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Article Results:

[Nov 01, 2014] Qualcomm, by Mark Robertson
We last chose QCOM back in February 2013 and the company has lagged the total stock market since then.

[Feb 01, 2013] Qualcomm, by Mark Robertson
In the realm of mobile communications, it’s clearly a jungle out there for QCOM.

[Jul 01, 2015] Tin Cup Model Portfolio, by Mark Robertson
Accumulate Qualcomm

[May 01, 2016] Tin Cup Model Portfolio, by Mark Robertson
Accumulate Qualcomm (QCOM)

[May 01, 2019] Tin Cup Demonstration Portfolio (May 2019), by Mark Robertson
It's Blind Side all over again as Qualcomm considerably bolsters the Tin Cup portfolio during April.

[Aug 01, 2018] Tin Cup Demonstration Portfolio (August 2018), by Mark Robertson
Tin Cup approaches all-time highs again. We accumulate CVS Health (CVS) and place Qualcomm (QCOM) squarely on the challenge hot seat.

[Feb 01, 2013] Tin Cup Model Portfolio, by Mark Robertson
Sell Abbvie, Buy Gentex and Qualcomm

[Jul 01, 2019] Tin Cup Demonstration Portfolio (July 2019), by Mark Robertson
"Two Out Of Three Ain't Bad." -- Meat Loaf. After a choppy 3-month run, June turns in one of the best months ever for Tin Cup. This month we set Qualcomm free, accumulate Air Lease and purchase Charles Schwab and Align Technology.

[Jun 01, 2019] Tin Cup Demonstration Portfolio (June 2019), by Mark Robertson
April was sweet. May was the opposite. April showers didn't bring May flowers ... more like sludge. On the bright side, we get more ice cream ...

[Jun 01, 2013] Tin Cup Model Portfolio, by Mark Robertson
Sell Medtronic (MDT), Accumulate QCOM

[Oct 01, 2018] Accumulate Alphabet/Google (GOOG), by Mark Robertson
The Tin Cup Model (or Demonstration) Portfolio has outperformed the Wilshire 5000 over the last month and last five years with a rate of return since inception (1995) of 14.9%.

[May 01, 2017] Tin Cup Model Portfolio, by Mark Robertson
April was a very good month for the Tin Cup demonstration, advancing +4.47%. The monthly contribution was invested in QCOM but the overall portfolio PAR dictated a sale of NVO and accumulation of AL and PII to bolster the overall return forecast.

[Jul 01, 2015] Sweet 16, by Mark Robertson
Shopping At Body Temperature

[May 01, 2013] Tin Cup Model Portfolio, by Mark Robertson
Sell STRA, Buy CHRW, Accumulate QCOM

[Feb 01, 2013] Sweet 16, by Mark Robertson
This month features the top percentile of all stocks covered at Manifest on the basis of strong fundamentals and some key technical factors.

[Apr 01, 2013] Manifest 40, March 2013, by Mark Robertson
An update on the stocks you follow.

[Jul 01, 2005] Sweet 16, by Mark Robertson
New companies include: Nucor Corp, Robert Half, Paychex, Stryker and QUALCOMM.

[Jul 01, 2014] Manifest 40 Update, by Mark Robertson
This managed “tracking portfolio” of your collective favorites has outperformed the Wilshire 5000 by +2.8%.

[Feb 01, 2014] Sweet 16, by Mark Robertson
Your Heavy Hogs For 2014

[Jul 01, 2013] The Stocks You Follow: Manifest 40, by Mark Robertson
We’ve always believed that the collective decisions made by our community of long-term investors is worth huddling over … a place where ideas are born.

[Apr 01, 2007] Huddling with History, by Mark Robertson
Heed the lessons of history. Opportunities and challenges do repeat and human nature is pretty reliable.

[Feb 01, 2013] Groundhog Creed Staggered?, by Mark Robertson
2012 was unkind to our band of groundhogs. Does that mean it’s time to throw in the towel? Not. Even. Close.

