AVGOP News and Press, Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock Series A From 05/17/21

NVIDIA's underlying fundamental valuation is failing to keep up with surging inflation rates. Its stock is the most expensive in the major semiconductor manufacturing group. Without a major cooling in macroeconomic inflation, large future NVIDIA price gains are mathematically and ...

My passive income increased by 13.59% year over year in April. I made 17 purchases and 2 sales. My performance continues to lag the market on a year-to-date basis due to an overweight allocation towards technology, but long term, I still really like my positioning. For furth...

Stocks moved another leg higher in April driven by strong earnings, but I am sensing some upcoming cracks due to rising inflation across the board. I am continuing my monthly investment plans while awaiting a market correction or possibly a real crash once market euphoria has come dow...

I made 12 transactions during the month. I added around $22 in dividends (after tax). Dividends were up almost fivefold YoY. Unfortunately, I still underperformed the S&P 500 this month. For further details see: My Portfolio April Update - 10 Buys, 2 Sells

William von Mueffling's 13F portfolio value increased this quarter from $13.34B to $13.74B. Cantillon added Citrix Systems, IQVIA Holdings, & Nielsen Holdings while reducing Analog Devices, Willis Towers Watson, CBRE Group, Ecolab, & Zoetis. The portfolio continues to be v...

Last year, Apple accounted for ~24% of STM's total revenue. However, that may not be such a great thing considering STM's margins are unusually low for a semiconductor company. That said, STM has a very strong automotive business and is guiding for FY21 revenue growth of ~18.4%. ...

When the market is in a phase of rich valuation, it is tempting to broadly identify the market for these stocks as “overvalued”. Making the distinction between stocks deserving high valuations and those that are overvalued is key, particularly in the current market. ...

Recent and very strong semiconductor earnings reports are a reminder to investors of what an important technology sub-sector semis are. Strong demand is coming from a plethora of diverse markets: smartphones, automotive, and data-centers just to name a few. Whether you decide...

Lantronix provides modern and innovative IoT solutions across a diverse range of applications. While the field is competitive and this brings down profitability, the company is seeing great growth and will soon bring in increasingly positive income. For risk tolerant investors, I ...

I made 16 transactions during the month. I added $69.92 in pre-tax dividends ($60 after tax). Dividends are up over 130% YoY. My portfolio underperformed the indexes I track. For further details see: My Portfolio - March Update