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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)

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

[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.

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

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

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

[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 ...

[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.

[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.

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

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

[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%.

[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.

[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.

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

[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..

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

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

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

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

[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).

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

[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..

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

[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.

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

[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.

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

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

[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).

[Aug 01, 2014] Sweet 16, by Mark Robertson
Opinions On Parade

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

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

[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%.

[Apr 10, 2013] Sweet 16, by Mark Robertson
Panning For High-Quality Stocks On Sale

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

[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.

[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).

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Forum Post Results:

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

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

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 · 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 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 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 · 02/18/2016 08:15 PM · Stocks
Hello Nick: I use the MOS I listed above for all companies in all industries. Nick

Qualcomm (QCOM) · by 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 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 · 09/07/2020 02:09 PM · Stocks
Value Line Close (9/11/2020) These timely shares remain a solid overall choice. Qualcomm presents one of the best ways to gain long-term exposure...

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

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

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 · 01/30/2015 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 · 02/10/2015 12:06 PM · Stocks
A report on the Chinese resolution and upwards earnings adjustments erupting:...

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 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 · 03/07/2022 11:27 AM · Stocks
Value Line Close (3/11/2022) A number of promising technologies are in the pipeline. The Snapdragon 8 Gen 1 is the first 5G modem-RF solution to...

Qualcomm (QCOM) · by Mark Robertson · 06/08/2022 10:12 AM · Stocks
Value Line Close (6/10/2022) These shares are timely. Our ranking system suggests momentum will change course and we remain optimistic about this...

Qualcomm (QCOM) · by Mark Robertson · 11/18/2021 08:12 AM · Stocks
Qualcomm (QCOM) hosted an investor day Nov. 16 during which management discussed the company’s prospects. Qualcomm assumes it will have only 20%...

Qualcomm (QCOM) · by Mark Robertson · 09/03/2022 12:20 PM · Stocks
Value Line Close (9/9/2022) These shares are timely. Our ranking system suggests momentum will change course and we remain optimistic about this...

Qualcomm (QCOM) · by Leonard Douglass · 09/04/2022 01:55 PM · Stocks
Here is what I see looking at recent history. And here is a permalink to generate an updated copy of the chart. https://schrts.co/ugQmVXhy

Qualcomm (QCOM) · by Matt Spielman · 09/04/2022 12:14 AM · Stocks
Anne, I haven’t owned QCOM, but this was an interesting question. And 2018 was an interesting year, with the US tax bill, and also Qualcomm’s...

Qualcomm (QCOM) · by Anne Manning · 09/03/2022 07:22 PM · Stocks
I have been noticing that there are a good many quality companies that all their numbers going forward are great except for their debt. Qualcomm is...

Qualcomm (QCOM) · by Leonard Douglass · 09/04/2022 01:37 PM · Stocks
You got my interest so I looked at QCOM on Simply Wall St and found this graphic. So the question becomes what did they do with all the money they...

Qualcomm (QCOM) · by Anne Manning · 09/04/2022 01:02 PM · Stocks
Qualcomm has been good to me. I have averaged an 18% annual return with them since 2013. There were definitely times when I thought of selling it,...

Qualcomm (QCOM) · by Leonard Douglass · 09/04/2022 01:49 PM · Stocks
Researching QCOM acquisitions I found this which makes interesting reading. It reminded me that QCOM owns a large number of patents and collects...

Qualcomm (QCOM) · by Leonard Douglass · 09/05/2022 11:19 AM · Stocks
Digging deeper you can see the impact of the NXP acquisition and the 20 billion share buyback on the graphic. What isnt accounted for is the...

Qualcomm (QCOM) · by Leonard Douglass · 09/05/2022 11:25 AM · Stocks
Attempting to review QCOM history of share buybacks because you can see the share count has declined over several years in the Valueline data. I...

Qualcomm (QCOM) · by Mark Robertson · 12/03/2022 09:14 AM · Stocks
Value Line Close (12/9/2022) Despite short-term challenges, the fundamentals of the long-term growth story remain intact. The company added $11...

Qualcomm (QCOM) · by Mark Robertson · 12/03/2022 09:15 AM · Stocks
Equity Analysis