Tag: 5G

Quick Thoughts On Apple & 5G

Apple is one of the best companies in the world, but its stock is expensive against next year’s analyst earnings. A pullback is likely. 5G is causing a massive new buying cycle of smartphones though. What’s next for Apple? I think we know. (Members Only. Become a member to read this piece of analysis. Use code RARE50 to get RARE half price forever).

Calix SWOT Report

Calix is on our “very short lists” of companies to watch and potentially buy at the right price. Our SWOT analysis provide the essentials for getting to know a company and develop an investment thesis.

Cisco SWOT Report

Cisco is a worldwide technology leader. Their networking is vital for the emerging 5G world. This SWOT report summarizes Cisco’s strengths, weaknesses, opportunities and threats.

Intel Quick Thoughts After Qualcomm & Apple Deal

Qualcomm (QCOM) mutually dropped all litigation with Apple (AAPL) today. The deal included a six year license agreement and a multiyear chipset supply agreement. While the deal is good for Qualcomm, it shot them to within about 10% of their decade high set in 2014. I think there is limited […]