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TAKE 120: ARM Holdings wins the smartphone battle

Monday, July 22, 2013 - 02:45

July 22 - Franklin's Par Rostom likes British chipmaker ARM Holdings for its operating margins and earnings growth potential and feels the stock is attractive, despite higher-than-industry multiples.

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Kind of Smart I well I think it's funny part often has just -- and it's tell me liking things. It best. A company that makes that. Might be better. We look at fans -- -- once -- Our holdings which is -- perhaps. Thank you pulled her out. That's when your life how fat the better player on the spot. Well it would force of the law would totally liked him. Today one XP operating margin structure autumn on two times the ball in his hands and the reason -- that -- The captain -- people want -- money and that of sense -- other facts that very focused and intellectual property. -- another ticket reasoning actually growth and growth rate on so on it and plot devices Smartphones. Servers on networking device -- -- -- -- -- focus on one. For that reason is hardware. On infrastructure and also the software infrastructure. Around on chips watching by the long -- and -- that tied into it was sad -- If Camilla I appealing to property at that time and that was the greatest country on my pilot authorized to hold on to address was wrong. When you look at some numbers are actually about fifty times earnings so does that make it looks expensive. It doesn't mean if you're gonna cite violations that would that would apply but the way we look analogue if we discount. The option now -- -- two -- one -- nine times and staff. Into joining us categories of products which finally choose not. To mention. -- new life. So Samsung which -- got decent quarter over quarter earnings growth stocks lagged behind a little bit that you're looking beyond the immediate it sounds like if -- up -- in -- on festival's top 25 years. Actually he's. And our -- growth prospects if you look it up percentage going well we we reckon that you what great would that he's totally off the -- things -- But that still good for us we. -- -- -- -- -- -- -- While the stock is already pretty much about it -- and you but looking out. Our thanks for joining in the -- take what's funny. I Rhonda -- this is riders.

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TAKE 120: ARM Holdings wins the smartphone battle

Monday, July 22, 2013 - 02:45