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Qualcomm: Now that’s a surprise

Qualcomm: Now that’s a surprise

Update July 21. After the close of the market yesterday, July 20, Qualcomm (QCOM), the biggest maker of chips that run mobile phones, reported net income of 97 cent a share for the quarter that ended on June 26. That beat the 73 cents a share earned in June quarter of...

Sell Qualcomm (QCOM)

You’ll pardon me, I hope, if I’m nervous heading into Qualcomm’s (QCOM) earnings announcement for the second quarter of fiscal 2010 on Wednesday, April 21. Last quarter Qualcomm shares dropped 14.3%–or $6.72 a share–on January 28, the day after the company...

Update Taiwan Semiconductor (TSM)

Everything is working out exactly as I planned when I bought Taiwan Semiconductor Manufacturing (TSM) on October 20, 2009—with the small exception of the share price. When the company reported fourth quarter 2009 earnings on January 28, it confirmed the two major...

When to buy

If this is a correction and if this is therefore a buying opportunity, how long do you wait? That’s the most asked question I’m seeing in the comment sections of the Jubak Picks today. My opinion? I think we’ve got more downside next week. And I’m going to explain why...

The other war between Apple and Google

There are two fronts in the increasingly bitter war being fought between Apple (AAPL) and Google (GOOG). And while the contest between the iPhone and Google’s Nexus One (and other Android phones) is getting most of the ink, it’s the apps battle that comes with the...

The recovery isn't yet a sure thing

In my 11:45 post today, “Huh? Wall Street thinks higher unemployment is good news?” I said that I was still not convinced that the economic recession was truly over. The recovery that we’ve seen signs of in the last few months could simply be inventory restocking....

Qualcomm to manufacture Kindle in UK

According to Electronista.com, Amazon is almost ready to set a UK release date for the Kindle.  “Manufacturing responsibilities for a UK Kindle are said to be going to Qualcomm, who is also allegedly responsible for finding a regional cellular...

Buy Qualcomm QCOM

Buy Qualcomm (QCOM).  In the current stock market and economy you want to own stocks in the sectors of the market that are outperforming rather than lagging and you want to own companies that can grow even when the economy isn’t. I think cell phone chip-maker Qualcomm...

Why Rallies Fail

Has the rally that began in March run out of gas? Sure looks that way. After climbing by 40% from the March 9 bottom through June 12, the Standard & Poor’s 500 Stock Index has gone precisely nowhere. Well, maybe even a little short of nowhere. From June 12th...