November 12, 2014 by Dan • Commentary

Last week following QCOM’s disappointing fiscal Q4 results we laid out our thoughts (below), and offered a longer term bullish outlook for the shares once a few minor issues like probes from regulators and issues …

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November 6, 2014 by Dan • Commentary

Yesterday we laid out our thoughts heading into a QCOM’s fiscal Q4 earnings print and detailed a bearish trade that targeted a 10% move lower to $70, based on our thought that: With the stock …

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November 5, 2014 by Enis • Commentary

QCOM reports earnings today after the close.  I detailed the earnings setup in yesterday’s preview, with the following conclusion: Our View:  QCOM has consistently been viewed by investors as a Growth at a Reasonable Price …

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November 4, 2014 by Enis • Commentary

Event:  QCOM reports its fiscal Q4 earnings tomorrow after the close.  The options market is implying about a 3.5% one day move, which is below the 4 and 8 quarter average of about 4.25%. Sentiment:  Wall Street analysts have …

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September 25, 2014 by Dan • Commentary

Over the course of 2014 we have taken a shot with long exposure in Qualcomm (QCOM) on a couple of occasions, with little to show for it.  The stock has been a massive under-performer to the …

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