Qualcomm, Inc. (NASDAQ:QCOM)

QCOM is on Goldman Sachs’ Undervalued Stocks List. should have 30% upside

Lots of cash, used by Apple and Samsung
Great margins, free cash flow growth
I don't know how long they will lead in technology but while they are I will ride along

This is the largest company in the world to provide the processors for smartphones.

Will continue to play a huge role in wireless handsets and new form factor devices for the perceivable future. While Western growth in this market may slow, global growth should continue for decades to come. Africa/South Asia/ rural China/ South America will all develop infrastructure at double-digit rates.

Technology sector stock... Techs are Hott right now..

Increased use by smartphone manufacturers will drive increased volume and sales. Look for a rebound this year.

Future Market. Longterm Must-Have!

Has been knocked back a bit lately, meaning ... it's time to buy!

Smartphones aren't going anywhere

MF EP

No matter who wins the smartphone wars, Qualcomm does.

Poised to take advantage of the entire smartphone boom. They could survive on patent royalties alone

Its not who wins the tech race (Google, Apple)...but who supplies the race.

Based on a data pull on 2/20/2013:
5Yr F-PEG = 1.00
Q-REV = 28.6%
5Yr REV = 16.6%
5Yr EPS = 9.4%)

FCFy = 4.41% - 4.37Billion
PM = 32.3%

Debt/Eq = 0%
PayOut Ratio = 31%
Yield = 1.5%

ROE = 18.1%
ROA = 9.6%

NOTES:
FCFy = Free Cash Flow Yield
calculated on enterprise value and levered free cash flow

The wireless technology will in future be more competitive, asians are coming..

Strong earnings and growth, well managed, great technology

The Wireless Cloud of Money.

One of those stocks I keep putting on the back burner, I wish I had stuck to my guns and bought in at a lower price. Two points to focus on here - Qualcomm is well-known for its excellent research and development, and those patents are all over the world of cell phones, whatever the type. The other point to notice is that QCOM does not only supply Apple, but also Android-operating phones, so that puts them in the nice position of winning out no matter who wins the smart phone wars.

If Qualcomm has done the work to ensure it gets its cut almost regardless of who you buy your cell phone from, I think it's worth a little more work on my part as an investor to dig in and get my cut by purchasing shares of Qualcomm at a reasonable price.

Higher growth than the S&P with a lower valuation

Global smartphone expansion, Samsung market share gains, wireless tablets and ultimately connected cars continue to drive this unique wireless semiconductor and IP story.