Broadcom Corp. (BRCM) Buy, Sell or Hold

Broadcom Corp. (BRCM)

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6 watching

BUY

It reports next week. He wants to see around 5% revenue and earnings growth with demand growing as margins hold steady. Watch for guidance about data centre demand. A great way ex-Nividia to play AI.

BUY

Good business with steady compounding ability. Asset light business. High cash flow. Actively buying back shares. Paying steady dividend. Returns on invested capital in 30-50% range. Not founder led and founder owned, but very strong business. Would recommend holding as business is able to compound. Very good long term hold.

BUY

Prefers this to Nvidia, because its valuation is a lot more reasonable.

BUY ON WEAKNESS

Broadcom re-rated like all AI names, trading at 14x PE to start the year and 21x (vs. peers' 25-29x). Yesterday, they raised guidance from 10% AI exposure to 25% or more in 2024. A huge move. Has long owned this. Down 6% today, which is a gift.

BUY

Down 6% today, but up 4% yesterday to hit a 42-week high. They are clearly shifting to AI, a positive. They have a solid base to move from. This is a lot cheaper than Nvidia. Likes to own this. Buy it on sale. They beat EPS.

BUY

Broadcomm delivered the best quarter among semis last quarter. AI is important for them, and their enterprise business remains big for them and strong. Trades at 14x. Their data centre amounts to 35% of their revenues, and their AI is also important.

BUY

They've diversified away from semis. They reported a good quarter this month. He likes them buying VMware they will give them data centre exposure. Pays a 3.3% dividend yield, trades at a cheap 14x earnings, rolled out a $10 billion buyback, and boosted the dividend 12%. Is down 16% this year for a nice entry point. If Micron misses tomorow and semi stocks fall, then buy.

BUY

beat earnings today Likes it for its diversified end market and very strong execution. Superb managers and their quarter proved it. Semi total revenue grew 32% YOY, and it 78% of company revenues. Software grew 5% YOY and gross margins were nearly 76%. Their backlog also grew. Guidance was also encouraging with semis to grow 22% and software grow around 5%. She ecpects in Q4 they will raise their dividend by 20% because they have $12 billion free cash flow.

BUY ON WEAKNESS

It's his chip play. Pays a nice dividend. Has grown by acquisition and well-managed. Happy to own it. Recent earnings popped and were quite nice. Buy on down days in this choppy market.

BUY ON WEAKNESS

One of the top holdings of portfolio. Great semi-conductor company with ~20 P/E ratio. Will look to keep buying more shares. CEO is great at capital allocation. Debt levels coming back to reasonable levels.

BUY

This is a case where a solid stock you wait and wait to pullback goes down only due to an extraneous event, nothing to do with the company. It finish at an all-time high today.

BUY ON WEAKNESS

It reports Thursday. It occasionally gets hit after big runs, which are buying opportunities.

BUY

Has a ton of cell phone business, controllers and some cell phone, a hodge-podge, but pays a very good dividend.

TOP PICK

This is a value play at these levels. Has been beaten up because of the trade tensions. This name has real traction in the industry. So are picking up a well established company at a decent valuation. Question is are we done with the trade tensions? He doesn't think so, so you just have to pick your spot. However, 5 years from now, you should be happy. Yield = 4.2% (Analysts’ price target is $320.33)

PAST TOP PICK

(A Top Pick Jul 24/18, Up 23%) One of the stocks that have been hit by the Huawei situation. It keeps making acquisitions. He still like it.

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Broadcom Corp. (BRCM) Frequently Asked Questions

What is Broadcom Corp. stock symbol?

Broadcom Corp. is a OTC stock, trading under the symbol BRCM (previously BRCM-Q on Stockchase) on the undefined (undefined). It is usually referred to as or BRCM

Is Broadcom Corp. a buy or a sell?

In the last year, no analyst issued a Buy, Sell, or Hold rating on BRCM (previously BRCM-Q on Stockchase) on Stockchase. Read the latest expert commentary for Broadcom Corp..

Is Broadcom Corp. a good investment or a top pick?

Broadcom Corp. was recommended as a Top Pick by Bruce Murray on 2019-05-23. Read the latest stock experts ratings for Broadcom Corp..

Why is Broadcom Corp. stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts' recommendations for Broadcom Corp..

Is Broadcom Corp. worth watching?

Broadcom Corp. is followed by 6 investors on Stockchase and is a trending stock that is worth watching.

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Broadcom Corp. (BRCM)