Friday File Earningspalooza — Data Centers, Auto Electronics, Google and More

by Travis Johnson, Stock Gumshoe | October 28, 2016 4:24 pm

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Source URL: https://sgumdev.stockgumshoe.com/2016/10/friday-file-earningspalooza-data-centers-auto-electronics-google-and-more/


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pmb2pmb
pmb2pmb
5 years ago

Hi Travis – Great job, as usual ! But — RE: Qualcomm and NXPI – Is it really a good deal for NXPI investors to hold and wait a year? NXPI has one and a half times more employees than Qualcomm and although its test and assembly sites are in Asia, three of its seven wafer factories are in the Netherlands, Germany and Britain (still in the EU) with labor laws that may make it hard to reduce costs by laying off workers cheaply and some factories are too old to be adapted to make Qualcomm chips! NXPI also brings in a lot of its own debt into the deal, in the billions. Is it worth waiting for a year for NXPI shareholders to see if it works out rather than take our profit now? If you own NXPI and sell now, it is a profit of almost 20% if you bought in September (even more of a profit if you bought NXPI earlier this year – it was below $70 in February!) . Why be greedy and hope for another 10% in a year – NXPI has operations in about 35 countries; what if one of the major ones blocks this for anti-competitive reasons?

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backoffice
5 years ago
Reply to  pmb2pmb

To hold a year for a guaranteed 10% wouldn’t thrill me or anyone in arbitrage. I think $NXPI can beat that offer on it’s own so Qualcomm may have to up the ante a bit.

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SoGiAm
5 years ago

Sharing @TipRanks article on Here’s What Top Hedge Fund Managers Recommended at Sohn Investment Conference http://blog.tipranks.com/2016/10/simple-steps-testing-even-best-investment-ideas/?
$COTY, $PCLN $CTRP and others… no positions; TipRanks member
Best2All ~ Ben

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cavemann
cavemann
5 years ago

Hi Travis – if this deal will be as accretive to QCOM as you say, why wait on the merger? I would think QCOM will rise more than 10% more if the deal is approved so wouldn’t it make sense to sell now and buy QCOM stock?

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