Marvell Technology Group Ltd. (NASDAQ:MRVL)

CAPS Rating: 3 out of 5

The Company is a global semiconductor provider of analog, mixed-signal, digital signal processing and embedded microprocessor integrated circuits.

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Member Avatar DugdaleTiki (40.46) Submitted: 3/3/2014 9:23:12 AM : Outperform Start Price: $14.79 MRVL Score: -26.50

2014 Sabrient Pick

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Member Avatar BlanB (< 20) Submitted: 1/17/2014 8:12:41 PM : Outperform Start Price: $14.41 MRVL Score: -24.10

Marvell Technology will grow its business faster than the S&P
because of the increasing demand for smart phone and smart TV chips.

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Member Avatar 1picks (88.84) Submitted: 1/13/2014 2:24:18 PM : Outperform Start Price: $14.92 MRVL Score: -28.70

Sabrient

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Member Avatar TomFoolNC (28.87) Submitted: 1/24/2013 10:53:22 PM : Outperform Start Price: $8.90 MRVL Score: +5.50

Einhorn

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Member Avatar azinsd (< 20) Submitted: 9/17/2012 3:47:39 PM : Outperform Start Price: $9.65 MRVL Score: -9.18

Hurting from relationship with RIM but forming ventures with other Telecoms, moving into SSD and strong financials, ownership and dividend are all pointing in right direction

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Member Avatar braunbaer (45.40) Submitted: 8/30/2012 12:47:25 AM : Outperform Start Price: $9.86 MRVL Score: -17.96

Attractive at this price. Dividend payout ratio of 8% leaves plenty of room to grow.

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Member Avatar dj2000a (86.49) Submitted: 8/19/2012 3:28:43 PM : Outperform Start Price: $9.86 MRVL Score: -16.82

Solid company with competitive technology. Market over reaction to soft quarter. Buying opportunity

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Member Avatar dbensou (50.44) Submitted: 8/10/2012 3:01:33 PM : Outperform Start Price: $11.47 MRVL Score: -37.04

Einhorn

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Member Avatar TrojanFan (24.74) Submitted: 7/31/2012 3:32:43 PM : Outperform Start Price: $10.73 MRVL Score: -31.54

I'll admit that I'm just following Einhorn on this one.

I find that he and I line up well philosophically on a lot of investment ideas and apparently he had some commentary in his recent investor level about how undervalued this company is.

I'm green thumbing this more as a tracking position so that I don't lose track of this idea. I want to do some research of my own to decide if this is an idea that I want to pursue with real money or not.

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Member Avatar KnowNoFear (22.80) Submitted: 7/26/2012 11:19:01 AM : Outperform Start Price: $10.68 MRVL Score: -34.13

Good entry price.

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Member Avatar funnyanimal (< 20) Submitted: 5/17/2012 4:49:04 PM : Outperform Start Price: $13.03 MRVL Score: -61.31

Supreme intuition

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Member Avatar geomedf (< 20) Submitted: 1/7/2012 4:17:59 AM : Outperform Start Price: $14.99 MRVL Score: -78.72

chart show eventual breakout.

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Member Avatar cibient (< 20) Submitted: 12/21/2011 3:52:02 PM : Outperform Start Price: $13.12 MRVL Score: -67.28

Magic Formula screener stock. Still a growth stock, along with tons of balance sheet cash with no debt.

On another note, semi-related stocks are now the largest industry in my portfolio but most of them have huge cash piles, ready to weather a downturn.

Results for ticker 'MRVL' (Marvell Technology Group Ltd.):
Earnings Yield:   12.3%
Tangible Return on Capital:   112.1%

MagicDiligence Research for 'MRVL':

No research available.

Instant Diligence:

The Earnings Yield of 12.3% is High.

The Tangible Return on Capital of 112.1% is Very High.

Near-term Financial Health appears to be Excellent. The current ratio is 4.91.

Calculations:

(for quarter ended 2011-10-31)
Market Cap   =   Stock_Price * Shares
   =   13.90 * 613.50
   =   8527.00

Excess Cash   =   Cash - MAX(0; (Current Liabilities - Current Assets + Cash))
   =   2424.70 - MAX(0; (661.77 - 3247.51 + 2424.70))
   =   2424.70

Enterprise Value   =   Market Cap + Total Debt - Excess Cash
   =   8527.00 + 0.00 - 2424.70
   =   6102.30

Tangible Invested Capital   =   Total Assets - Goodwill - Intangibles - Current Liabilities + Short Term Debt - Excess Cash - Minority Interest
   =   5867.38 - 2009.66 - 102.43 - 661.77 + 0.00 - 2424.70 - 0.00
   =   668.82

Earnings Yield   =   (Operating Earnings - Minority Interest) / Enterprise Value
   =   (749.86 - 0.00) / 6102.30
   =   0.123 (12.3%)

MFI Return on Capital   =   Operating Earnings / Tangible Invested Capital
   =   749.86 / 668.82
   =   1.121 (112.1%)

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Member Avatar lkingforfreedom (< 20) Submitted: 11/11/2011 1:47:23 PM : Outperform Start Price: $14.16 MRVL Score: -75.21

6x fcf. storage disk drive maker. buybacks. 2.5 bln in cash. no debt. Einhorn bought in his Sep 2011 letter.

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Member Avatar FoolioD (54.82) Submitted: 9/8/2011 2:38:46 AM : Outperform Start Price: $12.70 MRVL Score: -74.69

TD-SCDMA market in China, lots of cash on hand. Will likely make some key acquisitions or paying out a dividend - good for investors either way.

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Member Avatar terrificdeals2k8 (35.24) Submitted: 8/23/2011 4:40:21 AM : Outperform Start Price: $11.95 MRVL Score: -78.26

Good earnings and solid fundamentals. Value pick @ $12 given its expanding products lines, as well as top/bottom line earnings growth.

Forward P/E 7.75
PEG 0.62
P/S 2.16
P/B 1.57
P/C 3.39
P/FCF 7.68

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Member Avatar viccaps (< 20) Submitted: 8/21/2011 5:06:12 PM : Outperform Start Price: $12.27 MRVL Score: -77.83

Provides products used in hot new industries, solid balance sheet and fundamentals

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Member Avatar saturnreturns (87.73) Submitted: 8/8/2011 2:56:40 PM : Outperform Start Price: $11.20 MRVL Score: -70.71

market bounce-back

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Member Avatar kylehusky (26.85) Submitted: 7/1/2011 3:08:00 AM : Outperform Start Price: $13.96 MRVL Score: -67.11

MRVL the stock has been just crushed of late and we’re buying it nearly 50% off its recent highs. It’s a big supplier into Research in Motion. With the horrid quarter and collapse in demand for RIMM’s products, MRVL’s been crushed on the very valid concerns that all of RIMM’s problems will trickle down and impact MRVL’s next couple reports. But while that concern is quite valid, we’re only talking about an impact of probably about $50 million to $100 million in the worst case scenario. Kinect alone will more than make up for the RIMM impact this year and especially next year.

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Member Avatar sipandsly (< 20) Submitted: 6/21/2011 1:01:37 AM : Outperform Start Price: $12.71 MRVL Score: -62.57

Beat down by RIM, but strong in all fundamentals with other customer share, especially in Asia

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