Comments for QCOM - Stockpickr! Your Source for Stock Ideas

Comments for QCOM

Added By	Comments	Type	Date Added
barrons3	He said a hidden way to play the smartphone trade is to go with Qualcomm (QCOM) because it's the beneficiary of all the phones. "If its chip is not in it, then it gains from the license revenue from it," he said.	Love	November 11, 2009
gdimaria	Alternative tech that covers more of the sector	Love	November 11, 2009
jreams	G4 position	Love	November 02, 2009
barrons3	Qualcomm (QCOM) is another tech bargain—and manager favorite. One Big Money manager expects the company to earn $2.36 a share in the next 12 months, which implies a P/E of 17.5—well below its five-year average forward P/E of 22, he says. Qualcomm boasts operating margins of 35%, and pays a dividend of 68 cents, for a yield of 1.6%. A maker of cellphone chips, it is gaining market share in the 3G (third-generation) handset market.	Love	October 31, 2009
barrons3	just bought some Qualcomm (QCOM) because it is down almost 20% on some number shades for 2009 when I think 2010's going to be great. It's the right level.	Love	October 15, 2009
barrons3	I would be thinking of the plays that are necessary to expand in this business, so I would look at Ciena (CIEN), Tellabs (TLAB), ADC Telecommunications (ADCT) and Qualcomm (QCOM) -- although everyone keeps chattering endlessly about the problems in China for Qualcomm, problems that are short-term involving the delay of systems being built.	Love	October 01, 2009
barrons3	For those looking for a slow trade, or one you can hold onto for the long-haul, Adami says to look no further then Qualcomm (QCOM). "If you like Apple, you will love Qualcomm," he said. "They have the marked nailed in wireless mobile devices" as the world's largest maker of phone chips.	Love	September 30, 2009
jareith	internet	Love	September 29, 2009
Bruce Forrest	am holding-but it looks lackluster	Hate	September 08, 2009
wovlerbuy	strong player in wireless comm standards and technologies	Love	September 07, 2009
nbboyd	patents	Love	September 05, 2009
ejschimme	predictablity	Love	September 04, 2009
barrons3	The 2009 bottom in Google (GOOG), Apple (AAPL) and Research In Motion (RIMM) and their resultant rally also boosted the shares of Yahoo! (YHOO), Intel (INTC), Qualcomm (QCOM) and others.	Love	September 03, 2009
barrons3	I want to buy the Internet tsunami dip, including the Kass-maligned Cisco (CSCO) (ha!), Qualcomm (QCOM) and Apple (AAPL), which is headed down with the rest of the mob, are looking mighty attractive.	Love	August 13, 2009
margob	Had it since '94 and it works for me.	Love	August 03, 2009
Blkthght	These guys have a chip in just about everything.	Love	July 30, 2009
barrons3	Take Qualcomm (QCOM): Is there a soul out there that doesn't know how Qualcomm sandbags to keep the bar low? But here we are, having run up ahead, getting taken to the woodshed by allegedly bad guidance. Galling. Glad I sold some for Action Alerts PLUS beforehand, but a move like this makes you wish, as I did the day before with Gilead (GILD), that you sold the whole thing. But that would be foolish as you are only taking revenge on the run-up. The stories are in tact.	Love	July 23, 2009
barrons3	Cramer said he'd also be a buyer of component maker Qualcomm (QCOM), a stock which he owns for his charitable trust, Action Alerts PLUS.	Love	July 16, 2009
barrons3	Apple (AAPL) continues to sell warehouses and warehouses of iPhones. Wireless Internet is booming, helping companies like Qualcomm (QCOM) and Palm (PALM).	Love	July 09, 2009
redfire26	3G revolution	Love	July 04, 2009
jaoude	wireless	Love	July 04, 2009
mikefrazier	gj	Hate	July 01, 2009
barrons3	Legal settlements and strong 3G and 4G sales have combined to push QCOM 25% higher. Cramer thinks the trend will continue now that cell-phone sales are picking up.	Love	June 11, 2009
barrons3	I am amazed that people still don't get the explosion in business that wireless internet is giving us. Apple (AAPL) says it. Texas Instruments plays in it. Qualcomm (QCOM) is it.	Love	June 11, 2009
barrons3	Cramer said he also sees the swell of wireless Internet to spread to the component makers, companies like Cramer favorite Qualcomm (QCOM), a stock which Cramer owns for his charitable trust, Action Alerts PLUS, and the maker of components in smart phones and in Amazon.com's (AMZN) Kindle e-book reader.	Love	June 11, 2009
Stockpickr Staff	As for Skyworks (SWKS), Cramer said it's "going to keep growing." Action Alerts PLUS name Qualcomm (QCOM) is the "guts of all the 3G and 4G," he said. (<a href="http://www.thestreet.com/story/10511451/1/cramers-stop-trading-capital-one.html" target="_blank">Cramer's "Stop Trading!" 6-9-09</a>)	Love	June 10, 2009
brandanh	Strong EPS and industry leader	Love	June 08, 2009
barrons3	Canakaris will sell a stock if it hits a target price (about 120% of what he considers fair value) or when he detects a slowdown in earnings momentum. Any significant earnings disappointment triggers an immediate review. He also has a 5% cap on any stock's value relative to the portfolio. Qualcomm (QCOM) briefly breached the 5% cap earlier this year, so Canakaris sold some. He still finds the shares attractive, even though they've risen to 43, from 33.43 in February. His cost basis is at 38.95 and his 2009 earnings estimate is $2.05 a share.	Love	May 30, 2009
barrons3	I am a big believer that Qualcomm (QCOM) will have to preannounce its quarter, business is that strong.	Love	May 27, 2009
barrons3	However, we have a reminder of how much this market likes tech when you see a couple of upgrades in Apple (AAPL) -- the most talked-about upgrade in ages -- and the Qualcomm (QCOM) earnings boost by Barclays.	Love	May 27, 2009