[Jan 01, 2019] Tin Cup Demonstration Portfolio (January 2019), by Mark Robertson
A December To Remember. Bear markets come and go but after the devastation that was the 4th quarter of 2018, we're reminded of the dismal days of 2008-2009 and the prosperous years that followed. This month we accumulate Solomon Select feature Air Lease (AL).

[Jan 01, 2011] Hoard vs. Herds: VGT, by Cy Lynch
Accumulate Vanguard Technology.

[Aug 01, 2010] Hoard vs. Herds: QQQQ, by Cy Lynch
The average selection for the Hoard has outperformed the total stock market benchmark by +12.6% during its holding period. Accuracy stands at 68% due to some lagging healthcare positions.

[Jul 25, 2018] MANIFEST 40 Update, by Mark Robertson
Our MANIFEST 40 is a celebration of collective excellence in stock selection, strategy and disciplined patience. The rate of return since inception (2005) is 10.1%.

[Jun 01, 2018] Tin Cup Demonstration Portfolio (June 2018), by Mark Robertson
Another strong month of outperformance for the Tin Cup portfolio, making it 9-of-the-last-10 months with the 10th a tie. We accumulate CVS, express our gratitude to Illumina (ILMN) and bid adieu ... and buy Amazon (AMZN).

[Sep 01, 2007] Sweet 16, by Mark Robertson
The highest-rated companies are Aeropostale, Bed Bath & Beyond, CVS Caremark and Maxim Integrated Products. .

[Jul 01, 2018] Tin Cup Demonstration Portfolio (July 2018), by Mark Robertson
Yet another strong month for Tin Cup, beating the Wilshire 5000 in 10-of-the-last 11 months. We accumulate CVS Health (CVS) and celebrate the near all-time high value of total assets while challenging Biogen (BIIB) after its recent surge.

[Mar 01, 2007] Sweet 16, by Mark Robertson
The highest rated companies are Fastenal, NAVTEQ, Select Comfort and Oracle.

[Jun 01, 2008] Sweet 16, by Mark Robertson
The highest-rated companies are Urban Outfitters, Starbucks and Lowe's .

[Aug 01, 2006] Sweet 16, by Mark Robertson
Highest rated companies this month include Cisco Systems,\r\nAbercrombie & Fitch, Microsoft and Bed Bath & Beyond.

[Jan 01, 2006] Sweet 16, by Mark Robertson
The highest rated companies based on a combination of PAR and quality rating are Kohl's, Microsoft, Paychex and Home Depot..

[Sep 01, 2006] Sweet 16, by Mark Robertson
The highest rated companies are Bed Bath & Beyond, Medtronic, Oracle and Williams-Sonoma.

[May 01, 2005] Fidelity Blue Chip Growth, by Mark Robertson
This fund is probably a poster child for truth-in-advertising.

[Apr 01, 2005] White Oak Select Growth, by Mark Robertson
The list was culled for mutual funds with the following characteristics: Projected Annual Return greater than the total stock market and a quality rating greater than 65. The result is White Oak Growth (WOGSX).

[Mar 29, 2005] Selling Stocks: The Challenge of Reason, by Mark Robertson
Take a deep breath. It's not un-American to sell a stock.

[Dec 01, 2005] T. Rowe Price Science & Technology, by Mark Robertson
PRSCX is in solid position to continue to narrow the performance deficit and shine in days ahead..

[Jul 01, 2005] Nasdaq-100 (QQQQ), by Mark Robertson
QQQQ is designed to follow the NASDAQ-100 index composed of 100 of the fastest growing technology and non-financial services companies listed on the NASDAQ Stock Market..

[Apr 01, 2016] Tin Cup Model Portfolio, by Mark Robertson
Replace Mindray With Sweet Spot Smorgasbord

[Dec 01, 2015] Tin Cup Model Portfolio, by Mark Robertson
Accumulate CVS Health

[Apr 01, 2015] MANIFEST 40 Update, by Mark Robertson
Our MANIFEST 40 is a celebration of collective excellence in stock selection, strategy and disciplined patience. We continuously monitor the 40 most-widely followed stocks by our community of subscribers at Manifest Investing.

