Topic Archives: Qualcomm (QCOM)

Jeff Brown says of his #1 recommendation for Apple’s new “Super-Cycle” is a company whose CEO was a Purdue alum with a graduate degree from MIT. Anyone know who this is? I’ve already identified some of the companies in this teaser as Finisar (FNSR), Corning, and perhaps QCOM (Jeff’s old company), LG and CrowdStrike as […]

Today’s teaser ad that we’ll be feeding to the Thinkolator is for Bill Poulos’ Premium Income Alert ($1,997/year) from Profits Run, and it’s a doozy, funneling two hype-filled trends into one stock idea. Premium Income Alert is not a service we’ve looked at before, but it’s billed as a “weekly trading service” (the “upgrade” option […]

We so often see ads about how we’re on the verge of the “greatest technological disruption of all time,” with fortunes to be made that recall the gilded-age empires of Andrew Carnegie and John D. Rockefeller, and that’s probably my favorite kind of financial pornography:  Daydreaming about the charitable foundations we’ll found, and the universities […]

I haven’t written about this particular ad, but I have seen it circulating over the past couple months… and the questions keep rolling in, so I guess the ad’s still in pretty heavy rotation and it’s time to get some answers for you. The pitch is for Jeff Brown’s The Near Future Report ($99/yr “on […]

The next wireless standard to be adopted by telecom service providers might be the biggest one since 3G enabled the first real “high speed” data and reasonably useful internet access by smart phones. And new wireless standards are always of interest to investors, not least because the growth of smartphones has tracked the improving networks […]

“On October 1st, This Weird Rooftop Pod Will Deliver the Death Blow to ‘The Big 3’ Cable Companies… With One Clean Shot” That’s the opener of the latest ad for Ray Blanco’s Technology Profits Confidential, which is selling subscriptions with the promise that you can get rich and shut down America’s most hated companies at […]

The latest email ad from Stansberry Research entices us into believing that Stansberry’s got the next gargantuan gainer, like Amazon or Apple… “Nearly two decades ago, one of our analysts covered an obscure online bookstore called Amazon… “And it went on to change how we shop forever. “Today it’s one of the biggest companies on […]

We’ve seen a long stream of earnings reports and other worthwhile bits of data on Real Money Portfolio stocks since I last wrote to you, including some that actually included some interesting news, so prepare for a lot of quick updates…. Medical Properties Trust (MPW) reported another quarter of ho-hum… pretty much met the forecasts, […]

NXP Semiconductor (NXPI) and Visteon (VC) both reported results this week, both pretty much in line with what I would have expected and pretty close to analyst estimates (Visteon earnings were well above estimates, revenue well below because analysts have a hard time getting very specific on Visteon quarters — but their big picture remains […]

This ad has been running again and generating a lot of questions from Gumshoe readers, so we’re re-posting the answer here. The article below has not been updated or revised since it was published on July 20, 2015, other than an update to the Irregulars “Quick Take” box and an updated disclosure at the bottom […]

The following was originally published on November 10 and has not been updated or revised. The teaser ad covered is being circulated again today with a slightly different headline pitch about cellphone royalties, but the balance of the ad (and the teased company) are largely unchanged. —from 11/10/14— Dr. David Eifrig is touting something that […]

It’s like the Stansberry folks know what appeals to your friendly neighborhood Stock Gumshoe… and they just can’t get enough of our coverage. Every time I turn around lately they’re teasing and promoting a different kind of “royalty” company. And I loves me some royalties. Royalty companies are pretty well understood by most investors — […]

Comments

  • Covered that one here: https://www.stockgumshoe.com/reviews/george-gilder-report/checking-out-gilders-will-this-weird-de...

  • I am 80 years old and have been dabbling in the market since 1963. My overall portfolio is currently up 63% this year. ...

  • for those new to the game i submit my experience with QCOM in the 1999-2000 time frame to the TSLA,TTD etc. stocks now. ...

