Posts Tagged ‘Qualcomm (QCOM)’

Barry Rosenstein - Jana Partners

Qualcomm, eBay Inc, and More: Billionaire Rosenstein’s First Quarter Report Card and New Activist Campaign

Qualcomm, Inc (NASDAQ:QCOM) is in the news this morning as activist investor JANA Partners LLC appears to be pushing for change in the technology company......(read more)
Intel Microprocessors

Is QUALCOMM Inc. (QCOM) Executive Going to Help Intel Corporation (INTC)?

Intel Corporation (NASDAQ:INTC) struggles with declining PC sales and slow progress in mobile. In order to change the game it hired Mr. Amir Faintuch,......(read more)
Ricky Sandler

Eminence Capital Ups Stake in InterXion Holding NV. (INXN) to Over 5%

Ricky Sandler’s Eminence Capital has raised its stake in InterXion Holding NV (NYSE:INXN) to 5.6% of the company. The investor now holds 3.88 million......(read more)
OMEGA ADVISORS

Sprint Corporation (S), QUALCOMM, Inc. (QCOM): Billionaire Leon Cooperman Bought More Communications Tech Last Quarter

Our research shows that the most popular small cap stocks among hedge funds earn an average excess return of 18 percentage points per year (learn more......(read more)
BRIDGEWATER ASSOCIATES

The Biggest Hedge Fund in the World Loves QUALCOMM, Inc. (QCOM), Hates Microsoft Corporation (MSFT)

Most of billionaire Ray Dalio’s Bridgewater Associates’s capital is invested in macro instruments such as currencies and commodity futures, but a......(read more)
OMEGA ADVISORS

Billionaire Leon Cooperman’s “Best Ideas” Include QUALCOMM, Inc. (QCOM) and More

One of the most anticipated market players from this year’s Delivering Alpha conference on July 17th was billionaire Leon Cooperman of Omega Advisors......(read more)
Lone Pine Capital 2015 Q2 Investor Letter

Billionaire Stephen Mandel’s Long Term Stock Picks Include Priceline.com Inc (PCLN)

We track quarterly 13F filings from hundreds of hedge funds and other notable investors, including billionaire and Tiger Cub Stephen Mandel’s Lone Pine......(read more)
TIGER MANAGEMENT

Billionaire Julian Robertson’s Long Term Stock Picks Include Google Inc (GOOG)

In May, billionaire Julian Robertson filed his 13F with the SEC, disclosing many of his long equity positions as of the end of March. Obviously this information......(read more)
Apple Inc (AAPL)

Tiger Cub Lee Ainslie’s Long Term Picks Include Apple Inc. (AAPL)

One common objection to using hedge funds’ 13F filings to help find potential stock picks is that the information in these filings is a bit old; in......(read more)
David Blood

David Blood and Al Gore’s Top Picks Include QUALCOMM, Inc. (QCOM)

In May, Generation Investment Management, a hedge fund co-managed by David Blood and former Vice President Al Gore, filed its 13F for the first quarter......(read more)
Andreas Halvorsen

Billionaire Andreas Halvorsen’s High Upside Potential Picks Include QUALCOMM, Inc. (QCOM)

The PEG ratio takes into account both a stock’s P/E multiple and analyst expectations for future earnings growth, and therefore serves as one way to......(read more)
Lone Pine Capital 2015 Q2 Investor Letter

Billionaire Stephen Mandel’s High Upside Potential Picks Include QUALCOMM, Inc. (QCOM)

One way to estimate a stock’s upside potential is by using the PEG ratio, which incorporates both the P/E multiple favored by value investors and analyst......(read more)
Julian Robertson

Billionaire Julian Robertson’s High Upside Potential Picks Include Citigroup Inc. (C)

Julian Robertson, who became a billionaire through his success at Tiger Management and also groomed many “Tiger Cubs” who currently manage their own......(read more)
MAVERICK CAPITAL

Tiger Cub Lee Ainslie Loves Apple Inc. (AAPL) & More

We track quarterly 13F filings from hundreds of hedge funds, including Tiger Cub Lee Ainslie’s Maverick Capital. We have found that 13Fs can be useful......(read more)
Apple Inc. (NASDAQ:AAPL)

Apple Inc. (AAPL), Google Inc (GOOG), and More: The Most Popular Tech Stocks Among Hedge Funds

We have gone through our database of hundreds of 13F filings from hedge funds and other notable investors for the first quarter of 2012, which disclose......(read more)
RENAISSANCE TECHNOLOGIES

Renaissance Technologies LLC Bought International Business Machines Corp. (IBM), Sold QUALCOMM, Inc. (QCOM) During The First Quarter

Jim Simons founded Renaissance Technologies LLC in 1982 and has since become a multi-billionaire due to the fund’s success over time even as it has......(read more)
OMEGA ADVISORS

Billionaire Leon Cooperman’s Omega Advisors Bought Sprint Nextel Corporation (S), QUALCOMM, Inc. (QCOM) During Q1

Billionaire Leon Cooperman‘s Omega Advisors filed its quarterly 13F with the SEC on May 15th, disclosing many of its long equity positions as of......(read more)
Apple Inc. (AAPL), Amazon.com Inc. (AMZN), Barnes & Noble Inc. (BKS)

Apple Inc. (AAPL) Among This Major Investor’s Favorite Stock Picks. Who Else Made The Cut?

