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Predictions

buy
Qualcomm Inc.

Start price
Target price
Perf. (%)
€49.60
15.02.13
€60.00
15.08.13
2.75%
15.08.13

buy
Marvell Technology Inc.

Start price
Target price
Perf. (%)
€7.00
15.02.13
€9.00
20.05.13
30.62%
20.05.13

buy
Intel Corp.

Start price
Target price
Perf. (%)
€15.89
14.02.13
€19.00
04.06.13
23.07%
04.06.13

Very high dividend yield expected
ROE higher than 15% per year
High Investments for future growth
Very differentiated customer and product portfolio
buy
NXP Semiconductors NV

Start price
Target price
Perf. (%)
€24.48
13.02.13
€26.00
21.02.13
-3.16%
21.02.13

buy
Infineon Technologies AG

Start price
Target price
Perf. (%)
€6.53
08.02.13
€8.00
01.08.13
6.71%
01.08.13

buy
Intel Corp.

Start price
Target price
Perf. (%)
€15.58
08.02.13
€18.00
25.04.13
16.29%
25.04.13

Apple Inc.

Start price
Target price
Perf. (%)
€12.00
07.02.13
€10.71
19.04.13
-10.71%
19.04.13

buy
Apple Inc.

Start price
Target price
Perf. (%)
€11.75
05.02.13
€13.75
05.08.13
6.94%
05.08.13

buy
Apple Inc.

Start price
Target price
Perf. (%)
€11.91
03.02.13
€13.93
05.08.13
5.50%
05.08.13

ARM Holdings plc

Start price
Target price
Perf. (%)
€10.24
30.01.13
€9.00
26.02.13
0.00%
26.02.13

buy
Taiwan Semiconductor Manufacturing Co. Ltd. ADR

Start price
Target price
Perf. (%)
€13.04
29.01.13
€14.00
15.02.13
5.44%
15.02.13

Revenue growth >5% per year expected
EBIT growth >5% per year expected
Higher EBIT margin than peer group
Fair valuation
buy
Intel Corp.

Start price
Target price
Perf. (%)
€15.66
29.01.13
€18.00
15.02.13
2.43%
15.02.13

Revenue growth >5% per year expected
Differentiated customer and product portfolio
Could be worthwhile Investment >10% per year
Good rating
buy
Nokia Corp.

Start price
Target price
Perf. (%)
€3.16
29.01.13
€3.50
26.02.13
-11.65%
26.02.13

buy
Apple Inc.

Start price
Target price
Perf. (%)
€11.69
25.01.13
€13.57
25.07.13
3.28%
25.07.13

buy
Nokia Corp.

Start price
Target price
Perf. (%)
€3.11
25.01.13
€3.60
25.07.13
-3.98%
25.07.13

buy
Apple Inc.

Start price
Target price
Perf. (%)
€12.04
25.01.13
€25.00
22.04.13
-10.46%
22.04.13

Apple Inc.

Start price
Target price
Perf. (%)
€12.15
24.01.13
€10.68
24.07.13
-3.45%
24.07.13

buy
Samsung Electronics NV Pfd

Start price
Target price
Perf. (%)
€299.80
21.01.13
€330.00
20.05.13
12.57%
20.05.13

buy
Seagate Technology.Holdings plc

Start price
Target price
Perf. (%)
€25.35
16.01.13
€30.00
25.01.13
9.44%
25.01.13

buy
Apple Inc.

Start price
Target price
Perf. (%)
€13.01
15.01.13
€19.29
24.01.13
-6.65%
24.01.13

buy
Intel Corp.

Start price
Target price
Perf. (%)
€16.49
13.01.13
€18.00
25.01.13
-5.02%
25.01.13

buy
Nokia Corp.

Start price
Target price
Perf. (%)
€3.49
10.01.13
€4.00
19.06.13
-18.29%
19.06.13

buy
Qualcomm Inc.

Start price
Target price
Perf. (%)
€49.57
09.01.13
€62.00
26.05.14
20.49%
26.05.14

Nokia Corp.

Start price
Target price
Perf. (%)
€3.26
08.01.13
€1.50
24.01.13
-1.10%
24.01.13

buy
Nokia Corp.

Start price
Target price
Perf. (%)
€3.22
06.01.13
€4.50
08.07.13
-2.42%
08.07.13