  • Gilder seems to have a following, and when he makes a recommendation the stock goes up. Of course, since the spring bot...

  • Haven't looked at this recently so it's possible he has updated or changed the ad, but as of last October when I covered...

  • I do like ERIC for the long term potential in 5G. I also own QCOM, AAPL and AMT. No doubt 5G will be a boon to a lot o...

  • Just 78k huh I spent 20k on 7k share of coty in 6 months I’ll make 3 fold my investment min qcom would have to get to...

  • I bought Fry's investment letter for $49, and I tried to use it. But, I could not figure out how to get any information...

  • Owning Naspers and Prosus while objecting to Tencent on moral grounds is a very precise threading of the needle. Do you...

  • (INSG) and (GILT) appear to be the best of the Small cap players; and, (QCOM) appears to be the logical Big cap compan...

  • Interesting towatch which stocks are going up on a down market day. AKTS leads the way, INSG, QCOM. MCHP amongst others...

  • Yes, he sent a message recommending QCOM a day or two ago....

  • Here's a starter list from Goldman Sachs: YUMC, WYNN, QCOM, LVS, MPWR, MU, QRVO, AVGO, IPGP, and AMD according to the ...

  • Surely an investor in QCOM stocks would not also buy KEYS as that would be buying into the same product or service? KEYS...

  • Investor Clouseau, I did the same thing with my Travis suggested QCOM....

  • $QCOM Thanks for the #TradeNote earlier this week, I also decided to exit with pretty good gains in hand loosely followi...

  • Thanks Travis, I just may re-invest my stopped out QCOM funds and purchase SWKS. Happy Friday!...

  • Thanks for the feedback... I did wonder if they had managed to hold on to that short position through the incredible App...

  • Trade Note: QCOM Qualcomm lost its battle with the Federal Trade Commission, and my initial reaction is that they los...

  • Reading your Trade Note for Irregulars a few days ago, bought some NOK. Reading your Friday File for Irregulars, I am n...

  • Nice summary on qcom and xilinx. With Nokia, are the sales recurring like qcom, or is it more boom/bust cap equipment cy...

  • Trade Note: I’ll write more about this tomorrow, but I’ve promised to let you know about significant equity trade...

  • Hi Travis, Was there a note/update about QCOM after their APPL settlement? Would love to know your thoughts on it. And ...

  • Travis, I like to subscribe to this article but there is no way to subscribe. No little box that i could click. Does ...

  • Nice summary. Wish I’d followed you into QCOM. Doh....

  • Hi Frank, I am also holding QCOM calls . Don't you think that this settlement clears the way for QCOM to be an active pa...

  • The patent settlement was very favorable for QCOM calls and I unloaded most of mine yesterday. I thought it was interes...

  • Lots of others potentially involved or impacted as well, in varying degrees, from chips to towers to data centers -- Sam...

  • CNET claimed this recently? Samsung is already using QCOM chips and will likely release a 5G phone, probably still usin...

  • The $6 stock that Jeff Brown is saying will form the infrastructure to create trillions isn't QCOM but is more likely NO...

  • Certainly a reasonable plan, particularly for optionable stocks that you want to buy in round lots. Requires discipline...

  • Assuming vars is cars..could be QCOM. Slide 44 in this prezo has alot of the players. Its pretty cool for anyone thats...

  • Could be he's regurgitating this: https://www.stockgumshoe.com/reviews/stansberry-innovations-report/whats-stansberry...

  • QCOM will resolve the Apple issues and then on to 5G and more. Not saying you'll get rich just oon QCOM, but there is a...

  • There are lots of start-up industries that will be enabled by 5G. Qualcomm is not necessarily in the lead in automotive...

  • Thanks Travis. It is always great to hear your take on things. I did a few moves myself yesterday. Finally got rid o...

  • It's pretty early to figure out how long the transition will take, and who will win -- it will enable a lot of amazing s...

