These are fantastic picks, I was really hoping for my investments this year, but all my plans have been disoriented, I've been studying the stock market and I realized some investors made a fortune from the recent crashes and I wondered if such success rate could be achieved in this present market. and the Federal Reserve taking a more hawkish approach to interest rates.
The market always bounces back. Trust the companies you own, then don’t panic when they fall. In fact, when others panic, be greedy. When others are greedy, panic.
I grew to a 7 figure well-diversified portfolio just by following Trisha Jean Webb's recommendations. I buy quality firms, anticipate to hold them regardless of what happens, pay up but not too much, keep track, sell only when necessary, and be ready to course correct. also ignore the forecasts and market views which are at best entertaining but completely useless.
I remember March 2020 my friend pulled out his laptop and said he was going shopping Qualcomm was one of those many purchases he made that day he’s the only legit millionaire I know still drives a 2006 Honda accord value investing truly does work it’s being strong enough to fight off instant gratification is the key
Anyone concerned about Qualcomm "losing" Apple as a customer is possibly overlooking the fact that Qualcomm own A LOT of wireless mobile communications (4G, 5G, etc.) patents, so will still be raking in royalties from Apple even after Apple move to their own silicon. Yes, Qualcomm's revenues will take a hit, but not to the extent that some are expecting.
Exactly. Price just touched 110 USD today. I feel comfortable adding between 100-110 so It’s in my buy range right now. These guys are value investors, so it’s always bizmare to me when they analyze cyclical or specify stocks.
I have been following your channel since 2020. I generally agree with your approach. (I do the same myself) HOWEVER, it is almost certain for me that you guys make ULTRA CONSERVATIVE assumptions in your DCF calculations. I mean, 15% discount rates are really hard. Many investors use a discount rate of 7%-11%. You end-up with a target price that is near impossible! Since 2020, a lot of stocks which you guys analyzed with 14%-15% discount rates never achieved the target prices. However, they did achieve the target prices had you used 10%-12% discount rates. (which I used, and consequently made lots of money). Had I used your level of conservative assumptions, I would have been sitting on the side lines (almost all the time).
china is main customer as china builds a lot of phones. so if phone production moves, so will qualcomms revenue. also interesting: they purchased nuvia founded by 3 senior apple engineers in order to compete with apples M chip series. They are the only chip manufacturer looking into arm based non-apple laptop chips. the old x86 based architecture chips (intel, amd) won't be able to compete when it comes to low powerage SOCs for technical reasons.
Im skeptical with chip designers as more and more of the big tech companies are realising that they can easily design their own chips. Its really the equipment manufacturers, IDMs, and contract manufacturers that are absolutely irreplaceable.
Big fan of the WANTED sign in the back. Manslaughter is the perfect word to describe it 😂 not necessarily intentional but still out there killing folks finances. 😂
not saying paul should refrain from sharing opinions, especially when it pertains to equity analysis, but please at least know the definitions of the words you use before sounding confidently wrong
Possibly in your world....but there are not contradicory words in that statement 'Liberal socialism is a political philosophy that incorporates liberal principles to socialism' 😉 Thanks for the visit Joey - GC
Qcom is a Chinese stock, at least I thought….. I don’t care about finances when it comes to Chinese stock I’m just not investing in Chinese stocks. They lie too much
Depends what you mean by "Chinese stock". Taking your post as a whole, it seems like you mean "stock of a company based in China", which is what most people would mean by that phrase. In which case, that is not correct. Qualcomm is an American multinational corporation headquartered in San Diego, California, and incorporated in Delaware.
@@whyisgamora5435 the difference is mind-blowing. But kudos to Apple. They have a serious addictive brand when ppl prefer their inferior product to alternatives.
Great idea guys to look at QCOM! Thanks, I’ve been overlooking it. Their partnership with Samsung seems like a huge positive. I don’t think it’s possible for Americans to invest in Samsung directly(a significant rival to iPhone), but Perhaps QCOM could finally be the way to reap the growth of Samsung on top of Apple - thus benefiting from both of the smartphone behemoths.
Nice video...i was tempted to buy around $ 101...i love the ROIC ....32 ...they definitely doin something right ...since everyone is buying stocks right now ..i will be waiting when things go down to buy...
Great video, thanks for putting a spotlight on some of these gems! I am curious about Paul and/or Mo’s opinion on PayPal selling Buy Now Pay Later loans and expanding stock buybacks by $1 billion this year! I am really excited about the future of PayPal! Love the channel !
The reason so much of their income is from China comes from the fact that their cell phone chips are usually in 2nd tier phones. Samsung and Apple use their own chips, Qualcomm supplies chips for Xiaomi and the like...