[Mar 01, 2015] Tin Cup Model Portfolio, by Mark Robertson
Reduce CVS, Buy Cognizant Tech (CTSH)

[Dec 01, 2016] Tin Cup Model Portfolio , by Mark Robertson
Accumulate Cognizant Technology (CTSH)

[Feb 01, 2015] Sweet 16, by Mark Robertson
The screening results this month represent the most frequently selected stocks for the Groundhog IX stock selection challenge.

[Feb 01, 2015] Tin Cup Model Portfolio, by Mark Robertson
Accumulate T. Rowe Price (TROW)

[Jul 01, 2014] Tin Cup Model Portfolio, by Mark Robertson
Accumulate Gentex

[Oct 01, 2014] Tin Cup Model Portfolio, by Mark Robertson
Sell Pepsi and Cisco Systems. Buy Google, T. Rowe Price and Fresh Market

[Sep 01, 2014] Tin Cup Model Portfolio, by Mark Robertson
Accumulate Gentex (GNTX)

[May 01, 2016] Relatively Better Selling?, by Mark Robertson
“The ability to select stocks, manage them over time and know when to sell them is incredibly difficult, even for professional fund managers.” -- Barry Ritholtz

Skip to Article Results

Forum Post Results:

Qualcomm (QCOM) · by Mark Robertson · 06/13/2019 04:18 PM · Stocks
Value Line Close We suggest investors take a wait-and-see approach on these shares. (Kevin Downing — June 14, 2019) Our Analysis

Qualcomm (QCOM) · by Mark Robertson · 05/23/2019 07:21 AM · Stocks
Qualcomm: Here Comes The Judge [sigh]

Qualcomm (QCOM) · by Leonard Douglass · 04/18/2019 09:24 PM · Stocks
Yes I am still holding some, I sold some that I had a mid 70’s share cost in but kept the cheaper cost shares. Just improving the position. I wish...

Qualcomm (QCOM) · by Leonard Douglass · 09/13/2018 10:52 AM · Stocks
https://www.marketwatch.com/story/qualcomm-sets-16-billion-accelerated-stock-repurchase-program-2018-09-13?siteid=yhoof2&yptr=yahoo “Shares of...

Qualcomm (QCOM) · by Mark Robertson · 09/12/2018 09:37 AM · Stocks
Woot! We agree. This may prove to be yet another “patience rewarded” situation. Qualcomm (QCOM) is still prominent as a Round Table and Tin Cup...

Qualcomm (QCOM) · by Diane Moore · 09/11/2018 06:45 PM · Stocks
Thanks, Larry! Yeah, I’m still—having purchased and held it so long—counting on a bright future. Most services I follow (esp. MorningStar and Value...

Qualcomm (QCOM) · by Larry Dix · 09/11/2018 06:43 PM · Stocks
Yay.

Qualcomm (QCOM) · by Diane Moore · 09/11/2018 06:40 PM · Stocks
Happy day! After four years I have an overall gain! 3.15% annualized. Nothing really to shout about, but gain is gain, and comes after nearing 20%...

Qualcomm (QCOM) · by Mark Robertson · 02/01/2013 02:19 PM · Stocks
Profitability Analysis

Qualcomm (QCOM) · by Mark Robertson · 02/01/2013 02:19 PM · Stocks
Projected Average P/E Ratio

Qualcomm (QCOM) · by Mark Robertson · 01/31/2013 03:37 PM · Stocks
Christmas 1999 with Qualcomm (QCOM) Whoa. The stock price (keep in mind it’s split 8-for-1 since then) soared $250/share between Christmas and New...

Qualcomm (QCOM) · by Mark Robertson · 01/31/2013 01:25 PM · Stocks
Business Model Analysis

Qualcomm (QCOM) · by Mark Robertson · 02/19/2016 12:34 PM · Stocks
One of the reasons that many analysts — most notably, Value Line — emphasize “cash flow.”

Qualcomm (QCOM) · by Nick A DiVirgilio · 02/19/2016 12:18 PM · Stocks
From the WSJ published on 16 February 2016 – under the section “Heard On The Street”. “Don’t believe everything you read”, the saying goes....

