![]() ![]() Investors are getting concerned about slowing revenue growth and rising expenses lately, and this may provide a buying opportunity in the online search giant. From self-driving cars to biotechnology solutions to fighting human aging and associated diseases, Google has plenty of exciting projects with disruptive potential in its pipeline. ![]() The company generates tons of cash flows from its leadership position in online advertising, and management is not shy at all when it comes to investing that money in the search for breakthrough innovations. More than 80% of smartphones around the planet are powered by Android, so Google is in a position of strength to continue thriving under the mobile paradigm. In addition, Google has built a massive portfolio of services and applications, including enormously valuable assets like Gmail, YouTube, and Chrome, to name a few remarkable examples. Google is the undisputed king in online search the company has a bigger market share than all its competitors combined. Andrés Cardenal likes Google: Information is power and Goggle's mission statement, "to organize the world's information and make it universally accessible and useful" says a lot about the company and the role it plays in times of chaotically abundant information. Qualcomm the company is a winner, and I think that during 2015, Qualcomm the stock will be, too.Ģ. Now, it's well-known that Qualcomm is having issues collecting on royalties from some Chinese handset vendors (leading to pessimism around the business), but I think Qualcomm will be able to solve its issues there, as it has done in the past.Īll told, Qualcomm stock is cheap at just 16.36 times trailing-12-month earnings, it's a high-quality company, but the stock has underperformed during 2014. It's this kind of execution in its chip business that not only keeps it ahead of major competitors like MediaTek, but also makes it very difficult for mobile device vendors to successfully develop their own in-house chip solutions in a bid to cut Qualcomm out.įurther, Qualcomm's technology licensing business, which collects royalties on most 3G/4G devices sold, is extremely profitable and should continue to grow with overall smartphone growth. This further extends the company's leadership position in cellular baseband technology. ![]() 11 that it would be upgrading the baseband on its upcoming high-end Snapdragon 810 processor to offer 50% greater download speeds than had been previously announced. For example, the company revealed on Dec. However, one high-quality chip company that has underperformed pretty significantly during 2014 - but one that I believe is set to do much better in 2015 - is Qualcomm.įirst, Qualcomm's execution in developing and delivering a compelling range of mobile applications processor offerings looks unmatched. The Philadelphia Semiconductor Index is up over 28% year-to-date, handily crushing the S&P 500 and the Nasdaq, up about 13% and 15%, respectively. Ashraf Eassa likes Qualcomm: It's hard not to be pleased with the performances of technology and, in particular, semiconductor stocks in 2014. To help you find solid stock ideas we asked Motley Fool contributors covering technology and consumer goods stocks to talk about top stocks for 2015.ġ. Need a reason to invest in stocks? How about the beginning of a new year. ![]()
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