Yup, I was looking at either QCOM or CSCO when I realized INTC had really strong numbers as well (rather surprisingly to see to be honest), and they may be winning some space with the new iPhone 7.
So I decided I'll go with CSCO (1/2 position) and now it's a matter of choosing INTC or QCOM for a (1/3 or 1/4 position just to test the waters), who shall win the chip sector?!
Can anyone pull up their crystal ball?
(03-16-2016, 10:19 PM)Rasec Wrote: [ -> ]Yup, I was looking at either QCOM or CSCO when I realized INTC had really strong numbers as well (rather surprisingly to see to be honest), and they may be winning some space with the new iPhone 7.
So I decided I'll go with CSCO (1/2 position) and now it's a matter of choosing INTC or QCOM for a (1/3 or 1/4 position just to test the waters), who shall win the chip sector?!
Can anyone pull up their crystal ball?
To confuse you a bit more
have you considered Broadcom (AVGO) which recently merged with Avago and NVIDIA (NVDA) in the chip sector? Both look promising.
(03-17-2016, 07:25 AM)Roadmap2Retire Wrote: [ -> ]To confuse you a bit more have you considered Broadcom (AVGO) which recently merged with Avago and NVIDIA (NVDA) in the chip sector? Both look promising.
I had a look, both PEs are too high and dividends are quite low, looks like a gamble at this point.
Went with Cisco, bought 90 stocks, I'll keep checking Qualcom, I think they have an advantage on the wearables world vs any other chip maker, the real question is, will wearables be a real thing anytime soon? Or we'll we skip wearables and move straight to VR?
(03-17-2016, 09:18 AM)Rasec Wrote: [ -> ] (03-17-2016, 07:25 AM)Roadmap2Retire Wrote: [ -> ]To confuse you a bit more have you considered Broadcom (AVGO) which recently merged with Avago and NVIDIA (NVDA) in the chip sector? Both look promising.
I had a look, both PEs are too high and dividends are quite low, looks like a gamble at this point.
Went with Cisco, bought 90 stocks, I'll keep checking Qualcom, I think they have an advantage on the wearables world vs any other chip maker, the real question is, will wearables be a real thing anytime soon? Or we'll we skip wearables and move straight to VR?
I havent done a lot of research on VR, but I think QCOM will do well if VR takes off too. I think they just released a new SDK a couple of days ago. NVIDIA should be another good play in the space.
I also like QCOM for the vehicular network space...as vehicles become more intelligent and connected to the internet -- QCOM should see some growth there. I think Intel is giving some run of its money here in this space with some ICE (In-Car Entertainment) deals announced.
TGT is under $67 at $66.90. That's under 13x earnings. Does anyone have any opinion on this? I'm heavily considering initiating a position here.
Long Target, might dip a bit more.
(06-13-2016, 05:29 PM)Rasec Wrote: [ -> ]Long Target, might dip a bit more.
My shopping list has expanded.
TGT, DEO, TIF, LB. Probably going to buy TIF soon at these levels.
What's the story with DEO's taxes? Same as Nestle or Unilever?
(06-14-2016, 05:45 PM)Rasec Wrote: [ -> ]What's the story with DEO's taxes? Same as Nestle or Unilever?
DEO is an ADR
I do get hit with a small transaction/transfer/process fee but it's not a lot.
I have DEO in my wife's ROTH and no taxes withheld.