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Opinions Ben Rogoff
Broadcom Corp.BRCMBUYApr 24, 2006
One of the highest quality companies. Likes the space. Pulling back a little bit which is a reflection of what is going on in the semiconductor space. Semiconductor inventories have been ticking up which is spooking the market. This company has wide exposure to many areas. A core holding.
Ben RogoffOwned
$41.57
Stock price when the opinion was issued
electricalelectronic
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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.
electricalelectronic
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.
electricalelectronic
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.
electricalelectronic
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.
Bruce MurrayOwned
electricalelectronic
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.
Jamie Murray Owned
electricalelectronic
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)
Kash PashootanOwned
electricalelectronic
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.
Bruce MurrayOwned
electricalelectronic
