Qualcomm, Inc. (NASDAQ:QCOM)

CAPS Rating: 4 out of 5

Develops, manufactures and markets digital wireless telecommunications products and services based on their CDMA technology and other technologies.

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Member Avatar jsn1080 (26.42) Submitted: 2/8/2016 3:04:05 PM : Outperform Start Price: $43.63 QCOM Score: -0.37

Risk is worth the valuation and dividend at this price.

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Member Avatar radonic (67.51) Submitted: 12/28/2015 5:47:56 PM : Outperform Start Price: $50.28 QCOM Score: -2.50

Telecommunications, use of their technology by world leaders. Rebound.

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Member Avatar larvalbug (34.41) Submitted: 12/16/2015 10:56:23 PM : Outperform Start Price: $49.32 QCOM Score: +0.02

Low forward P/E, high dividend, reasonably low price for growth prospects, ROE 14.93, EV/EBITDA low, current ratio 3.62, positive levered free cash flow.

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Member Avatar XMFDivine (35.40) Submitted: 12/2/2015 10:24:14 AM : Outperform Start Price: $52.85 QCOM Score: -4.99

Patent license deal with Xiaomi is BFD.

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Member Avatar roymarshall (29.70) Submitted: 11/5/2015 3:14:32 PM : Outperform Start Price: $50.07 QCOM Score: -0.64

I think everyone understands that it is oversold!

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Member Avatar optioncoach (83.23) Submitted: 11/4/2015 12:53:48 PM : Outperform Start Price: $59.98 QCOM Score: -15.00

All four of these QCOM, M, WFM, and FEYE have taken pretty good hits over the last few months, but all have potential to be leaders in their industry. Let's get started this quarter by picking them up prior to earnings and letting them ride.

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Member Avatar GreggGilbert8 (35.43) Submitted: 9/9/2015 7:14:49 PM : Outperform Start Price: $53.86 QCOM Score: -13.60

China will recover and Qualcomm products will continue in high demand. The world buys Chinese goods, and all will return to where it was.

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Member Avatar FoolInLocal122 (35.85) Submitted: 7/13/2015 9:00:01 AM : Outperform Start Price: $61.86 QCOM Score: -17.77

No brainer!!!!

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Member Avatar littleoldmedng (24.47) Submitted: 6/24/2015 3:25:48 PM : Outperform Start Price: $64.31 QCOM Score: -19.66

Very undervalued, just need momentum to bring the stock back to a higher price

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Member Avatar kevinben (31.64) Submitted: 6/21/2015 7:15:46 PM : Outperform Start Price: $65.83 QCOM Score: -20.83

good company, long term good signs

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Member Avatar gonelong (54.81) Submitted: 6/18/2015 4:02:18 PM : Outperform Start Price: $66.19 QCOM Score: -21.38

DG50: http://seekingalpha.com/article/2764265-its-new-its-nifty-its-the-dividend-growth-50

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Member Avatar TMFCavalier (< 20) Submitted: 6/5/2015 10:24:27 AM : Outperform Start Price: $67.38 QCOM Score: -22.59

Company will be a major benefactor as more and more of the world is connected via cellphones and smartphones. Even though there are some worries about the company (like its Snapdragon processor not being used in the latest Samsung Galaxy phone, gross margins falling, and slowing growth), I think there is more upside than downside. Activist investors Jana Partners has taken a stake in the company and is pushing for more cash to be returned to shareholders as well as increased cost controls. Management has announced a $15B buyback program and committed $10B to buying back stock just within the next year. This, combined with a dividend (that should continue to grow), will provide a nice base for shareholders. Any improvement in operations should really get the stock moving upwards.

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Member Avatar TMFEarlyRiser (42.28) Submitted: 5/11/2015 1:16:20 PM : Outperform Start Price: $67.43 QCOM Score: -22.66

Qualcomm has about 25% of its market cap in cash. That's about $17 per share. If you x out the cash, the company is trading at a very low multiple, implying the market expects about zero growth going forward. This is a classic value investment in the sense that Qualcomm is a high-quality company that historically grew very fast and recently growth has ground to a halt. Gross margins are down about 1000 basis points since 2010 and the cash conversion cycle is up meaningfully over the same time frame. So there is no doubt that growth is slowing and the company's moat is shrinking by looking at the decreased pricing power and the decreased negotiating leverage. But there are a few catalysts on the horizon. First the company recently announced a $15 billion buyback. Second, a very successful activist has gotten involved. Third, it has settled an anti-monopolistic investigation in China which means they will finally get paid royalties on over 200 million phones that it is due royalties on. I believe the company is way better than average, yet it trades at a steep discount to the market. It has also pledged to return at least 75% of FCF to investors in the form of buybacks or dividends. The dividend yields about 2.8% and has been increased each year since 2003. Given that this is a classic value investment, the question is will this be a "value trap???" I think the most important questions an investor needs to ask before investing in QCOM are (1) can growth resume and (2) how much has the moat shrunk?

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Member Avatar neilepi (< 20) Submitted: 5/2/2015 6:24:19 AM : Underperform Start Price: $67.04 QCOM Score: +22.32

Losing market share to Samsung and others. Overall market may also come under pressure.

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Member Avatar rscher7253 (< 20) Submitted: 4/26/2015 12:47:57 PM : Underperform Start Price: $67.06 QCOM Score: +21.88

many headwinds

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Member Avatar AnsgarJohn (96.40) Submitted: 4/20/2015 6:05:05 PM : Outperform Start Price: $67.13 QCOM Score: -22.63

Graham Defensive screen AAII, PEG 0,65. No Brainer?

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Member Avatar Kimer62 (21.86) Submitted: 3/12/2015 8:43:37 PM : Outperform Start Price: $67.61 QCOM Score: -24.90

Value that has been in a down trend.

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Member Avatar Volke (73.54) Submitted: 3/10/2015 12:34:37 PM : Outperform Start Price: $70.48 QCOM Score: -27.89

Buyback announced + dividend

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Member Avatar AdamGalas (< 20) Submitted: 3/3/2015 1:22:30 AM : Outperform Start Price: $70.22 QCOM Score: -25.18

A Grand Adventure Dividend Holding:

http://boards.fool.com/the-grand-adventure-121197.aspx

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Member Avatar moneyman999 (53.33) Submitted: 2/9/2015 10:08:26 PM : Outperform Start Price: $66.98 QCOM Score: -24.54

%65 of the market,only one way to go ??

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