SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Qualcomm Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?


To: Art Bechhoefer who wrote (30378)5/19/1999 6:51:00 PM
From: Caxton Rhodes  Read Replies (1) | Respond to of 152472
 
Valuing Growth:

According to First Call, Using 5 year estimates from 9 Analysts:

....................Growth Rate
QCOM..........35%
Industry......23.1%
Sector........18.6%
Market........13.1%

For comparison purposes, QCOM's average growth rate during the last five years is 32.1%.

PEG ratio is the P/E ratio divided by the expected growth rate. The higher the PEG ratio, the more expensive the stock. Q is less expensive than the industry, sector and market.

.....................PEG
QCOM..........1.35
Industry......2.72
Sector........1.91
Market........1.96

And that is that.

Caxton
GSM is Toast!




To: Art Bechhoefer who wrote (30378)5/19/1999 7:37:00 PM
From: Jack Bridges  Respond to of 152472
 
Well said. Taxes indeed can be a major deterrent to trading success. A sea change is underway, however, as a growing percentage of equities is held in tax-deferred plans such as IRAs and 401(k)s. Those eligible for Roth IRA treatment have it even better -- they can eventually get it out tax-free.



To: Art Bechhoefer who wrote (30378)5/19/1999 9:10:00 PM
From: Tlac  Respond to of 152472
 
But I'd rather hold a stock with pretty good probability of going up 30 to 50 percent in a year

Being a little modest, aren't we? My spreadsheet projects a five year annualized ROR of over 50%, on the unleveraged stock alone, assuming middle of the road values for revenue and earnings growth, and an inevitable PEG Ratio expansion.

And, does anyone following this thread believe that QCOM will not "meet or exceed" middle of the road estimates?

Kelly



To: Art Bechhoefer who wrote (30378)5/20/1999 10:27:00 AM
From: George Gotch  Read Replies (1) | Respond to of 152472
 
You forget that I am long. I feel much better now but have been around enough to question everything in the market. I never will trust companies in the market. Lost to much in a perfect world over the years.