insider/institutional ownership.

Given these, I would still bet it is BRCM. Thanks for the correction!

]]> By: One Guy http://www.stockgumshoe.com/2007/05/mays-undervalued-stock-of-month.html/comment-page-1#comment-264 One Guy Thu, 24 May 2007 19:31:00 +0000 http://www.stockgumshoe.com/?p=84#comment-264 Thanks for the other suggestions -- BRCM actually did hit an adjusted $182 a share back in August of 2000 at it's all-time high ... I don't believe Nvidia ever got much above $160, either split-adjusted or actual price, and NVDA also has significantly less cash -- about $1.3 billion, or $3.60 a share according to Yahoo Finance. <br/><br/>To poke a small hole in my argument, in the interest of fairness, if you don't adjust the prices for splits and the like BRCM actually was well over $200 at its high seven years ago.<br/><br/>I'm convinced that Broadcom is the best fit for this one, but I'm happy to hear other folks justify their opinions. And that's not to say I don't think NVDA is worth your time or money -- what little I know about the company's prospects is positive. <br/><br/>Brocade (BRCD), by the way, though it's not a semiconductor company, is cheaper than both of these based on the PE -- but I'm still not personally interested in ... and it's getting clobbered today for some reason.<br/><br/>Cheers,<br/>SG Thanks for the other suggestions — BRCM actually did hit an adjusted $182 a share back in August of 2000 at it’s all-time high … I don’t believe Nvidia ever got much above $160, either split-adjusted or actual price, and NVDA also has significantly less cash — about $1.3 billion, or $3.60 a share according to Yahoo Finance.

To poke a small hole in my argument, in the interest of fairness, if you don’t adjust the prices for splits and the like BRCM actually was well over $200 at its high seven years ago.

I’m convinced that Broadcom is the best fit for this one, but I’m happy to hear other folks justify their opinions. And that’s not to say I don’t think NVDA is worth your time or money — what little I know about the company’s prospects is positive.

Brocade (BRCD), by the way, though it’s not a semiconductor company, is cheaper than both of these based on the PE — but I’m still not personally interested in … and it’s getting clobbered today for some reason.

Cheers,
SG

]]> By: Anonymous http://www.stockgumshoe.com/2007/05/mays-undervalued-stock-of-month.html/comment-page-1#comment-263 Anonymous Thu, 24 May 2007 19:15:00 +0000 http://www.stockgumshoe.com/?p=84#comment-263 Ahmad the Gumshoe came up with <br/>BRCM!!! Broadcom<br/>Not BRCD!!!!<br/><br/>Just thought Id clarify for him. Ahmad the Gumshoe came up with
BRCM!!! Broadcom
Not BRCD!!!!

Just thought Id clarify for him.

]]> By: Ahmad http://www.stockgumshoe.com/2007/05/mays-undervalued-stock-of-month.html/comment-page-1#comment-262 Ahmad Thu, 24 May 2007 16:53:00 +0000 http://www.stockgumshoe.com/?p=84#comment-262 Given...<br/>Industry: Semiconductors<br/>Current Price = $34.86<br/>5-Year Annual EPS Growth: +25%<br/>% Below 52-Week Highs: -25%<br/>$2.5 billion cash or $4.50/share<br/>2006 profits: $400 million<br/>PEG ratio > 1.1<br/>Almost 85% insider/institutional ownership<br/>Stock sold for $182/share at one point in history<br/><br/>BRCD share price is too low I think, in the pitch it said $35 or so, BRCD is around $9<br/><br/>I got NVDA as well. Given…
Industry: Semiconductors
Current Price = $34.86
5-Year Annual EPS Growth: +25%
% Below 52-Week Highs: -25%
$2.5 billion cash or $4.50/share
2006 profits: $400 million
PEG ratio > 1.1
Almost 85% insider/institutional ownership
Stock sold for $182/share at one point in history

BRCD share price is too low I think, in the pitch it said $35 or so, BRCD is around $9

I got NVDA as well.

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