Qualcomm (QCOM) · by Nick A DiVirgilio · 02/18/2016 08:15 PM · Stocks
Hello Nick: I use the MOS I listed above for all companies in all industries. Nick

Qualcomm (QCOM) · by Nicholas Picini · 02/17/2016 11:03 AM · Stocks
Hi Nick, You mention that you add a Margin of Safety to the Manifest Sales and EPS forecasts. Do you use a standard MOS or does it differ based on...

Qualcomm (QCOM) · by Nick A DiVirgilio · 02/11/2016 01:08 PM · Stocks
I originally bought QCOM on 4/19/2012. I sold it for a loss on 9/18/2015. I could talk about the balance sheet and cash flow statement. But, I...

Qualcomm (QCOM) · by Jeff Traeger · 02/10/2016 04:52 PM · Stocks
The silence is deadly, so I’m going to see if I can spur some discussion. Manifest has QCOM @ 97 Quality and a return forecast of 12.3% based on a...

Qualcomm (QCOM) · by Diane Moore · 02/03/2016 12:18 PM · Stocks
My most recent update shows improved financials and a fairly steady pace. The consensus seems to be that they’ll have plenty of revenue from...

Qualcomm (QCOM) · by Mark Robertson · 02/03/2016 12:04 PM · Stocks
“Should I be worried about Qualcomm (QCOM)” — A Number of Subscribers The floor is open. Thoughts?

Qualcomm (QCOM) · by Mark Robertson · 11/20/2015 09:48 AM · Stocks
Eddy Elfenbein was also quite concerned about the FTC situation (from last night’s weekly update): Every time I think the news can’t get worse for...

Qualcomm (QCOM) · by Diane Moore · 03/23/2015 09:53 AM · Stocks
Well that’s frustrating…I’ve been working for a couple of months to choose a large company, as my portfolio was lacking in same. Now QCOM’s a large...

Qualcomm (QCOM) · by Mark Robertson · 02/13/2015 11:25 AM · Stocks
The QUALCOMM (QCOM) update from Eddy’s Crossing Wall Street weekly:...

Qualcomm (QCOM) · by Mark Robertson · 02/10/2015 12:06 PM · Stocks
A report on the Chinese resolution and upwards earnings adjustments erupting:...

Qualcomm (QCOM) · by Mark Robertson · 01/30/2015 06:21 PM · Stocks
Qualcomm (QCOM) is looking pretty good for the January Round Table. Here’s an excerpt from Eddy Elfenbein’s www.crossingwallstreet.com weekly...

Qualcomm (QCOM) · by Mark Robertson · 02/01/2014 12:50 PM · Stocks
Woo hoo! I was in a club that owned a LOT of Qualcomm (QCOM) shares purchased in the mid-1990s. We bought because a bunch of partners who were very...

Qualcomm (QCOM) · by Linda Shuler · 01/31/2014 10:38 AM · Stocks
The first investment club I joined bought Qcom shortly after it’s IPO. Four clubs later,Qcom is still chugging along. Hooray for long term growth.

Qualcomm (QCOM) · by Mark Robertson · 01/30/2014 06:04 AM · Stocks
Qualcomm (QCOM) late Wednesday reported fiscal first-quarter profit of $1.88 billion, or $1.09 a share, compared with $1.91 billion, or $1.09 a...

Qualcomm (QCOM) · by Mark Robertson · 02/09/2013 02:30 PM · Stocks
Morningstar raised the fair value estimate for Qualcomm (QCOM).

Qualcomm (QCOM) · by Mark Robertson · 02/01/2013 02:30 PM · Stocks
In the realm of mobile communications, it’s clearly a jungle out there. The battle among the major providers is in full gear and profit margins...

Qualcomm (QCOM) · by Mark Robertson · 01/31/2013 01:25 PM · Stocks
Value Line Data Array

Qualcomm (QCOM) · by Mark Robertson · 12/18/2012 04:40 PM · Stocks
Christmas Countdown (2013) It’s the day that we’ve dreaded for a while during this year’s countdown. It’s the day where cold hands meet … well,...