Related Tickers: Apple Inc. (NASDAQ:AAPL) Peak6 is a diversified financial services firm co-founded in 1997 by Matthew Hulsizer and Jennifer Just, who......(read more)
TIGER MANAGEMENT

Apple Inc. (AAPL) And The Rest Of Billionaire Julian Robertson’s Long Term Picks

Julian Robertson has become a legendary investor both because of his success as a hedge fund manager at Tiger Management- which made him a billionaire......(read more)
Lone Pine Capital 2015 Q2 Investor Letter

Billionaire Stephen Mandel’s Long Term Stock Picks Include QUALCOMM, Inc. (QCOM)

Lone Pine Capital is managed by billionaire and Tiger Cub Stephen Mandel (“Tiger Cubs” are the group of hedge fund managers who previously worked......(read more)

Broadcom Corporation (BRCM) vs. QUALCOMM, Inc. (QCOM): Which One of These Semiconductor Stocks Is Worth Buying?

Broadcom Corporation (NASDAQ:BRCM) began shipping its fifth generation, or 5G, WiFi family of semiconductors last year. The 5G technology helps wireless......(read more)
QUALCOMM, Inc. (NASDAQ:QCOM)

Cisco Systems, Inc. (CSCO), Nokia Corporation (ADR) (NOK), QUALCOMM, Inc. (QCOM), Super Micro Computer, Inc. (SMCI): Hedge Funds Are Selling This Tech Stock

Super Micro Computer, Inc. (NASDAQ:SMCI) was in 6 hedge funds’ portfolio at the end of the fourth quarter of 2012. SMCI shareholders have witnessed......(read more)
Ericsson (ADR) (NASDAQ:ERIC)

Nokia Corporation (ADR) (NOK), QUALCOMM, Inc. (QCOM): Hedge Funds Are Buying Ericsson (ADR) (ERIC)

Is Ericsson (ADR) (NASDAQ:ERIC) worth your attention right now? Prominent investors are becoming hopeful. The number of long hedge fund bets inched up......(read more)
Apple Inc. (NASDAQ:AAPL)

Apple Inc. (AAPL), Google Inc. (GOOG), and the 20 Most Popular Stocks on Wall Street

Apple Inc. (NASDAQ:AAPL) is one of the most popular stocks on Wall Street and the blogosphere–that’s no secret–but what Apple bulls......(read more)
QUALCOMM, Inc. (NASDAQ:QCOM)

Hedge Fund Renaissance Technologies’ Tech Picks Include Qualcomm

Renaissance Technologies, founded by Jim Simons, has been one of the most successful investment funds in history and has made Simons a multi-billionaire......(read more)
Donald Yacktman

Corning Is Cheap, But Is It A Buy?

We like to at least take a look at stocks which meet traditional value criteria, and Corning Incorporated (NYSE:GLW) qualifies with a trailing earnings......(read more)
Julian Robertson

Billionaires Julian Robertson and Stephen Mandel Like Google Inc (GOOG)

Six to seven weeks after the end of each quarter, hedge funds and other major investors file 13Fs with the SEC to disclose many of their long equity positions......(read more)
Apple Inc. (NASDAQ:AAPL)

American International Group Inc (AIG) Vs. Apple Inc. (AAPL): How is This Hedge Fund Playing It?

Apple Inc. (NASDAQ:AAPL) versus American International Group Inc (NYSE:AIG). We know how the hedge fund industry at large was playing it last quarter......(read more)
Andreas Halvorsen

Billionaire and Tiger Cub Andreas Halvorsen’s Top Stock Picks Include Qualcomm

Andreas Halvorsen co-founded Viking Global in 1999 with two other former members of Tiger Management, the hedge fund run by legendary Julian Robertson......(read more)
MAVERICK CAPITAL

Lee Ainslie’s Top Stock Picks Include Apple Inc. (AAPL)

We have been going through our database of 13F filings for the fourth quarter of 2012. These filings disclose many long equity positions held by a hedge......(read more)
Facebook Inc (FB), JetBlue Airways Corporation (JBLU)

Noam Gottesman’s Top Stock Picks Include Facebook Inc (FB)

We have been working on analyzing the latest round of 13F filings from hedge funds and other notable investors. These documents disclose many of a filer......(read more)
GREENLIGHT CAPITAL

Ten Tech Stocks Hedge Funds Love: Apple Inc. (AAPL) and More

We have processed hundreds of 13F filings from hedge funds and other notable investors for the fourth quarter of 2012; these filings disclose many long......(read more)
RENAISSANCE TECHNOLOGIES

