NXPI: I bought a starter position (100sh) myself, but it hasn't really caught on yet. I guess I bought on the anecdotal detail that their chip is in the new iPhones.
Unfortunately NXPI is already a $17+ billion market cap company, and it's impossible to get the scoop on incremental revenues that the iPhone business represents. Particularly, we don't have a clue how much they get per chip sold to AAPL, much less the margin. If we had these we could project revenue increases or even profit increase, but the truth is this is already a high MktCap and High P/E stock, so Alice will not get to the moon on this one.
Focus Focus Focus Focus !!!!
