NXP Semiconductors (NASDAQ:NXPI)

CAPS Rating: 4 out of 5

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Member Avatar vlada248 (< 20) Submitted: 12/17/2014 2:45:22 PM : Outperform Start Price: $74.23 NXPI Score: +1.01

Promising technology

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Member Avatar Lippoldtskivich (39.85) Submitted: 12/10/2014 5:46:23 PM : Outperform Start Price: $76.12 NXPI Score: +0.12

Near field communications.

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Member Avatar Milo107 (< 20) Submitted: 12/7/2014 9:21:38 PM : Outperform Start Price: $77.00 NXPI Score: +0.72

Supernova

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Member Avatar pagliacci100 (63.06) Submitted: 12/4/2014 5:36:53 PM : Outperform Start Price: $77.10 NXPI Score: +0.60

makes pay-by-smartphone work w/ 59% market share on semiconductor side; p/e 37.41 forward p/e 12.6 price target $114 in a year.

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Member Avatar dschleicher (89.96) Submitted: 11/29/2014 9:25:41 PM : Outperform Start Price: $77.63 NXPI Score: -0.60

The Internet of Things is going to be huge and NXP Semiconductors will be riding the wave.

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Member Avatar luremaster (35.75) Submitted: 11/25/2014 4:11:04 AM : Outperform Start Price: $77.19 NXPI Score: +0.49

dominates in great areas of growth

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Member Avatar justinr (77.58) Submitted: 11/23/2014 4:06:25 PM : Outperform Start Price: $74.87 NXPI Score: +3.34

Riding the wave of mobile payments.

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Member Avatar PJL (45.14) Submitted: 10/19/2014 11:50:52 AM : Outperform Start Price: $59.87 NXPI Score: +18.77

They will continue to develop necessary technology for the future.

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Member Avatar x69874 (31.43) Submitted: 10/10/2014 11:50:07 PM : Outperform Start Price: $56.24 NXPI Score: +28.34

NFC technology behind Apple Pay. Also, automotive tech and other applications.

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Member Avatar McRCN (49.47) Submitted: 10/10/2014 4:56:38 PM : Outperform Start Price: $56.71 NXPI Score: +27.06

Buy on dip

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Member Avatar ssfish00 (< 20) Submitted: 9/22/2014 11:09:46 AM : Outperform Start Price: $71.47 NXPI Score: +4.23

Near Field Communication

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Member Avatar Kimer62 (28.62) Submitted: 9/12/2014 8:04:17 AM : Outperform Start Price: $71.30 NXPI Score: +4.88

Put on my watch list! Apple could finally propel this technology!

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Member Avatar TMFInnovator (43.97) Submitted: 9/10/2014 1:27:21 PM : Outperform Start Price: $70.66 NXPI Score: +5.82

The inclusion of NFC in Apple's newest iPhone and the Apple Watch is a clear indicator of where the market is heading. NXP -- both through Apple and many others -- will be a beneficiary from this movement.

I've always considered the stock to be overpriced, but I now realize the market premium is well-deserved. With 19% y/y growth in their HPMS segment, NXP has opportunities coming from every direction and is really just getting started. They are already printing cash (from operations), which they invest heavily in R&D and forward-looking projects.

Wish I had jumped in a year ago, but such is life. Outperform.

Rule Breakers update on Q2'14 results: http://newsletters.fool.com/1069/coverage/updates/2014/07/24/nxps-second-quarter-results.aspx

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Member Avatar packamr (< 20) Submitted: 9/5/2014 3:19:09 PM : Outperform Start Price: $70.83 NXPI Score: +6.02

With the news that NXPi is partnering with Apple on NFC in smartphones and also Apple entering into the automobile market (NXPi is alkready there), I see huge upside for NXPi in both these areas.

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Member Avatar PuddinHead42 (36.79) Submitted: 8/29/2014 4:31:56 PM : Outperform Start Price: $70.00 NXPI Score: +7.35

breaking out of a nice base on double daily volume today.

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Member Avatar tangoev (97.22) Submitted: 8/29/2014 3:12:51 PM : Outperform Start Price: $68.75 NXPI Score: +9.02

Just picked up some today after watching thus fir some time. Had a meeting over at Philips not long ago and that re kindled interest in NXP.

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Member Avatar ROEoutshinesGOLD (99.19) Submitted: 8/28/2014 3:56:45 PM : Outperform Start Price: $66.33 NXPI Score: +12.89

Will NXP's Near Field Comunication (NFC) chip finally make its way inside an iPhone? :

MacRumors.com/2014/08/28/wired-nfc-mobile-payments/

If so, NFC has its best chance yet to become mainstream in the United States.

Although, I would also like to point out that in the long-term (20+ years), and given that the above (linked) rumors are true, another company -- Visa (V) will probably turn out to be a much bigger winner in the mobile-payment space because it has a wider "moat" and the economics of the business are far better when compared to most enterprises that contribute to the manufacture of physical technology components or products.

For example:

Even though NXPI will spend a significant portion of its income in order to develop, innovate, and constantly improve its products from one version to the next -- there's still a high probability that their competitors can do it slightly better or leap them altogether. It happens all the time.

Visa, on the other hand, is a nesesarry "middleman" who enables consumers with a mindlessly convenient way to pay for expenses. IT IS the proverbial "toll-bridge" and just as important, intrinsically, such a toll-bridge requires a relatively smaller portion of its income to be spent on its maintenance and its product innovation -- especially when compared to companies involved in the manufacture of electronics.

Basically, Visa's business model is in stark contrast when compared to a physically-manufactured-technology company such as NXPI, where changes are rapid, constant, and not easily predicted. After all, a few guys tinkering away in the comfort of their garage can displace whole industries and require relatively small amount of capital to do so.

Nonetheless, NXPI could be a huge winner in the short-term of 5 years or so, but in the long-term -- there's a relatively high probability of underperformance or failure when compared to other alleged players, such as Visa, who are likewise, allegedly, involved in the burgeoning mobile-payment-processing industry.

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Member Avatar FritzBorrego (< 20) Submitted: 8/28/2014 2:26:01 PM : Outperform Start Price: $66.76 NXPI Score: +12.17

http://www.macrumors.com/2014/08/27/iphone-6-nfc-chip/

Need to say more?

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Member Avatar LarryMDR (47.98) Submitted: 8/25/2014 2:14:13 AM : Outperform Start Price: $64.98 NXPI Score: +15.60

A key player in the Internet of Things. Will grow rapidly as IoT grows, particularly strong in automotive.

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Member Avatar learnedall (46.91) Submitted: 7/24/2014 2:35:09 AM : Outperform Start Price: $67.00 NXPI Score: +11.09

one of many tech winners in a tech age

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