Broadcom Corp. (BRCM) Buy, Sell or Hold

Broadcom Corp. (BRCM)

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PAST TOP PICK

(A Top Pick Jan 23/14. Up 43.83%.) This is in the chips in mobile phones, and that mobile phone business has been a wonderful business for the last few years. He continues to like it. The growth in this business is worldwide. Still likes.

TOP PICK

Systems that your cell phone call has to go through. Took a big drop as they did a major write down and then things improved after that. It is an essential service in that space. He also owns QCOM, but this rounds out the space. It looks a bit undervalued to him.

SELL

(Market Call Minute) Buy QCOM instead. Better exposure to 3 and 4 G technology and good royalty income.

HOLD

Sees a top in the stock at $31.67, EBV +3 is a real resistance level. Model $52.25, 95% upside, but market is not believing the estimates. They could try to make it into a yield play. It is cheap on a valuation basis. You could have a spike up at any time but not more than EBV +3.

SELL

(Market Call Minute) A darling of the market but in direct competition to Qualcom.

DON'T BUY

Not a nice looking chart. Seasonality is usually from beginning of October to second week in January. Technicals are not supporting seasonality as of yet.

BUY

Communication semiconductors. Likes the technology space. You want the cash flow and predictability.

PAST TOP PICK

(A Top Pick Feb 6/06. Down 24.4%.) He exited Mar 10/06 at about $44, which would've been a loss of about 6%.

DON'T BUY

Coming of the correction in May, semiconductors had a very poor 1st half of the year and he was stopped out of his position. Now starting to look more interesting. This company has some lower revisions estimates.

DON'T BUY

It would take them 2 years of cash flow to handle one-year of their capital expenditures i.e., they are spending more than they are earning. They have a lot of competition.

BUY

One of the leaders. One of the few companies that combines digital and analog in a CMOS platform. Have a record of staying ahead in the marketplace and being one of the most feared companies in their space.

BUY

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.

DON'T BUY

The communications chip manufacturer. Have a terrible financial history. They are in a pretty good position now with the HDTV roll out but you have to be careful with them. If you own, take some money off the table before they drop again.

TOP PICK

There is tons of demand for wireless data and this company makes chips that supply into this area as well as HDTV and digital TV. They have the ability to price. Recent report had earnings 15% above expectations.

BUY

Stock has been oversold on a technical basis. Very volatile. Looks like there is some interest building up in it.

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Broadcom Corp. (BRCM)