Out Fox The $treet

NXP Semi slumped last week following a confluence of negative events. The company has plans to improve operating margins in the range of 500 basis points. The CFO forecasts aggressive stock buybacks with the stock trading in the $90s after already repurchasing 12% of the company. Last week,   NXP Semiconductors   ( NXPI ) slumped to yearly lows around $85 following weakness in the semiconductor segment, fears over China and possibly some disappointment surrounding the Analyst Day on September 11. The solid bounce again confirms my   investment thesis   of owning this semiconductor on these dips to $90 as the company itself snaps up billions worth of shares. Read the full article on Seeking Alpha.  Disclosure: Long QCOM. Please review the disclaimer page for more details.   

NXP Semi. trades back below the original Qualcomm takeover price of $110. The stock has far trailed the SOXX ETF since the merger agreement in October 2016. A flood of stock buybacks in the sector due to failed mergers will lift all boats. The Chinese regulator delays provide a unique play on  NXP Semiconductors ( NXPI ) that has a long-term growth opportunity tied into a potential short-term quick gain. Investors that step in now appear set to win either way. Read the full article on Seeking Alpha.  Disclosure: Long QCOM. Please review the disclaimer page for more details. 

NXP Semi reported solid Q1 numbers that were a minor disappointment from original post merger expectations. The company is aggressively buying stock again despite forecasts that aren't so positive. The stock is a bargain with some hints that the company is low-balling the upside potential. While  NXP Semiconductors (NASDAQ: NXPI )  generated  Q1 results  that exceeded analyst estimates, the general tone of the results were a minor disappointment. At the time of the merger, analysts expected significantly higher numbers in 2016 and beyond. Read the full article on Seeking Alpha.  Disclosure: No position. Please review the disclaimer page for more details.  

NXP Semi has rebounded following positive regulatory news surrounding the Freescale Semi merger.          Investors should patiently await further dips as the inventory correction and volatile merger integration will no doubt lead to more hiccups in the quarterly financials. The stock remains a prime purchase on future dips due to the synergies from the merger and the benefits to the EPS picture. The recent news events surrounding NXP Semi (NASDAQ: NXPI ) and the associated stock action highlights why investors need to stay prepared. The inventory correction in the semiconductor space and the upcoming completion of the Freescale Semi (NYSE: FSL ) merger makes for a volatile few months. Read the full article on Seeking Alpha. Disclosure: No position mentioned. Please review the disclaimer page for more details. 

NXP Semi has dipped back to recent lows following a major rally on the Freescale Semi deal. The merger places the new entity as a leader in the growing connected car segment that provides a major growth catalyst with the recent hacking scandals. The stock is decidedly cheap based on the benefits of the merger that is heading towards completion. The weak stock market is providing opportunities to buy quality names at discounted prices. One such name is NXP Semiconductors (NASDAQ: NXPI ) that helped spook the market with discussions of a reduction in order visibility when reporting Q2 numbers . Read the full article on Seeking Alpha. Disclosure: No positions mentioned. Please review the disclaimer page for more details. 

NXP Semi has flat-lined since the original excitement over the Freescale merger. Industry consolidation could help improve margins industry wide and provides realistic upside to the current analyst EPS projections for NXP Semi. The stock faces normal risks with a merger that might hold the stock down for now, but investors need to own this stock on approval. NXP Semiconductors (NASDAQ: NXPI ) remains a favorite stock as it leverages a buyout of Freescale Semiconductor (NYSE: FSL ) to higher profits. The stock has mostly stalled at the $100 level following the merger announcement in early March despite some bullish analyst calls. Read the full article on Seeking Alpha. Disclosure: No positions mentioned. Please review the disclaimer page for more details.