InterDigital, Inc. (NASDAQ:IDCC)

CAPS Rating: 5 out of 5

The Company designs and develops advanced digital wireless technologies for use principally in digital cellular and IEEE 802 related products.

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Member Avatar kulls81 (< 20) Submitted: 11/29/2012 1:06:11 PM : Outperform Start Price: $40.29 IDCC Score: -21.33

Magic Formula 11-29-12

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Member Avatar azinsd (< 20) Submitted: 9/12/2012 11:33:16 PM : Outperform Start Price: $33.15 IDCC Score: +7.87

ip matters

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Member Avatar Lawrence56 (< 20) Submitted: 11/16/2011 12:27:32 PM : Outperform Start Price: $46.26 IDCC Score: -56.57

Smart phone market's growth seems to be ramping up

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Member Avatar just4kicks (< 20) Submitted: 11/8/2011 2:36:53 PM : Outperform Start Price: $41.00 IDCC Score: -40.15

Their patent portfolio and top-notch research team make this company a great buy-out target with their patent portfolio valued at between 4 to 6 billion dollars.

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Member Avatar nibs61 (< 20) Submitted: 11/3/2011 6:28:18 PM : Outperform Start Price: $41.49 IDCC Score: -44.37

Great patents and R&D make this company what it is. A leader in tech and specialize in mobile data and bandwidth. This is a buyout prospect but even without that their patents are worth mucho revenue and thier leading tech team makes this a GREAT company for the long term.

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Member Avatar wildbillpicstk (< 20) Submitted: 10/15/2011 12:17:42 AM : Outperform Start Price: $41.74 IDCC Score: -46.72

Probable sale of co. and patent portfolio.

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Member Avatar TheMotleyTool (< 20) Submitted: 9/14/2011 5:27:33 PM : Outperform Start Price: $59.91 IDCC Score: -87.75

There is high potential they will be bought out

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Member Avatar Calinvestments (94.89) Submitted: 8/17/2011 10:23:18 AM : Outperform Start Price: $61.18 IDCC Score: -88.87

Google Buys Motorola

The big news of the week was that Google paid $12.5 billion dollars to acquire Motorola. The purpose of this acquisition for Google was to substantially increase its patent portfolio to make it more competitive (and perhaps the top dog) in the mobile phone market. Because Google paid a 63% premium for Motorola, Motorola shareholders were rewarded with a 63% share-price increase in one day.

An Arms Race for Patents

A very important factor for success in the mobile phone market is access to patents. Google took a big step forward by acquiring Motorola, but there are still many companies with desirable patents out there. Two of Google's main competitors in the mobile phone market include Microsoft and Apple. Both of these companies have huge cash positions; Microsoft has over $51 billion of cash and Apple has over $20 billion of cash. The word on the street is that Microsoft, Apple, and potentially Samsung are looking to acquire more patents to stay competitive with Google.

The company with the most desirable patent portfolio according to many sources is today's recommendation InterDigital (IDCC). With a market capitalization under $3 billion dollars and a patent portfolio that could potentially be worth $20 billion dollars, Interdigital has a TREMENDOUS potential return. I'm talking about over 500%.

For a more detail analysis of IDCC's patent portfolio value check out Seeking Alpha's write-up.

Downside Limited

Although we never know exactly how the market will behave, Interdigital shares do not appear to be super overvalued. In other words, IDCC is a pretty good company in its own right with the added bonus of potentially being bought out by Apple, Microsoft, or Samsung. IDCC has been successful with its patent portfolio business by increasing both revenues and cash flow consistently year in and year out. In addition, all the profit margins are extremely high, which is to be expected from a company that simply collects royalties for its patents. Whether or not IDCC gets bought out, it will continue to receive royalties for an expanding mobile phone technology market.

This is the type of company that you have to be patient with. Because there is so much speculation as to whether or not it will get bought out, the share price will no doubt be volatile. However, the bottom line is that IDCC's patent portfolio is worth A LOT of money. I believe that the huge upside and seemingly small downside to IDCC make it an attractive risk vs. reward investment. Remember to invest responsibly and never allocate too much of your portfolio to any one stock!

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Member Avatar jmbring (< 20) Submitted: 8/5/2011 12:31:42 PM : Outperform Start Price: $61.44 IDCC Score: -90.50

i've owned IDCC in real money for a long time and am enjoying the recent run-up, but haven't added to my position. it's fun to speculate about a buyout in CAPS though :^)

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Member Avatar strawchas (< 20) Submitted: 7/22/2011 1:34:39 PM : Outperform Start Price: $69.61 IDCC Score: -81.69

Proprietary supplier to cell phone makers

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Member Avatar eesirrius (< 20) Submitted: 7/18/2011 9:24:29 PM : Outperform Start Price: $39.96 IDCC Score: -32.57

MFI Screen

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Member Avatar mikala211 (< 20) Submitted: 7/5/2011 4:05:47 PM : Outperform Start Price: $42.44 IDCC Score: -36.87

WILL GET BIG POP WHEN NOKIA SETTLES PATENT SUIT

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Member Avatar adamqwerty (39.73) Submitted: 5/29/2011 8:13:26 PM : Outperform Start Price: $39.68 IDCC Score: -27.19

Tablets and smart phones!

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Member Avatar joelecr (< 20) Submitted: 5/19/2011 12:40:17 PM : Outperform Start Price: $40.06 IDCC Score: -28.66

Take over candidate

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Member Avatar Rhn8982 (< 20) Submitted: 3/5/2011 3:45:32 PM : Outperform Start Price: $42.84 IDCC Score: -38.72

The growth in the wireless industry will continue to use inter digital's technology.

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Member Avatar valentenick (< 20) Submitted: 2/27/2011 10:34:13 PM : Outperform Start Price: $44.73 IDCC Score: -43.70

Cause I said so.

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Member Avatar rdwolf34 (27.85) Submitted: 1/12/2011 6:50:33 PM : Outperform Start Price: $41.70 IDCC Score: -40.62

InterDigital is a well established (30 year approx.) Wireless (3G,4G (LTE), WiFi, etc.) IP company. They have most all the Mobile phone manufactures phones paying them for their patents and they keep coming out with new patents/IP in emerging Wireless technologies (4G LTE, etc.).

They are in a high margin business.

They have about 300 employees and state many are PHDs.

I like that they are only a 1.8B Market Cap. and PE of approx. 12.77 and a forward PE of approx. 11.99.

They are in negotiation, in court with Nokia, for patents now and if they prevail would mean a large influx of patent payments coming..

The business is a bit different and so not many seem to be on the bandwagon now but I think this will change as the wireless explosion continues with Smartphones, Tablets and the tons of other wireless devices "Internet of Things".

I think this company has huge upside potential over the next 5 years.

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Member Avatar oldmanarchitect (< 20) Submitted: 12/18/2010 10:33:36 AM : Outperform Start Price: $37.86 IDCC Score: -33.59

Following Jim Cramer on this one.

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Member Avatar rikkyy21 (86.40) Submitted: 12/8/2010 4:44:51 PM : Outperform Start Price: $35.23 IDCC Score: -24.64

Yes

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Member Avatar Oddthink (< 20) Submitted: 11/11/2010 2:51:48 PM : Outperform Start Price: $32.18 IDCC Score: -14.42

cheap!

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