Out Fox The $treet

Qualcomm has growth driver in the Internet-of-Things (IoT) market. The market will start looking beyond just mobile communications as FY19 starts. The $7 EPS target is a base case for FY19 with growth areas providing upside potential in the future. As   Qualcomm   ( QCOM ) looks to move away from the termination of the   NXP Semi.   ( NXPI ) merger, a big key is whether the company can shift away from reliant on the maturing wireless sector. The NXP Semi. deal promised a shift into connected cars, but Qualcomm alone is making a strong push into the promising IoT sector providing a solid long-term boost to my   investment thesis on the cheap stock. Read the full article on Seeking Alpha.  Disclosure: Long QCOM. Please review the disclaimer page for more details.   

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. 

Qualcomm has multiple paths to a higher stock price. Elliott makes strong case for a $135 deal price and Qualcomm can probably afford to pay the higher price. Either way, the lingering NXP Semi. deal is holding back EPS growth as Qualcomm had additional path to boost EPS numbers. As the outcome of the  NXP Semi.  ( NXPI ) merger lingers on,  Qualcomm ( QCOM ) shareholders just want closure on the deal. The company has multiple paths to higher earnings, but the NXP Semi. deal must get out of the way first. 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. 

  Summary NXP Semi reported Q314 earnings. The stock remains a buy. The original investment thesis anticipated that the company could shake off the industry warnings due to involvement in strong product cycles.  With the reporting of Q314 earnings , NXP Semiconductors (NASDAQ: NXPI ) proved that the technology sector in general and the semiconductor category specifically is a matter of having the right products for the current trends. The company continues to benefit from demand for wireless base stations and mobile wallet chips. Following the massive sell-off after the Microchip (NASDAQ: MCHP ) warning regarding a slowdown in the semi industry, investors were encouraged in the article " NXP Semiconductor: Perfect Storm Hits Stock " to cautiously start buying NXPI around $56. During the earnings call, the CEO provided the perfect summary of the current environment in the semi industry:   Read the article at Seeking A...

The data is undeniable -- being added to or removed from a major index has a dramatic impact on stock prices over the next six months to a year. The NASDAQ-100 index is doing its annual update effective Dec. 23. Based on research from Schaefer's and raw numbers from the 2012 updates, investors clearly do better investing in the group removed from the index over the short run. For 2012, the stocks added to the index gained in line with the NASDAQ-100 over both the six-month and 12-month periods. The removals from the index actually smashed the index with an average six-month gain of 43.5% versus 8% for the index. The 12-month numbers were not as impressive, but still very strong at nearly 69% versus 32% for the index. Read the full article here . Disclosure: No positions mentioned. Please review the disclaimer page for more details.