  • With all the hype about marijuana stocks, have U seen or heard about the Qualcomm of pot? Supposedly the pot stock of Si...

  • Citi Resumes NXP Semiconductors NV ($NXPI) at Neutral Following Qualcomm (QCOM) Acquisition; Downside to $90 if Deal Bre...

  • Still OneWeb. Still a private company. Still has several large public companies as investors, as detailed in the artic...

  • tons of elds out there. even the navigation device by randy mcnally is eld compatible. the most popular one is by Qualco...

  • Agree, Qualcomm is the safe play to participate in just about all areas of communication, cellular, Internet and content...

  • With the advent of 5G technology coming into play in the next year or two, along with LEO competition, the internet will...

  • Broadcom bid for $QCOM faces Chinese backlash https://seekingalpha.com/news/3325603-broadcom-bid-qcom-faces-chinese-b...

  • $QCOM: Qualcomm signs $2B in MOUs with Lenovo, OPPO, vivo, Xiaomi Jan. 25, 2018 12:45 AM ET|About: Qualcomm Inc. (QCOM)...

  • $QCOM - EU slaps Qualcomm with $1.2B antitrust fine https://seekingalpha.com/news/3324745-eu-slaps-qualcomm-1_2b-antitr...

  • IoT (internet of things) stocks. Motley fool has a ton of articles with random picks. Sierra Wireless and Qualcomm seem ...

  • IoT (internet of things) stocks. Motley fool has a ton of free articles with their picks. Sierra Wireless and Qualcomm s...

  • $YDRMF Sharing Promotion... - YDreams Global Signs Augmented Reality Project for Top 5 Media and Entertainment Company...

  • $YDRMF Sharing Promotion... YDreams Global Signs Augmented Reality Project for Top 5 Media and Entertainment Company in...

  • The only one I'm currently invested in is Skyworks Solutions, though Qualcomm is an obvious 5G choice, as are the tower ...

  • It's hard to imagine the deal going through, but I like the idea -- I've toyed with buying Broadcom, and I owned Qualcom...

  • Qualcomm hails big victory in 5G https://seekingalpha.com/news/3301360-qualcomm-hails-big-victory-5g Oct. 17, 2017 2:2...

  • $CWBR Funny you bring up Qualcomm. I thought I would never find anything as good as $ARTH. I have been doing this fo...

  • Thank you for the response Cleveland. I will certainly read and re-read all the material you cite. I don't post often ...

  • Don't have a take on the auction and I haven't looked at that in any detail lately, but I expect it will be good for the...

  • Another note about the focus on this sector, from briefing.com this morning: Qualcomm Incorporated (QCOM...

  • Several folks have emailed me questions about Qualcomm as well, so I'll try to be a little clearer in explaining my thin...

  • Source: Getty. Many other tech giants have joined the attack against Qualcomm. Samsung (NASDAQOTH: SSNLF) alleges tha...

  • Here's Morningstar's take on Qualcomm from 7/19 , I'm hanging in there.... "Qualcomm reported solid fiscal third-quarter...

  • $FGRRF np - Fingerprint Cards is teaming-up with Qualcomm to pre-integrate capacitive fingerprint technology on low- an...

  • Royalties do work in other fields (McDonald's comes to mind, as does Qualcomm), but the specifics of the contracts matte...

  • I'm with you, I loaded up big time at 62.5 cents. This one feels a lot like qualcomm, and I was 3-4 years early there. ...

  • Looks like Intel is really fairly desperate to build up their auto business -- MBLY to be taken over by INTC at 40X 2018...

  • I still have large positions in gold. The financial and economic forces at work are inflationary and debasing to all the...

  • $AAPL, $QCOM #WSJ news - Apple sues Qualcomm in China https://twitter.com/WSJ/status/824403240724926464...

  • Really ugly morning for Qualcomm today -- the antitrust suit from the government has now been amplified by a suit from A...

