May I add that this will be QRVO's sixth attempt since August to break through the $60 area
This will be DBR's first attempt to break through the padded cell door since having her straight jacket removed.
NO. That was actually an excellent move IF you actually made it. Don't fall into the pit of stating the moves you make unless you actually make them. Just ask svs how that turned out for her.
True, but how much of that expected decline are directly from channel checks and how much is it from anticipated Brexit decline that hasn't materialized yet? This is the SWKS board, but if you get a chance listen to the recent QRVO presentation and how confident Bunglesworth is in the current quarter through the end of the year. Of course things can change, but until I hear it directly from Apple I'll take these analysts predictions with a grain of salt. I mean seriously, how many of them have been right over the last year with their price targets and all of their other yada?? I have 1000 shares of SWKS and will not be adding anymore as I have it at what I believe is a very good average price. I've got 1250 shares of QRVO and will continue to add to that position if it continues to decline. Both will be sold after what I expect to be a 20% appreciation in the not too distant future. One thing Ive learned about these chip stocks is that they will always give someone who missed the boat the first/second/third time another chance. This environment isn't conducive for a buy and hold strategy unless you're looking more than a year ahead. Also, there is a better than fair chance for SWKS or QRVO or BOTH to get taken out at a premium.
Until I hear that Apple is cutting orders to its suppliers all of this yaya is just that.....a bunch on yaya. What some fail to understand that that Apples loss usually means another OEMs' gain. That would be Huawei and Samsung for both SWKS and QRVO. QRVO's gain over SWKS will be in the IPhone with Intel's taking of 30% of QCOM chips. Both are still buys for the medium to long term with QRVO being the better of the two at the moment because of its greater diversification and premium filter ability.
The cause of that is probably 50% cult, 25% cash, and 25% dividend. I suspect the cult mania will slowly fade as the IPhone 7 excitement wanes.
Someone kindly explain that logic please. Makes no sense at all
QRVO will be acquired before SWKS will. Even with their debt they'd still be a cheaper buyout and offer more to the buyer.
QRVO's share price will overtake SWKS's share price if SWKS doesn't do something about their premium filter situation, or lack thereof. It wasn't too long ago SWKS was $25 higher in pps than QRVO. Not so much anymore
That would pretty much make Qorworks a giant along the lines of AVGO, lessen the competition, and drive the pps up. I'm sure svs will disagree, but IMO that's the best way to go....
Who cares? Huawei is still a 10+% customer of QRVO. I'm sure QRVO is represented well in the phone. If I were you I'd be worrying about SWKS's premium filter problem.
I think most people with any sense realizes that the chip stocks have been decimated,yet are one of the better sectors to be able to withstand the Brexit. You have people selling and then shorts making the issue worse as they continue to pile in. Money knows that with a forward pe of around 9 both SWKS and QRVO are excellent buys at the moment.. Once this Brexit selling, combined with the shorting is exhausted suspect you'll see all of the chip players move up nicely. Good market or bad market a semi company with a forward pe of 9 (and possibly soon to be less than 9) is a great buy.
As mentioned a couple of weeks ago it appears that soon QRVO pps will be greater than SWKS pps. Personally I think they are both good buys at the moment with QRVO being the better bet.
This can be used as an excellent buying opportunity for the semi stocks, all probably with a forward pe under 10 with the drop due to the vote. This is an exciting opportunity to get some really good stocks at a bargain. SWKS and QRVO are both on that list
.....downgrades QRVO to neutral but raises price target, and upgrades SWKS to buy but lowers price target to $65.........three bucks less than where it currently is. In other words..........makes no sense at all lol
I'm an owner of both so I liked today's action. As far as eating dust I wouldn't go that far. SWKS has typically been $25 above QRVO in stock price. Not so much anymore. I wouldn't be surprised to see a very similar stock price between the two at some point within the next couple of quarters. Both are an excellent investment on any decent pullback. QRVO is overbought at the moment. SWKS not so much at this moment.
Curiously which is more random? A QRVO rally or a dbr post that has any substance to it? Just wondering..........