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[Rasec]

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?

[Roadmap2Retire]

(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.

[Rasec]

(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?

[Roadmap2Retire]

(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.

[rapidacid]

This article helped bring me up to speed with what NVDA is doing these days:

http://www.cmlviz.com/cmld3b/lite.php?nu...51106_NVDA

[Roadmap2Retire]

(03-18-2016, 07:47 AM)rapidacid Wrote: This article helped bring me up to speed with what NVDA is doing these days:

http://www.cmlviz.com/cmld3b/lite.php?nu...51106_NVDA

Nice overview. Thanks for sharing, rapid

[DividendGarden]

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.

[Rasec]

Long Target, might dip a bit more.

[DividendGarden]

(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.

[Rasec]

What's the story with DEO's taxes? Same as Nestle or Unilever?

[rayray]

(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.

[ChadR]

I have DEO in my wife's ROTH and no taxes withheld.