Qualcomm (QCOM) · by Jim Thomas · 12/29/2011 05:41 PM · Stocks
One year of 23% growth followed by 4 years of 4% growth is 43.9% growth overall (1.23 1.04 1.04 x 1.04 1.04 = 1.439). 43.9% total growth over 5...

Qualcomm (QCOM) · by Don Ellsworth · 12/29/2011 05:02 PM · Stocks
Using Morningstar report to help forcast five year revenue. On page 2 it says “we project 23% growth in fiscal 2012”. Then further down the...

Qualcomm (QCOM) · by Anne Manning · 04/17/2019 05:44 PM · Stocks
Noticed today that Qualcomm is in the Manifest 40, Round Table and Tin Cup dashboards. Guess I am not the only one still holding onto QCOM. Pleased...

Qualcomm (QCOM) · by Leonard Douglass · 04/17/2019 03:54 PM · Stocks
By now you probably saw QCOM stock price reached over $82 at the opening today. WRT to the Intel Modem I saw a report that Intel is closing down...

QCOM · by Anne Manning · 03/02/2013 11:53 AM · Decisions Manifest
Bought Qualcomm yesterday. Anne

QCOM · by Anne Manning · 05/01/2013 11:57 AM · Decisions Manifest
Bought more Qualcomm today. Anne

Qualcomm (QCOM) Chronicle · by Jim Thomas · 08/28/2007 09:51 PM · Stocks
Larry, I’ve responded on another thread . -Jim Thomas

Qualcomm (QCOM) Chronicle · by Larry Dix · 08/28/2007 09:02 PM · Stocks
Jim, Are you capturing this information automatically. I have some stocks that I would like to chart but I would like to find a way to avoid...

Qualcomm (QCOM) Chronicle · by Ken Kavula · 08/28/2007 11:13 AM · Stocks
Really nice graph, Jim! Ken Kavula

Qualcomm (QCOM) Chronicle · by Jim Thomas · 08/27/2007 11:22 PM · Stocks
Here’s a zoomed in chronicle showing about the past 9 months. You can clearly see the drop in PAR on March 30th when the PE and Growth forecasts...

Qualcomm (QCOM) Chronicle · by Patricia Lang · 08/27/2007 01:05 PM · Stocks
Mark, Could you do an update on the Qualcomm chronicle. It would be interesting to see what the Broadcom stuff is doing to the view of the...

Qualcomm (QCOM) Chronicle · by Mark Robertson · 03/26/2007 12:52 PM · Stocks
Qualcomm (QCOM) isn’t in the MANIFEST 40, but I couldn’t resist showing its chronicle. The projected average P/E was reduced from 33.5x to 28x...

Qualcomm (QCOM): Dutch Auction? · by Mark Robertson · 08/09/2018 01:42 PM · Stocks
For those unfamiliar with the mechanics of a “dutch auction”, search for the phrase at investopedia.com and/or enter it in the “Search” box on the...

Qualcomm (QCOM): Dutch Auction? · by Mark Robertson · 08/09/2018 01:38 PM · Stocks
Subscriber Correspondence: Any thoughts on the dutch auction of QCOM?

QUALCOMM (QCOM): In Trouble? · by Nick A DiVirgilio · 08/08/2015 03:06 PM · Stocks
I found this link to be very interesting: http://seekingalpha.com/article/3349905-qualcomm-what-massive-job-cuts-mean-for-long-term-investors Brian...

QUALCOMM (QCOM): In Trouble? · by Mark Robertson · 08/07/2015 02:26 PM · Stocks
It’s a tremor for sure. Because of reductions in expectations from Morningstar, S&P and the analyst consensus, Qualcomm (QCOM) dropped out of...

QUALCOMM (QCOM): In Trouble? · by Robbie Fanning · 08/06/2015 11:24 PM · Stocks
I watched pretax profit slide for four quarters in 2014 and probably should have sold earlier, but I decided to hang on and see what happens. Some...

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Company Results:

Qualcomm (QCOM)

Quality 71
PAR 12.0%