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Company Overview and News

1
Mellanox Looking Like A Multiheaded Growth Monster

2h seekingalpha
Mellanox executed well against high expectations, with very strong in Ethernet as the company benefits from enterprises adopting higher-speed solutions.
AVGO HPE

8
Why Broadcom Already Should Ditch Its Planned CA Acquisition

6h 247wallst
It is no big secret that semiconductor companies all up and down the supply chain have been and would like to keep merging into larger and stronger companies so that their future cannot be broken by just one major customer. Broadcom Inc. (NASDAQ: AVGO) was hoping to acquire Qualcomm Inc. (NASDAQ: QCOM) in a deal that faced more scrutiny and reviews than most companies would be able to stand. Now that the Qualcomm issue is believed to be behind Broadcom, the company has decided that CA Inc.
BRCD AVGO CAIAF BRCM QCOM CA

42
What will chip makers say about the trade war? - MarketWatch

7h marketwatch
Semiconductor earnings seen growing 38%, but effects of China tariffs in forecasts are where the big uncertainty lies
MRVL XLNX LRCX SLAB HXSCF BC94 CRUS SMSN AMD NVDA MPWR SWKS TER MU AMAT AVGO ADI MKSI BRCM INTC QCOM SMSD HXSCL

26
Top Analyst Upgrades and Downgrades: Avon, Broadcom, CDW, CSX, Goldman Sachs, Starbucks, Twitter, Under Armour, Windstream and More

10h 247wallst
Stocks were looking for direction on Wednesday with a fairly light day on economic data. Investors have had less faith and have seen lower rewards from buying the dips than in prior years. Many of those same investors have also been concerned about how they want their investments positioned ahead of the midterm elections, into international trade concerns and also for the longer term, into 2019 and beyond.
WFCNP UAA COLM AVP CDW WFC.PRL WFC.PRJ EXR FPI BMO WFC.PRT FPI.PRB WFC.PRR WFC.PRQ WFC.PRP WFC.PRO WFC.PRN TWTR AVGO CF CDWHF CSX WFC.PRY WFC.PRX WFC.PRW WFC.PRV WFC WFC.WS BMO UA BWA FHN TRI SBUX BRCM FHN.PRA

1
A Different View On Broadcom's CA Takeover

11h seekingalpha
Broadcom is attractively valued and offers compelling earnings growth as well as a high dividend yield.
AVGO

39
TXN Stock Price - Texas Instruments Inc. Stock Quote (U.S.: Nasdaq) - MarketWatch

2018-07-17 marketwatch
U.S. stocks are mixed early Friday, treading water in the wake of several consequential technical breakouts. Consider that the S&P 500 has extended its break atop major resistance — resolving a double bottom, defined by the April and May lows — while the Nasdaq Composite has concurrently extended its rally atop key trendline resistance.
XLNX TXN WYNN AMD TRYIF NVDA MCHP ON NOC MU BOE AMAT 3402 ADI AVGO TRYIY BRCM QCOM BA INTC

9
Don’t Buy Broadcom Stock Until This Weird CA Acquisition Shakes Out

2018-07-17 investorplace
Until recently, Broadcom (NASDAQ:AVGO) CEO Hock Tan had the Midas Touch. Since taking the helm in 2006, he has proven to be a maestro at aggressive M&A dealmaking. The result is that he has created one of the world’s largest semiconductor suppliers. Yet lately things have gone haywire. Since early June, Broadcom stock has plunged from $270 to $202.
NEWR AVGO CSCO CA QCOM

45
Can Telecom Stocks Defy Tariff Ergonomics With Solid Q2?

2018-07-17 zacks
When the United States implemented its long-publicized $34 billion worth of trade tariffs against China in the first week of July, it prompted a swift retaliation of the same magnitude by the latter. As the battle lines were drawn and shots fired from both sides, the U.S. equity markets remained more or less unfazed by the events and seemingly waited for one of the warring nations to blink first to avert any catastrophic damage.
CHLKF TMUSP TMUS SGH VZA 0941 S CHL VEEV AVGO VZ BRCM QCOM

82
My Top 5 Undervalued DGI Stocks

2018-07-17 seekingalpha
On Saturday afternoon I was watching Regis “Rougarou” Prograis fight on ESPN. If you’re a boxing fan, you’ve got to take a look at this heavy fisted southpaw. He’s got the entire city of New Orleans behind him and he brings a ton of energy to the ring. The kid is tenacious and I think he has the mark of a true champion.
IBM BAC GEC GE C GILD CMCSA TWX NFLX CA TWC BAC JNJ AVGO GNE

