RE: Take the money or Qualcomm shares?4 Dec 2025 14:11
I sent a secure message last week to HL to prompt them to provide us with the election options which might be why you received your message just recently.
They probably would have sent out the message at some point but I was conscious of the time left.
I decided ages ago to take the Qualcomm shares. Once I have them I'll start to think about whether I keep them all, sell some, or sell all.
Qualcomm as a stock is undervalued trading at a P/E significantly lower than many of its peers and with a DCF fair value some 20% below its current price, so arguably there's a good chance to see further growth as well as quarterly dividends. It will still see some volatility, but not as much as we had with AWE. Worth bearing in mind that a general market downturn is overdue and if so you can expect a fair drop but Qualcomm's fundamentals seem pretty robust to see it recover well from any severe downturn in the markets.