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Qualcomm’s Growth Trajectory Is Impressive and Supported by Numerous Secular Trends

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Image Source: Qualcomm Inc – 2019 Analyst Day Presentation By Callum Turcan There is a lot to like about Qualcomm Inc (QCOM), especially after the company reached a truce with Apple Inc (AAPL) in 2019 and resolved a dispute with China’s Huawei in 2020. Both agreements involved Qualcomm signing long-term licensing deals with those companies. The firm has a dominant position in cellular 5G modem and radio frequency (‘RF’) technology, and we don’t expect this lucrative industry position to change anytime soon. Qualcomm is a holding in Valuentum’s Dividend Growth Newsletter portfolio thanks to its strong competitive advantages, healthy balance sheet, asset-light operations, considerable free cash flow generating capacity, and of course, its long-term dividend growth potential. Qualcomm’s shares yield ~1.8% at … Read more

Netflix’s Subscriber Growth Is Slowing Down, Competition Heating Up

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Image Shown: Netflix Inc’s paid subscriber base is expected to grow at a slower pace in the near term compared to the performance seen in recent years. Image Source: Netflix Inc – Shareholder letter covering the fourth quarter of 2021 By Callum Turcan On January 20, Netflix Inc (NFLX) reported fourth-quarter 2021 earnings after the bell. The video streaming giant met consensus top-line estimates and beat consensus bottom-line estimates last quarter as original content such as the South Korean TV show Squid Game (released September 2021) proved to be quite popular in markets around the globe and helped Netflix retain interest in its service. During Netflix’s latest earnings call, management noted that the violent Squid Game TV show had been … Read more

2 Recent IPOs: Surveying SurveyMonkey and Sounding the Alarm on Sonos

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Valuentum has an expansive stock research coverage universe. We don’t cover every company on the market, however. We include three new ideas outside of our coverage universe each month in the Exclusive publication—an income idea, a capital appreciation idea, and a short-idea consideration. In this article, let’s cover two companies that aren’t in our coverage universe but should be on your radar. Both are recent IPOs. By Brian Nelson, CFA SurveyMonkey’s Shares Are Fairly Valued SurveyMonkey (SVMK) has been around since the turn of the century, but it has only been a public entity since September 2018. Many members may have already heard of SurveyMonkey. The company has made it easier to engage with customers to get their feedback, and … Read more