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.
[Jul 01, 2015] Tin Cup Model Portfolio, by Mark Robertson
Accumulate Qualcomm
[Feb 01, 2013] Qualcomm, by Mark Robertson
In the realm of mobile communications, it’s clearly a jungle out there for QCOM.
[May 01, 2016] Tin Cup Model Portfolio, by Mark Robertson
Accumulate Qualcomm (QCOM)
[Jun 01, 2013] Tin Cup Model Portfolio, by Mark Robertson
Sell Medtronic (MDT), Accumulate QCOM
[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.
[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.
[May 01, 2013] Tin Cup Model Portfolio, by Mark Robertson
Sell STRA, Buy CHRW, Accumulate QCOM
[Jul 01, 2015] Sweet 16, by Mark Robertson
Shopping At Body Temperature
[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 ...
[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.
[Feb 01, 2013] Tin Cup Model Portfolio, by Mark Robertson
Sell Abbvie, Buy Gentex and Qualcomm
[Apr 01, 2013] Manifest 40, March 2013, by Mark Robertson
An update on the stocks you follow.
[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.
[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%.
[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.
[Feb 01, 2014] Sweet 16, by Mark Robertson
Your Heavy Hogs For 2014
[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.
[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.
[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.
[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, 2006] Sweet 16, by Mark Robertson
Highest rated companies this month include Cisco Systems,\r\nAbercrombie & Fitch, Microsoft and Bed Bath & Beyond.
[Sep 01, 2006] Sweet 16, by Mark Robertson
The highest rated companies are Bed Bath & Beyond, Medtronic, Oracle and Williams-Sonoma.
[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.
[Jul 01, 2005] Sweet 16, by Mark Robertson
New companies include: Nucor Corp, Robert Half, Paychex, Stryker and QUALCOMM.
[Sep 01, 2007] Sweet 16, by Mark Robertson
The highest-rated companies are Aeropostale, Bed Bath & Beyond, CVS Caremark and Maxim Integrated Products. .
[Jun 01, 2008] Sweet 16, by Mark Robertson
The highest-rated companies are Urban Outfitters, Starbucks and Lowe's .
[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.
[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.
[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)
[Feb 01, 2015] Tin Cup Model Portfolio, by Mark Robertson
Accumulate T. Rowe Price (TROW)
[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.
[Sep 01, 2015] Sweet 16, by Brian Hayek
Dividend Divas: Redux
[Dec 01, 2015] Tin Cup Model Portfolio, by Mark Robertson
Accumulate CVS Health
[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
[Oct 01, 2013] Is Buy-and-Hold Dead?, by Mark Robertson
You don’t have to google very long to come up with a long list of articles and commentaries about the death of “buy and hold” as a strategy.
Forum Post Results:
Qualcomm (QCOM)
· by
Jeff Traeger
·
11/19/2015 11:53 AM
·
Stocks
I would be interested in hearing others opinion on QCOM. I have position and have watched the price decline. The latest earnings actually beat...
QCOM
· by
Laura Scott
·
07/23/2013 09:30 PM
·
Decisions Manifest
I bought some QCOM today. Of course, then it went down right afterwards. So…..
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
This Week in Value Line (6/17/2011)
· by
Mark Robertson
·
06/14/2011 08:50 AM
·
Stocks
Great question, Dan. We actually use current prices for our most widely-followed stocks … calculating the low total return forecast “on the fly”...
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...
Bought QCOM
· by
Diane Moore
·
01/29/2015 11:35 AM
·
Decisions Manifest
The sky is falling! So I added a bit to my position.
Bought QCOM
· by
Jeff Traeger
·
01/29/2015 11:44 AM
·
Decisions Manifest
Increased my position in QCOM this morning @ $62 and change. Although Morningstar reduced their Fair Value call to $75 from $80 this morning, there...