Great videos as per. 🇬🇧investor here - $LUV is looking nice with air travel getting back to pre pandemic levels. Weekly chart looks prime for a nice breakout
Joe, feel free to join our community...we have several threads to discuss all different type of stocks, sectors and tons of other content. Thanks for following us - GC
I'll save you the trouble Joe, Paul will tell you that Lam Research is too expensive and has to drop 50% to buy it, also he really doesn't understand tech companies at all - GC
The decrease in Apple business is huge, it was announced over a year ago..been sideways since..initially got in with 5g roll out..could be rough going forward
These are fantastic picks, I was really hoping for my investments this year, but all my plans have been disoriented, I've been studying the stock market and I realized some investors made a fortune from the recent crashes and I wondered if such success rate could be achieved in this present market. and the Federal Reserve taking a more hawkish approach to interest rates.
That’s the idea buy when some stocks are down , or market crashes and just wait for it to come up .AP
The market always bounces back. Trust the companies you own, then don’t panic when they fall. In fact, when others panic, be greedy. When others are greedy, panic.
I grew to a 7 figure well-diversified portfolio just by following Trisha Jean Webb's recommendations. I buy quality firms, anticipate to hold them regardless of what happens, pay up but not too much, keep track, sell only when necessary, and be ready to course correct. also ignore the forecasts and market views which are at best entertaining but completely useless.
@@RandyPelletier I did look up your FA and found her web page. she has a pretty decent bio, I wrote her and I'm waiting on her reply.
I like it below $100, I see them not being the leader in the future, but still doing very well overall in terms of revenue and growth.
Good point my man...it's all about buying it at the right time.
Thanks for sharing - GC
I remember March 2020 my friend pulled out his laptop and said he was going shopping Qualcomm was one of those many purchases he made that day he’s the only legit millionaire I know still drives a 2006 Honda accord value investing truly does work it’s being strong enough to fight off instant gratification is the key
Anyone concerned about Qualcomm "losing" Apple as a customer is possibly overlooking the fact that Qualcomm own A LOT of wireless mobile communications (4G, 5G, etc.) patents, so will still be raking in royalties from Apple even after Apple move to their own silicon. Yes, Qualcomm's revenues will take a hit, but not to the extent that some are expecting.
Yes this will have to be taken into consideration , how is it going to affect the cashflow .AP
I bought 30 shares at € 95,- a few weeks ago. I think that's a fair price. If it hits 80,- I'll just buy more.
Yup, keep it simple when dollar cost averaging into a great business. Easiest strategy and peace of mind.
@@cicatrace If I would have listened to those two I would have lost thousands of dollars instead of making them. Unsunscribed.
Exactly. Price just touched 110 USD today. I feel comfortable adding between 100-110 so It’s in my buy range right now.
These guys are value investors, so it’s always bizmare to me when they analyze cyclical or specify stocks.
I have been following your channel since 2020. I generally agree with your approach. (I do the same myself)
HOWEVER, it is almost certain for me that you guys make ULTRA CONSERVATIVE assumptions in your DCF calculations.
I mean, 15% discount rates are really hard. Many investors use a discount rate of 7%-11%.
You end-up with a target price that is near impossible!
Since 2020, a lot of stocks which you guys analyzed with 14%-15% discount rates never achieved the target prices.
However, they did achieve the target prices had you used 10%-12% discount rates. (which I used, and consequently made lots of money).
Had I used your level of conservative assumptions, I would have been sitting on the side lines (almost all the time).
Please evaluate SNPS , CDNS, MCHP stocks.
china is main customer as china builds a lot of phones. so if phone production moves, so will qualcomms revenue. also interesting: they purchased nuvia founded by 3 senior apple engineers in order to compete with apples M chip series. They are the only chip manufacturer looking into arm based non-apple laptop chips. the old x86 based architecture chips (intel, amd) won't be able to compete when it comes to low powerage SOCs for technical reasons.
Cool...thanks for the info Rudiger - GC
Can we do a new videos of this and Taiwan semiconductor?
Im skeptical with chip designers as more and more of the big tech companies are realising that they can easily design their own chips. Its really the equipment manufacturers, IDMs, and contract manufacturers that are absolutely irreplaceable.
Big fan of the WANTED sign in the back. Manslaughter is the perfect word to describe it 😂 not necessarily intentional but still out there killing folks finances. 😂
Hahah true !! Thanks for the comment .AP
Interesting stock 📃🖊💎
We think so too! - GC
I think QCOM has another quarter of negative revenue growth. Has it bottomed?- I am not sure.
Android for life!
