Charles Mizrahi “Toll-Bridge” smartphone chipset companyHas anyone been able to find out what the company he is teasing about in this report he is claiming you can get once you subscriber to his newsletter? anyone can help? thank you, Michael
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I’m betting it’s TSMC (NYSE:TSM). Apple has contracted with them to supply A7 processors for the iPhone6. I wouldn’t bet Samsung will sit on the sidelines, however TSM is currently “on sale” at only $16.73, and apparently Mr. Mizrahi thinks TSM will do very well in that endeavor (if I’m right about TSM).
I still like chip foundry TSM, and have sold it on highs and bought it again on dips. However, a “new” toll-bridge company seems to be Corning Glass (GLW), because of its Willow Glass used on the view screens of just about every smartphone, TV, and tablet — and for Samsung’s new flexible displays. Plus, Intel has just certified Corning’s 100% optical cables (cheaper, smaller, lighter, faster) for Intel’s Thunderbolt protocol. Supposedly at least a “doubler,” GLW is still reasonably priced at $14.64 with a P/E of 11.37.
Disclaimer: I am long on GLW.
Perhaps but I suspect it is QualComm. They provide the chips for every major smart phone manufacture, and they hold a huge number of pattens.
Neither, it’s SK Hynix Inc.
I’m unable to find a chart on HXSCL, however it matched it’s 52-week low today. Is it a buy? I don’t know. If you think it is, please tell me why.
Concerning TSM, I made $1K after owning it one month. I’ll buy it again on a decent dip.
Please send me information about owning shares of his porfolios