Marvell Technology Group Ltd. (NASDAQ:MRVL)

CAPS Rating: 4 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 SnowBawl (< 20) Submitted: 3/31/2014 1:42:02 PM : Outperform Start Price: $15.66 MRVL Score: -0.07

Sector rotation (Curzio).

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Member Avatar DugdaleTiki (39.59) Submitted: 3/3/2014 9:23:12 AM : Outperform Start Price: $15.03 MRVL Score: +2.92

2014 Sabrient Pick

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Member Avatar moonlightsail (20.99) Submitted: 2/23/2014 12:14:43 PM : Outperform Start Price: $15.50 MRVL Score: -0.44

A growing global semiconductor business with a high position in David Einhorn's fund.

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Member Avatar IRA2014 (44.99) Submitted: 1/27/2014 12:45:48 PM : Outperform Start Price: $14.59 MRVL Score: +1.93

I've selected MRVL as a replacement for PGJ. MRVL makes smart chips/SSD controllers and is currently valued at around 9B with 0 debt. They recently implemented a dividend which yields about 1.6%. Marvell has show a lot of growth recently. Last quarter they had a big beat on both EPS and Revs. They are a Sabrient Baker's Dozen pick this year. It is also the third or fourth largest holding of David Einhorn's Greenlight Capital. Analysts have recently bumped up expectations for near term growth. MRVL is currently trading at PE 27 but only 13x estimated future earnings. 108% projected EPS growth is expected for the current quarter, 16% this year, 10% over the next 5 years.

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Member Avatar BlanB (< 20) Submitted: 1/17/2014 8:12:41 PM : Outperform Start Price: $14.64 MRVL Score: +5.72

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 mrudolph72 (62.12) Submitted: 1/16/2014 2:07:53 AM : Outperform Start Price: $15.29 MRVL Score: +0.94

sabrient

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Member Avatar reddingrunner (97.48) Submitted: 1/13/2014 4:01:13 PM : Outperform Start Price: $15.18 MRVL Score: +0.57

sbd

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Member Avatar 1russianguy (61.77) Submitted: 1/13/2014 2:38:49 PM : Outperform Start Price: $15.17 MRVL Score: +0.67

Sabrient

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Member Avatar 1picks (85.64) Submitted: 1/13/2014 2:24:18 PM : Outperform Start Price: $15.16 MRVL Score: +0.78

Sabrient

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Member Avatar TomFoolNC (30.23) Submitted: 1/24/2013 10:53:22 PM : Outperform Start Price: $9.04 MRVL Score: +48.24

Einhorn

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Member Avatar TMFDitty (99.57) Submitted: 9/26/2012 12:11:56 PM : Outperform Start Price: $8.83 MRVL Score: +47.12

EV/FCF is 4.5 on this one. Four. Point. Five. For a 2.5% dividend and a 14% growth rate, I'll pay that any day of the week, and twice on Mondays. (Market's closed Sunday).

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Member Avatar azinsd (< 20) Submitted: 9/17/2012 3:47:39 PM : Outperform Start Price: $9.81 MRVL Score: +31.98

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 (36.41) Submitted: 8/30/2012 12:47:25 AM : Outperform Start Price: $10.02 MRVL Score: +23.45

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

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Member Avatar dj2000a (94.15) Submitted: 8/19/2012 3:28:43 PM : Outperform Start Price: $10.02 MRVL Score: +24.45

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

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Member Avatar dbensou (59.94) Submitted: 8/10/2012 3:01:33 PM : Outperform Start Price: $11.65 MRVL Score: +1.27

Einhorn

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Member Avatar TrojanFan (27.71) Submitted: 7/31/2012 3:32:43 PM : Outperform Start Price: $10.90 MRVL Score: +8.41

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 (20.39) Submitted: 7/26/2012 11:19:01 AM : Outperform Start Price: $10.85 MRVL Score: +6.30

Good entry price.

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Member Avatar JTBoomer (79.86) Submitted: 6/14/2012 11:42:18 AM : Outperform Start Price: $11.18 MRVL Score: -0.39

Morninstar 5 star rating fair val of 20

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Member Avatar funnyanimal (< 20) Submitted: 5/17/2012 4:49:04 PM : Outperform Start Price: $13.24 MRVL Score: -24.02

Supreme intuition

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Member Avatar TMFZahrim (30.55) Submitted: 3/6/2012 10:23:17 AM : Outperform Start Price: $14.88 MRVL Score: -75.99

http://www.fool.com/investing/general/2012/02/24/this-ceo-wants-to-multiply-a-trillion-dollar-mark.aspx

In the immortal words of Kelly Clarkson, what doesn't kill you makes you stronger. Marvell is coming out of this setback with flying colors, ready to capitalize on market share shifts, renewed Chinese smartphone interest, and the proliferation of smart, Internet-connected consumer electronics. "The future is everything smart, smart TV, smart set-top boxes, smart everything, smart appliances, smart -- whatever it is that you want," Sutardja said. "Everything that you have in the smartphones, multiply that by many times performance to fit in the display size of a TV."

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