Paul son of my life grab a chair and sit, you gonna need
“any liberal socialist” paul, i know you have a hyper capitalist mindset but that is a textbook oxymoron you just used.
not saying paul should refrain from sharing opinions, especially when it pertains to equity analysis, but please at least know the definitions of the words you use before sounding confidently wrong
Possibly in your world....but there are not contradicory words in that statement 'Liberal socialism is a political philosophy that incorporates liberal principles to socialism' 😉
Thanks for the visit Joey - GC
fair enough, but inaccurately describes the current political landscape of communist china🤝
Qcom is a Chinese stock, at least I thought….. I don’t care about finances when it comes to Chinese stock I’m just not investing in Chinese stocks. They lie too much
Fair enough - GC
Depends what you mean by "Chinese stock". Taking your post as a whole, it seems like you mean "stock of a company based in China", which is what most people would mean by that phrase. In which case, that is not correct. Qualcomm is an American multinational corporation headquartered in San Diego, California, and incorporated in Delaware.
The only reason this stock is not up 200% YTD is the geopolitical tensions between US and China.
thanks
You're welcome! GC
Go Tim! 🙌 Had IPhone, never went back after switch to Android.
Hahahaha...well said 🤣- GC
@martinagluscevic9346 the best phone in the world (Samsung S23ultra)
@@whyisgamora5435 the difference is mind-blowing. But kudos to Apple. They have a serious addictive brand when ppl prefer their inferior product to alternatives.
@@Pikia666😂😂😂
With iPhone you pay less
Great idea guys to look at QCOM! Thanks, I’ve been overlooking it. Their partnership with Samsung seems like a huge positive. I don’t think it’s possible for Americans to invest in Samsung directly(a significant rival to iPhone), but Perhaps QCOM could finally be the way to reap the growth of Samsung on top of Apple - thus benefiting from both of the smartphone behemoths.
Great stuff...thanks for sharing Jackson 😉- GC
Loved this video. Why no one really compares Broadcom which has grown nicely lately? Can you cover AVGO as well?
Thanks for your video, person from India.
Nice video...i was tempted to buy around $ 101...i love the ROIC ....32 ...they definitely doin something right ...since everyone is buying stocks right now ..i will be waiting when things go down to buy...
No doubt - GC
Listening to these guys crack me up.
same here.. funny duo
Great video, thanks for putting a spotlight on some of these gems! I am curious about Paul and/or Mo’s opinion on PayPal selling Buy Now Pay Later loans and expanding stock buybacks by $1 billion this year! I am really excited about the future of PayPal! Love the channel !
The reason so much of their income is from China comes from the fact that their cell phone chips are usually in 2nd tier phones. Samsung and Apple use their own chips, Qualcomm supplies chips for Xiaomi and the like...
What watch ⌚ is that Paul?
Not a clue...possibly an expensive one -🤣 GC
😂I guess a golden rolex or a gold plated cheap CHINA watch. Btw, thanks for the video 👍
QCOM is a no brainer in my opinion, holding it for years will definetly generate returns bigger than most people can imagine right now
How in the heck to you do an entire video talking about Qualcomm and not at least mention the VMWare merger?
after listening to the video I rather expect huge shrinkage in this company rather than growth....
current price return, is that over 10 years? Doesn't seem like much. Is it annual?
Thank you for sharing these info~ Do you think 3m is still at a good buy price?
Thanks
Can you analyze applied materials and silicon motion technology?
could you please do stock analysis on DQ, INMD, CPRT
hey guys, thanks for the video! what about LRCX and TSM
Excellent video. Can you guys do a video on Cigna (CI) stock?
ASX Elders'
Paul. In your last video you mentioned puts, options etc. Where do i learn this? Can you do a webinar how you trade?
We have mande many videos on TH-cam about options, and also many more videos on our app .AP
Great videos as per. 🇬🇧investor here - $LUV is looking nice with air travel getting back to pre pandemic levels. Weekly chart looks prime for a nice breakout
Thanks for sharing! GC
I mentioned this name awhile ago, but what's your guys thoughts on Lam Research (LRCX)? Semiconductor manufacturer.
Joe, feel free to join our community...we have several threads to discuss all different type of stocks, sectors and tons of other content.
Thanks for following us - GC
I'll save you the trouble Joe, Paul will tell you that Lam Research is too expensive and has to drop 50% to buy it, also he really doesn't understand tech companies at all - GC
First to $85? PayPal or Disney?
Wish it was Disney .AP
@EverythingMoney thanks for the response, didn't expect it. Love what you guys do. Cheers!
I'd rather buy Intel
As you wish....diversifing a little is also a good strategy...always do your own research my friend.
Thanks for following us 😉- GC
@@EverythingMoney Thank you guys!! And you're right I'm probably way too heavy in Intel...they will probably both be 1T companies eventually.
The decrease in Apple business is huge, it was announced over a year ago..been sideways since..initially got in with 5g roll out..could be rough going forward
Yeap going to have to look at that cashflow .AP
Have a small position 😜
Always start small and you will get immense 😉- GC
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I have heard a lot about trading and Investments with Mrs Valerie Jo Collier, how good she is and how she has helped people through investment.
I have also been trading with her, The profits are secured and over a 100% return on investment directly sent to your wallet
How about removing Walgreens from your Watchlist?
Was a buyer @ $104.00 recently