30
46 Nasdaq 'Safer' Dividend Net Gains Led By Lam, Western, Broadcom, Vodafone, And KLA-Tencor, Per Broker July Targets

2018-07-17 seekingalpha
46 of 52 NASDAQ Index dividends were presumed "safer" because they showed positive one-year returns and free cash flow yields greater than dividend yields as of 7/12/17.
FOX LRCX VOD VOD GILD CMCSA WDC STX PCAR MCHP KLAC VODPF AVGO CSCO SBUX QCOM FOXA PAYX

1
Broadcom Shareholders: Don't Worry, Be Happy

2018-07-17 seekingalpha
On July 11, Broadcom (AVGO) announced the purchase of CA (CA) for $18.9 billion in cash. This deal took everyone by surprise and caused a widespread negative sentiment towards Broadcom. Following the announcement, shares of CA jumped by 15 percent, while shares of Broadcom tumbled by more than 18 percent during intraday trading. To add insult to injury, many of my colleagues/analysts were quick to downgrade the stock, either from a Top Pick to Outperform, or from Outperform to Market Perform, which only exacerbated the plunge in Broadcom shares.
AVGO

34
Your 52 Top Yield, Upside, And Net Gain Nasdaq Stocks For July

2018-07-16 seekingalpha
"The Nasdaq-100 Index includes 100 of the largest domestic and international non-financial companies listed on The Nasdaq Stock Market based on market capitalization." 52 pay dividends.
LRCX VOD WYNN VOD GILD FAST CMCSA WDC STX PCAR MCHP KLAC VODPF AVGO KHC CSCO SBUX QCOM PAYX

34
Your 52 Top Yield, Upside, & Net Gain NASDAQ Stocks For July

2018-07-16 seekingalpha
"The Nasdaq-100 Index includes 100 of the largest domestic and international non-financial companies listed on The Nasdaq Stock Market based on market capitalization." 52 pay dividends.
LRCX VOD WYNN VOD GILD FAST CMCSA WDC STX PCAR MCHP KLAC VODPF AVGO KHC CSCO SBUX QCOM PAYX

10
Amazon Roundup: Prime Day, Network Switches, PillPack, More

2018-07-16 zacks
Amazon’s (AMZN - Free Report) big shopping day for Prime members, akin to Alibaba’s (BABA - Free Report) Single’s Day, is kicking off today. Other than that, this roundup covers its PillPack acquisition, foray into network switching, Go Store additions, Chile expansion and logistics rumors.
ANET BRK.A GOOGL 0722 AVGO WMT ATSG

2
Broadcom's 17% Price Drop Is A Gift

2018-07-16 seekingalpha
The acquisition will be significantly accretive and Broadcom has a long history of successful acquisitions and stock price increases.
VRX AVGO BRCM

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KTOV: Kitov Pharamceuticals Holdings Analysis and Research Report

2018-07-17 - Asif

History and Development of the Company Kitov Pharma was incorporated under the laws of the State of Israel (under a previous name) on August 12, 1968 and its ordinary shares were originally listed for trading on the TASE in 1978. The company's ordinary shares are currently traded on the TASE under the symbol “KTOV”, and its ADSs and its public warrants are traded on NASDAQ under the symbols “KTOV” and “KTOVW”, respectively. In October 2012, the District Court in Lod, Israel approved the creditors arrangement in accordance with Section 350 of the Companies Law in order to effectuate the sale by Kitov Pharma (then known as Mainrom Line Logistics Ltd.) of all its activities, assets, rights, obligations and liabilities to a private company held by its then controlling shareholders, and all rights of Kitov Pharma’s creditors against it were extinguished. The sale was made pursuant to an arrangement between Kitov Pharma and its creditors. Following such sale and a related cash...

ATHX: Athersys Analysis and Research Report

2018-07-17 - Asif

Overview and Recent Developments Athersys is an international biotechnology company that is focused primarily in the field of regenerative medicine. The company's MultiStem® cell therapy, a patented and proprietary allogeneic stem cell product, is its lead platform product and is currently in later-stage clinical development. The company's current clinical development programs are focused on treating neurological conditions, cardiovascular disease, inflammatory and immune disorders, certain pulmonary conditions and other conditions where the current standard of care is limited or inadequate for many patients, particularly in the critical care segment. Current Programs By applying its proprietary MultiStem cell therapy product, the company established therapeutic product development programs treating neurological conditions, cardiovascular disease, inflammatory and immune disorders, and other conditions. The company's programs in the clinical development stage include ...

CYTX: Cytori Therapeutics Analysis and Research Report

2018-07-16 - Asif

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CUSIP: Y09827109