  • Qualcomm to Acquire NXP OCT 27, 2016 - they mention $110 per share in press release. does this change anything?...

  • Travis, just curious if I accept the tender offer that my brokerage company sent for the $110/share offer from Qualcomm,...

  • Not a formal one. I didn't see anything appealing as we headed into the election, and the November one would have been ...

  • To hold a year for a guaranteed 10% wouldn't thrill me or anyone in arbitrage. I think $NXPI can beat that offer on it's...

  • That depends on what you think the risks are, and on whether you are willing to accept a 10% return for one year. That'...

  • Hi Travis - Great job, as usual ! But --- RE: Qualcomm and NXPI – Is it really a good deal for NXPI investors to hol...

  • Qualcomm Buys NXP For $47 Billion: Biggest Semiconductor Deal Ever via zerohedge...

  • STMicro which designs, develops, manufactures, and markets semiconductor products, and subsystems and modules. frontopt...

  • I tend to agree. I think the potential is huge and definitely disruptive. I can see Energous getting gobbled up by one o...

  • Qualcomm Is developing a tech called "LTE Direct" that does the same thing as these "black boxes" but instead, it uses c...

  • Great Review, Travis. I have been pondering the VR market for some time now. There are definitely many areas where the...

  • Regarding QCOM, 2/21/16 WSJ article "How Qualcomm Is Dialing Up a New Vision", also speaks to new CEO's vision to expand...

  • QCOM- Qualcomm Lengthens Its Wireless Lead Over Intel: http://seekingalpha.com/article/3891756-qualcomm-lengthens-wirel...

  • Intel And Qualcomm Have Jumped Into Bed Together: http://seekingalpha.com/article/3879136-forget-intel-qualcomm-rivalry...

  • Haven't seen that ad, but in almost every case these "royalties on cell phone sales" pitches are about Qualcomm (QCOM), ...

  • In the past i made a little profit on Qualcomm. But at today's price I WILL PASS AS THEIR ARE BETTER BUYS IN THE MARKET...

  • I had a nice run with Qualcomm and sold them a little while ago, no special foresight just did it, the stock went up and...

  • This one is for NFC chips and tech, mostly NXP Semiconductor (NXPI) but also Qualcomm (QCOM), we covered it in February ...

  • Never mind, Apple and Qualcomm would be what you want to look at. As a side note, Keith Fitzgerald just went positive ...

  • Last "Toll bridge" ones I saw were about Qualcomm as the "toll bridge" for mobile (they get a large portion of their rev...

  • What NVIDIA has described as their self driving car application for the Tegra K1 GPU (or one of it's successors) includ...

  • Do you think that Qualcomm will acquire SWIR Canada the would be the right marriage with the Qualcomm's royalties probl...

  • Do you feel that Sierra Wireless (Canada) will be acquired by Qualcomm will ? Seems to me that would make Sense... for...

  • This is WAY off topic, but it doesn’t seem to fit into Alan’s “Sex, Lies, and Video Tapes” either. -) Hewlet...

  • It's true. QCOM has been involved in MEMS for about 10 years and has a large patent portfolio in that space. Just google...

  • Many thanks to Tanglewood. I really appreciate your info and web address for the company. Qualcomm sounds very interes...

  • Hi Marilyn, I did some more digging and I came up with the actual report. It is not ARM Holdings (ARMH) but Qualcomm (Q...

  • Perhaps but I suspect it is QualComm. They provide the chips for every major smart phone manufacture, and they hold a h...

  • I've been trying to come up with an answer to that very same question myself for a while. And I'm afraid there is no sin...

  • I don't disagree with you about from whence growth will come in general, but Navellier (or his copywriters) apparen...

  • I prefer Quicklogic (QUIK) which has a new chip in the next iPhone as well in the upcoming Dell phones and will be in vi...

  • Travis have you ever gotten this add? On September 15th... This Discreet Amsterdam "Rendezvous" Will Ignite a $...

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