Locator: 48899QCOM.
Tag: magnificent 7 magnificent seven tech 20 tech twenty
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Disclaimer
Brief
Reminder
Briefly:
- I am
inappropriately exuberant about the Bakken and I am often well out front
of my headlights. I am often appropriately accused of hyperbole when it
comes to the Bakken.
- I am inappropriately exuberant about the US economy and the US market.
- I am also inappropriately exuberant about all things Apple.
- See disclaimer. This is not an investment site.
- Disclaimer:
this is not an investment site. Do not make any investment, financial,
job, career, travel, or relationship decisions based on what you read
here or think you may have read here. All my posts are done quickly:
there will be content and typographical errors. If something appears wrong, it probably is. Feel free to fact check everything.
- If anything on any of my posts is important to you, go to the source. If/when I find typographical / content errors, I will correct them.
- Reminder: I am inappropriately exuberant about the Bakken, US economy, and the US market.
- I am also inappropriately exuberant about all things Apple.
- And now, Nvidia, also. I am also inappropriately exuberant about all things Nvidia. Nvidia is a metonym for AI and/or the sixth industrial revolution.
- I've now added Broadcom to the disclaimer. I am also inappropriately exuberant about all things Broadcom.
- Longer version here.
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Investment Criteria
When deciding to invest (not trade), this is where I start:
- market cap: enerally big cap, or promising mid-cap
- P/E:
- sector comparison
- history of ticker
- div: in almost all cases, must pay at least 1%; exceptions allowed, particularly in tech sector
- five-year and one-year ticker
- ChatGPT assessment: incredibly helpful; and incredibly helpful.
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QCOM
Data points:
- market cap: $170 billion -- nice
- P/E: 15 -- great for tech sector
- div: pays 2.3% -- nice, especially considering this is in tech sector
- ChatGPT assessment: mixed at best
Ticker:
I have to check but I think I'm overweight in QCOM having had a position in QCOM for as long as I can remember. But I may have to take another look whether to add more.
From Beth yesterday, link here:
ChatGPT: assessment of QCOM as an investment with 2030 horizon -- mixed at best. Can probably do better elsewhere. But it might fit some investment portfolios.