Renaissance Technologies’ Stock Picks for 2013 Include Qualcomm

We have found that 13F filings from hedge funds and other notable investors- even though they are filed six to seven weeks after the end of the quarter......(read more)
Michael Karsch

Michael Karsch’s Top Stock Picks Include AIG

Michael Karsch, manager of Karsch Capital Management, has quite the pedigree. After working at hedge fund Chieftain Capital- which in turn was after he......(read more)
David Shaw

Yahoo! Inc. (YHOO), Amazon.com, Inc. (AMZN) Among D.E. Shaw’s Top Tech Picks

Billionaire D.E. Shaw filed his 13F with the SEC in mid-November, revealing a renewed interest in tech. D.E. Shaw trades using systematic and computer......(read more)
David Einhorn Greenlight Capital

Marvell Technology Group Ltd. (MRVL): Time to Buy on the Dip?

Marvell Technology Group Ltd. (NASDAQ:MRVL) was down as much as 15% last week on news that a federal jury has ordered the chip-maker to pay nearly $1.......(read more)
MAVERICK CAPITAL

Apple Inc. (AAPL) is Maverick Capital’s Top Pick

Apple Inc. (NASDAQ:AAPL) remains Maverick Capital’s top stock pick, making up 4.7% of the hedge fund’s 13F portfolio. Manager Lee Ainslie graduated......(read more)
Steve Cohen SAC CAPITAL ADVISORS

Applied Materials (AMAT): Not The Best Way To Play Semiconductors

Applied Materials, Inc. (NASDAQ:AMAT) provides manufacturing equipment for semiconductor companies. The tech company offers products for front-end and......(read more)
FISHER ASSET MANAGEMENT

Billionaire Ken Fisher’s High Upside Potential Stocks: Apple Inc. (AAPL) and More

Billionaire Ken Fisher’s Fisher Asset Management released its quarterly 13F filing several weeks ago, disclosing many of its long equity positions (......(read more)
CITADEL INVESTMENT GROUP

Qualcomm, Inc. (QCOM), Aflac, Dollar General: Ken Griffin’s Picks That Can Pop

Billionaire and founder of Citadel Investment Group – Ken Griffin – started out trading options in his college dorm room and now manages one of the......(read more)
FISHER ASSET MANAGEMENT

Qualcomm, Inc. (QCOM) Is Just Where It Wants To Be

Qualcomm, Inc. (NASDAQ:QCOM) came in tenth on our list of top ten tech stocks loved by hedge funds (see all 10 here). Despite having a market value in......(read more)
CITADEL INVESTMENT GROUP

Is Research In Motion Limited (RIMM) Worth Investing In Again?

Research In Motion Limited (NASDAQ:RIMM) was up big last week – as much as 15% – on news that the U.S. government is pulling plans to purchase......(read more)
Baidu.com, Inc. (ADR) (NASDAQ:BIDU)

Baidu (BIDU) and Lenovo Have a New Phone, Is it Time to Invest?

As we’ve discussed frequently over the past few weeks (see is Apple now America’s largest smartphone OS?), the smartphone industry is becoming......(read more)
Ken Fisher FISHER ASSET MANAGEMENT

Is Qualcomm a Good Stock to Buy?

There were five finance and insurance companies on our list of the ten most popular stocks among hedge funds for the third quarter of the year. There......(read more)
HIGHBRIDGE CAPITAL MANAGEMENT

Ten Tech Stocks Hedge Funds Are Crazy About

We’ve already gone through our database of 13F filings for the third quarter of 2012 and identified the ten most popular stocks among hedge funds. We......(read more)
Andreas Halvorsen

Andreas Halvorsen’s Newest Stock Picks

Tiger Cub Andreas Halvorsen has achieved significant success since leaving Julian Robertson’s hedge fund to co-found Viking Global in 1999. The fund......(read more)
HIGHBRIDGE CAPITAL MANAGEMENT

The Ten Most Popular Stocks Among Hedge Funds

Our database of 13F filings allows us to track the long equity positions of hedge funds and other notable investors when these filings occur about seven......(read more)
Ken Fisher - FISHER ASSET MANAGEMENT

Qualcomm Offers Growth At A Reasonable Price

Hedge funds liked QUALCOMM, Inc. (NASDAQ:QCOM) during the second quarter, as at the end of June the company made our list of the ten most popular stocks......(read more)
RENAISSANCE TECHNOLOGIES

Is it Time to Sell the Semiconductor Industry?

Texas Instruments Inc (NASDAQ:TXN) is quite the global economic bellwether, with products that are used in virtually all electronics equipment, from cellphones......(read more)
David Einhorn

Is Now a Good Time to Buy Sprint?

Sprint Nextel Corporation (NYSE:S) was up over 15% on news that Japan’s third largest mobile carrier, Softbank Corp, was negotiating a deal to buy a......(read more)
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